Microsoft Dynamics 365 Customization and Configuration(55242)

Description

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365.

Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments.

The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. The July 2017 V9 release of Dynamics 365 is considered and course objectives map directly to the MB2-716 certification exam.

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’ which can be found at www.ttsolutions.com.au.

After completing this course, students will be able to:

Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers
Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe for Business and Exchange
Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment
Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
Customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships
Design custom Information Forms, Quick View Forms, Quick Create Forms and System Views
Create System Charts, Dashboards and Interactive Experience Dashboards
Create and manage Business Rules using the Business Rule Designer
Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions
Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches

Prerequisites

Before attending this course, students must have:

A working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM OR
Successful completion of the ‘Introduction to Microsoft Dynamics 365’

What’s included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

  • Instructor Led (the best training format we offer)
  • Live Online Classroom – Online Instructor Led
  • Self-Paced Video

Speak to an Admissions Representative for complete details

Curriculum

Module 1: Extending the Configuration Manager infrastructure to support Internet-based and mobile devices

This module describes the challenges in managing a mobile and Internet-based workforce and how Configuration Manager integrated with MDM and cloud services solutions can address these challenges.

Lessons

Managing a mobile and distributed workforce
Integrating Configuration Manager with cloud services and Internet-based management solutions
PKI requirements to support Internet-based and mobile device management scenarios
Expanding content availability by using cloud-based distribution points

Lab: Preparing for cloud integration

Signing up for an Azure subscription
Configuring and enabling directory synchronization

Lab: Implementing PKI for Configuration Manager site systems and clients

Creating certificate templates for Configuration Manager services
Deploying certificates to Configuration Manager site systems
Configuring the infrastructure to support certificate profiles

Lab: Configuring cloud-based distribution points

Adding certificates to support Azure and cloud-based distribution points
Installing a cloud-based distribution point
Distributing content to a cloud-based distribution point
After completing this module, students will be able to:

Identify the challenges and solutions for managing a mobile workforce.
Describe considerations and prerequisites for integrating Configuration Manager with cloud services and Internet-based management solutions.
Identify the public key infrastructure (PKI) requirements to support Internet-based and mobile device management scenarios.
Plan and configure cloud-based distribution points.

Module 2: Managing clients on the Internet

This module explains how to manage client devices that are located outside of the corporate network and connected to the Internet.

Lessons

Methods for managing Internet-based clients
Planning and implementing Internet-based client management
Planning and implementing Cloud Management Gateway

Lab: Configuring Internet-based client management

Configuring the Configuration Manager infrastructure to support Internet-based client management
Deploying certificates to client devices
Configuring the client policy to support Internet-based clients

Lab: Configuring Cloud Management Gateway for managing clients on the Internet

Configuring certificate requirements to support Cloud Management Gateway
Setting up the Cloud Management Gateway
Configuring the Configuration Manager site to support Cloud Management Gateway
Configuring clients for Cloud Management Gateway support

After completing this module, students will be able to:

Identify methods used to manage client devices located outside the corporate network and connected to the Internet.
Describe the considerations and tasks for enabling Configuration Manager to support Internet-based client management.
Describe the considerations and procedures for implementing Cloud Management Gateway to support Internet-based clients.

Module 3: Managing Microsoft Store for Business apps by using Configuration Manager

This module explains how to deploy and manage Microsoft Store for Business apps by using Configuration Manager.

Lessons

Overview of Microsoft Store for Business and Education
Managing Microsoft Store for Business apps by using Configuration Manager

Lab: Preparing to use Microsoft Store for Business to support app deployment

Signing up for Microsoft Store for Business
Adding roles to user accounts to manage Microsoft Store for Business
Acquiring and distributing an app from Microsoft Store for Business

Lab: Deploying Microsoft Store for Business apps by using Configuration Manager

Setting up Microsoft Store for Business synchronization
Creating and deploying a Microsoft Store for Business app in Configuration Manager
Monitoring Microsoft Store for Business app usage

After completing this module, students will be able to:

Describe Microsoft Store for Business and Microsoft Store for Education features.
Use Configuration Manager to integrate with and manage Microsoft Store for Business apps.

Module 4: Managing Office 365 apps by using Configuration Manager

This module explains how to deploy and manage Office 365 apps by using Configuration Manager.

Lessons

Overview of Office 365 ProPlus
Deploying Office 365 clients by using Configuration Manager
Managing Office 365 ProPlus updates

Lab: Preparing Office 365 to support app deployment by using Configuration Manager

Signing up for Office 365
Assigning Office 365 ProPlus licenses

Lab: Deploying Office 365 client apps by using Configuration Manager

Configuring Office 365 app deployment from the Office 365 client management dashboard
Deploying Office 365 ProPlus to client devices
Configuring software updates to support Office 365

After completing this module, students will be able to:

Describe Office 365 ProPlus features.
Use Configuration Manager to deploy Office 365 clients.
Manage Office 365 ProPlus updates by using Configuration Manager.

Module 5: Mobile device management by using Configuration Manager

This module describes the methods used to manage mobile devices by using Configuration Manager.

Lessons

Overview of mobile device management
Configuring the Exchange Server connector for mobile device management

Lab: Managing mobile devices by using the Exchange Server connector

Configuring security permissions for Exchange integration
Configuring conditional access for Exchange on-premises
Installing and configuring the Exchange Server connector
Managing mobile devices by using Configuration Manager

After completing this module, students will be able to:

Describe what mobile device management is and methods used to manage devices.
Configure the Exchange Server connector for mobile device management.

Module 6: Hybrid MDM with Configuration Manager and Microsoft Intune

This module describes how to configure a hybrid MDM scenario by using Configuration Manager and Intune.

Lessons

Planning and preparing for hybrid MDM
Configuring hybrid MDM with Configuration Manager and Intune

Lab: Configuring hybrid MDM

Validating and configuring Intune and Configuration Manager integration
Configuring the Intune subscription
Configuring the device enrollment manager

After completing this module, students will be able to:

Identify the considerations and requirements for implementing a hybrid MDM solution by using Configuration Manager and Intune.
Configure hybrid MDM by using Configuration Manager and Intune.

Module 7: Device platform enrollment by using Configuration Manager MDM

This module explains how to enroll iOS, Android, and Windows-based devices in a hybrid Configuration Manager and Intune MDM solution.

Lessons

Enrolling Windows devices into MDM
Enrolling Android devices
Enrolling iOS devices into MDM
Managing mobile devices in Configuration Manager

Lab: Enrolling Windows devices into MDM

Enabling Windows device management in Configuration Manager
Configuring automatic MDM enrollment for Windows 10
Enrolling Windows 10 and Windows 10 Mobile devices into MDM

Lab: Enrolling Android devices into MDM

Enabling Android enrollment for MDM by using Configuration Manager
Enrolling an Android device into MDM

Lab: Performing management tasks for enrolled mobile devices

Configuring compliance settings for MDM device platforms
Deploying and managing applications for Windows-based mobile devices
Deploying and managing applications for Android devices
Protecting data with wipe, remote lock, and passcode reset

After completing this module, students will be able to:

Enable Windows device management and determine the appropriate enrollment method to manage Windows devices.
Enable Android device management and determine the appropriate enrollment method to manage Android devices.
Enable iOS device management and determine the appropriate enrollment method to manage iOS devices.
Perform management tasks for devices enrolled in the hybrid MDM solution.

Module 8: On-premises mobile device management using Configuration Manager

This module explains how to configure on-premises mobile device management by using Configuration Manager.

Lessons

Overview of on-premises mobile device management
Configuring on-premises MDM by using Configuration Manager

Lab: Managing mobile devices with an on-premises infrastructure

Preparing Configuration Manager prerequisites for on-premises mobile device management
Enrolling a standalone Windows 10 device as a mobile client
After completing this module, students will be able to:

Describe the advantages of and considerations for implementing on-premises mobile device management.
Plan for and configure on-premises MDM by using Configuration Manager.

Enrolled