Course Duration: 5 Days
About This Course
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. High-level topics include application configuration, automation opportunities, integration, testing, and deployment.
Audience Profile
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.
At Course Completion
After completing this course, you will be able to:
Identify platform components.
Understand administrator options.
Effectively model data.
Build a basic model-driven or canvas application.
Identify testing strategies and methodologies.
Identify integration opportunities.
Course Outline
Module 1: Power Platform overview
In this module, you will learn the basics of the Power Platform. You will tour the various administrator portals and install applications.
Lessons
Overview
Configure Power Platform environments
Creating applications
Discovery and planning
After completing this module you will be able to:
Identify common platform components and their uses.
Module 2: Data Modeling
In this module you will learn how to model data effectively using the platform's entities, attributes and relationships.
Lessons
Data model fundamentals
Relationships
Other entity options
Other field options
Internationalizing
After completing this module you will be able to:
Create and use relationships and entities.
Module 3: Model-driven apps
In this module you will learn about model driven applications and how to configure and use them.
Lessons
Configure model-driven apps
Configure model-driven forms
Configure views
Configure model-driven charts
Configure model-driven dashboards
Configure reports
After completing this module you will be able to:
Create and modify forms.
Create and modify views and dashboards.
Identify and use other user experience components.
Module 4: Canvas apps
In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.
Lessons
Application fundamentals
Working with data and services
Customizing the user experience
Integration with model-driven apps
After completing this module you will be able to:
Create a canvas app.
Work with CDS data.
Module 5: Security
In this module you will learn how the platform's security model manages users' experiences and access to both data and functionality.
Lessons
Security overview
Business units
Manage security roles
Manage teams
Configure hierarchy security
After completing this module you will be able to:
Create and use business units.
Create, modify and use security roles.
Module 6: Platform Automation Overview
In this module you will learn the basics of the Power Platform automation capabilities.
Lessons
Automation overview
After completing this module you will be able to:
Identify common platform automation capabilities.
Module 7: Business Rules
In this module you will learn how to build and use business rules and how they work alongside other platform automations.
Lessons
Introduction to business rules
Additional business rule details
After completing this module you will be able to:
Create and use business rules.
Module 8: Workflows
In this module you will learn how to build and use workflows and how they work alongside other platform automations.
Lessons
Introduction to workflows
Building workflows
Advanced workflows
After completing this module you will be able to:
Create and use workflows.
Module 9: Microsoft Flows
In this module you will learn how to build and use Microsoft Flows and how they work alongside other platform automations.
Lessons
Introduction to Microsoft Flow
Other Flow concepts
Working with CDS
Building approval flows
Starting from apps
Flow deployment considerations
After completing this module you will be able to:
Create and use Microsoft Flows.
Module 10: Business Process Flows
In this module you will learn how to build and use business process flows and how they work alongside other platform automations.
Lessons
Introduction to business process flows
Configure business process flows
Additional business process flow details
After completing this module you will be able to:
Create and use business process flows.
Module 11: 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
After completing this module you will be able to:
Identify common integrations,
Configure and use email integrations.
Module 12: Integration with Office
In this module you will learn how to integrate with common Office products like OneNote, Word and Excel.
Lessons
Templates
SharePoint
Microsoft Teams
Additional integrations
After completing this module you will be able to:
Configure and use integrations with Office products.
Module 13: 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
After completing this module you will be able to:
Import and export data.
Create and use data maps.
Perform bulk delete.
Module 14: Manage Instances and Applications
In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.
Lessons
Overview
Manage applications
After completing this module you will be able to:
Enable and update first-party apps.
Install third-party apps.
Module 15: Manage Solutions
In this module you will learn how to create, manage and deploy solutions.
Lessons
Solution concepts
Planning and creating solutions
Working with solution components
Distributing solutions
Working with managed solutions
After completing this module you will be able to:
Create solutions.
Deploy customziations.
Module 16: Additional Deployment Considerations
In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.
Lessons
Configure settings
Mobile configuration settings
Mobile configuration
After completing this module you will be able to:
Configure for mobile.
Deploy components.
- Dynamics 365 Core