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Microsoft Dynamics 365 for Power Users

5days
Training code
UCRM365P
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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

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

Implementing Security

This module teaches how you can implement a robust security model in Microsoft Dynamics 365 using Business Units, Security Roles, Users and Teams.

  • 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
  • Custom Entity Security

Customizing Fields

In this module you will learn about the different Field types that exist in Microsoft Dynamics 365 including special Fields like Calculated and Rollup 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

This module teaches the different types of Relationships that can be created in Microsoft Dynamics 365. Relationship Behavior, Field Mappings and Hierarchy Visualizations are also explained in this chapter.

  • 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

Forms are used to visualize entity records. In this module you will learn about the different form types and how to create or customize forms using the Form Designer.

  • Define the structure of Forms
  • How to add, remove or modify the components of a Form using the Form Designer
  • Placing image fields on Forms
  • Configure and use Quick Create, Quick View and Card 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
  • Create new public views and modify existing Views
  • Detail the usage of the different system Views
  • Configure Editable Grid Views

Charts and Dashboards

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

Additional Security Options

  • Working with Field Level Security
  • Configuring and working with Access Teams
  • Enabling Auditing in Dynamics 365 for Customer Engagement

Theming

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

Creating and working with Apps

In this module you will learn how you can create a custom Model-Driven apps using the App and SiteMap Designer

  • 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
  • Managing Apps in Solutions

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 for Customer Engagement or Model-Driven Apps.

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