Introduction to the Microsoft Power Platform
The Power Platform is a powerful combination of tools that allow you to build business applications to store, process and share your data.
This chapter will show you how the Power Platform is built, explain the licensing system and give you an overview of what is possible.
- 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 a Model-Driven Apps
- The classic UI vs the Unified Interface
- Record management
- Searching for records
- Introduction to solutions
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
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
- Navigating between apps
- Managing apps in Solutions
- Securing an app
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.
- Store your own data using custom Entities
- Advanced Entity options explained
- Activity Entities to store user todo's
Fields are the metadata that belong to an entity.
They capture the data and store it in the Common Data Service.
- Adding custom fields to Entities
- Supported field data types
- Using the Status and Status Reason field
- Aggregating data with Rollup Fields
- Calculate data based on other fields with Calculated fields
Just like accounts and contacts have relationships in the Common Data Service, we can provide relationships for our own entities.
You will learn what types of relationships are possible and how to configure them.
- Plan, create, and configure Entity Relationships
- Creating and using relationships - 1:N, N:N
- Connections and Connection Roles
- Defining self-referential relationships
- Defining hierarchy visualizations
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 essentially automate control logic on entities, without the need for development.
Think of making fields required depending on the value of another field for instance.
- Business Rules?
- How to create and apply Business Rules
- Defining the scope of Business Rules
- Business Rules limitations
Offer the data needed for different scenario's with views. With a view, we can either look at all entity records, or we could apply some filtering, sorting, etc.
- Examine the different types of system, public and personal Views
- Create new public views and modify existing Views
- Configure quick find, advanced find and associated Views
- Configure views with custom controls like the Editable grid
Charts and Dashboards
Reporting is essential when working with data. Create powerful insights with Charts and Dashboards.
- Build Interactive Charts to show in Views or on Dashboards
- Classic Dashboards showing Charts, Data or web pages
- Interactive Dashboards with dynamic soring and filtering
- Connecting a Power BI report to the Common Data Service
- Enabling and showing Power BI dashboards in Model-Driven Apps
Theming a Model-Driven app
A limited set of branding can be applied to your model-driven apps. Make your corporate colors pop and fit your business style.
- What is a Theme?
- Creating a custom Theme
- Setting a default Theme
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
This module teaches how you can implement a robust security model in Model-Driven apps 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
Additional Security Options
This chapter provides additional information about security related topics:
Securing data at the field level with Field Security, an alternative to the Share functionality and get more logging information with auditing.
- Working with Field Level Security
- Configuring and working with Access Teams
- Enabling Auditing in Model-Driven apps
Mobile Apps with Canvas Apps
In case you want to create mobile applications that you can design yourself, consuming the Common Data Service, then Canvas Apps is a great tool.
- Creating a canvas app
- Connecting to data sources
- Designing Screens
- Publishing and sharing a canvas app
Power Automate gives you the ability to automate organizational processes.
As a part of the Microsoft Power Platform, it integrates seamlessly with the Model-Driven apps and the Common Data Service.
- Power Automate overview
- Trigger a Flow based on Data Creation or Modification
- Consuming CDS data inside a Power Automate Flow
- Schedule a Power Automate Flow
- Modern Approval with Power Automate
Power Apps 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