Call Us: +32 2 466 00 16
Email: info@u2u.be
Follow Us:

Microsoft Dynamics 365 for Power Users

3days
Webinar code
uwcrm365p

Upcoming sessions

This webinar is currently not scheduled

Subscribe to waiting list

Introduction to Microsoft Dynamics 365 for Customer Engagement and the Microsoft Power Platform

  • The past: Dynamics CRM
  • From Dynamics CRM to Dynamics 365 for Customer Engagement, The Common Data Model and Model-Driven Apps
  • Overview of the Microsoft Power Platform
  • Navigating Microsoft Dynamics 365 for Customer Engagement/Model-Driven Apps
  • The classic UI vs the Unified Interface
  • Working with Environments
  • Record management
  • Searching for records

The Common Data Service and the Common Data Model

The Common Data Service is a database system built on top of the Common Data Model. It contains a set of ready built entities and allows for customization with custom entities.

  • Common Data Service
  • Common Data Model
  • Default structure of the CDS
  • Customizing the CDS
  • Importing data into the CDS using PowerQuery

Designing the Data Model

Designing a Model-driven app start with the design of your data model. In this module you will learn about creating Entities, adding Fields to an entity and designing relationships between entities

  • Creating and customizing Entities
  • Adding custom fields to Entities
  • Supported field data types
  • Plan, create, and configure Entity Relationships
  • Creating and using relationships - 1:N, N:N

Form and View Design

Once the data model of your app has been defined, you can start designing the UI. In a Model-driven app, the UI is mainly composed of Forms and Views.

  • Define the structure of Forms
  • How to add, remove or modify the components of a Form using the Form Designer
  • Examine the different types of system, public and personal Views
  • Create new public views and modify existing Views

Creating and working with apps

Model-driven apps are the building block of any business solution. For instance, we could create our own "event management" app. The app will group together everything our user needs from the CDS and the components we have built.

  • Concepts of an app
  • The structure of a Site Map
  • Creating a Site Map for an app
  • Creating apps with the App Designer

Working with Solutions

Solutions are used by customizers and developers to package related customizations together so that they can be managed and deployed as a single unit. We will see what components can be added to a solution and how they are essentially the building blocks of your environment.

  • Working with Environments
  • Introduction to customizing Model-Driven Apps
  • Working with Publishers and Solutions
  • Difference between Managed and Unmanaged Solutions
  • Adding components to your solutions
  • Importing and Exporting Solutions
  • Versioning solutions

Dynamics 365 Portals

Sharing data with customers is possible through the Power Apps Portals functionality. Think of scenario's like self-service registration of data or reporting for customers.

  • What is a Power Apps Portal?
  • Licensing overview
  • Creating a Portal using the Power Apps Studio
  • Configure Portal Settings with the Portal Management tools
  • Portal Authenication using built-in or external identity providers
  • Sharing data with external users

 

Dynamics 365 applications like Sales, Customer Service, Marketing… are built on a powerful platform allowing you to further customize the existing applications or build you own application from scratch. In this course, you'll learn how to customize Dynamics 365 for Customer Engagement or build Model-Driven Apps from scratch using the Microsoft Power Platform.

This 2-day webinar is intended for power users, consultants and key users new to Dynamics 365 for Customer Engagement or Model-Driven Apps.

© 2020 U2U All rights reserved.