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Microsoft Dynamics 365 Customization and Configuration for Power Platform

Price
885 USD
3
LO-035315
Classroom Training, Online Training
Microsoft

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  • Date: 12-Aug-2024 to 14-Aug-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 885 USD
  • Date: 23-Sep-2024 to 25-Sep-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 885 USD
  • Date: 4-Nov-2024 to 6-Nov-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 885 USD
  • Date: 16-Dec-2024 to 18-Dec-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 885 USD
  • Date: 27-Jan-2025 to 29-Jan-2025
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 885 USD
  • Date: 10-Mar-2025 to 12-Mar-2025
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 885 USD
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Course Description

Overview

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps using the Power Apps Maker Portal and the Power Platform Admin Center.

Attendees of this course will gain an in-depth understanding of configuring Environments through the Power Platform Admin Center, set up and maintaining Security, learn how to customize the Sales and Customer Service Apps, create custom Model-driven Apps using the Power Apps Maker Portal, make model customizations to the Dataverse, create and maintain Workflows and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.

By the end of this course, attendees will know how to design, create, customize and support business solutions and apps built on Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform.
 

Objectives

At course completion students will be able to:
  • Be able to customize and configure the out of the box Apps in Microsoft Dynamics 365 Customer Engagement, including the Sales and Customer Service Apps
  • Create custom Microsoft Dynamics 365 Model-driven Apps using the Power Apps Maker Portal
  • Be proficient using the Power Apps Make Portal and the Power Platform Admin Center
  • Understand the differences between Environments and Solutions
  • Integrate SharePoint, Teams, Outlook and Power BI
  • Configure Dynamics 365 AI
  • Undertake and carry out setup and configuration required to deploy and support Microsoft Dynamics 365 Customer Engagement Apps in an organization through the Power Platform Admin Center
  • Configure Auditing in Power Platform Environment Settings
  • Design and configure a comprehensive Security model using the inbuilt tools in the Power Platform Admin Center
  • Create Model customizations in the Dataverse including custom Tables, Columns and Relationships
  • Design custom Forms, Quick View Forms, Quick Create Forms and Card Forms using the Power Apps Maker Portal
  • Create Custom Views using the Power Apps Maker Portal
  • Create custom Charts and Dashboards using the Power Apps Maker Portal
  • Create and manage Business Rules using the Business Rule Designer
  • Plan, design and implement business process automation with Workflows, Business Process Flows and Power Automate Flows
  • Understand the necessary best practices when creating customizations for Microsoft Dynamics 365 Customer Engagement, Power Apps and the Power Platform
  • Be able to apply best practice methodology using unmanaged and managed Solutions to manage customizations across multiple Power Platform Environments

Audience


 

Prerequisites

    This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 and the Power Platform. As a minimum, students should attend the prerequisite course ‘55250: Introduction to Microsoft Dynamics 365’.
     

Topics

Module 1: Introduction This module provides the attendee with an introduction to the concept of creating custom Apps for Microsoft Dynamics 365 Customer Engagement. The concept of the Power Platform and Power Apps is presented, together with an initial overview of the Power Apps Maker portal and the Power Platform Admin Center. Lessons
  • Introduction to Microsoft Dynamics 365 Customer Engagement (CE)
  • The Microsoft Power Platform
  • The Power Apps Maker Portal
  • The Power Platform Admin Center
  • Power Platform Environments
  • Solutions Overview
  • As introduction to Release Wave Updates
  • Review further reading and resources
  • Labs - Acme Enterprises Event Management Solution
Lab 1: Setting up your Lab environment
  • Setup your Lab and install sample data
Module 2: Setup and Configuration This module presents some of the most common features and areas that require configuration when provisioning and managing Dynamics 365 Apps and Power Platform Environments. This module guides you through the different portals and interfaces as well as common configuration Environmental Settings. Lessons
  • The Microsoft 365 Admin Center
  • The Power Platform Admin Center
  • The Dynamics 365 Admin Center
  • The Power Apps Maker Portal
  • Dynamics 365 Classic
  • Microsoft Power Automate
  • Microsoft Power BI
  • AI Builder and Dynamics 365 AI
  • Environment Level Settings
  • Format Settings
  • Email Settings
  • Skype and Teams Integration
  • SharePoint Integration
Lab 1: Configure Settings
  • Configure Environment Settings
  • Configure Formatting Settings
Lab 2: Configure Auditing
  • Enable Auditing
  • Enable Auditing for an Table
  • Configure Auditing for a Column
Module 3: Security This module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered. Lessons
  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
Lab 1: Configure Users, Business Units, Security Roles and Access Levels
  • Create new Users in Microsoft 365
  • Add Users to an Environment and assign Security Roles
  • Create new Business Units
  • Copy a Security Role and Configure Access Levels
Module 4: Creating and Managing Tables In this module we will start to look at customizing the data model of the Dataverse to build custom apps in Microsoft Dynamics 365. The model consists of Tables, Relationships and Columns which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Tables and configuring Table properties. Lessons
  • Introduction to the Data Modelling
  • System and Custom Tables
  • Create new Custom Tables
  • Tables Properties
  • Tables Type and Ownership
  • Custom Tables Security
  • Tables and Solutions
Lab 1: Creating and Managing Tables
  • Creating a Solution
  • Creating Custom Tables
  • Add existing System Tables to a Solution
  • Configure permissions for Custom Tables
  • Create a Model-driven App
Module 5: Customizing Columns Columns are used in Dynamics 365 Apps to capture data entered by the user. The Dataverse supports a number of different Column data types and formats, all of which are presented in this module. Special Column types such as Calculated Columns are also considered, as well as securing data using Column Level Security. Lessons
  • Introduction to Column
  • Understand the different Column Types
  • Column Data Types
  • Create a new Column
  • Columns and Solutions
  • Implement a Calculated Column
  • Configure Column Level Security
Lab 1: Creating and Managing Columns
  • Creating Columns
  • Create a Global Option Set
Lab 2: Creating a Calculated Column
  • Creating a Calculated Column
  • Add Columns to a Table Form
Lab 3: Configuring Column Level Security
  • Enable a Column for Column Level Security
  • Configure a Column Security Profile
Module 6: Customizing Relationships and Mappings Relationships associate a Table with another Table. This module provides an overview of the different types of Relationships that can be created in the Dataverse. We also look at Relationship Mappings and how they can be used to pass values between related Tables to reduce duplicate data entry. Lessons
  • Introduction to Relationships
  • Relationship Types
  • Create a Relationship
  • Relationships and Solutions
  • Understand Relationship Behaviour
  • Implement a Hierarchy Relationship
  • Configure Column Mappings
Lab 1: Create Table Relationships
  • Create Table Relationships
  • Configure Relationship Behaviour
Lab 2: Create a Hierarchical Relationship
  • Configure a Hierarchical Relationship
Lab 3: Configure Column Mappings
  • Configure Column Mappings
Module 7: Customizing Forms, Views and Visualizations In this module you will learn how to customize and create the different Form types that exist in Dynamics 365 Model-driven Apps, as well as control access to forms using Form Level Security. The process to configure the different View types is also presented, as well as creating custom Charts and Dashboards. Lessons
  • Creating a new Form
  • Form types
  • Using the Form Designer
  • Customizing the Main, Card, Quick View and Quick Create Forms
  • Configure Form Security
  • Review the different View types
  • Customizing Views
  • Customizing Charts and Dashboards
Lab 1: Customizing Forms
  • Customizing Forms
  • Create a Quick Create Form
  • Create a Quick View Form
Lab 2: Configuring System Views
  • Create Custom Views
Lab 3: Configuring Charts and Dashboards
  • Configure a Chart
  • Construct a Dashboard
Module 8: Model-driven Apps This module looks at Model-driven apps in the Power Apps Maker Portal, including using the App Designer to create and customize Apps for Microsoft Dynamics 365 Customer Engagement. Lessons
  • Introduction to Model-driven Apps
  • The App Designer
  • Using the Sitemap Designer
  • Configuring Apps
Lab 1: The App Designer
  • Use the App Designer to create and customize Model-driven Apps
Module 9: Workflows, Business Process Flows and Power Automate In this module you will learn how to create and maintain Workflows, Business Process Flows and Power Automate Flows in Dynamics 365 and Power Apps. Lessons
  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Microsoft Power Automate
Lab 1: Create a Workflow
  • Customising Forms
  • Create a Quick Create Form
  • Create a Quick View Form
Lab 2: Create a Business Process Flow
  • Create a Business Process Flow
  • Add Stages and Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow
Lab 3: Creating Flows in Power Automate
  • Use Power Automate with Dynamics 365 and Power Apps
  • Using Power Automate Dynamics 365 Templates
  • Integrating Power Automate Flows with Dynamics 365
  • Testing and diagnosing issues with Power Automate Flows
Module 10: Power BI Reports In this module you will learn how to connect PowerBI to Dynamics 365, bring Dynamics 365 data into a PowerBI dataset, build custom PowerBI reports and dashboards, and surface PowerBI Dashboards inside Dynamics 365. Lessons
  • Objectives
  • Introduction to PowerBI
  • Connecting PowerBI to Dynamics Data
  • Building a dataset in PowerBI
  • Creating PowerBI Dashboards
  • Sharing and surfacing PowerBI Dashboards in Dynamics 365
Lab 1: Set up your PowerBI Environment
  • Configure PowerBI and connect to Dynamics 365
Lab 2: Build a PowerBI dashboard with Dynamics 365 data
  • Build your PowerBI dataset
  • Create a custom dashboard
  • Share and surface in Dynamics 365
Module 11: Solution Management In this module you will learn how to create and manage Solutions in the Power Apps Maker Portal. Solutions act as a container for your customizations, allowing you to easily package, distribute and deploy changes across multiple Environments. Lessons
  • An introduction to Solution Management
  • How to add and administer components in a Solution
  • The differences between unmanaged and managed Solutions
  • How to export and import a Solution
  • How to set Managed Properties for a Solution
  • What happens when you delete a Solution
  • How to Clone a Solution Patch
  • How to Clone a Solution
Lab 1: Solution Management
  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution
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