Course 55242-A: Microsoft Dynamics 365 Customization and Configuration

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the components of Microsoft Dynamics 365 Customer Engagement.

Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain business process flows, create custom business apps and use solutions to package and deploy customizations across multiple Dynamics 365 environments.

The course applies to Microsoft Dynamics 365 Customer Engagement Version 9.* (Online and On-premise deployments).

All of our courses have been quality tested by ProCert Courseware Testing.

Audience profile

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. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.

Job role: Developer

Skills gained

  • Understand the features and tools that exist in Microsoft Dynamics 365 Customer Engagement
  • Be able to customize and configure the out of the box Apps and Hubs in Microsoft Dynamics 365, including the Sales and Customer Service Apps
  • Create a custom model driven Unified Client Interface (UCI) App using the App Designer and Site Map Designer


Before attending this course, students must have:

Ideally a working knowledge of Microsoft .Net and Visual Studio


It is recommended all students successfully complete the ‘Introduction to Microsoft Dynamics 365’ course

Course outline

Module 1: Introduction

This module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.


  • 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

  • S...