Microsoft Power Platform + Dynamics 365 Core

Course Description 

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings. High-level topics include application configuration, automation opportunities, integration, testing, and deployment.

Audience profile

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

· Identify platform components.

· Understand administrator options.

· Effectively model data.

· Build a basic model-driven or canvas application.

· Identify testing strategies and methodologies.

· Identify integration opportunities.

In this module, you will learn the basics of the Power Platform. You will tour the various administrator portals and install applications.

Lessons

· Overview

· Configure Power Platform environments

· Creating applications

· Discovery and planning

In this module you will learn how to model data effectively using the platform’s entities, attributes and relationships.

Lessons

· Data model fundamentals

· Relationships

· Other entity options

· Other field options

· Internationalizing

In this module you will learn about model driven applications and how to configure and use them.

Lessons

· Configure model-driven apps

· Configure model-driven forms

· Configure views

· Configure model-driven charts

· Configure model-driven dashboards

· Configure reports

In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.

Lessons

· Application fundamentals

· Working with data and services

· Customizing the user experience

· Integration with model-driven apps

After completing this module you will be able to:

· Create a canvas app.

· Work with CDS data.

In this module you will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

· Security overview

· Business units

· Manage security roles

· Manage teams

· Configure hierarchy security

In this module you will learn the basics of the Power Platform automation capabilities.

Lessons

· Automation overview

In this module you will learn how to build and use business rules and how they work alongside other platform automations.

Lessons

· Introduction to business rules

· Additional business rule details

In this module you will learn how to build and use workflows and how they work alongside other platform automations.

Lessons

· Introduction to workflows

· Building workflows

· Advanced workflows

In this module you will learn how to build and use Microsoft Flows and how they work alongside other platform automations.

Lessons

· Introduction to Microsoft Flow

· Other Flow concepts

· Working with CDS

· Building approval flows

· Starting from apps

· Flow deployment considerations

In this module you will learn how to build and use business process flows and how they work alongside other platform automations.

Lessons

· Introduction to business process flows

· Configure business process flows

· Additional business process flow details

In this module you will learn the basics of the Power Platform integration capabilities. You will learn how to configure and use email integrations.

Lessons

· Overview of common scenarios

· Email integration

· Outlook integration

In this module you will learn how to integrate with common Office products like OneNote, Word and Excel. 

Lessons

· Templates

· SharePoint

· Microsoft Teams

· Additional integrations

In this module you will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

· Managing data overview

· Duplicate detection

· Importing data

· Exporting data

· Bulk delete

In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.

Lessons

· Overview

· Manage applications

In this module you will learn how to create, manage and deploy solutions.

Lessons

· Solution concepts

· Planning and creating solutions

· Working with solution components

· Distributing solutions

· Working with managed solutions

In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

· Configure settings

· Mobile configuration settings

· Mobile configuration