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Microsoft Dynamics 365 Customization And Configuration

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Course Overview

40514-G: Microsoft Cloud Workshop: Migrating Oracle to Azure SQL or Postgre SQL is a 1-day hands-on workshop that is designed to teach IT professionals how to migrate their existing Oracle databases to Azure SQL or PostgreSQL. This covers topics such as database migration assessment, migration tools and services, database migration best practices, and post-migration validation. Participants will learn how to use Azure Database Migration Service to migrate their Oracle databases to Azure SQL or PostgreSQL, and how to optimize the performance, security, and management of their migrated databases. Upon completion of the workshop, participants will receive a certificate from Microsoft that verifies their proficiency in migrating Oracle to Azure SQL or PostgreSQL.

Target Audiance

  • 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.

Schedule Dates

Microsoft Dynamics 365 Customization And Configuration
21 August 2024 - 23 August 2024
Microsoft Dynamics 365 Customization And Configuration
25 November 2024 - 27 November 2024
Microsoft Dynamics 365 Customization And Configuration
25 February 2025 - 27 February 2025
Microsoft Dynamics 365 Customization And Configuration
26 May 2025 - 28 May 2025

Course Content

  • Getting familiar with the versions of Microsoft Dynamics 365
  • Get acquainted with the Dynamics 365 framework
  • Review the Dynamics 365 Devices, Apps and Hubs
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organizations and environments
  • Review further reading and resources
  • Set up the lab environment
  • Lab : Setting up your Lab environment

  • An introduction to Dynamics 365 Admin Center
  • An introduction to Dynamics 365 Deployment Manager
  • An introduction to the Power Platform Admin Center
  • Review the System Settings area
  • Understand how to configure Auto Save Settings
  • Understand how to configure Format Settings
  • Understand how to configure Email Settings
  • Understand how to configure Skype Integration
  • Understand how to configure SharePoint Integration
  • Understand how to configure OneNote Integration
  • Understand how to configure Auditing
  • Lab : Configure Dynamics 365 System Settings
  • Lab : Configure Dynamics 365 Audit Settings

  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
  • Lab : Configure Users, Business Units, Security Roles and Access Levels
  • Lab : Configure Access Teams
  • Lab : Configure a Management Hierarchy

  • Shaping the DataCopy
  • Profiling the DataCopy
  • Enhance the data structureCopy
  • Lab : Loading Data in Power BI DesktopCopy

  • Introduction to the Dynamics 365 model
  • Review the different Entity Types
  • Create new Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions
  • Lab : Creating and Managing Entities

  • Introduction to Field Customization
  • Understand the different Field Types
  • Review Field Formats
  • Create a new Field
  • Review Fields and Solutions
  • Implement a Calculated Field
  • Configure Field Level Security
  • Lab : Creating and Managing Fields
  • Lab : Creating a Calculated Field
  • Lab : Configuring Field Level Security

  • Introduction to Relationships
  • Review the different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behavior
  • Implement a Hierarchy Relationship
  • Configure Field Mappings
  • Lab : Create Entity Relationships
  • Lab : Create a Hierarchical Relationship
  • Lab : Configure Field Mappings

  • The process to create a new Form
  • Review the different Form types
  • Using the Form Designer
  • Customizing the Main, Quick View, Quick Create and Card Forms
  • Configure Form Security
  • Review the different View types
  • Customizing System Views
  • Configure the Editable Grid
  • Customizing System Charts and Dashboards
  • Lab : Customizing Forms
  • Lab : Configuring System Views
  • Lab : Configuring Charts and Dashboards

  • Introduction to the UCI
  • The App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions
  • Lab : Customizing an existing UCI App
  • Lab : Build a custom Event Management UCI App

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions
  • Lab : Create a Workflow
  • Lab : Create a Business Process Flow

  • An introduction to Solution Management
  • How to add and administer components in a Solution
  • The differences between unmanaged and managed Solutions
  • How to export and import a Solution
  • How to set Managed Properties for a Solution
  • What happens when you delete a Solution
  • How to Clone a Solution Patch
  • How to Clone a Solution
  • Lab : Solution Management


As a certified 55242-A: Microsoft Dynamics 365 Customization and Configuration professional, your role would involve customizing and configuring Microsoft Dynamics 365 solutions for businesses. You would be responsible for analyzing business requirements and designing, developing, and implementing customizations to meet those requirements. You would also be responsible for configuring and managing Dynamics 365 components, such as entities, fields, forms, views, and workflows, to optimize system performance and user experience.

To determine whether the 55242-A: Microsoft Dynamics 365 Customization and Configuration certification is in demand, you can research the job market and look for job postings that require or prefer this certification. You can reach out to industry experts and recruiters to gather their insights on the demand for this certification and its value in the job market.

Keeping up with technology advancements is constantly evolving, and it can be challenging to stay up-to-date with the latest developments and trends in the field. You can manage complex projects that require careful planning and execution. Managing resources, timelines, and budgets can be a challenge. Meet with diverse business requirements so you may need to work with diverse stakeholders and tailor solutions to meet their specific needs. You can ensure data security and compliance and manage user adoption and training, you may need to develop training materials and provide ongoing support to ensure that end-users are comfortable with the solution and use it effectively.

After completing the 55242-A: Microsoft Dynamics 365 Customization and Configuration course, you will have a range of job opportunities available to you. Some common job titles for professionals with this certification include:
1. Dynamics 365 Developer
2. Dynamics 365 Consultant
3. Dynamics 365 Analyst
4. Dynamics 365 Administrator
5. Dynamics 365 Solution Architect
6. Dynamics 365 Technical Consultant
7. Dynamics 365 Project Manager

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