Microsoft Dynamics 365 Artificial Intelligence and Insights

This course is designed for citizen developers and technical users, providing the skills required to gain insights into data held within the Dataverse, create custom reports, custom visualizations and implement the Artificial Intelligence features in Microsoft Dynamics 365 and the Power Platform.

Description

 

Attendees of this course will gain an in-depth understanding of how to configure and set up a reporting and analytics environment that integrates with data held within the Dataverse, build custom reports, create stunning dashboards by integrating PowerBI as well as configure and deploy the Artificial Intelligence features of Microsoft Dynamics 365 and the Power Platform.

Course Outline

 

Module 1: Introduction

This module introduces the concept of building an analytics environment for gaining insights into data held within Microsoft Dynamics 365 and the Dataverse. You will learn about the tools and resources that are available as well as best practice methodologies and fundamentals.

Lessons

  • Objectives
  • Analytics Overview
  • Tools and Possibilities
  • SQL Reports
  • Power BI
  • Dynamics 365 Artificial Intelligence and Copilot
  • The Power Platform AI Models

Lab 1: Analytics Orientation

  • Set up your Lab
  • Configure your Analytics environment

 

Module 2: Analytics Options

This module presents the various options available in Dynamics 365 and the Power Platform for analysing data.  

Lessons

  • Objectives
  • SQL Reports and the Dataverse
  • Connecting Power BI to the Dataverse
  • Dynamics 365 Artificial Intelligence and Copilot
  • The Power Platform AI Models and AI Builder

Lab 1: Exploring analytics in Dynamics 365

  • Explore Reporting capabilities
  • Explore Insights
  • Explore the Power BI integration
  • Explore the AI Models
  • Explore Dynamics 365 AI Capabilities and Copilot

 

Module 3: SQL Reports with Dataverse Data

In this module you will learn about the process to create custom reports, how to configure your reporting environment and how to use the different tools available for building custom SQL reports that connect to data in the Dataverse.

Lessons

  • Objectives
  • Introduction to custom Reporting
  • The TDS Endpoint
  • Setting up the environment
  • Building custom Reports in SQL

Lab 1: Set up your Reporting Environment

  • Configure the Environment
  • Connect to the Dataverse using the TDS Endpoint

Lab 2: Create a custom Report

  • Create a custom SQL report from Dataverse data

 

Module 4: Power BI Reports and Dashboards

In this module you will learn how to connect Power BI to Dynamics 365, bring data from the Dataverse into Power BI, build custom Power BI reports and dashboards, and surface Power BI Dashboards inside Dynamics 365 Apps and Power Apps.

Lessons

  • Objectives
  • Introduction to Power BI
  • Connecting Power BI to the Dataverse
  • Building a dataset in Power BI
  • Creating Power BI Dashboards
  • Sharing and surfacing Power BI Dashboards

Lab 1: Set up your Power BI Environment

  • Configure Power BI and connect to the Dataverse

Lab 2: Build a Power BI dashboard

  • Build your Power BI Dataset
  • Create a custom dashboard
  • Share and surface in Dynamics 365

 

Module 5: Dynamics 365 Artificial Intelligence

This module introduces you to the AI features of Dynamics 365. You will learn how to configure Sales Insights and Customer Insights for Dynamics 365. This module also introduces Copilot, a new AI tool built into Dynamics 365 that can help organizations leverage next generation AI features and natural language processing to increase efficiencies.   

Lessons

  • Objectives
  • Introduction to Dynamics 365 Insights and Copilot
  • Configure and deploy Sales Insights
  • Configure and deploy Customer Insights
  • Copilot with Dynamics 365 Sales
  • Copilot with Dynamics 365 Customer Service
  • Copiot with Dynamics 365 Marketing
  • Copilot with Business Central
  • Copilot with Dynamics 365 Finance and SCM 

Lab 1: Set up Sales Insights

  • Configuring the Sales Insights Dashboards

Lab 2: Set up Customer Insights

  • Configuring the Customer Insights Dashboards

Lab 3: Set up Copilot in Dynamics 365 Apps

  • Configure Copilot to be used in Dynamics 365

 

Module 6: AI Models

This module introduces you to the AI Builder in the Power Platform. You will learn how to utilize the AI Builder to build AI Models that showcase practical implementation of Document processing, Object Detection, Prediction, Text Classification and Entity Extraction.

Lessons

  • Objectives
  • Introduction to the AI Builder
  • Document Processing
  • Object Detection
  • Prediction
  • Text Classification
  • Entity Extraction

Lab 1: Implement Document Processing

  • Configuring the AI Builder
  • Build a Document Processing AI Model

Lab 2: Implement Object Detection

  • Configuring the AI Builder
  • Build an Object Detection AI Model

Lab 3: Implement Prediction

  • Configuring the AI Builder
  • Build a Prediction AI Model

Lab 4: Implement Text Classification

  • Configuring the AI Builder
  • Build a Text Classification AI Model

Lab 5: Implement Entity Extraction

  • Configuring the AI Builder
  • Build an Entity Extraction AI Model

 

 

Prerequisites

 

Students should have an existing working knowledge of Microsoft Dynamics 365. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.

Similar courses

This course provides students with an introduction to Microsoft Dynamics 365.

More Information

This course is a 'fast track' approach for end users to learn the main key features of Dynamics 365 and Power Apps in 5 days.

More Information

This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to extend and manage solutions and apps built on Microsoft Dynamics 365 and the Power Platform.

More Information

This course is designed for experienced developers who are looking to obtain the required skills to customize, configure, maintain, integrate with, develop code and extend Microsoft Dynamics 365 Customer Engagement (CRM) and Power Apps.

More Information

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing business best practices.

More Information

This course will review the Dynamics 365 Customer Insights - Journeys application configuration needed to drive business growth.

More Information

Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business.

More Information

This course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.

More Information

This course covers the core features of Dynamics 365 Finance, including core common features, core configuration, data migration, and preparing to go live.

More Information

This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions.

More Information

This course provides students with hands-on experience and an in depth understanding of the Microsoft Power Platform.

More Information

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

More Information

Microsoft Dynamics 365 for Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.

More Information

In this course, students will learn about decisions a Solution Architect makes during an implementation, covering security, integrations, Power Apps architecture, Power Automate architecture, and more.

More Information

This course provides students with hands-on experience and an in depth understanding of the Microsoft Power Platform.

More Information

This course provides an introduction to managing SharePoint as a Power User.

More Information

This course delivers an instructor-led breakdown of Microsoft PowerApps with SharePoint Online.

More Information

This course provides an introduction to managing SharePoint as a Site Member.

More Information

This course provides an introduction to managing SharePoint as a Site Member.

More Information

This course provides students with an introduction to Microsoft Power BI by building a foundation for all subsequent courses and learning.

More Information

The main purpose of the course is to give students a good understanding of data analysis with Power BI.

More Information

This course provides students with detailed hands-on experience of Microsoft Dynamics 365 Sales with the new Copilot AI companion .

More Information

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

More Information

This course provides learners with a broad overview of Dynamics 365 applications.

More Information

This course discusses manufacturing in the Dynamics 365 suite of apps: discrete manufacturing, lean manufacturing, and production

More Information

This course discusses supply chain management in the Dynamics 365 suite of apps.

More Information

Learn how to build a solution for your business using Microsoft Dynamics 365 Customer Engagement (CRM) Apps and the Power Platform.

More Information

This course provides students with detailed hands-on experience of Microsoft Dynamics 365 Customer Service with the new Copilot AI companion .

More Information

This course provides end users with an introduction to Microsoft Dynamics 365 and the latest AI tools.

More Information

This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to extend and manage solutions and apps built on Microsoft Dynamics 365 and the Power Platform.

More Information

The Managing Microsoft Teams course is designed for persons who are aspiring to the Microsoft 365 Teams Admin role. Microsoft Teams admins configure, deploy, and manage Office 365 workloads for Microsoft Teams that focus on efficient and effective collaboration and communication in an enterprise environment.

More Information

This course will teach you to use Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant.

More Information

In this course you will be guided by an experienced Power Platform MCT to learn everything you need to know to pass the PL-100: Microsoft Power Platform App Maker Exam. This course includes a free exam voucher and exam practice paper.

More Information

This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to extend and manage solutions and apps built on Microsoft Dynamics 365 and the Power Platform. This course maps directly to exam PL-400: Microsoft Power Platform Developer.

More Information

In this course you will be guided by an experienced Business Central MCT to learn everything you need to know to pass the MB-800: Microsoft Dynamics 365 Business Central Functional Consultant Exam.

More Information

In the this course, students will learn essential skills to start creating Reports and Dashboards in Microsoft Power BI from data in Microsoft Business Central

More Information

In this course, students will learn advanced concepts build, deploy and support Reports and Dashboards built in Microsoft Power BI that use data in Microsoft Dynamics 365, including the Dataverse, Business Central and Dynamics 365 Finance.

More Information

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Business Central.

More Information

This course is designed to introduce the Sales module in Microsoft Dynamics 365 Business Central.

More Information

This course is designed to introduce the Financials module in Microsoft Dynamics 365 Business Central.

More Information

In this course you will learn how to deploy AI Models in common business scenarios using the Microsoft Power Platform AI Builder.

More Information

This course provides students with an introduction to the AI capabilities of Dynamics 365 Customer Insights by building an in-depth understanding of the key AI Insights features of Dynamics 365.

More Information

Microsoft Teams is a full collaboration platform and offers facilities for peer to peer collaboration as well as full team collaboration. This course will give guidance on how to use the tools for chat, file sharing, meetings and calls. The course will also give direction on best practices for sharing files with external parties and show how to access other services.

More Information

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs.

More Information

This course discusses manufacturing in the Dynamics 365 suite of apps: discrete manufacturing, lean manufacturing, and production

More Information

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Power Pages Portals through the Power Pages Maker Portal, the Portal Management App, and the Power Platform Admin Center.

More Information

Microsoft Teams is a full collaboration platform and offers facilities for peer to peer collaboration as well as full team collaboration. This course will give guidance on how to use the tools for chat, file sharing, meetings and calls.

More Information

This course delivers an instructor-led breakdown of Microsoft Lists. Students will be taught how to empower their data and become organised with a rich range of customisable table types.

More Information

This course will introduce the audience to SharePoint Online Administration in Office 365 and explain and demonstrate the configuration options for SharePoint Online.

More Information

This course is designed for Business Decision Makers and IT Professionals who are interested in deploying cloud services in their organization.

More Information

This 3-day course provides detailed hands-on experience for companies looking to make the most of their Microsoft 365 licenses and the data they hold. This course looks at the different parts of Microsoft 365, including some that apps and features you may not be aware of.

More Information

This course covers five central elements of Microsoft 365 platform – implementing Microsoft Identity, working with Microsoft Graph, extending and customizing SharePoint, extending Teams, and extending Office. In this course, students will learn how to implement Microsoft Identity and work with Microsoft Graph.

More Information

This course delivers an instructor-led breakdown of Microsoft Power Apps. Students will be taught how to design, test and publish new apps that work with a variety of data sources. We will take users through a selection of well-crafted lessons to help them build new applications for their business.

More Information

This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365.

More Information

Do you want to learn more about Dynamics 365? This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations.

More Information

You will learn in this course to design, configure, and manage Dynamics 365 Commerce and provide ongoing support for the app. You will gain a strong understanding of unified commerce business operations as well as experience deploying, using, and maintaining Dynamics 365 Commerce.

More Information

This course will provide you with the skills needed to deploy and support business applications that make up the customer engagement capabilities of Dynamics 365.

More Information

This course is aimed at report authors, end users, project managers, and consultants who are needing to gain insights into operational data held within Microsoft Dynamics 365 Finance and Operations.

More Information

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Business Central.

More Information

This course is designed to introduce students to the fundamental topics of Microsoft Dynamics 365 Finance for End Users.

More Information

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Finance Warehousing for End Users.

More Information

This course is designed to introduce candidates to the financial topics of Microsoft Dynamics 365 Finance for End Users.

More Information

This course is designed to introduce candidates to the fundamental topics of Customer Service in Microsoft Dynamics 365 Finance for End Users.

More Information

This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.

More Information

This course is aimed at report authors, end users, project managers, and consultants who are needing to gain insights into operational data held within Microsoft Dynamics 365 Business Central

More Information

This course is designed to showcase tools designed to help gain insight into data held within Dynamics 365 Apps, as well as increase efficiencies and productivity with the implementation of the Artificial Intelligence features in Microsoft Dynamics 365 and Copilot.

More Information

This course is designed to provide an insight into the benefits gained through the implementation of Artificial Intelligence features in the Microsoft Power Platform.

More Information

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.

More Information

This course is aimed at system administrators and consultants who are planning to support and maintain Microsoft Dynamics 365 Finance and SCM Applications.

More Information

This course is designed to introduce candidates to the features and topics of Microsoft Dynamics 365 Human Resources.

More Information

In this course you will learn how to be productive as an end user with the Asset Management features of Dynamics 365 Finance and Supply Chain Management.

More Information

In this course you will learn how to be productive as an end user with the Procurement and Sourcing features of Dynamics 365 Finance and Supply Chain Management.

More Information

A course to help organizations move from Outbound to the new AI features and Copilot in Real Time Customer Insights (formally Dynamics 365 Marketing).

More Information

Join us for a FREE Copilot for End Users in Microsoft Dynamics 365 Finance webinar.

More Information

This course is for IT professionals looking to learn how to build AI solutions in Azure AI Services.

More Information

Join us for a FREE Copilot for End Users in Microsoft Dynamics 365 Business Central webinar.

More Information

Join us for a FREE webinar to discuss the importance of creating a Power Platform Governance Plan at your organization.

More Information

Essential training before starting an AI project based on the Microsoft AI and Copilot framework.

More Information