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

Microsoft Dynamics 365 for Power Users

5days
Training code
UCRM365P
Book this course

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 Customer Engagement/Model-Driven Apps
  • The classic UI vs the Unified Interface
  • Working with Environments
  • Record management
  • Searching for records

Introduction to Customization and Solutions

Solutions are used by customizers and developers to package related customizations together so that they can be managed and installed as a single unit. Students will learn about the different types of solutions, how solutions can be exporting and importing between environments.

  • Introduction to customizing Model-Driven Apps
  • Recognize opportunities to extend Microsoft 365 for Customer Engagement
  • Working with Publishers and Solutions
  • Difference between Managed and Unmanaged Solutions
  • Importing and Exporting Solutions
  • Versioning solutions

Creating and working with Apps

  • Concepts of an App
  • The structure of a Site Map
  • Creating a Site Map for an App
  • Creating Apps with the App Designer
  • Navigating between Apps

Implementing Security

  • Building a Security Model
  • Business Units and their role in security modeling
  • Define Privileges and access levels in Security Roles
  • Creating and maintaining users
  • Team management
  • Defining Hierarchy Security
  • The difference between Manager vs. Position hierarchy
  • Configuring Hierarchy Security
  • Assign security roles to an App

Customizing Entities

Entities are used to model and store business data in a Model-Driven Apps. Conceptually they are like tables in a relational database. The Common Data Model defines quite some build-in entities like contact, account, case... but almost always customizers will have to create new entities. In this chapter you will learn all aspects of how to create new entities.

  • Create custom Entities
  • defining Entity Ownership
  • Defining custom Activity Entities
  • The configurable properties of an Entity
  • Deleting Entities and its implications
  • Assigning Entity icons
  • Translating entities

Customizing Fields

  • Adding custom fields to Entities
  • Supported field data types
  • Working with Option Sets
  • Using the Image data type
  • Using the Status and Status Reason field
  • Working with Calculated and Rollup Fields

Managing Relationships

  • Plan, create, and configure Entity Relationships
  • Define possible relationship types - 1:N, N:N
  • Using 1:N relationships
  • Working with automatic with N:N relationships
  • Working with manual with N:N relationships
  • Connections and Connection Roles
  • Defining self-referential relationships
  • Defining hierarchy visualizations.

Customizing Forms

  • Define the structure of forms
  • How to add, remove or modify the components of a Form
  • Placing image fields on forms
  • Forms and the Unified Interface
  • Configure and use Quick Create and Quick View forms
  • Securing forms

Business Rules

  • Describe the uses of Business Rules
  • How to create and apply Business Rules
  • Defining the scope of Business Rules
  • Business Rules limitations

Customizing Views

  • Examine the different types of system, public and personal Views
  • Detail the usage of the different system views
  • Discover how to create new public views and modify existing Views

Charts and Dashboards

  • Create and modify System Charts
  • Create and modify System Dashboards

Additional Security Options

  • Working with Field Security
  • Configuring and working with Access Teams
  • Enabling Auditing in

Theming

  • What is a Theme?
  • Creating a custom Theme
  • Setting a default Theme

Integrating Model-Driven Apps/Dynamics 365 for Customer Engagement with the Microsoft Power Platform

  • Integrating Microsoft Power BI
  • Automation with Microsoft Flow and native Workflows
  • Embbing Canvas Apps in Model-Driven Apps

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. The course starts with an introduction of the Microsoft Power Platform and how Dynamics 365 for Customer Engagement, the Common Data Service, Model-Driven Apps, Canvas Apps, Flow and Power BI are all related and can be used to build powerful no-code business solutions. First you'll learn about environments and how solutions can be used to package, export or import customizations. You'll also see how business units, users and teams are used to implement a security model. The second part of the course covers all the customizations aspects. You'll see how to create custom entities and attributes, design forms, views, charts, dashboards, relationships... In the last part of the course, you'll will be introduced to creating workflows and Flows for automating tasks.

This 5-day course is intended for power users, consultants and key users new to Dynamics 365 Customer Engagement or Model-Driven Apps.

© 2019 U2U All rights reserved.