Microsoft Dynamics 365 Course Content
Module 1: Introduction
- 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
Module 2: Setup and Configuration
- 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
Module 3: Security
- Design and configure Business Units
- Configure Security Roles
- Manage Users and Teams
- Implement Access Teams
- Configure Hierarchy Security
Module 4: Creating and Managing Entities
- 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
Module 5: Customizing Fields
- Introduction to Field
- Understand the different Field Types
- Create a new Field
- Fields and Solutions
- Implement a Calculated Field
- Configure Field Level Security
Module 6: Customizing Relationships and Mappings
- Introduction to Relationships
- Relationship Types
- Create a Relationship
- Relationships and Solutions
- Understand Relationship Behavior
- Implement a Hierarchy Relationship
- Configure Field Mappings
Module 7: Customizing Forms, Views and Visualizations
- 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
Module 8: Model-driven Apps
- Introduction to Model-driven Apps
- The App Designer
- Using the Sitemap Designer
- Configuring Apps
Module 9: Processes: Workflows, Business Process Flows and Power Automate
- Introduction to Processes
- Workflow
- Business Process Flows
- Building Flows in Power Automate
Module 10: Solution Management
- 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