Microsoft Dynamics CRM/365 Development with power BI reports

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Microsoft Dynamics CRM/365 Development with power BI reports

Microsoft Dynamics CRM/365 Development with power BI reports

Course Duration: 8 days ( 48 hrs )
Course Fees: £1500   ( Exam Fees excluded )
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About Us

LSA Training is an institution providing professional education to individuals pursuing career growth in an increasingly sophisticated and competitive world. We aim to promote excellence in education and training in both the academic and corporate world.

Duration: 8 days (48 Hours)

  • Week day Batches: ( Mon to Fri 10am to 4pm ) 8 Days
  • Weekends Batches: ( Sat & Sun 10am to 4pm ) 4 weekends

 

About the CourseCourse OverviewFor SalesFor ServicesHighlights

Course Objectives

We will be teaching all the modules which includes

  • Sales,
  • Services,
  • Marketing
  • Integration with 3rd Party tools integration with Power BI, example:
  • Marketing(Clickdimensions), Project management tools.
Module 1: Introduction to Configuration & Customisations
  • Customisation and Configuration within this Course
  • Creating a Publisher
  • Creating a Solution
  • Managed or Unmanaged Solutions?
  • Lab Pre-Requisites
  • Lab A – Create a Publisher and Solution
Module 2: The Security Model: Business Units
  • Business Units in Dynamics 365
  • Lab A – Creating a Business Unit Structure
Module 3: The Security Model: Security Roles
  • Security Roles
  • Privileges and Access Levels
  • Create and Copy Roles
  • Lab A- Configuring Security Roles
Module 4: The Security Model: User Management and Teams in Dynamics 365
  • User Management in Dynamics 365
  • Lab A – Adding Users
  • Team Management
  • Lab B – Managing and Creating Teams
Module 5: The Security Model: Manager Security
  • Manager Security
  • Lab A – Create a Manager Hierarchy
Module 6: Configure Email Services
  • Email Integration Options
  • Server-Side Synchronisation
  • Email Router
  • Microsoft Outlook
  • Forward Mailbox
  • Email Server Profiles
  • Mailbox Records
  • Microsoft Outlook Email Client Options
  • Folder Tracking
  • Lab A – Configuring Server-Side Synchronisation
Module 7: Integrating with other Office 365 Offerings
  • Integration with SharePoint
  • Lab A – Enable and work with SharePoint Integration
  • Integrate with OneDrive
  • OneNote Integration
  • Office 365 Groups
Module 8: Customisation of Entities
  • Entity Types
  • Lab A – Adding System Entities to a Solution
  • Creating Custom Entities
  • Entity Properties
  • Lab B – Creating Custom Entities
  • Activity Entities
  • Lab C- Creating a Custom Activity Entity (if time permits or do in your own time)
Module 9: Creating and Customising Fields
  • Fields and Data Types
  • Fields and their display formats
  • Deleting field form an Entity
  • Lab A – Creating Additional field for the Event and Event Booking Entities
  • Calculated Fields
  • Lab B- Creating a Calculated Field
  • Rollup Fields
  • Lab C – Creating a Rollup Field
Module 10: Establishing Relationships
  • Relationship Types
  • Create Entity Relationships
  • Lab A – Create and Modify a 1:N Relationship between Custom Entities
  • N:N Relationships
  • Lab B – Create a N:N Relationship
  • Hierarchical Relationships
  • Lab C – Creating Hierarchical Relationships
  • Field Mapping in Dynamics 365
  • Connections and Connection Roles
  • Lab D – Connecting Records
Module 11: The new Unified Interface (UI)
  • Capabilities of the Unified Interface
  • Navigating the Unified Interface
  • Missing Features
Module 12: Form Customisation
  • Quick Create Forms
  • Lab A – Create a Quick Create Form
  • Main Forms
  • Lab B – Form Customisations
  • Quick View Forms
  • Lab C – Adding Quick View Form Data to a Child Entity Form
  • Securing Multiple Forms
  • Lab D – Securing An Additional Form
  • Mobile Forms
Module 13: Introduction to Business Rules
  • Configuring Business Rules
  • Create Business Rules
  • Lab A – Create a Business Rule
Module 14: Creating, Maintaining and Customising Views
  • Types of Views
  • Assembling a View
  • Removing unwanted Views
  • Lab A – Modify the Quick Find View
  • Lab B – Create a New Public View
Module 15: Chart and Customisation
  • Chart Structure
  • System & Personal Charts
  • Chart Types and Options
  • Lab A – Create a Custom Chart
  • Export and Import Charts
  • Advanced Charting
  • Modifying Charts
  • Lab B – Modifying Chart XML
Module 16: Dashboards for the Web and Unified Interface
  • Creating System and Personal Standard Dashboards
  • Lab A – Create a System Standard Dashboard
  • Creating Interactive Dashboards
  • Lab B – Creating and Interactive Experience Dashboard
Module 17: Additional Security Features
  • Field Level Security
  • Lab A – Configure Field Security
  • Access Teams
  • Lab B- Creating and configuring an Access team
  • Auditing
  • Lab C – Enable Auditing and View Audit Records
Module 18: Creating Processes
  • Workflows
  • Lab A – Creating a Workflow
  • Creating Business Process Flow
  • Edit or Modifying the Business Process Flow
  • Control Access to Business Process Flow
  • Lab B – Create a Business Process Flow
Module 19: Edit and work with the Sitemap
  • Microsoft Dynamics 365 Sitemap
  • Lab A – Edit the Sitemap of the PE Event Solution
Module 20: Dynamics 365 Apps
  • Microsoft Dynamics 365 Business Apps
  • Lab A – Create a new App for PE Events
Module 21: Working with Solutions
  • Managed vs Unmanaged Solutions
  • Managed Properties
  • Lab A – Import a Managed Solution
Module 22: Do it Yourself!
  • Scenario
  • Real World Steps

Microsoft Dynamics 365 for sales:

This is the ideal starter course and assumes no prior knowledge of Microsoft Dynamics 365.

  • Getting Started with Dynamics 365
  • Searching
  • Creating and updating records
  • Views and Charts
  • Activity Management
  • Office Integration
  • Working with Leads
  • Opportunity Management
  • Quotes
  • Charts, Goals & Metrics

Microsoft Dynamics 365 for Services:

Case Management:
This course is designed to give new users practical experience setting up and using the Case Management
module Dynamics 365.
Although some prior experience would be an advantage it is not essential.

  • Overview of Dynamics 365
  • Service Management Settings
  • Holiday & Customer Service Schedules
  • Entitlements, SLAs
  • Creating Cases
  • Managing Cases
  • Parent & Child Cases
  • Goals, Dashboards & Metrics

Training Highlights

  • Instructor Led – Face2Face / class room training
  • More interaction with student to faculty and student to student.
  • Detailed presentations. Soft copy of Material to refer any time.
  • Practical oriented / Job oriented Training. Practice on Software Tools & Real Time project scenarios.
  • Mock interviews / group discussions / interview related questions.
  • Test Lab is in Cloud Technology – to practice on software tools if needed.
  • We discuss about the real time project domains.
  • The teaching methods / tools / topics we chosen are based on the current competitive job market.

Expected Salary/ Pay Package

  • Expected Salaries are as follows:
  • For Contractors £400 to £500 per day
  • Permanent Positions £50 to £100k per annum all depends on experience and skills set

Call us for more details on: +44 – 203 371 0546, or contact us at: training@lsatraining.co.uk



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