The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings.

Target Audience

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Familiarity of business applications and the desire to customize and implement them for your business.

After completing this course, you will be able to:

  • Identify key integration scenarios.
  • Configure and use integrated email.
  • Configure and use Outlook integration.
  • Configure and use additional Office integrations.
  • Import and export data.

Module 1: Introduction to Integrations

In this module you will learn the basics of the Power Platform integration capabilities. You will learn how to configure and use email integrations.

Lessons

  • Overview of common scenarios
  • Email integration
  • Outlook integration
  • Module summary

Module 2: Integration with Office

In this module you will learn how to integrate with common Office products to include OneNote, Word and Excel.

Lessons

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional Integrations
  • Module summary

Module 3: Managing Data

In this module you will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

  • Managing data overview
  • Duplicate detection
  • Importing data
  • Exporting data
  • Bulk delete
  • Module summary

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