Mirosoft Dynamics 365 for Customizers

 

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.

 

At course completion students will be able to:

 

• Be able to customize and configure the out of the box Apps in Microsoft Dynamics 365 Customer Engagement, including the Sales Hub, Customer Service Apps, Marketing App, Field Service App and Project Services App

 

• Create custom Microsoft Dynamics 365 Model-driven Apps using the Power Apps Maker Portal

 

• Be proficient using the Power Apps Make Portal and the Power Platform Admin Center

 

• Understand the differences between Environments and Solutions

 

• Undertake and carry out setup and configuration required to deploy and support Microsoft Dynamics 365 Customer Engagement Apps in an organization through the Power Platform Admin Center

 

• Design and configure a comprehensive Security model using the inbuilt tools in the Power Platform Admin Center

 

• Create customizations in the Dataverse including custom Tables, Columns and Relationships

 

• Design custom Forms using the Power Apps Maker Portal

 

• Create Custom Views using the Power Apps Maker Portal

 

• Create custom Charts and Dashboards using the Power Apps Maker Portal

 

• Use the New App Designer to customize navigation and app design

 

 

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

 

 

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 Power Apps Maker Portal
• Environment Level Settings

 

 Lab 1: Configure Settings

• Configure Environment Settings
• Configure Formatting Settings

 

 

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

• Design and configure Business Units
• Configure Security Roles
• Manage Users and Teams

 

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

 

 

Module 4: Creating and Managing Tables

In this module we will start to look at customizing the data model of the Dataverse to build custom apps in Microsoft Dynamics 365. The model consists of Tables, Relationships and Columns which can be customized and extended using the Power Apps Maker portal.   This module serves as an introduction to the Data Modelling, including customizing Tables and configuring Table properties.

 

Lessons

• Introduction to the Data Modelling
• System and Custom Tables
• Create new Custom Tables
• Tables Properties
• Tables Type and Ownership
• Custom Tables Security
• Tables and Solutions

 

Lab 1: Creating and Managing Tables

• Creating a Solution
• Creating Custom Tables
• Add existing System Tables to a Solution
• Configure permissions for Custom Tables
• Create a Model-driven App

 

 

Module 5: Customizing Columns

Columns are used in Dynamics 365 Apps to capture data entered by the user. The Dataverse supports a number of different Column data types and formats, all of which are presented in this module. Special Column types such as Calculated Columns are also considered, as well as securing data using Column Level Security. 

 

Lessons

• Introduction to Column
• Understand the different Column Types
• Column Data Types
• Create a new Column
• Columns and Solutions
• Implement a Calculated Column
• Configure Column Level Security

 

Lab 1: Creating and Managing Columns

• Creating Columns
• Create a Global Option Set

 

Lab 2: Creating a Calculated Column

• Creating a Calculated Column
• Add Columns to a Table Form

 

 Lab 3: Configuring Column Level Security

• Enable a Column for Column Level Security
• Configure a Column Security Profile

 

 

Module 6: Customizing Relationships and Mappings

Relationships associate an Table with another Table . This module provides an overview of the different types of Relationships that can be created in the Dataverse. 

 

Lessons

• Introduction to Relationships
• Relationship Types
• Create a Relationship
• Relationships and Solutions
• Understand Relationship Behaviour

 

Lab 1: Create Table Relationships

• Create Table Relationships
• Configure Relationship Behaviour

 

 

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

• Customizing Forms
• Create a Quick Create Form
• Create a Quick View Form

 

 Lab 2: Configuring System Views

• Create Custom Views

 

 Lab 3: Configuring Charts and Dashboards

• Configure a Chart
• Construct a Dashboard

 

 

Module 8: Model-driven Apps

This module looks at Model-driven apps in the Power Apps Maker Portal, including using the New App Designer to create and customize Apps for Microsoft Dynamics 365 Customer Engagement.

 

Lessons

• Introduction to Model-driven Apps
• The New App Designer
• Configuring Apps

 

Lab 1: The App Designer

• Use the New App Designer to create and customize Model-driven Apps (Dynamics 365)

 

 

Module 9: Managing and Supporting 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.

 

Lessons

• An introduction to Solution Management
• How to add and administer components in a Solution
• The differences between unmanaged and managed Solutions
• How to export and import a Solution

 

Lab 1: Solution Management

• Export an Unmanaged Solution
• Import an Unmanaged Solution

 

 

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’.