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Microsoft Dynamics 365 Customization and Configuration

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Microsoft Dynamics 365 Customization and Configuration

Enroll Now
Microsoft Dynamics 365 Customization and Configuration
Duration
3 Days
Delivery
(Online and onsite)
Price
Price Upon Request

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps using the Power Apps Maker Portal and the Power Platform Admin Center.

Attendees of this course will gain an in-depth understanding of configuring Environments through the Power Platform Admin Center, set up and maintaining Security, learn how to customize the Sales and Customer Service Apps, create custom Model-driven Apps using the Power Apps Maker Portal, make model customizations to the Common Data Service, create and maintain Workflows and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.

By the end of this 3 day course, attendees will know how to design, create, customize and support business solutions and apps built on Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform

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

After completing this module, students will be able to:

  • Be familiar with the concept of Microsoft Dynamics 365 Customer Engagement Customization and Configuration
  • Understand the technologies that make up the Microsoft Power Platform
  • Understand the features of the Power Apps Maker Portal
  • Unserstand the features of the Power Platform Admin Center
  • Be introduced to the Common Data Service (CDS)
  • Be aware of the differences between Model-driven Apps and Canvas Apps
  • Be introduced to some of the inbuilt tools for App Makers and Citizen Developers
  • Understand the differences between Environments and Solutions
  • Be aware of Release Wave Updates

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

Environment Level Settings

Format Settings

Email Settings

Skype and Teams Integration

SharePoint Integration

Lab 1: Configure Environment Settings

  • Configure Environment Settings
  • Configure Formatting Settings

Lab 2: Configure Audit Settings

  • Enable Auditing
  • Enable Auditing for an Entity
  • Configure Auditing for a Field

After completing this module, students will be able to:

  • Understand where to configure Users, Security and Licenses
  • Understand the different admin interfaces and portals in the Microsoft Power Platform
  • Work with the Power Platform Admin Center
  • Be able to configure Environment Settings
  • Be aware of integration with SharePoint, Skype, Teams and Outlook
  • Configure Auditing

 

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

Assign Users to Security Roles

After completing this module, students will be able to:

  • Manage Security in Power Platform Environments
  • Configure Business Units, Security Roles, Access Levels, Users and Teams
  • Know the difference between Teams and Access Teams
  • Configure Manager and Position Hierarchy Security

 

Module 4: Creating and Managing Entities

In this module we will start to look at customizing the data model of the Common Data Service (CDS) to build custom apps in Microsoft Dynamics 365. The model consists of Entities, Relationships and Fields which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Entities and configuring Entity properties.

Lessons

Introduction to the Data Modelling

System and Custom Entities

Create new Custom Entities

Entity Properties

Entity Type and Ownership

Custom Entity Security

Entities and Solutions

Lab 1: Creating and Managing Entities

Creating a Solution

Creating Custom Entities

Add existing System Entities to a Solution

Configure permissions for Custom Entities

Create a Model-driven App

After completing this module, students will be able to:

  • Understand Common Data Service and modelling fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • Configure Entity Security
  • Manage Entity customizations with Solutions

 

Module 5: Customizing Fields

Fields are used in Dynamics 365 Apps to capture data entered by the user. The Common Data Services (CDS) supports a number of different Field data types and formats, all of which are presented in this module. Special Field types such as Calculated Fields are also considered, as well as securing data using Field Level Security.

Lessons

Introduction to Field

Understand the different Field Types

Field Data Types

Create a new Field

Fields and Solutions

Implement a Calculated Field

Configure Field Level Security

Lab 1: Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set

Lab 2: Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form

Lab 3: Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile

After completing this module, students will be able to:

  • Understand the process to customize Fields in the Common Data Service
  • Know the different Field Types and Formats
  • Be able to manage Field customizations using Solutions
  • Create a Calculated Field
  • Configure Field Level Security
  • Use the Business Rule Designer to configure Field validation

 

Module 6: Customizing Relationships and Mappings

Relationships associate an Entity with another Entity. This module provides an overview of the different types of Relationships that can be created in the Common Data Services. We also look at Relationship Mappings and how they can be used to pass values between related Entities 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 Field Mappings

Lab 1: Create Entity Relationships

Create a 1 to Many Relationship

Lab 2: Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship

Lab 3: Configure Field Mappings

  • Configure Field Mappings

After completing this module, students will be able to:

  • Understand the different Relationship Types
  • Be able to create a 1 to Many and Many to Many Relationship
  • Know how to manage Relationship customizations using Solutions
  • Understand how to configure Relationship Behaviour
  • Know how to create a Hierarchical Relationships
  • Be able to configure Field 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

Customising Forms

Create a Quick Create Form

Embed a Quick View Form

Lab 2: Configuring System Views

Create Custom Views

Lab 3: Configuring Charts and Dashboards

Configure Charts

Construct a Dashboard

After completing this module, students will be able to:

  • Know the various Form Types for Model-driven Apps
  • Be able to customize existing Forms and create new custom Forms
  • Configure Form Security
  • Be able to customize Views and create new Custom Views
  • Be able to customize Charts and create new Custom Charts
  • Be able to customize Dashboards and create new Custom Dashboards

 

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

Lab 2: The App Designer

Use the App Designer to create and customize Model-driven Apps

After completing this module, students will be able to:

  • Navigate the Power Apps Maker Portal to create and customize Dynamics 365 Apps
  • Create Model driven apps using the App Designer
  • Customize App navigation using the Site Map Designer
  • Enable security for Apps

 

Module 9: Processes: Workflows, Business Process Flows and Power Automate

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

Lessons

Introduction to Processes

Workflow

Business Process Flows

Building Flows in Power Automate

Lab 1: Create a Workflow

  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

Lab 2: Create Business Process Flows

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

Lab 3: Building Flows in Power Automate

Navigate to the Power Automate Center

Build a Flow using Actions and Formula

Use ‘My Flows’ to Test and Diagnose issues

After completing this module, students will be able to:

  • Author Processes and Workflows
  • Create Business Process Flows in Power Automate for Model-driven Dynamics 365 Apps
  • Create Trigger Flows in Power Automate for Model-driven Dynamics 365 Apps
  • Apply best practice when designing and implementing business process automation

 

Module 10: 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
  • Solution Layers
  • 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

After completing this module, students will be able to:

  • Understand Solution principals in Power Platform Environments
  • Add and update Solution Components
  • Know the difference between Managed and Unmanaged Solutions
  • Understand the Export and Import process
  • Know how to apply Managed Properties
  • Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 and the Power Platform. As a minimum, students should attend the prerequisite course ‘55250: Introduction to Microsoft Dynamics 365’.

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps using the Power Apps Maker Portal and the Power Platform Admin Center.

Attendees of this course will gain an in-depth understanding of configuring Environments through the Power Platform Admin Center, set up and maintaining Security, learn how to customize the Sales and Customer Service Apps, create custom Model-driven Apps using the Power Apps Maker Portal, make model customizations to the Common Data Service, create and maintain Workflows and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.

By the end of this 3 day course, attendees will know how to design, create, customize and support business solutions and apps built on Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform

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

After completing this module, students will be able to:

  • Be familiar with the concept of Microsoft Dynamics 365 Customer Engagement Customization and Configuration
  • Understand the technologies that make up the Microsoft Power Platform
  • Understand the features of the Power Apps Maker Portal
  • Unserstand the features of the Power Platform Admin Center
  • Be introduced to the Common Data Service (CDS)
  • Be aware of the differences between Model-driven Apps and Canvas Apps
  • Be introduced to some of the inbuilt tools for App Makers and Citizen Developers
  • Understand the differences between Environments and Solutions
  • Be aware of Release Wave Updates

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

Environment Level Settings

Format Settings

Email Settings

Skype and Teams Integration

SharePoint Integration

Lab 1: Configure Environment Settings

  • Configure Environment Settings
  • Configure Formatting Settings

Lab 2: Configure Audit Settings

  • Enable Auditing
  • Enable Auditing for an Entity
  • Configure Auditing for a Field

After completing this module, students will be able to:

  • Understand where to configure Users, Security and Licenses
  • Understand the different admin interfaces and portals in the Microsoft Power Platform
  • Work with the Power Platform Admin Center
  • Be able to configure Environment Settings
  • Be aware of integration with SharePoint, Skype, Teams and Outlook
  • Configure Auditing

 

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

Assign Users to Security Roles

After completing this module, students will be able to:

  • Manage Security in Power Platform Environments
  • Configure Business Units, Security Roles, Access Levels, Users and Teams
  • Know the difference between Teams and Access Teams
  • Configure Manager and Position Hierarchy Security

 

Module 4: Creating and Managing Entities

In this module we will start to look at customizing the data model of the Common Data Service (CDS) to build custom apps in Microsoft Dynamics 365. The model consists of Entities, Relationships and Fields which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Entities and configuring Entity properties.

Lessons

Introduction to the Data Modelling

System and Custom Entities

Create new Custom Entities

Entity Properties

Entity Type and Ownership

Custom Entity Security

Entities and Solutions

Lab 1: Creating and Managing Entities

Creating a Solution

Creating Custom Entities

Add existing System Entities to a Solution

Configure permissions for Custom Entities

Create a Model-driven App

After completing this module, students will be able to:

  • Understand Common Data Service and modelling fundamentals
  • Know the different Entity Types
  • The process to create new Custom Entities
  • Manage Entity Properties
  • Configure Entity Security
  • Manage Entity customizations with Solutions

 

Module 5: Customizing Fields

Fields are used in Dynamics 365 Apps to capture data entered by the user. The Common Data Services (CDS) supports a number of different Field data types and formats, all of which are presented in this module. Special Field types such as Calculated Fields are also considered, as well as securing data using Field Level Security.

Lessons

Introduction to Field

Understand the different Field Types

Field Data Types

Create a new Field

Fields and Solutions

Implement a Calculated Field

Configure Field Level Security

Lab 1: Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set

Lab 2: Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form

Lab 3: Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile

After completing this module, students will be able to:

  • Understand the process to customize Fields in the Common Data Service
  • Know the different Field Types and Formats
  • Be able to manage Field customizations using Solutions
  • Create a Calculated Field
  • Configure Field Level Security
  • Use the Business Rule Designer to configure Field validation

 

Module 6: Customizing Relationships and Mappings

Relationships associate an Entity with another Entity. This module provides an overview of the different types of Relationships that can be created in the Common Data Services. We also look at Relationship Mappings and how they can be used to pass values between related Entities 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 Field Mappings

Lab 1: Create Entity Relationships

Create a 1 to Many Relationship

Lab 2: Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship

Lab 3: Configure Field Mappings

  • Configure Field Mappings

After completing this module, students will be able to:

  • Understand the different Relationship Types
  • Be able to create a 1 to Many and Many to Many Relationship
  • Know how to manage Relationship customizations using Solutions
  • Understand how to configure Relationship Behaviour
  • Know how to create a Hierarchical Relationships
  • Be able to configure Field 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

Customising Forms

Create a Quick Create Form

Embed a Quick View Form

Lab 2: Configuring System Views

Create Custom Views

Lab 3: Configuring Charts and Dashboards

Configure Charts

Construct a Dashboard

After completing this module, students will be able to:

  • Know the various Form Types for Model-driven Apps
  • Be able to customize existing Forms and create new custom Forms
  • Configure Form Security
  • Be able to customize Views and create new Custom Views
  • Be able to customize Charts and create new Custom Charts
  • Be able to customize Dashboards and create new Custom Dashboards

 

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

Lab 2: The App Designer

Use the App Designer to create and customize Model-driven Apps

After completing this module, students will be able to:

  • Navigate the Power Apps Maker Portal to create and customize Dynamics 365 Apps
  • Create Model driven apps using the App Designer
  • Customize App navigation using the Site Map Designer
  • Enable security for Apps

 

Module 9: Processes: Workflows, Business Process Flows and Power Automate

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

Lessons

Introduction to Processes

Workflow

Business Process Flows

Building Flows in Power Automate

Lab 1: Create a Workflow

  • Create a Workflow
  • Define when a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

Lab 2: Create Business Process Flows

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

Lab 3: Building Flows in Power Automate

Navigate to the Power Automate Center

Build a Flow using Actions and Formula

Use ‘My Flows’ to Test and Diagnose issues

After completing this module, students will be able to:

  • Author Processes and Workflows
  • Create Business Process Flows in Power Automate for Model-driven Dynamics 365 Apps
  • Create Trigger Flows in Power Automate for Model-driven Dynamics 365 Apps
  • Apply best practice when designing and implementing business process automation

 

Module 10: 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
  • Solution Layers
  • 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

After completing this module, students will be able to:

  • Understand Solution principals in Power Platform Environments
  • Add and update Solution Components
  • Know the difference between Managed and Unmanaged Solutions
  • Understand the Export and Import process
  • Know how to apply Managed Properties
  • Know how to manage Solution releases using ‘Clone as Patch’ and ‘Clone as Solution’

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 and the Power Platform. As a minimum, students should attend the prerequisite course ‘55250: Introduction to Microsoft Dynamics 365’.

    Upcoming Dates
  • ` Feb 13 - Feb 15, 2023
  • ` Mar 13 - Mar 15, 2023
  • ` Apr 10 - Apr 12, 2023
  • ` May 8 - May 10, 2023
  • ` Jun 5 - Jun 7, 2023
  • ` Jul 3 - Jul 5, 2023