Microsoft Power Platform Governance
This course will provide you with the skills needed to support and manage business applications and solutions in Dynamics 365, the Dataverse, Power Pages and the Power Platform.
Description
In this course you will learn best practice techniques to successfully execute projects to deploy and support solutions built on the Microsoft Power Platform as well as Dynamics 365 Customer Engagement Apps, including Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Service, Dynamics 365 Field Service and Dynamics 365 Project Operations.
This course is perfect for organizations that are planning to embark on a new Power Platform Project or Dynamics 365 Customer Engagement Apps project, or want to learn best practices for supporting and maintaining Power Platform solutions for their organization.
With best practice techniques and methodologies to help make your project a success, this course provides you with an understanding of strategies to help you own, support and maintain Dynamics 365 Customer Engagement Solutions, Power Pages Solutions and Power Platform Enterprise Projects.
Course Outline
Module 1: Overview
In this module you will learn about the different approaches and methodologies available to help you deploy, own and support Microsoft Dynamics 365 Customer Engagement Apps in your organization.
Lessons
- The need for Governance Plans and Management Strategies
- Considerations for Microsoft Dynamics 365 Projects and Solutions
- Extending Dynamics 365 Apps with the Power Platform
- Waterfall Project Methodologies
- Agile Project Methodologies
- Governance in the Project
- Analysis, Design, Implementation, Support
- Stages and Phases
- Teams and Roles
- The need for Design
- The need for Governance
- Recommended Change Management Strategies
Lab : Setting up your Lab to create your Governance Plan
Module 2: Supporting and Managing Dynamics 365
In this module you will learn how to support the Microsoft Dynamics 365 Apps in your organization.
Lessons
- Dynamics 365 CE Settings Configuration
- App Designing Best Practice
- Function Specific Apps
- Capturing custom data
- Business Process Flows and Power Automate Best Practice
- Security and Permissions Strategies
- Configuring Power Platform Settings
- Release Wave Update Management and Supporting Apps
- Reporting and Power BI for Users
- Solutions and Environments Best Practice
- Dataverse Best Practice
- Creating a Governance Plan for Dynamics 365 Apps
Lab : Supporting Dynamics 365 Best Practice Lab
Module 3: Supporting and Managing Power Pages Sites
In this module you will learn how to support the Microsoft Power Pages Sites in your organization.
Lessons
- Power Pages Settings Configuration
- Dataverse Change Management
- Site Change Management
- Solutions and Environments
- The new Deployment Process
- Power Apps Portals vs Power Pages
- Conversions
- Working with Site Settings
- Liquid code considerations
- The Portal Management Apps
- Managing Page Layouts and Custom Layouts
- Creating a Governance Plan for Power Pages
Lab : Supporting Microsoft Power Pages Best Practice Lab
Module 4: Supporting and Managing the Power Platform
In this module you will learn how to support and maintain Power Platform Solutions in your organization.
Lessons
- Power Platform Solutions Best Practice
- Power Apps Best Practice
- Model-Driven and Canvas Apps Management
- Power Automate Best Practice and Change Management
- Power BI Best Practice and Change Management
- Copilot Designer and creating AI Agents Best Practice and Change Management
- AI Builder Best Practice and Change Management
Lab : Supporting the Power Platform with Best Practices Lab
Module 5: Supporting and Managing the Dataverse and Build Process
In this module you will learn how to support and manage changes in the Dataverse.
Lessons
- Dataverse Challenges for an Organization
- Creating a Governance Plan for the Dataverse
- Creating a Change Management Plan for the Dataverse
- The pros and cons of a centralized Dataverse
- Understanding the 'State' of your Dataverse
- Tricks and Tips to help manage the Dataverse
- Build and Deployment Plans and Automation
- The need for Documentation
- The evolution of the Dataverse
Lab : Supporting the Dataverse with Best Practices Lab
Module 6: Governance Plan Templates and Strategies
In this module you will learn how to create a Governance Plan Template for your organization.
Lessons
- The need for a Governance Plan
- Creating a Template
- Process Definition
- Best Practice and Organizational Culture
Lab : Create a Governance Plan for your Organization