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Microsoft Dynamics 365 Customization and Configuration for Power Platform
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
- 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
Prerequisites
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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
- 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
- Setup your Lab and install sample data
- 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
- Configure Environment Settings
- Configure Formatting Settings
- Enable Auditing
- Enable Auditing for an Table
- Configure Auditing for a Column
- Design and configure Business Units
- Configure Security Roles
- Manage Users and Teams
- Implement Access Teams
- Configure Hierarchy Security
- 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
- 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
- Creating a Solution
- Creating Custom Tables
- Add existing System Tables to a Solution
- Configure permissions for Custom Tables
- Create a Model-driven App
- 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
- Creating Columns
- Create a Global Option Set
- Creating a Calculated Column
- Add Columns to a Table Form
- Enable a Column for Column Level Security
- Configure a Column Security Profile
- Introduction to Relationships
- Relationship Types
- Create a Relationship
- Relationships and Solutions
- Understand Relationship Behaviour
- Implement a Hierarchy Relationship
- Configure Column Mappings
- Create Table Relationships
- Configure Relationship Behaviour
- Configure a Hierarchical Relationship
- Configure Column Mappings
- 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
- Customizing Forms
- Create a Quick Create Form
- Create a Quick View Form
- Create Custom Views
- Configure a Chart
- Construct a Dashboard
- Introduction to Model-driven Apps
- The App Designer
- Using the Sitemap Designer
- Configuring Apps
- Use the App Designer to create and customize Model-driven Apps
- Introduction to Processes
- Workflow
- Business Process Flows
- Microsoft Power Automate
- Customising Forms
- Create a Quick Create Form
- Create a Quick View Form
- Create a Business Process Flow
- Add Stages and Steps to a Business Process Flow
- Configure Branching Logic in a Business Process Flow
- 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
- 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
- Configure PowerBI and connect to Dynamics 365
- Build your PowerBI dataset
- Create a custom dashboard
- Share and surface in Dynamics 365
- 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
- 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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