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Dynamics 365 CRM + PowerApps Developer Course - Part 2

Name: Dynamics 365 CRM + PowerApps Developer Course - Part 2
Rating: 3.8 (40 reviews)

Out-of-the-box Customization of Microsoft Dynamics 365 Customer Engagement (CRM). A must have course for developers.

Created byFiroz Muhammed | Microsoft Certified Trainer | Dynamics 365 Architect

Last updated 5/2021

English

What you'll learn

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

Course content

7 sections • 54 lectures • 5h 29m total length

What is Customization?4:16
In this lecture, you will learn about what is Customization in Dynamics 365 CRM and the basics of OOB customization.
Why is Customization needed4:30
In this lecture, you will learn why customization is required in Dynamics 365 CRM, in addition to the standard features.
Types of Customization4:29
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.
Privilege required for Customization5:44
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.
Customizing Metadata5:02
In this lecture, you will learn about customizing metadata while performing customizing using OOB tools and it will affect the Dynamics 365 CRM application.
Supported Vs un-Supported customization5:57
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.

Understanding Themes3:01
In this lecture, you will learn the basics of themes in Dynamics 365 CRM and how themes can be used to perform UI customization.
Accessing Themes4:30
In this lecture, you will learn about how to access themes in Dynamics 365 CRM application from the customization area.
System Vs Custom Themes4:24
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.
Customizing Existing Themes7:01
In this lecture, you will learn how to customize existing themes in the application and how to use them to update the branding.
Creating New Themes6:58
In this lecture, you will learn how to create new themes - from scratch as well as cloning exiting themes in Dynamics 365 CRM.
Creating and Publishing Themes6:03
In this lecture, you will learn about different operations that you can perform on themes such as editing, publishing and re-publishing themes.

Dynamics 365 CE Entity Model5:15
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.
What is an Entity?6:24
In this lecture, you will learn about Entities in Dynamics 365 CRM and how entities are important in customizing the application.
Understanding Types of Entities5:26
In this lecture, you will learn about different types of Entities in Dynamics 365 CRM - that is System entities, Business and Custom entities.
Configuring Entity Components6:29
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.
Practice - Customizing an Entity11:25
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.
Understanding Custom Entities4:48
In this lecture, you will learn the basics of custom entities and the features of custom entities.
How to Create a Custom Entity5:03
In this lecture, you will learn how to create a custom entity and the steps involved.
Practice - Create a Custom Entity8:03
In this lecture, you will learn how to create a custom entity from scratch in practice.
Custom Activity Entity4:41
In this lecture, you will learn about custom activity entities and how these are different from custom entities.
Creating Custom Activity Entity6:28
In this lecture, you will learn how to create a custom activity entity from scratch in practice.

Understanding Entity Forms5:35
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.
Types of Entity Forms7:30
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.
Components of Forms5:32
In this lecture, you will learn about the components of an entity form and these can be customized.
Customizing Entity Forms12:23
Customizing Entity Form Elements11:51
Practice: Customizing Entity Forms8:41
Practice session guides you to customize an entity form by adding a tab and sections, configuring columns and labels, and publishing the changes in Dynamics 365 CRM.
Understanding Web Resources4:23
Configuring Web Resources9:42
Configure web resources in Dynamics 365 CRM by creating and embedding image resources for phone forms, then publish and set visibility on CRM forms.
Understanding Form Navigation4:52
Configuring Form Navigation6:19

Attribute Types7:35
Explore the various attribute types in the customer engagement application, including text, option sets, currency, decimal, image, and lookup, and distinguish between system and custom attributes.
Customizing Attributes6:21
Creating New Attributes7:06
Practice - Creating New Attributes12:54
Calculated Fields2:55
Creating Calculated Fields10:18
Understanding Global Option Sets4:14
Configuring Global Option Sets8:04

What is a View?3:30
Types of Views7:32
Customizing Views6:59
Working with Personal Views4:16
Creating Personal Views4:16
Practice: Creating Personal Views5:16
Share and Assign Personal Views2:42
Share personal views with other users and assign privileges or ownership, enabling colleagues and admins to view or modify the view while keeping it private until shared.
Practice - Share and Assign Personal Views4:56
Learn to share and assign personal views in Dynamics 365, set a default view, manage activation and deletion, and share with users or teams to control access.

Understanding Entity Charts5:01
Types of Charts4:24
Discover system and personal charts in Dynamics 365 CRM, including public views, access controls, and sharing; learn to customize, switch views, and use the chart designer.
Customizing Charts4:34
Customize charts in Dynamics 365 using the chart editor to adjust axes, legend, and aggregates, switch chart types such as bar or pie, and save changes in the default solution.
Practice - Customizing System charts4:36
Creating System Charts3:36
Practice - Creating System Charts5:51

Requirements

Basics knowledge on Dynamics 365 CE functionality
Highly recommend to enroll to 'Dynamics 365 CE + PowerApps Developer Course - Part 1'

Description

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.

Who this course is for:

Anyone who like to become a Dynamics 365 CE developer or architect can attend this course
If you are looking to learn Dynamics 365 FNO or Business central this course is not for you.
Dynamics 365 and PowerApps developers
CRM Administrators
CRM architects

Dynamics 365 CRM + PowerApps Developer Course - Part 2

What you'll learn

Explore related topics

Course content

Dynamics 365 CE Customization Basics6 lectures • 30min

Customizing 365 CE UI using themes6 lectures • 32min

Customizing Dynamics 365 CE Entities10 lectures • 1hr 4min

Customizing Entity forms10 lectures • 1hr 17min

Customizing Entity Attributes8 lectures • 59min

Customizing Entity Views8 lectures • 39min

Customizing Entity Charts6 lectures • 28min

Requirements

Description

Who this course is for: