Microsoft Dynamics 365 (CRM) &Power Platform Training (2024)

• Become a PRO in Microsoft Dynamics 365 (CRM) and Power Apps (Model driven)
• Case Study Driven Approach (You will complete a sample project called Expense Management System).
• Learn about Dataverse objects like Tables, Attributes, Relationships, Forms etc.
• Discover concepts related to security such as Security Roles, Business Units, Hierarchy Security, Access Teams, Field Level Security etc.
• Learn about Business Rules and Workflows
• Learn ER modeling of the Dataverse
• Learn Data Management Concepts such as Data Export, Import, Duplicate Detection, Auditing
• Learn how to integrate SharePoint, OneDrive, Office 365, and Power BI.
• Pass PL 200 Certification
• Learn Reports, Charts, Dashboards

Please Note: This course focuses exclusively on Microsoft Dynamics 365 (CRM) & Power Platform and does not cover the ERP aspects such as Finance and Operations.

Are you aiming to become a Microsoft Dynamics 365 (CRM) & Power Platform Consultant? If yes, this course is perfect for you! Utilizing a case study-based approach, this course offers practical learning to help you grasp concepts effectively. It is an ideal first step before advancing to more complex development courses in Dynamics 365 and is crucial for those looking to pass the PL-200 certification exam.

Key Features:

• Beginner-Friendly: This course is designed for those just starting out, making complex concepts accessible to everyone.

• Hands-On Learning: Emphasis is placed on real-world applications, ensuring you gain practical skills.

• Case Study Approach: Learn through examples that mimic real-life scenarios to enhance understanding.

• Certification Preparation: Equips you with the knowledge to successfully pass the PL-200 Certification exam.

• Lifetime Access: Enroll once and revisit the material whenever you need.

• Dynamic Content: This live course adapts to the latest industry demands, with topics updated regularly.

• 30-Day Money-Back Guarantee: Not satisfied? Get a full refund within 30 days, no questions asked.

Prerequisites:

No prior expertise required! All you need is a basic familiarity with software and business concepts.

Curriculum

Section 1: Introduction

Lecture 1: Introduction

Lecture 2: Case Study Driven Approach

Lecture 3: Dynamics 365 and PowerApps

Lecture 4: Creating a Trial Account

Lecture 5: Introduction to Dynamics 365

Lecture 6: Introduction to Power Platform

Lecture 7: Model-driven Vs Canvas Apps

Lecture 8: Introduction to Model-Driven Apps

Section 2: Dynamics 365 Admin Center

Lecture 9: Introduction to Admin Center and Environments

Lecture 10: Enabling Early Access Features

Section 3: Dataverse or Common Data Service

Lecture 11: Terminology changes in CDS

Lecture 12: Components of CDS

Lecture 13: Creating Solution and Publisher

Lecture 14: Creating App and Sitemap

Lecture 15: Customizing an Existing Entity

Lecture 16: ER Modeling

Lecture 17: Creating Custom Entity

Lecture 18: Adding Attributes

Lecture 19: Form Structure

Lecture 20: Custom Entities and Option Sets

Section 4: Relationships

Lecture 21: Introduction to Relationships

Lecture 22: Creating a 1 to N Relationship

Lecture 23: Introduction to Relationship Behavior

Lecture 24: Relationship Behavior Case Study Northwind Approach

Lecture 25: Relationship Mapping

Lecture 26: Introduction to Hierarchy Relationships

Lecture 27: Creating a Hierarchy Relationship

Lecture 28: Many to Many Relationships

Lecture 29: Creating a Many-to-Many Relationship

Lecture 30: Connections and Connection Roles

Section 5: Views

Lecture 31: Introduction to Views

Lecture 32: Creating a View

Lecture 33: Types of Views

Lecture 34: Quick Find Views

Lecture 35: Personal Views

Section 6: Advanced Field Types

Lecture 36: Calculated Fields

Lecture 37: Roll-up Fields

Section 7: Form Types

Lecture 38: Main Form

Lecture 39: Quick Create Form

Lecture 40: Quick View Form

Section 8: Business Rules

Lecture 41: Introduction to Business Rules

Lecture 42: Demo on Business Rules

Lecture 43: Scope of Business Rules

Section 9: Security

Lecture 44: Introduction to Security

Lecture 45: Adding a user

Lecture 46: Users and Ownership

Lecture 47: Business Units

Lecture 48: Introduction to Security Roles

Lecture 49: Deep Dive into Security Roles

Lecture 50: Demo on Security in Dynamics 365

Lecture 51: Northwind Assignment

Lecture 52: Sharing feature in Dynamics 365

Lecture 53: Owner Teams

Lecture 54: Access Teams

Lecture 55: Field Security

Lecture 56: Introduction to Hierarchy Security- Manager

Lecture 57: Hierarchy Security- Position

Section 10: Reporting

Lecture 58: Introduction to Charts

Lecture 59: Classic Dashboards

Lecture 60: Examples of Charts

Lecture 61: Interactive Dashboards

Lecture 62: Creating Interactive Dashboards

Section 11: Power BI

Lecture 63: Introduction to Power BI

Lecture 64: Creating a Power BI Dashboard

Section 12: Processes

Lecture 65: Introduction to Processes

Lecture 66: Creating a Workflow

Lecture 67: Deep Dive into Workflows

Lecture 68: Creating a Northwind Email using Workflow

Lecture 69: Northwind Auto-populate Workflow

Lecture 70: Wait Condition

Lecture 71: Timeout Condition

Lecture 72: Introduction to BPF

Lecture 73: BPF Extensions

Section 13: Power Automate

Lecture 74: Introduction to Power Automate

Lecture 75: Creating a Power Automate Flow

Lecture 76: Approval flows in Power Automate

Lecture 77: Enabling Change Tracking for Entities in CDS

Section 14: Data Management

Lecture 78: Data Import Wizard

Lecture 79: Data Import Wizard Advanced

Lecture 80: Duplicate Detection Rules

Lecture 81: Duplicate Detection Jobs

Lecture 82: Introduction to Auditing

Section 15: Templates

Lecture 83: Data Import Template

Lecture 84: Email Template

Lecture 85: Document Templates

Section 16: Search Capabilities

Lecture 86: Introduction to Search Capabilities and Categorized Search

Lecture 87: Relevance Search

Section 17: Localization

Lecture 88: Languages

Lecture 89: Field Translations

Lecture 90: Currency

Section 18: Solutions

Lecture 91: Solutions

Lecture 92: Unmanaged VS Managed Solution

Lecture 93: Exporting a Managed Solution

Lecture 94: (Optional) Download My Unmanaged Solution

Lecture 95: Deleting a Solution

Lecture 96: Patching a Solution

Lecture 97: Cloning a Solution

Section 19: Document Management

Lecture 98: File Attachment

Lecture 99: SharePoint Integration

Lecture 100: OneDrive Integration

Lecture 101: OneNote Integration

Section 20: Additional Topics

Lecture 102: Data Encryption

Lecture 103: Diagnostic tool to Verify Network Capacity and Throughput