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Dynamics 365 Training Workshops Outlines

December 5, 2017

Extending Dynamics 365 Workshop

 

Review Dynamics 365 Security Model
Review core functionality and entities of Dynamics 365
  • Core Entities

  • Field Service Module Overview

  • Project Automation Module Overview

  • Review Dynamics 365 SDK and Common Tools Used for Development

  • Classic Extension Techniques

  • Entity Customizations

  • Javascript

  • Web Resources

  • oData

  • Processes (Workflows, Actions, Business Process Workflows)

  • Plug-ins

  • Custom Workflow Activities

  • Azure (Plug-in Integration, Azure Logic Apps, Flow, Commonly Used Azure Services)

  • Reports

New Features in Dynamics 365
  • Modular Business Apps

  • Dynamics 365 Web API Enhancements

  • Using Form Scripts

  • Customizing for Mobile Clients

  • Editable Grids

  • Interactive Service Hub

  • Process Enhancements

  • New Messages

  • New Entities

  • New Privileges

 

Managing and Configuring Dynamics 365 Portals Workshop

  • Introduction to Dynamics 365 Portals

  • Portal Architecture

  • Review Out of the Box Portals

  • Review Common Portal Entities

  • Web Portal Security

  • Inviting Users

  • Setting Up and Moderating Forums

  • Configuring Site Settings

  • Entity Permissions

  • Using Portal Administration Wizard

  • Web Forms

  • Web Form Notes

  • Working with Entity Lists

  • Understanding Ads and Ad Placements

  • Understanding Ratings

  • Managing Portal Content with the Content Editor

  • Content Editor Command and Controls

  • Understanding Blogs

  • Understanding Knowledge Articles

 

Customizing and Designing Dynamics 365 Portals Workshop

 

Creating and Designing Portal Entities
  • Website

  • Page Template

  • Redirects

  • Site Markers

  • Site Settings

  • Content Snippets

  • Shortcuts

  • Web Files

  • Web Link Sets

  • Contacts

  • Content Access Levels

  • Entity Permissions

  • Web Roles

  • Ads/Ad Placements

  • Polls

Working with Portal Languages
Managing Portal Themes
  • Bootstrap Variables and Classes

  • CSS

  • Glyphicons

Using Liquid
  • Basic Operators

  • Basic Objects

  • Basic Tags

  • Basic Filters

For more information or to schedule a Dynamics 365 Training Workshop, contact Jenna at jennab@dynamicsintelligence.us

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