Overview

This 5-day course will empower learners to be able to administer Dynamics 365 through the Microsoft Power Platform and customise the Customer Engagement platform of Dynamics 365. After the course delegates, with some additional study, will be ready to take the Microsoft PL-200 exam Microsoft Power Platform Functional Consultant.

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Prerequisites

Working Knowledge of Dynamics 365.

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Outline

Mastering Dynamics 365 Administration:

Module 1 – Introduction to the Power Platform

  • Platform environment overview
  • Portals used to configure
  • Creating environments
  • Backing up environments
  • Adding solutions to environments
  • Lab A – Creating a Practice environment

Module 2 – Security Model: Business Units

  • Security features in Dynamics
  • Business Unit Structure
  • Modifying Business Units
  • Enable/Disable Business Units
  • Lab A – Creating Business Unit Structure

Module 2 –Security Model: Security Roles

  • Security Roles
  • Privileges and Access Levels
  • Create and Copy Roles
  • Lab A- Configuring Security Roles

Module 3 –Security Model: User Management and Teams

  • Adding Users in Dynamics 365
  • Lab A – Adding Users
  • Team Management
  • Default Teams
  • Creating Teams
  • Lab B – Managing and Creating Teams

Module 5 –Security Model: Manager Security

  • Manager Hierarchy
  • Position Hierarchy
  • Lab A – Create a Manager Hierarchy

Module 6 – Configure Email Services

  • Server-Side Synchronisation
  • Forward Mailbox
  • Configuring Server-Side Synchronisation
  • Default Organisation Settings
  • Configuring Mailbox Records
  • Microsoft Outlook Email Client Options
  • Folder Tracking
  • Lab A – Configuring Server-Side Synchronisation

Module 7 – Integrating with Outlook

  • Overview of the Dynamics 365 App for Outlook
  • Deploying the Dynamics 365 App for Outlook
  • Using the Dynamics 365 App for Outlook
  • Lab A – Deploy and Use the Dynamics 365 App for Outlook

Module 7 – Integrating with other Office 365 Offerings

  • Integration with SharePoint
  • Configure and Enable SharePoint integration
  • Enable Document Management Settings
  • Lab A – Enable and work with SharePoint Integration
  • Integrate with OneDrive
  • OneNote Integration
  • Office 365 Groups

Mastering Dynamics 365 Customisation:

Module 1 – The Unified Interface

  • Capabilities of the Unified Interface
  • Dashboards & Charts
  • Enhanced User Experience
  • Model-Driven apps
  • Rich Controls
  • Navigation
  • Lab A- Investigating the Unified Interface.

Module 2 – Introduction to Dynamics 365 Customisation

  • CDS and CDM Overview
  • Microsoft Dynamics 365 Solution Strategy
  • Default & Common Data Services Default Solutions
  • Creating a new solution
  • Creating a Publisher
  • Managed or Unmanaged Solutions?
  • Exporting and Importing Solutions
  • Overview of Entity Customisations
  • Lab A – Create the Power Platform Environment
  • Lab B – Create a Publisher and Solution

Module 3 – Model-Driven Apps

  • What are Model-Driven Apps?
  • Creating Model-Driven Apps
  • Lab A – Create a Model-Driven App

Module 4 – Customisation of Entities

  • Entity Types
  • Creating Custom Entities
  • Entity Ownership
  • Entity Properties
  • Rename & Deleting Entities
  • Entity Properties
  • Lab A – Creating Custom Entities

Module 5 – Creating and Customising Fields

  • Fields and Data Types
  • Fields and their display formats
  • Deleting field form an Entity
  • Lab A – Creating Additional field for the Event and Event Booking Entities
  • Calculated Fields
  • Lab B- Creating a Calculated Field
  • Rollup Fields
  • Lab C – Creating a Rollup Field (do at home)

Module 6 – Establishing Relationships

  • Relationship Types
  • Create Entity Relationships
  • Lab A – Create and Modify a 1:N Relationship
  • N:N Relationships
  • Native N:N Relationships
  • Manual N:N Relationships
  • Lab B – Create a N:N Relationship
  • Hierarchical Relationships
  • Lab C – Creating Hierarchical Relationships
  • Field Mapping in Dynamics 365
  • Connections and Connection Roles
  • Lab D – Connecting Records (if time permits)

Module 7 – Form Customisation

  • Quick Create Forms
  • Lab A – Create a Quick Create Form
  • Main Forms
  • Lab B – Form Customisations
  • Quick View Forms
  • Lab C – Adding Quick View Form Data to a Child Entity Form
  • Securing Multiple Forms
  • Lab D – Securing an Additional Form

Module 8 – Introduction to Business Rules

  • Configuring Business Rules
  • Create Business Rules
  • Lab A – Create a Business Rule

Module 9 – Creating, Maintaining and Customising Views

  • Types of Views
  • Assembling a View
  • Removing unwanted Views
  • Lab A – Modify the Quick Find View
  • Lab B – Create a New Public View

Module 10 – Chart Customisation

  • Chart Structure
  • System & Personal Charts
  • Chart Types and Options
  • Lab A – Create a Custom Chart
  • Export and Import Charts
  • Advanced Charting
  • Modifying Charts
  • Lab B – Modifying Chart XML

Module 11– Dashboards

  • Creating System and Personal Standard Dashboards
  • Lab A – Create a System Standard Dashboard
  • Creating Interactive Dashboards
  • Lab B – Creating and Interactive Experience Dashboard

Module 12 – Additional Security Features

  • Field Level Security
  • Lab A – Configure Field Security
  • Auditing
  • Lab B – Enable Auditing and View Audit Records

Module 13 – Creating Processes

  • Introduction to Microsoft Automate
  • Creating a Flow
  • Lab A – Creating a Flow
  • Creating Business Process Flow
  • Edit or Modifying the Business Process Flow
  • Control Access to Business Process Flow
  • Lab B – Create a Business Process Flow

Module 14 – Working with Solutions

  • Managed vs Unmanaged Solutions
  • Managed Properties
  • Lab A – Import a Managed Solution

Module 22 – Do it Yourself!

  • Scenario
  • Real World Steps

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