This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps using the Power Apps Maker Portal and the Power Platform Admin Center.
Attendees of this course will gain an in-depth understanding of configuring Environments through the Power Platform Admin Center, set up and maintaining Security, learn how to customize the Sales and Customer Service Apps, create custom Model-driven Apps using the Power Apps Maker Portal, make model customizations to the Common Data Service, create and maintain Workflows and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.
By the end of this 3 day course, attendees will know how to design, create, customize and support business solutions and apps built on Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform
At course completion, students will be able to:
This module provides the attendee with an introduction to the concept of creating custom Apps for Microsoft Dynamics 365 Customer Engagement. The concept of the Power Platform and Power Apps is presented, together with an initial overview of the Power Apps Maker portal and the Power Platform Admin Center.
This module presents some of the most common features and areas that require configuration when provisioning and managing Dynamics 365 Apps and Power Platform Environments. This module guides you through the different portals and interfaces as well as common configuration Environmental Settings.
Lab 1: Configure Settings
This module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.
In this module we will start to look at customizing the data model of the Common Data Service (CDS) to build custom apps in Microsoft Dynamics 365. The model consists of Entities, Relationships and Fields which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Entities and configuring Entity properties.
Fields are used in Dynamics 365 Apps to capture data entered by the user. The Common Data Services (CDS) supports a number of different Field data types and formats, all of which are presented in this module. Special Field types such as Calculated Fields are also considered, as well as securing data using Field Level Security.
Relationships associate an Entity with another Entity. This module provides an overview of the different types of Relationships that can be created in the Common Data Services. We also look at Relationship Mappings and how they can be used to pass values between related Entities to reduce duplicate data entry.
In this module you will learn how to customize and create the different Form types that exist in Dynamics 365 Model-driven Apps, as well as control access to forms using Form Level Security. The process to configure the different View types is also presented, as well as creating custom Charts and Dashboards.
This module looks at Model-driven apps in the Power Apps Maker Portal, including using the App Designer to create and customize Apps for Microsoft Dynamics 365 Customer Engagement.
In this module you will learn how to create and maintain Workflows, Business Process Flows and Power Automate Flows in Dynamics 365 and Power Apps.
In this module you will learn how to create and manage Solutions in the Power Apps Maker Portal. Solutions act as a container for your customizations, allowing you to easily package, distribute and deploy changes across multiple Environments.
This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 and the Power Platform. As a minimum, students should attend the prerequisite course ‘55250: Introduction to Microsoft Dynamics 365’.
This course is intended for Information workers, IT Professionals and Developers.
After completing this course, students will be able to: