Customization/Configuration - 5 Day

  • $3,000.00

This 5-day course is a must-have for Dynamics 365 administrators, customizers and developers. Learn how to customize Dynamics 365 and PowerApps utilizing the out of the box design tools. This course helps prepare for certification exam MB2-716.

Capstone Exercise: The capstone to the course combines Entities, Forms, Views, Business Process Flow, Calculated Fields, Rollup Fields, Queues, Service Level Agreements, Business Rules, and App Model ensuring that at the end of the course the student has achieved the aptitude of mastering Customization of Dynamics 365.

Course Length: 5 Days

Audience Profile: This class is intended for both novice and experienced customizers of Microsoft Dynamics 365. Students are typically System Administrators, Business Analysts, and Developers.

Course Topics:

Dynamics / PowerApps Model Driven

  • User Interface Tour
  • Using Advanced Find
  • Exploring System Options
  • Solution Management

Data Structure

  • Entities
  • Fields
  • Relationships
  • Views

User Interface

  • Forms
  • Business Rules
  • App Model / Sitemap
  • Theming

Business Process Design & Implementation

  • Workflow
  • Business Process Flow
  • Actions
  • Task Flows
  • Queues
  • Service Level Agreements
  • Microsoft Flow

Power Platform

  • PowerApps Canvas
  • PowerBI
  • Microsoft Flow


  • Business Units
  • Security Roles
  • User vs. Team Ownership
  • Access Teams
  • Field Level Security
  • Hierarchy Security
  • Dashboards / Charts
  • Custom Reports
  • Document Templates

Data Management

  • Importing & Exporting
  • Duplicate Detection
  • Auditing
  • Email Integration
  • Knowledge Articles