Length
5 days
Version
A

Overview

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

This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings. High-level topics include application configuration, automation opportunities, integration, testing, and deployment.

Key Topics

Detailed Info
  • Power Platform Overview
  • Model-driven Apps
  • Security
  • Business Rules
  • Microsoft Flows
  • Introduction to integrations
  • Data Modeling
  • Canvas Apps
  • Platform Automation Overview
  • Workflows
  • Business Process Flows
  • Integration with Office
Skills Gained
Key Topics
Target Audiences
Prerequisites

Skills Gained

After completing this course, students will be able to:

  • Identify platform components.
  • Understand administrator options.
  • Effectively model data.
  • Build a basic model-driven or canvas application.
  • Identify testing strategies and methodologies.
  • Identify integration opportunities.

Key Topics

Module 1: Power Platform overview
In this module, you will learn the basics of the Power Platform. You will tour the various administrator portals and install applications.

Lessons

  • Overview
  • Configure Power Platform environments
  • Creating applications
  • Discovery and planning

Module 2: Data Modeling
In this module you will learn how to model data effectively using the platform’s entities, attributes and relationships.

Lessons

  • Data model fundamentals
  • Relationships
  • Other entity options
  • Other field options
  • Internationalizing

Module 3: Model-driven apps
In this module you will learn about model driven applications and how to configure and use them.

Lessons

  • Configure model-driven apps
  • Configure model-driven forms
  • Configure views
  • Configure model-driven charts
  • Configure model-driven dashboards
  • Configure reports

Module 4: Canvas apps
In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.

Lessons

  • Application fundamentals
  • Working with data and services
  • Customizing the user experience
  • Integration with model-driven apps

Module 5: Security
In this module you will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

  • Security overview
  • Business units
  • Manage security roles
  • Manage teams
  • Configure hierarchy security

Module 6: Platform Automation Overview
In this module you will learn the basics of the Power Platform automation capabilities.

Lessons

  • Automation overview

Module 7: Business Rules
In this module you will learn how to build and use business rules and how they work alongside other platform automations.

Lessons

  • Introduction to business rules
  • Additional business rule details

Module 8: Workflows
In this module you will learn how to build and use workflows and how they work alongside other platform automations.

Lessons

  • Introduction to workflows
  • Building workflows
  • Advanced workflows

Module 9: Microsoft Flows
In this module you will learn how to build and use Microsoft Flows and how they work alongside other platform automations.

Lessons

  • Introduction to Microsoft Flow
  • Other Flow concepts
  • Working with CDS
  • Building approval flows
  • Starting from apps
  • Flow deployment considerations

Module 10: Business Process Flows
In this module you will learn how to build and use business process flows and how they work alongside other platform automations.

Lessons

  • Introduction to business process flows
  • Configure business process flows
  • Additional business process flow details

Module 11: Introduction to integrations
In this module you will learn the basics of the Power Platform integration capabilities. You will learn how to configure and use email integrations.

Lessons

  • Overview of common scenarios
  • Email integration
  • Outlook integration

Module 12: Integration with Office
In this module you will learn how to integrate with common Office products like OneNote, Word and Excel.

Lessons

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional integrations

Module 13: Managing Data
In this module you will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

  • Managing data overview
  • Duplicate detection
  • Importing data
  • Exporting data
  • Bulk delete

Module 14: Manage Instances and Applications
In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.

Lessons

  • Overview
  • Manage applications

Module 15: Manage Solutions
In this module you will learn how to create, manage and deploy solutions.

Lessons

  • Solution concepts
  • Planning and creating solutions
  • Working with solution components
  • Distributing solutions
  • Working with managed solutions

Module 16: Additional Deployment Considerations
In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

  • Configure settings
  • Mobile configuration settings
  • Mobile configuration

Target Audiences

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please contact us on 02 8244 2098

Prerequisites

Familiarity of business applications and the desire to customize and implement them for your business.

Print course details

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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Virtual Classroom
July 27 - July 31
August 17 - August 21
September 7 - September 11
September 14 - September 18
October 12 - October 16
November 9 - November 13

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