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Dynamics 365 CRM + PowerApps Developer Course – Part 2

Out-of-the-box Customization of Microsoft Dynamics 365 Customer Engagement (CRM). A must have course for developers.
How to customize Dynamics 365 CRM Application using OOB
Understanding Out of the Box customization in detail
Learn to Customize Entities and its Components
Customize Entity Views, Charts and Dashboards
Understanding 1:N, N:1 and N:N relationships and customize them

This is the second course in the ‘The complete Dynamics 365 CE + PowerApps developer Course series’. This a 8 course series that will teach you how to become an expert Dynamics 365 developer from scratch.

This course talk about Customizing Dynamics 365 Customer Engagement (Dynamics CRM) application Out-of-the-box (OOB) customization tools.

By the end of this course you will be an expert in customizing your Dynamics 365 CE application using all OOB tools available. This will make you get a strong command over customizing your application as per your business requirements.

We highly recommend you cover the 1st course on this series –  ‘Dynamics 365 CRM + PowerApps developer course – Part 1’  as a pre-requisite for this course.

WHAT YOU WILL LEARN FROM THIS COURSE

  • Course Overview

  • Dynamics 365 Customization basics

  • Customizing Dynamics 365 CE UI using themes

  • Customizing Entities

  • Customizing Entity forms

  • Customizing Entity attributes

  • Customizing Entity Views

  • Customizing Entity Chats

  • Customizing Dashboards

WHO SHOULD ATTEND THIS COURSE

Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer but this course would make more sense if you are any of the following:

  • CRM Consultants

  • Developers

  • IT Managers

  • Administrators

  • Software Architects

JOB OPPORTUNITIES

• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers

• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.

PRE-REQUISITE TO ATTEND THIS COURSE

  • Basic Dynamics 365 CRM Knowledge

  • Configuration Knowledge

  • Basics CRM Expertise

  • Highly recommend to learn ‘Dynamics 365 CRM + PowerApps developer course – Part 1

By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer 🙂

STUDENT SUPPORT

You will never let you down! For all your queries related to the course will be answered in 48 hours on best effort basis.

Dynamics 365 CE Customization Basics

1
What is Customization?

In this lecture, you will learn about what is Customization in Dynamics 365 CRM and the basics of OOB customization.

2
Why is Customization needed

In this lecture, you will learn why customization is required in Dynamics 365 CRM, in addition to the standard features.

3
Types of Customization

In this lecture, you will learn about the different types of customization in Dynamics 365 CRM such as Out of the box customization and Code based customization, and the differences between these two.

4
Privilege required for Customization

In this lecture, you will learn about the privileges required to perform customization in Dynamics 365 CRM application - that is System administration and system customization security roles.

5
Customizing Metadata

In this lecture, you will learn about customizing metadata while performing customizing using OOB tools and it will affect the Dynamics 365 CRM application.

6
Supported Vs un-Supported customization

In this lecture, you will learn about supported and unsupported customization in Dynamics 365 CRM and the things you need to consider while performing unsupported customization.

Customizing 365 CE UI using themes

1
Understanding Themes

In this lecture, you will learn the basics of themes in Dynamics 365 CRM and how themes can be used to perform UI customization.

2
Accessing Themes

In this lecture, you will learn about how to access themes in Dynamics 365 CRM application from the customization area.

3
System Vs Custom Themes

In this lecture, you will learn about different types of themes - System and custom themes. Also we will discuss about the differences of these two types of themes.

4
Customizing Existing Themes

In this lecture, you will learn how to customize existing themes in the application and how to use them to update the branding.

5
Creating New Themes

In this lecture, you will learn how to create new themes - from scratch as well as cloning exiting themes in Dynamics 365 CRM.

6
Creating and Publishing Themes

In this lecture, you will learn about different operations that you can perform on themes such as editing, publishing and re-publishing themes.

Customizing Dynamics 365 CE Entities

1
Dynamics 365 CE Entity Model

In this lecture, you will learn about Dynamics 365 CRM/CE entity model in detail and the components of the entity model such as Entities and attrbutes.

2
What is an Entity?

In this lecture, you will learn about Entities in Dynamics 365 CRM and how entities are important in customizing the application.

3
Understanding Types of Entities

In this lecture, you will learn about different types of Entities in Dynamics 365 CRM - that is System entities, Business and Custom entities. 

4
Configuring Entity Components

In this lecture, you will learn about the components of an Entity in Dynamics 365 CRM application such as Display name, scheme name, primary field, requirement level etc.

5
Practice - Customizing an Entity

In this lecture, you will learn how to customize an existing entity in the application and what all features of an entity can be customized.

6
Understanding Custom Entities

In this lecture, you will learn the basics of custom entities and the features of custom entities.

7
How to Create a Custom Entity

In this lecture, you will learn how to create a custom entity and the steps involved.

8
Practice - Create a Custom Entity

In this lecture, you will learn how to create a custom entity from scratch in practice.

9
Custom Activity Entity

In this lecture, you will learn about custom activity entities and how these are different from custom entities.

10
Creating Custom Activity Entity

In this lecture, you will learn how to create a custom activity entity from scratch in practice.

Customizing Entity forms

1
Understanding Entity Forms

In this lecture, you will learn the basics entity forms and use of these forms in accessing records as well as  customizing the entity layout.

2
Types of Entity Forms

In this lecture, you will learn about different types of Entity forms such as main form, information form, mobile form, quick create and quick view forms.

3
Components of Forms

In this lecture, you will learn about the components of an entity form and these can be customized.

4
Customizing Entity Forms
5
Customizing Entity Form Elements
6
Practice: Customizing Entity Forms
7
Understanding Web Resources
8
Configuring Web Resources
9
Understanding Form Navigation
10
Configuring Form Navigation

Customizing Entity Attributes

1
Attribute Types
2
Customizing Attributes
3
Creating New Attributes
4
Practice - Creating New Attributes
5
Calculated Fields
6
Creating Calculated Fields
7
Understanding Global Option Sets
8
Configuring Global Option Sets

Customizing Entity Views

1
What is a View?
2
Types of Views
3
Customizing Views
4
Working with Personal Views
5
Creating Personal Views
6
Practice: Creating Personal Views
7
Share and Assign Personal Views
8
Practice - Share and Assign Personal Views

Customizing Entity Charts

1
Understanding Entity Charts
2
Types of Charts
3
Customizing Charts
4
Practice - Customizing System charts
5
Creating System Charts
6
Practice - Creating System Charts
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