Microsoft Dynamics 365 Customization and Configuration (55242) (MSD17)

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 Dataverse

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 a Table

Configure Auditing for a Column

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 Tables

In this module we will start to look at customizing the data model of the Dataverse to build custom apps in Microsoft Dynamics 365. The model consists of Tables, Relationships and Columns which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Tables and configuring Table properties.

Lessons

Introduction to the Data Modelling

System and Custom Tables

Create new Custom Tables

Table Properties

Table Type and Ownership

Custom Table Security

Tables and Solutions

Lab 1: Creating and Managing Tables

Creating a Solution

Creating Custom Tables

Add existing System Tables to a Solution

Configure permissions for Custom Tables

Create a Model-driven App

After completing this module, students will be able to:

Understand the Dataverse and modelling fundamentals

Know the different Table Types

The process to create new Custom Tables

Manage Table Properties

Configure Table Security

Manage Table customizations with Solutions

Module 5: Customizing Columns

Columns are used in Dynamics 365 Apps to capture data entered by the user. The Dataverse supports a number of different Column data types and formats, all of which are presented in this module. Special Column types such as Calculated Columns are also considered, as well as securing data using Column Level Security.

Lessons

Introduction to Columns

Understand the different Column Types

Column Data Types

Create a new Column

Columns and Solutions

Implement a Calculated Columns

Configure Column Level Security

Lab 1: Creating and Managing Columns

Creating Columns

Create a Choice Column

Lab 2: Creating a Calculated Column

Creating a Calculated Column

Add Columns to a Form

Lab 3: Configuring Column Level Security

Enable a Column for Column Level Security

Configure a Column Security Profile

After completing this module, students will be able to:

Understand the process to customize Columns in the Dataverse

Know the different Column Types and Formats

Be able to manage Column customizations using Solutions

Create a Calculated Column

Configure Column Level Security

Use the Business Rule Designer to configure Column validation

Module 6: Customizing Relationships and Mappings

Relationships associate a Table with another Table. This module provides an overview of the different types of Relationships that can be created in the Dataverse. We also look at Relationship Mappings and how they can be used to pass values between related Tables 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 Column Mappings

Lab 1: Create Table Relationships

Create a 1 to Many Relationship

Lab 2: Create a Hierarchical Relationship

Configure a Hierarchical Relationship

Lab 3: Configure Column Mappings

Configure Column 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 Column 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

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 App 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’

Questo corso è destinato a lavoratori dell’informazione, professionisti IT e sviluppatori. Gli studenti devono avere una conoscenza pratica esistente di Microsoft Dynamics 365 e Power Platform.

Aver seguito il Corso “55250: Introduzione a Microsoft Dynamics 365”.

Al termine del corso i partecipanti saranno in grado di:

• Comprendere le funzionalità e gli strumenti esistenti in Microsoft Dynamics 365 Customer Engagement (CRM) e Power Platform
• Essere in grado di personalizzare e configurare le app pronte all’uso in Microsoft Dynamics 365 Customer Engagement, incluse le app per le vendite e il servizio clienti
• Crea app personalizzate basate su modello di Microsoft Dynamics 365 utilizzando il portale di Power Apps Maker
• Acquisire familiarità con l’utilizzo del portale Make di Power Apps e dell’interfaccia di amministrazione di Power Platform
• Comprendere le differenze tra Ambienti e Soluzioni
• Integra SharePoint, Teams e Outlook con le app Microsoft Dynamics 365 Customer Engagement
• Eseguire ed eseguire l’installazione e la configurazione necessarie per distribuire e supportare le app Microsoft Dynamics 365 Customer Engagement in un’organizzazione tramite l’interfaccia di amministrazione di Power Platform
• Configura il controllo nelle impostazioni dell’ambiente Power Platform
• Progetta e configura un modello di sicurezza completo utilizzando gli strumenti integrati nell’interfaccia di amministrazione di Power Platform
• Crea personalizzazioni del modello in Common Data Service (CDS) incluse entità, campi e relazioni personalizzati
• Progetta moduli personalizzati, moduli di visualizzazione rapida, moduli di creazione rapida e moduli scheda utilizzando il portale Power Apps Maker
• Crea visualizzazioni personalizzate utilizzando il portale di Power Apps Maker
• Crea grafici e dashboard personalizzati utilizzando il portale Power Apps Maker
• Crea e gestisci regole di business utilizzando Business Rule Designer