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:

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

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

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:

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

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:

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

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:

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

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:

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

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:

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

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:

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

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:

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

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:

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’

A: It is recommended that participants have a basic understanding of Microsoft Dynamics 365 and its core functionalities. Familiarity with concepts such as entities, fields, and relationships within Dynamics 365 is beneficial. Previous experience with system administration or customization in Dynamics 365 would also be helpful.

A: During the 55242CC: Microsoft Dynamics 365 Customization and Configuration course, you will learn how to customize Dynamics 365 entities by adding fields, creating relationships, and configuring forms and views. You will gain hands-on experience in designing and automating business processes using workflows and business rules. The training also covers advanced customization topics such as web resources, solutions, and security configuration in Dynamics 365.

A: Absolutely! The skills and knowledge gained from this training are directly applicable to real-world customization and configuration scenarios in Microsoft Dynamics 365. You will learn how to tailor Dynamics 365 to meet specific business requirements, automate processes, and enhance user experience. This will enable you to effectively customize and configure Dynamics 365 to align with your organization’s needs.

A: Yes, interactive participation is encouraged during the training. You can ask questions, seek clarification, and engage in discussions with the instructor and other participants. This will enhance your learning experience and enable you to gain deeper insights into Microsoft Dynamics 365 customization and configuration.