Dynamics 365 Training Workshops Outlines

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