Microsoft Dynamics 365 Customization and Configuration

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

 

 Lab 1: Configure Settings

• Configure Environment Settings
• Configure Formatting Settings

 

Lab 2: Configure Auditing

• Enable Auditing
• Enable Auditing for an Table
• Configure Auditing for a Column

 

 

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
• 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

 

 

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. We also look at Relationship Mappings and how they can be used to pass values between related Tables 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 Column Mappings

 

Lab 1: Create Table Relationships

• Create Table Relationships
• Configure Relationship Behaviour

 

 Lab 2: Create a Hierarchical Relationship

• Configure a Hierarchical Relationship

 

Lab 3: Configure Column Mappings

• Configure Column 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

• 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 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

  

 

Module 9: Workflows, Business Process Flows and Power Automate

In this module you will learn how to create and maintain Workflows, Business Process Flows and Power Automate Flows in Dynamics 365 and Power Apps.

 

Lessons

• Introduction to Processes
• Workflow
• Business Process Flows
• Microsoft Power Automate

 

Lab 1: Create a Workflow

• Customising Forms
• Create a Quick Create Form
• Create a Quick View Form

 

 Lab 2: Create a Business Process Flow

• Create a Business Process Flow
• Add Stages and Steps to a Business Process Flow
• Configure Branching Logic in a Business Process Flow

 

Lab 3: Creating Flows in Power Automate

• Use Power Automate with Dynamics 365 and Power Apps
• Using Power Automate Dynamics 365 Templates
• Integrating Power Automate Flows with Dynamics 365
• Testing and diagnosing issues with Power Automate Flows

 

 

Module 10: Power BI Reports

In this module you will learn how to connect PowerBI to Dynamics 365, bring Dynamics 365 data into a PowerBI dataset, build custom PowerBI reports and dashboards, and surface PowerBI Dashboards inside Dynamics 365.

 

Lessons

• Objectives
• Introduction to PowerBI
• Connecting PowerBI to Dynamics Data
• Building a dataset in PowerBI
• Creating PowerBI Dashboards
• Sharing and surfacing PowerBI Dashboards in Dynamics 365

 

Lab 1: Set up your PowerBI Environment

• Configure PowerBI and connect to Dynamics 365

 

Lab 2: Build a PowerBI dashboard with Dynamics 365 data

• Build your PowerBI dataset
• Create a custom dashboard
• Share and surface in Dynamics 365

 

 

Module 11: 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
• 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