Dynamics 365 CRM and Power Platform Online / Corporate Training.
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