2018 course catalogeducation.powerobjectsweb.com/d365u_coursecatalog_2017_v...4 dynamics 365...

2018 Course Catalog

Version 53 - 2018Dynamics365Uhcl-powerobjectscomcopy PowerObjects An HCL Technologies Company 2018 All rights reservedUnauthorized reproduction and distribution of this material is prohibitied

2Dynamics 365 University Course Catalog

TABLE OF CONTENTS3 Dynamics 365 University Vision

4 Pricing5 Course Completion Badges

5 Course Completion Badge 6 CRM for Dynamics 365 Administrator Gold Badge 6 CRM for Dynamics 365 Developer Gold Badge

7 Continuing Education

8 Training Details 8 CRM Boot Camp for Dynamics 365 9 CRM Business Intelligence Wizard for Dynamics 365 10 CRM Citizen Developer for Dynamics 365 11 Prepare to Train CRM for Dynamics 365 12 CRM Developer - Environment for Dynamics 365 13 CRM Developer - Extending for Dynamics 365 14 Field Service Training 15 Portals for Dynamics 365 16 Project Service Training 17 Unified Service Desk (USD) 18 Power BI for Dynamics 365

19 Private Training Train Your Team On-Site

20 Building a Training

Click to Contact Us


DYNAMICS 365 UNIVERSITY VISIONDynamics 365 University is designed to be foundational training for those responsible for implementing and supporting Dynamics 365 within your organization Dynamics 365 University focuses on out-of-the-box features and functionality training for your core team Participants get an understanding of how the Dynamics 365 processes and architecture can be leveraged and customized to support your unique organizational processes

Course Completion BadgesDemonstrate your knowledge to administer customize and support Dynamics 365 successfully

Continued LearningEnroll in courses in a methodical sequence that continues both technical and business application growth

Public or Private Options

1 Public TrainingAttend a regularly scheduled offering at one of PowerObjectsrsquo global training centers

2 Private TrainingBring a trainer on site to a location of choice for up to 20 people

Intended AudienceCourses are designed for those involved in the following tasks

bull Analyzing Business Processes Gatheringbull Matching Requirements with CRM Functionality bull Architecting CRM Solutions bull Configuring CRM bull Extending CRM with Custom Codebull Integrating with CRMbull Testing CRM bull Developing Training Materials bull Training End-Usersbull Supporting CRM Infrastructure bull Supporting CRM Users

Who is Not the Intended AudienceCourses are NOT recommended for end-users because itrsquos out-of-the-box training Organizations seeking end-user training should inquire to assess the appropriate solution


PRICINGIf your organization needs training in Dynamics 365 there are two options You can attend a public Dynamics 365 University training provided by PowerObjects or you can bring a trainer onsite at a location of choice for a private fixed fee training If standard public courses donrsquot meet your unique needs trainings can be built using the modules in this catalog

Use these grids to estimate pricing for your needs

Pricing is per day Travel and expenses (TampE) additional Typical TampE includes travel trainer(s) plus printing of lab books Speak with a representative to determine exact costs

Private Pricing USD CAD GBPPrivate - Partner of Record $3300 $4300 $2400

Private - Non-Partner of Record $4000 $5200 $2900

Click to Contact Us

Public Pricing Discount Customer Pays

Total Per Seat

Public - Non Partner of Record na 100 See Website

Public - CSP Customer 10 90 See Website

Public - PowerSuccess Customer 50 50 See Website

Public - PowerPlus Customer 50 50 See Website

Go to educationpowerobjectscom to view complete course schedule and up to the minute pricing Note public program customer program discounts cannot typically be applied with other promotions


COURSE COMPLETION BADGES

Dynamics 365 University public offerings allow attendees to earn a

course completion badge documenting participation and learned knowledge

plus one of two Gold Badges

Course Completion Badge - STANDARD BADGE

The value of a Dynamics 365 University training is in the knowledge acquired but therersquos a professional and career value as well Demonstrate expertise with achievements through Power Objects

Learn how to receive and use your credentials to advance your career

For each course completed PowerObjects issues a course completion certificate to the learner This certification will be sent via email following the course completion and it may be displayed on LinkedIn shared on Facebook and Twitter as well as placed in an email signature

Course Completion Badge Requirements- Completion of any one (1) individual public course offering intotality Note Private or ldquoFixed Feerdquo offerings do not provide these badges since the content is frequently varied from standard offerings

1Course


DEVELOPER - GOLD BADGE

Although CRM developers primarily focus on technical work they need a foundational understanding of the raw materials theyrsquore working with - this is the CRM for Dynamics 365 platform Thatrsquos why the CRM developer starts with a walk-through of the out-of-the-box capability CRM developers then build on top of that foundation using the Software Development Kit and supported methods for extending CRM beyond what the built-in toolset can do CRM developers focus on automation and scripts that can be built on the client side and server side They also focus on how to integrate with CRM for Dynamics 365 through database web service calls All of these things are covered in the CRM for Dynamics 365 Developer Gold Badge

ADMINISTRATOR - GOLD BADGE

Targeted towards those who will initially architect Dynamics 365 andor be responsible for maintaining the systemrsquos ongoing alignment with business processes Administrators are often required to customize the CRM for Dynamics 365 user-interface to keep it simple and intuitive for the end-users Administrators may also configure basic reports using the out-of- the-box toolset and deploy reports to managers and end-users Lastly administrators may create and maintain automated processes such as workflows dialogs and process flows to support business needs These skills are all included in the Administrator Gold Badge

Administrator Gold Badge Requirements- CRM Boot Camp for Dynamics 365 (5 Days)- CRM Business Intelligence Wizard for Dynamics 365 (3 Days)- CRM Citizen Developer for Dynamics 365 (4 Days)

12Days

Developer Gold Badge Requirements- CRM Boot Camp for Dynamics 365 (5 Days)- CRM Citizen Developer for Dynamics 365 (4 Days)- CRM for Environment (2 Days)- Extending CRM for Dynamics 365 (3 Days)

12Days


Continued Learning

Trainings are bundles of individual modules combined into multi-day offerings Many can be consumed through

public trainings in-person at one of our PowerObjects global training centers All of these can be offered in a private training at a location of your choice View all upcoming

public trainings on our Events webpage

CURRENT TRAINING OFFERINGSADDITIONAL MODULES AVAILABLE FOR PRVIATE ldquoFIXED FEErdquo OFFERINGS SEE PAGE 19

Skills Covered Level Experience CourseBaseline Knowledge 100 Beginner Boot Camp

200 Intermediate Prepare to Train

Functional 200 Intermediate Field Service

200 Intermediate Project Service

200 Intermediate Unified Service Desk

300 Intermediate Portals

Non-Code Growth 200 Intermediate Citizen Developer

Reporting 200 Intermediate Business Intelligence Wizard

200 Intermediate Power BI

Coding 300 Intermediate - Advanced

Developer Environment

400 Advanced Developer Extending


CRM Boot Camp for Dynamics 365 - Level 100 Beginner

5 Days - This instructor-led course provides a key step for Microsoft Dynamics 365 administrators and customizers who are beginning or advancing their knowledge of Dynamics 365 in their learning evolution With the evolution of the Dynamics 365 product this course will focus on the core out-of-the-box capabilities This instructor-led course provides a key step for Microsoft Dynamics 365 administrators and customizers who are beginning or advancing their knowledge of Dynamics 365

Who Should GoThis course is designed to support individuals who will be administrating or configuring Microsoft Dynamics 365 This course provides attendees who have limited or no exposure to Dynamics 365 a breadth understanding of the solution Attendees who are migrating from a previous version of Microsoft Dynamics CRM or database solution will find value in learning new features and functionality of the most recent release This course is not recommended for end users

Recommended Prerequisites- Understanding of data or relational databases is helpful- Exposure to Microsoft Dynamics 365 is helpful

Why is this Valuablebull Use advanced find search forms views

activities default system views dashboards charts document templates and reports

bull Understand the default record types and built in processes and process flows for Sales Marketing and Service

bull Understand configuration and administrative options and best practices

bull Create personal views dashboards and chartsbull Set up and define a custom entity or record

typebull Customize the user interface including forms

and searchbull Understand security structure and featuresbull Gain familiarity with options and capabilities

for process guidance automation data analysis amp presentation

Download Detailed Agenda

Training Details


CRM Business Intelligence Wizard for Dynamics 365 - Level 200 Intermediate

3 Days - This class will review all the unique CRM for Microsoft Dynamics 365 reporting capabilities of Advanced Find views and charts reports using the built-in report wizard custom CRM reports with FetchXML and the Report Authoring Add-in Wersquoll do a deep dive into Power BI with the Power BI Desktop app With this tool the report author can create stunning visualizations and analysis through interactive reports These reports are published directly from the interface to the Power BI site for users to consume create and share their own dashboards and schedule refreshes You will leave with all the necessary knowledge and resources to create powerful analytics from your CRM system Note some content in this class applies exclusively to CRM Online and On-premise The instructor will indicate those differences in class

Who Should GoThis training is intended for Dynamics 365 users with intermediate to advanced technical skills who desire to continue their education in business analytics This course assumes working knowledge of skills outlined in the CRM Boot Camp for Microsoft Dynamics 365 course Experience with relational database concepts and Microsoft SQL is helpful but not required

Recommended Prerequisites- Completion of Dynamics 365 University Boot Camp or equivalent application experience- Technical Understanding of Dynamics 365- Computer with SQL Server Data Tools for Visual Studio 2015 and Power BI Desktop installed

Why is this Valuablebull Deeper understanding of data analysis and visualization tools available

bull Create Excel and Word Templates bull Advanced customization of charts using XMLbull Understanding of SSRS amp Power BI as external analysis amp design tools which allow surfacing business intelligence in the Dynamics 365 user interface

bull Basic skills for authoring SSRS reports using Visual Studio SQL Server Data Tools (Course focuses on using Fetch XML as a data source as this works for both Online and on-premises implementations and will include information on a few SQL data source specific functions)

bull Building basic Power BI reports using Power BI web service and Power BI desktop



CRM Citizen Developer for Dynamics 365 - Level 200 Intermediate

4 Days - As Microsoft Dynamics 365 has evolved so has the business needs of an organization With this evolution the Dynamics 365 administrator skillset needs to evolve but to learn a coding language or hire a developer isnrsquot always an option to create modify and configure new business applications This fast pace course is designed to bridge that gap while getting you up to speed quickly The course will cover whatrsquos new with Dynamics 365 and will do a deep dive into advanced configuration low code development and runtime environments

Who Should GoThis training is intended for administrators and configurators who have completed CRM Boot Camp for Dynamics 365 training or equivalent experience and desires to continue their technical education with Microsoft Dynamics 365 without extending This course assumes working knowledge of skills outlined in the Boot Camp course This course is designed to provide a deeper understanding of the advance processes and low code platform options an attendee can leverage in Microsoft Dynamics 365

Recommended Prerequisites- Completion of Dynamics 365 University Boot Camp or equivalent application experience

Why is this Valuablebull Build moderately complex workflows and understand process interaction options

bull Build simple custom actions and dialogsbull Design and configure a smooth and efficient user experience

bull Use Dynamics 365 App Designer for common scenarios

bull Understand use and configure the new Business Process Flows using the new Visual process designer

bull Use the editable grid feature to replace the existing read only grids as needed

bull Optimize configuration for mobile Appsbull Plan your solution management strategybull Understand how and when to leverage PowerApps Flow and the Common Data Model



Prepare to Train CRM for Dynamics 365 - Level 200 Intermediate

3 Days - This instructor-led course provides attendees with tools and best practices when it comes to planning and executing training focused on Dynamics 365 Focused on the core components of readiness and development attendees will learn best practices necessary to roll out effective learning plans that will empower users and increase user adoption Learning methodologies will be reviewed and reinforced via discussion workshops and teach back sessions to better prepare attendees for creating their own Dynamics 365 action plan

Who Should Go

This training is intended for power users team leads Dynamics 365 administrators or internal trainers that have a desire to improve their Dynamics 365 training approach Attendees need a working knowledge of Dynamics 365 prior to attending this course as this offering is focused on preparing planning and executing effective training for Dynamics 365


Why is this Valuable

bull Understand key communication efforts to reinforce effective training

bull Understand core training and learning objectives

bull Understand facilitation best practices

bull Understand training material and reinforcements

bull Understand key evaluation metrics



CRM Developer-Environment for Dynamics 365 - Level 300 Intermediate

2 Days - This instructor-led course provides a detailed understanding of the tools needed to be an effective developer in Microsoft Dynamics 365 Focused on Microsoft Visual Studio and the Dynamics 365 Software Development Kit (SDK) an attendee will learn best practices necessary to build validate and secure your organizationrsquos development environment Utilities and third party productivity tools will be reviewed and reinforced with hands on labs that help attendees establish a solid foundation needed to extend Microsoft Dynamics 365

Who Should GoThis training is intended for administrators configurators and developers who have completed the Citizen Developer training and desire to continue their technical education with Microsoft Dynamics 365 This course assumes working knowledge of skills outlined in the Citizen Developer as well as introductory level understanding of application development and the skills associated This course is designed to provide a deeper understanding of how to interact with Dynamics 365 as a developer and the tools that are used to extend Dynamics 365

Recommended Prerequisites- Visual Studio License or Free Trial - Visual Studio Community will work some labs are impacted by not being able connect to TFS- Completion of Dynamics 365 University Boot Camp or equivalent application experience- Completion of Dynamics 365 University Citizen Developer Course - Technical Understanding of Dynamics 365- Development Skills

Why is this Valuablebull Understand how Visual Studio is leveraged

with Dynamics 365bull Understand navigation and use of Visual

Studiobull Understand how to setup Visual Studio to

work with Dynamics 365bull Source Control including Branching and

Mergingbull Understand the contents and use of the

Software Development Kit (SDK)bull Understand available Utilities and Toolsbull Understand Infrastructure and

Authenticationbull Understand Application Lifecycle

Managementbull Understand Patch Management



CRM Developer-Extending for Dynamics 365 - Level 400 Advanced

3 Days - This instructor-led course provides a detailed understanding of when and why you extend CRM with custom code and what various custom code options are supported through the Software Development Kit (SDK) Attendees will learn best practices while leveraging hands-on labs where you will learn how to create and deploy web resources as well as create and deploy plugins and JavaScript In addition you will learn to more efficiently create debug and test your plug-ins and custom workflows so yoursquoll be able to work faster From the client side of things learn to create and debug more advanced functionality by using HTML alongside REST and SOAP requests Finally to tie everything together topics like solution management source control and deployment will be covered

Who Should GoThis training is intended for administrators configurators and developers who have completed the Dynamics Environment training and desires to continue their technical education with Microsoft Dynamics 365 This course assumes working knowledge of skills outlined in the Citizen Developer Developer Environment courses and introductory level understanding of application development and the skills associated This course is designed to provide a deeper understanding of how to extend Dynamics 365 as a developer

Recommended Prerequisites- Visual Studio License or Free Trial - Visual Studio Community will work some labs are impacted by not being able connect to TFS- Microsoft Azure Account with Subscription- Dynamics 365 University Boot Camp or equivalent application experience- Dynamics 365 University Citizen Developer Course - Dynamics 365 University Developer Environment- Technical Understanding of Dynamics 365- Development Skills

Why is this Valuablebull Understand how to connect with Visual Studio

bull Understand amp Configure how work would be tracked in Team Foundation Services

bull Understand development best practicesbull Understand amp leverage available End Points

bull Execute CRUD Operations against organization

bull Design amp Implement a Plugin amp Custom Workflow Activity

bull Understand Debugging Approachbull Understand Azure and its Role with Dynamics 365



Field Service - Level 200 Intermediate

3 Days - CRM for Dynamics 365 has continued to significantly enhance the Service functionality and specifically Field Service Management In this three-day course we will do a deep dive into CRM for Dynamics 365 Field Service Through discussion demo and hands-on labs in a CRM for Dynamics 365 environment you will learn how to setup plan configure and deploy the Field Service functionality in your organization including the robust scheduling engine and mobile capabilities for field service technicians

Who Should Go

CRM for Dynamics 365 Administrators or CRM for Dynamics 365 Power Users and SMEs looking to advance their knowledge or learn about Field Service functionality and capabilities in CRM for Dynamics 365


bull Setupreview entities amp feature setsbull Approaching Implementationsbull Field Service Work Flowbull Configuration Best Practicesbull Core Functionality and Configurationbull Resource scheduling and scenariosbull Defining Pay Types Resource Costs amp Using Resource Groups

bull Work Order Creation Scenariosbull Using SLArsquos amp Custom KPIrsquosbull Automating Field Service Activitiesbull Data Reporting and Analyticsbull Mobility setup amp configurationbull Intro to Bots and Bot Framework



Portals for Dynamics 365 - Level 300 Intermediate

2 Days - Portals extends CRM for Dynamics 365 for various industries and organizationsrsquo client needs Features include rich content publishing capabilities for various platforms including mobile devices in a secured environment In this course learn how to install configure and manage your portal and CRM integration for external and internal audiences

Who Should Go

CRM for Dynamics 365 Administrators Content Authors and SMEs interested in portal functionality configuration and implementation steps Basic concepts of CRM for Dynamics 365 are not included in this course


bull Portals overview amp configuration

bull Fundamentals

bull Security

bull Branding and design

bull Liquid guide

bull Client-side development

bull Extending portals

bull Portal solutions amp integration



Project Service - Level 200 Intermediate

2 Days - The Project Service Automation (PSA) functionality provides a complete solution to plan and deliver billable projects to your customers In this course you will get a jump start to your project implementation with a deep dive of the setup configuration and management of projects resources expenses and much more though lecture hands-on-labs and real-world scenarios By leveraging PSA your organization will be able to estimate quote and contract work You will also be able to efficiently plan and assign resources enable team collaboration and capture time expense and progress data for real-time insights and accurate invoicing

Who Should Go

CRM for Dynamics 365 Administrators Project and Resource Managers and SMEs interested in the functionality capabilities and implementation steps required of Project Service Automation for CRM


bull Project Management Automation Overview

bull Initial Configuration and Setup bull Resources bull Managing the Sales Process bull Account Management bull Project Prerequisites bull Time Expenses and Collaboration bull Tracking Project Progress and Cost Consumption



Unified Service Desk (USD) - Level 200 Intermediate

3 Days - This course provides technical resources a deep dive into USD The Unified Service Desk allows advanced applications to be created that will manage the agent desktop experience for CRM for Dynamics 365 It adds the ability to organize windows into Sessions to keep multiple customer interactions separated to improve data quality and agent manageability create completely customized user experiences - including toolbars agent scripting overview information alerts and menus - using only configuration done through CRM for Dynamics 365 and auto populate complete Dynamics 365 forms with data from other tabs or applications It also includes a powerful rules engine for routing Dynamics 365 popup windows to specific tabs and controlling behavior of the user experience

Who Should Go

Technical architects developers and administrators with NET experience and CRM for Dynamics 365 admin experience Not recommended for end users


bull Introduction and Overview bull Installation bull Actions Action calls and Events bull Toolbars and Window Navigation rules bull Logging and Debugging bull Scriptlets and Session Management bull Using CRM data and entity searches bull Agent Scripts bull Templates Styling and Translation bull CTI Framework bull CCA Migration bull Hosting External Applications bull Troubleshooting Microsoft Dynamics 365 Processes



Power BI for Dynamics 365 - Level 200 Intermediate

2 Days - This course will do a deep dive into the Power BI Desktop tool It will walk through how to leverage the PowerBIcom Service and Dashboard functionality an Introduction to DAX (Data Analysis Expressions) using the tablet app as well as the Excel integration

Who Should Go

Anyone responsible for reporting and analytics of not only Dynamics 365 data but other sources such as a separate ERP solution spreadsheets and other corporate dataItrsquos also useful for those interested in improving their charts analytics and discovering new insights into data


bull Power BI Desktopbull Administrationbull PowerBIcombull Collaborationbull Data Queryingbull Report Authoringbull Mobilitybull DAXbull Advanced Topicsbull Resources



Private Training Train Your Team On-Site

Whatrsquos IncludedFixed price training includes printed participant lab books and PDFs of the instructor PowerPoints for up to 20 people Each participant is provided their own training environment for labs Participants must bring their own laptops All Dynamics 365 University courses are based on Dynamics 365 however they will be easily applicable to CRM 2013 2015 and 2016 users Instructors will point out when a feature is only available in Dynamics 365

What Courses Are AvailableChoose from the list of available trainings referenced earlier in this catalog or build your own training from the modules listed in the next section of this catalog


Building a TrainingWhen bringing Dynamics 365 University onsite to your location individual course modules may be selected from this aacute-la-cart menu to build a training designed to your organizationrsquos specific needs Training is priced into ldquodays of trainingrdquo by adding up the durations into full days Steps 1 Select the individual courses you want 2 Add up the duration to understand the total of days (8 hours each) of training you need 3 Pricing information for the cost per day of training is listed on the last page of this course catalog

Beginner | 4 Hours - For those who have never worked with CRM for Dynamics 365 before this course helps participants understand the built-in functionality Participants will learn how to access CRM and the differences in the interfaces of CRM via the web outlook and mobile After surveying the sales marketing and service processes in the application participants will learn the basic navigation of the application including how to search and view records add activities and notes and how to set personal options

100

Introduction to CRM for Microsoft Dynamics 365

Beginner | 4 Hours - Understand how CRM for Dynamics 365 supports the sales process from Lead through the close of an Opportunity Participants will learn the business rules built into CRM and how the sales process is often automated In this course sales analytics will be briefly discussed in the context of sales including reporting on the opportunity pipeline and goal management

101

Sales Lead to Opportunity Processes

Beginner | 4 Hours - Advanced use of the sales features in CRM for Dynamics 365 involves setting up the product catalog and utilizing it for the forecasting of opportunities creating quotes orders and invoices This involves the discussion of product pricelists and discount rules10

2

Sales Quote to Order Processes

Beginner | 4 Hours - Learn how to use the marketing functionality in CRM for Dynamics 365 which includes marketing lists quick campaigns campaigns campaign responses email templates and importing leads You will examine the benefits of closed loop marketing and learn how to track the success and effectiveness of your marketing campaigns

103

Marketing


Beginner | 6 Hours - Gain an understanding of the service management capabilities of CRM for Dynamics 365 Learn how to track customer issues complaints questions or requests in the cases entity Understand how using the subject tree and articles can help with organizing and resolving cases This course will cover advanced uses of service such as SLAs entitlements and queues

104

Service

Beginner | 4 Hours - This course will show you how to use and optimize the quick find and how to pull advanced find queries In addition you will learn how to save advanced find queries as personal views and export advanced find results to excel Yoursquoll gain an understanding of out-of-the-box reports and how to use the report wizard to create custom CRM reports Note this course will not cover more advanced topics such as custom reporting using SQL SSRS or Fetch XML

105

Searching and Reporting

Intermediate | 2 Hours - This course will cover the basics of how and when to use templates Yoursquoll learn how to set up and use email templates mail merge templates document templates and Excel templates20

1

Templates

Intermediate | 2 Hours - In this course you will learn how to set up and use duplicate detection including duplicate detection settings duplicate detection rules and duplicate detection jobs The CRM for Dynamics 365 import wizard will also be covered Note this training will not cover other importing tools such as Scribe Designed specifically for system customizers or system administrators

202

Data Management

Intermediate | 4 Hours - This course will cover the exciting Dynamics 365 (online only) feature of Learning Paths Use a unique tool-set to create custom guided walk throughs of your unique Dynamics 365 environment and customized sidebars with links to videos and articles right within the application to match your organizations processes and tailored to specific groups based on security roles Learning Paths provide a powerful tool to organizations to help users discover new features and become familiar with new forms or business processes that are unique to their companyrsquos needs Discover how Learning Paths can reduce training time and costs and enable team members to quickly become productive using Dynamics 365 (online)

200

Workflows


Intermediate | 1 Day - Learn how you can enhance the out-of-the-box marketing functionality of CRM for Dynamics 365 with the PowerPack Marketing add-ons Dive into how PowerMailChimp PowerEmail PowerWebForm PowerWebTraffic PowerSurvey PowerSocial PowerScore and PowerSMS work Hands-on labs will give participants firsthand experience implementing these solutions while learning about the robust functionality that these solutions have to offerPrerequisites Boot Camp or Modules 100 103 200 and 201

305

Marketing PowerPacks

Intermediate | 1 Day - In this course we will do a deep dive into the features for customer service including advanced features on cases hierarchies parent-child relationships case merging and auto-case creation This course will also cover how to implement Entitlements amp SLAs Queues and Routing Rules You will get a brief overview of how other customer service solutions such as Microsoft Parature and Unified Service Desk (USD) augment or integrate with the built-in services features of CRM for Dynamics 365Prerequisites Intermediate technical knowledge Understanding of CRM for MS Dynamics 365 navigation required Understanding of customer service teams and processes required

306

Service Deep Dive

Intermediate | 4 Hours - Many organizations have users with extensive Microsoft Excel skills That knowledge can be leveraged to create powerful analytics and stunning visualizations In this course we use labs and examples to explore how to feed CRM data into Excel as well as many other data sources for deep insights into your environment This module introduces integrations with Power BI using Power BI Publisher for Excel Some functionality of these tools is only available to customers using Dynamics 365 OnlinePrerequisites CRM 2011 or more recent administration experience required

307

Excel and CRM for Dynamics 365

Intermediate | 1 Day - Advance your knowledge on how to customize in CRM for Dynamics 365 using out-of-the- box customization tools This course will teach you how to customize views fields forms and entities Discover how to impact the way the users experience CRM with role-based forms sub-grids business rules quick view forms and quick create forms Note this course does not cover topics such as plugins web resources or JavaScript Designed specifically for system customizers or system administrators

304

Customization


Intermediate - Advanced | 4 Hours - A common misperception is that dialogs are only useful in call center scenarios While they can be helpful in call centers there are many other uses as well Learn how to standardize procedures and utilize dialogs This course will show you how to create dialogs and will cover specific examples of when they are helpful It will take you from basic use of dialogs into how to incorporate workflows into dialogs and create child dialogs Designed specifically for CRM for Dynamics 365 power users system customizers or system administrators

401

Dialogs

Intermediate - Advanced | 4 Hours - Understand how Business Process flows work best practices for creating process flows and how to create process flows for your organization This course will discuss how to modify existing process flows deactivate unused process flows associate process flows with security roles and how to roll out and implement process flows Advanced processes such as branching processes and processes that go across entities will also be discussed Designed specifically for CRM for Dynamics 365 power users system customizers or system administrators

402

Process Flows

Intermediate - Advanced | 2 Hours - Learn about CRM for Dynamics 365 administration This course will give you an understanding of the different duties of an Administrator such as adding users setting up teams and using security roles Itrsquoll also cover system settings Designed specifically for system customizers or system administrators40

3

Administration

Intermediate - Advanced | 4 Hours - Learn about the benefits of using workflows Discover how to create on demand real-time and child workflows Gain an understanding of the required steps in order to perform a successful business process analysis This course will also include some common scenarios when workflows are useful to use It will bridge into advanced workflow scenarios to give you the breadth of what workflows can do Designed specifically for CRM for Dynamics 365 power users system customizers or system administrators

400

Workflows

Intermediate | 4 Hours - New to SQL Server Reporting Services Need a deep dive into CRM for Dynamics 365 reporting This course is full of hands-on-labs demonstrations and sample reports to get you started and confident in your CRM SRS report writingPrerequisites Intermediate technical knowledge Knowledge of CRM for Dynamics 365 basic functionality is recommended Experience with Microsoft SQL Database is helpful but not required Modules 404 and 308 strongly recommended

308

Introduction to SQL Server Reporting Services (SSRS)


Advanced | 4 Hours - Need to take your Microsoft SQL Reporting Services report authoring skills to the next level This class will be a deep dive into SQL and FetchXML reporting required to support your report consumersPrerequisites Intermediate or Advanced technical knowledge Knowledge of CRM for Dynamics 365 basic functionality is recommended Experience with Microsoft SQL Database is helpful but not required

500

Advanced SQL Server Reporting Services (SSRS)

Advanced | 2 Day - Understand the core components of the CRM for Dynamics 365 installation including the CRM Server Email Routing and Server-side Sync and Outlook client Discuss at a high-level the server infrastructure administration such as capacity planning benchmark tests performance monitoring and maintenancePrerequisites Advanced technical knowledge required in the area of server administration Knowledge of Dynamics 365 Administration and Customization is required

501

Infrastructure and Installation

Intermediate - Advanced | 2 Hours - This course covers the nuances of reporting with CRM for Dynamics 365 for experienced report writers CRM reporting has several unique and robust features that enable a rich report-consumer experience In this class we will explore those hidden gems and how to leverage them within your organization This course is a deep dive into Power BI it does not cover SSRS external designersPrerequisites Intermediate or Advanced technical knowledge Knowledge of CRM for Dynamics 365 basic functionality is recommended Experience with Microsoft SQL Database is helpful but not required

404

Whatrsquos Different about CRM for Dynamics 365 Reports


Advanced | 1 Day - CCRM for Dynamics 365 Online Administration continues to be more complex as the suite of products becomes more robust and integrated In this course we will dig into the options and features of CRM for Dynamics 365 Online Administration leveraging the sandbox functionality for training and testing This class will demystify the setup and delivery of the Power BI suite from an administratorrsquos perspective and will cover how these powerful reports are deployed to your CRM and SharePoint environments Other topics will include options for Data Replication and integration to local resources for further analysis SharePoint integration and OneDrive Portal administration is slated to be 4 hours and O365 Integration another 4 hours covering SharePoint OneNote OneDrive O365 Groups and TeamsPrerequisites Intermediate or Advanced technical knowledge Knowledge of Microsoft Dynamics CRM basic functionality is required Knowledge of Dynamics 365 Administration and Customization is required

502

Identity Management and Tenant Administration of CRM for Dynamics 365 Online

Advanced | 2 Days - By attending this course participants will understand the basic concepts of integration how SSIS can be used to do data migrations and build integrations This course is designed for participants that have no experience with SSIS It is aimed at helping students get the basics of SSIS and to see something in action Participants will get hands on experiencePrerequisites Intermediate or Advanced technical knowledge helpful Knowledge of CRM for Dynamics 365 basic functionality is required

503

Introduction to SQL Server Integration Services (SSIS)

Advanced | 1 Day - By attending this course participants will understand the basic concepts of integration how Scribe can be used to do data migrations and build integrations We will also cover when Scribe can be used as a solution and when there are other ways to build integrationsPrerequisites Intermediate or Advanced technical knowledge helpful Knowledge of CRM for Dynamics 365 basic functionality is required Experience with Microsoft SQL Database is helpful but not required

504

Introduction to Scribe


Advanced | 1 Day - Understand the xRM application framework the platform layers security model and business logic Learn common platform operations such as WCF discovery service and classes Understand authentication authorization querying data and executing operationsPrerequisites Advanced technical required Experience with custom development is needed

505

Extending CRM for Dynamics 365 Overview

Advanced | 4 Hours - After an overview of plug-ins this course covers the event framework plug-in isolation trusts and statistics how to develop plugins impersonation with plugins and entity classes Participants will complete a lab where they create register deploy and debug a plugin Learn how to create custom workflow activitiesPrerequisites Advanced technical required Experience with custom development is needed

506

Extending CRM for Dynamics 365 with Plugins

Advanced | 1 Day - Understand application event programming using JavaScript libraries form and field events Complete labs on controlling tab visibility modifying the sitemap and customizing the ribbon Learn how to create and deploy web resources including JavaScript Silver-light and JQueryPrerequisites Advanced technical required Experience with custom development is needed

507

Scripting and Web Resources


Dynamics365Uhcl-powerobjectscomcopy PowerObjects An HCL Technologies Company 2018


TABLE OF CONTENTS3 Dynamics 365 University Vision

4 Pricing5 Course Completion Badges

5 Course Completion Badge 6 CRM for Dynamics 365 Administrator Gold Badge 6 CRM for Dynamics 365 Developer Gold Badge

7 Continuing Education

8 Training Details 8 CRM Boot Camp for Dynamics 365 9 CRM Business Intelligence Wizard for Dynamics 365 10 CRM Citizen Developer for Dynamics 365 11 Prepare to Train CRM for Dynamics 365 12 CRM Developer - Environment for Dynamics 365 13 CRM Developer - Extending for Dynamics 365 14 Field Service Training 15 Portals for Dynamics 365 16 Project Service Training 17 Unified Service Desk (USD) 18 Power BI for Dynamics 365

19 Private Training Train Your Team On-Site

20 Building a Training

Click to Contact Us

















Click to Contact Us


Total Per Seat
















1Course







12Days


12Days


Continued Learning































Training Details


























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507




















Click to Contact Us


Total Per Seat
















1Course







12Days


12Days


Continued Learning































Training Details


























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507














1Course







12Days


12Days


Continued Learning































Training Details


























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507










12Days


12Days


Continued Learning































Training Details


























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507





Continued Learning































Training Details


























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507


















Training Details


























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507





























Who Should Go







































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507

































Who Should Go









Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507







Who Should Go




bull Fundamentals

bull Security


bull Liquid guide








Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507







Who Should Go









Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507







Who Should Go








Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507







Who Should Go












100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507











100



101



2



103

Marketing



104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507






104

Service


105



1

Templates


202

Data Management


200

Workflows



305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507






305



306

Service Deep Dive


307



304

Customization



401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507






401

Dialogs


402

Process Flows


3

Administration


400

Workflows


308




500



501



404




502



503



504




505



506



507






500



501



404




502



503



504




505



506



507






502



503



504




505



506



507






505



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