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Microsoft Dynamics 365 Customization and Configuration

  • Tuition USD $1,886 Save $210
  • Reviews star_rate star_rate star_rate star_rate star_half 1950 Ratings
  • Course Code 55242
  • Duration 3 days
  • Available Formats Virtual, Classroom

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 and Canvas Apps using the Power Apps Maker Portal, make model customizations to the Common Data Service, create and maintain Processes and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.

This course has been updated to the October 2020 Release Wave 2 of Microsoft Dynamics 365 and the Power Platform.

Skills Gained

Who Can Benefit

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.

Prerequisites

Course Details

Outline


Module 1: Introduction
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.
Lessons
Introduction to Microsoft Dynamics 365 Customer Engagement (CE)
The Microsoft Power Platform
The Power Apps Maker Portal
The Power Platform Admin Center
Power Platform Environments
Solutions Overview
As introduction to Release Wave Updates
Review further reading and resources
Labs - Acme Enterprises Event Management Solution


Lab 1: Setting up your Lab environment
  • Setup your Lab and install sample data
After completing this module, students will be able to: After completing this module, students will be able to:
  • Be familiar with the concept of Microsoft Dynamics 365 Customer Engagement Customization and Configuration
  • Understand the technologies that make up the Microsoft Power Platform
  • Understand the features of the Power Apps Maker Portal
  • Unserstand the features of the Power Platform Admin Center
  • Be introduced to the Common Data Service (CDS)
  • Be aware of the differences between Model-driven Apps and Canvas Apps
  • Be introduced to some of the inbuilt tools for App Makers and Citizen Developers
  • Understand the differences between Environments and Solutions
  • Be aware of Release Wave Updates

Module 2: Setup and Configuration
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.

Lessons
The Microsoft 365 Admin Center
The Power Platform Admin Center
The Dynamics 365 Admin Center
The Power Apps Maker Portal
Dynamics 365 Classic
Microsoft Power Automate
Microsoft Power BI
Environment Level Settings
Format Settings
Email Settings
Skype and Teams Integration
SharePoint Integration

Lab 1: Configure Environment Settings
  • Configure Environment Settings
  • Configure Formatting Settings

Lab 2: Configure Audit Settings
  • Enable Auditing
  • Enable Auditing for an Entity
  • Configure Auditing for a Field
After completing this module, students will be able to: After completing this module, students will be able to:
  • Understand where to configure Users, Security and Licenses
  • Understand the different admin interfaces and portals in the Microsoft Power Platform
  • Work with the Power Platform Admin Center
  • Be able to configure Environment Settings
  • Be aware of integration with SharePoint, Skype, Teams and Outlook
  • Configure Auditing

Module 3: Security
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.
Lessons
Lessons
  • Design and configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security

Lab 1: Configure Users, Business Units, Security Roles and Access Levels
Create new Users in Microsoft 365
Add Users to an Environment and assign Security Roles
Create new Business Units
Copy a Security Role and Configure Access Levels
Assign Users to Security Roles
After completing this module, students will be able to: After completing this module, students will be able to:
  • Manage Security in Power Platform Environments
  • Configure Business Units, Security Roles, Access Levels, Users and Teams
  • Know the difference between Teams and Access Teams
  • Configure Manager and Position Hierarchy Security

Module 4: Creating and Managing Entities
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.

Lessons
Introduction to the Data Modelling
System and Custom Entities
Create new Custom Entities
Entity Properties
Entity Type and Ownership
Custom Entity Security
Entities and Solutions

Lab 1: Creating and Managing Entities
Creating a Solution
Creating Custom Entities
Add existing System Entities to a Solution
Configure permissions for Custom Entities
Create a Model-driven App
After completing this module, students will be able to: After completing this module, students will be able to:
  • Understand Common Data Service and modelling fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • Configure Entity Security
  • Manage Entity customizations with Solutions

Module 5: Customizing Fields
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.

Lessons
Introduction to Field
Understand the different Field Types
Field Data Types
Create a new Field
Fields and Solutions
Implement a Calculated Field
Configure Field Level Security

Lab 1: Creating and Managing Fields
  • Creating Fields
  • Create a Global Option Set

Lab 2: Creating a Calculated Field
  • Creating a Calculated Field
  • Add Fields to an Entity Form

Lab 3: Configuring Field Level Security
  • Enable a Field for Field Level Security
  • Configure a Field Security Profile
After completing this module, students will be able to: After completing this module, students will be able to:
  • Understand the process to customize Fields in the Common Data Service
  • Know the different Field Types and Formats
  • Be able to manage Field customizations using Solutions
  • Create a Calculated Field
  • Configure Field Level Security
  • Use the Business Rule Designer to configure Field validation

Module 6: Customizing Relationships and Mappings
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.
Lessons
Introduction to Relationships
Relationship Types
Create a Relationship
Relationships and Solutions
Understand Relationship Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings

Lab 1: Create Entity Relationships
Create a 1 to Many Relationship

Lab 2: Create a Hierarchical Relationship
  • Configure a Hierarchical Relationship

Lab 3: Configure Field Mappings
  • Configure Field Mappings
After completing this module, students will be able to: After completing this module, students will be able to:
  • Understand the different Relationship Types
  • Be able to create a 1 to Many and Many to Many Relationship
  • Know how to manage Relationship customizations using Solutions
  • Understand how to configure Relationship Behaviour
  • Know how to create a Hierarchical Relationships
  • Be able to configure Field Mappings

Module 7: Customizing Forms, Views and Visualizations
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.
Lessons
Creating a new Form
Form types
Using the Form Designer
Customizing the Main, Card, Quick View and Quick Create Forms
Configure Form Security
Review the different View types
Customizing Views
Customizing Charts and Dashboards

Lab 1: Customizing Forms
Customising Forms
Create a Quick Create Form
Embed a Quick View Form

Lab 2: Configuring System Views
Create Custom Views

Lab 3: Configuring Charts and Dashboards
Configure Charts
Construct a Dashboard

After completing this module, students will be able to: After completing this module, students will be able to:
  • Know the various Form Types for Model-driven Apps
  • Be able to customize existing Forms and create new custom Forms
  • Configure Form Security
  • Be able to customize Views and create new Custom Views
  • Be able to customize Charts and create new Custom Charts
  • Be able to customize Dashboards and create new Custom Dashboards

Module 8: Model-driven Apps
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.
Lessons
Introduction to Model-driven Apps
The App Designer
Using the Sitemap Designer
Configuring Apps

Lab 1: The App Designer
Use the App Designer to create and customize Model-driven Apps

Lab 2: The App Designer
Use the App Designer to create and customize Model-driven Apps
After completing this module, students will be able to: After completing this module, students will be able to:
  • Navigate the Power Apps Maker Portal to create and customize Dynamics 365 Apps
  • Create Model driven apps using the App Designer
  • Customize App navigation using the Site Map Designer
  • Enable security for Apps

Module 9: Processes: Workflows, Business Process Flows and Power Automate
In this module you will learn how to create and maintain Workflows, Business Process Flows and Flows in Microsoft Power Automate.
Lessons
Introduction to Processes
Workflow
Business Process Flows
Building Flows in Power Automate

Lab 1: Create a Workflow
  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

Lab 2: Create Business Process Flows
  • Create a Business Process Flow
  • Add Stages to a Business Process Flow
  • Add Data and Action Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow

Lab 3: Building Flows in Power Automate
Navigate to the Power Automate Center
Build a Flow using Actions and Formula
Use My Flows to Test and Diagnose issues
After completing this module, students will be able to: After completing this module, students will be able to:
  • Author Processes and Workflows
  • Create Business Process Flows in Power Automate for Model-driven Dynamics 365 Apps
  • Create Trigger Flows in Power Automate for Model-driven Dynamics 365 Apps
  • Apply best practice when designing and implementing business process automation

Module 10: Solution Management
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.
Lessons
  • An introduction to Solution Management
  • How to add and administer components in a Solution
  • The differences between unmanaged and managed Solutions
  • Solution Layers
  • How to export and import a Solution
  • How to set Managed Properties for a Solution
  • What happens when you delete a Solution
  • How to Clone a Solution Patch
  • How to Clone a Solution

Lab 1: Solution Management
  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution
After completing this module, students will be able to: After completing this module, students will be able to:
  • Understand Solution principals in Power Platform Environments
  • Add and update Solution Components
  • Know the difference between Managed and Unmanaged Solutions
  • Understand the Export and Import process
  • Know how to apply Managed Properties
  • Know how to manage Solution releases using Clone as Patch and Clone as Solution

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Happy with both classes I have taken. One in person, one virtual classroom.

Exit Certified, very accommodating to my schedule. I've had to reschedule a class and my rep found one that worked for me. Great Instructor! Ask for Peter Antonini

Thank you!

Well organized support staff. Second class that I have taken through Tech Data and found it more than a good use of my time.

I attended a remote learning class from my home and was completely satisfied with the class, instructor, response time, content and lab exercises.

They have been absolutely fantastic to work with, from the moment I first made contact. James, my sales contact, has been one of the most responsive people I've worked with, pretty much ever! :)

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