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: Covers foundational knowledge required for the PL-200 certification exam (excluding Canvas Apps and Power Pages).

• 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: Purpose of the course

Lecture 3: Certification Overview

Lecture 4: Case Study

Section 2: Introduction to Dynamics 365 and Power Apps

Lecture 5: Introduction to Dynamics 365

Lecture 6: Understanding Dataverse

Lecture 7: Overview of Dynamics 365

Lecture 8: Components of the Power Platform

Lecture 9: Introduction to Power Apps

Lecture 10: Creating a Trail account

Lecture 11: Introduction to Admin Centers

Lecture 12: Setting up an Environment

Lecture 13: Types of Power Apps

Lecture 14: Introduction to Model-Driven Apps: Part-1

Lecture 15: Introduction to Model-Driven Apps: Part-2

Section 3: Introduction to Dataverse (formerly Common Data Service)

Lecture 16: Terminology changes in Dataverse

Lecture 17: Introduction to Solutions

Lecture 18: Creating a Solution

Lecture 19: Creating a Model-Driven App

Lecture 20: Customizing the Expense App

Lecture 21: Understanding Data Types

Lecture 22: Creating a Column

Lecture 23: Adding a Column

Lecture 24: ER (Entity-Relationship) Modeling

Lecture 25: Creating a Custom Table ( Expense Request)

Lecture 26: Adding Tables to the Application

Lecture 27: Adding Attributes

Lecture 28: Form Structure

Lecture 29: Creating a Custom Table ( Expense Item) and Choices

Lecture 30: Adding Columns to a form

Section 4: Relationships

Lecture 31: Introduction to Relationships

Lecture 32: Creating a 1 to N Relationship

Lecture 33: Introduction to Relationship Behavior

Lecture 34: Relationship Behavior Case Study Northwind Approach

Lecture 35: Relationship Mapping

Lecture 36: Introduction to Hierarchy Relationships

Lecture 37: Creating a Hierarchy Relationship

Lecture 38: Many to Many Relationships

Lecture 39: Creating a Many-to-Many Relationship

Lecture 40: Connections and Connection Roles

Section 5: Views

Lecture 41: Introduction to Views

Lecture 42: Creating a View

Lecture 43: Types of Views

Lecture 44: Quick Find Views

Lecture 45: Personal Views

Section 6: Advanced Field Types

Lecture 46: Calculated Fields

Lecture 47: Formula Column

Lecture 48: Roll-up Fields

Section 7: Form Types

Lecture 49: Main Form

Lecture 50: Quick Create Form

Lecture 51: Quick View Form

Section 8: Business Rules

Lecture 52: Introduction to Business Rules

Lecture 53: Demo on Business Rules

Lecture 54: Scope of Business Rules

Section 9: Security

Lecture 55: Introduction to Security

Lecture 56: Adding a user

Lecture 57: Users and Ownership

Lecture 58: Business Units

Lecture 59: Introduction to Security Roles

Lecture 60: Deep Dive into Security Roles

Lecture 61: Demo on Security in Dynamics 365

Lecture 62: Northwind Assignment

Lecture 63: Sharing feature in Dynamics 365

Lecture 64: Owner Teams

Lecture 65: Access Teams

Lecture 66: Field Security

Lecture 67: Introduction to Hierarchy Security-Manager

Lecture 68: Hierarchy Security-Position

Section 10: Reporting

Lecture 69: Introduction to Charts

Lecture 70: Classic Dashboards

Lecture 71: Examples of Charts

Lecture 72: Interactive Dashboards

Lecture 73: Creating Interactive Dashboards

Section 11: Power BI

Lecture 74: Introduction to Power BI

Lecture 75: Creating a Power BI Dashboard

Section 12: Processes

Lecture 76: Introduction to Processes

Lecture 77: Creating a Workflow

Lecture 78: Deep Dive into Workflows

Lecture 79: Creating a Northwind Email using Workflow

Lecture 80: Northwind Auto-populate Workflow

Lecture 81: Wait Condition

Lecture 82: Timeout Condition

Lecture 83: Introduction to BPF

Lecture 84: BPF Extensions

Section 13: Power Automate

Lecture 85: Introduction to Power Automate

Lecture 86: Creating a Power Automate Flow

Lecture 87: Approval flows in Power Automate

Lecture 88: Enabling Change Tracking for Entities in CDS

Section 14: Data Management

Lecture 89: Data Import Wizard

Lecture 90: Data Import Wizard Advanced

Lecture 91: Duplicate Detection Rules

Lecture 92: Duplicate Detection Jobs

Lecture 93: Introduction to Auditing

Section 15: Templates

Lecture 94: Data Import Template

Lecture 95: Email Template

Lecture 96: Document Templates

Section 16: Search Capabilities

Lecture 97: Introduction to Search Capabilities and Categorized Search

Lecture 98: Relevance Search

Section 17: Localization

Lecture 99: Languages

Lecture 100: Field Translations

Lecture 101: Currency

Section 18: Solutions

Lecture 102: Solutions

Lecture 103: Unmanaged VS Managed Solution

Lecture 104: Exporting a Managed Solution

Lecture 105: (Optional) Download My Unmanaged Solution

Lecture 106: Deleting a Solution

Lecture 107: Patching a Solution

Lecture 108: Cloning a Solution

Section 19: Document Management

Lecture 109: File Attachment

Lecture 110: SharePoint Integration

Lecture 111: OneDrive Integration

Lecture 112: OneNote Integration

Section 20: Additional Topics

Lecture 113: Data Encryption

Lecture 114: Diagnostic tool to Verify Network Capacity and Throughput