SHI 55242 Dynamics 365 Customization and Configuration for Power Platform User Guide

SHI 55242 Dynamics 365 Customization and Configuration for Power Platform

Product Information

Course Outline

Microsoft Dynamics 365 Customization and Configuration for Power Platform

Course 55242 : 3 days Instructor Led

About this course
This course provides students with a detailed hands-on experience of setting up, customizing, configuring, 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.

Audience profile
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.

At course completion
After completing this course, students will be able to

• Set up, customize, configure, and maintain Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps
• Work across multiple Power Platform Environments

Product Usage Instructions

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.

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.

Module 3: Customizing the Data Model
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 Modeling, including customizing Entities and configuring Entity properties.

Module 4: 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.

Module 5: Relationships
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.

Module 6: Customizing Forms, Views, Charts, and Dashboards
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.

Module 7: 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.

Specifications

• Course Name : Microsoft Dynamics 365 Customization and Configuration for Power Platform
• Course Number : 55242
• Duration : 3 days
• Delivery Method : Instructor Led

Frequently Asked Questions (FAQ)

• Q: Who is this course intended for?
  A: This course is intended for Information workers, IT Professionals, and Developers.

• Q: What are the prerequisites for this course?
  A: 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.

• Q: What will students be able to do after completing this course?
  A: After completing this course, students will be able to set up, customize, configure, and maintain Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps across multiple Power Platform Environments.

Course Outline

Microsoft Dynamics 365 Customization and Configuration for Power Platform
55242 : 3 days Instructor Led

About this course
This course provides students with a detailed hands-on experience of setting up, customizing, configuring 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.

Audience profile
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.

At course completion
After completing this course, students will be able to

• Understand the features and tools that exist in Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform
• Be able to customize and configure the out of the box Apps in Microsoft Dynamics 365 Customer Engagement, including the Sales and Customer Service Apps
• Create custom Microsoft Dynamics 365 Model-driven Apps using the Power Apps Maker Portal
• Be proficient using the Power Apps Make Portal and the Power Platform Admin Center
• Understand the differences between Environments and Solutions
• Integrate SharePoint, Teams and Outlook with Microsoft Dynamics 365 Customer Engagement Apps
• Undertake and carry out setup and configuration required to deploy and support Microsoft Dynamics 365 Customer Engagement Apps in an organization through the Power Platform Admin Center
• Configure Auditing in Power Platform Environment Settings
• Design and configure a comprehensive Security model using the inbuilt tools in the Power Platform Admin Center
• Create Model customizations in the Common Data Service (CDS) including custom Entities, Fields and Relationships
• Design custom Forms, Quick View Forms, Quick Create Forms and Card Forms using the Power Apps Maker Portal
• Create Custom Views using the Power Apps Maker Portal
• Create custom Charts and Dashboards using the Power Apps Maker Portal
• Create and manage Business Rules using the Business Rule Designer
• Plan, design and implement business process automation with Workflows, Business Process Flows and Power Automate Flows
•  Understand the necessary best practices when creating customizations for Microsoft Dynamics 365 Customer Engagement, Power Apps and the Power Platform
• Be able to apply best practice methodology using unmanaged and managed Solutions to manage customizations across multiple Power Platform Environments

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

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
• Understand 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

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
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

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

After completing this module

• 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
• Create a new Field
• Fields and Solutions
• Implement a Calculated Field
• Configure Field Level Security

After completing this module

• 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 Behavior
• Implement a Hierarchy Relationship
• Configure Field Mappings

After completing this module

• 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

After completing this module

• 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

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

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 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

After completing this module, Student 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

Lab Outline

Module 1: Introduction
Lab 1 : Setting up your Lab environment
Setup your Lab and install sample data

Module 2: Setup and Configuration
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

Module 3: 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

Module 4: Creating and Managing Entities
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 Module 5: Customizing Fields
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

Module 6: Customizing Relationships and 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

Module 7: Customizing Forms, Views and Visualizations
Lab 1 : Customizing Forms

• Customizing 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

Module 8: Model-driven Apps
Lab 1 : The App Designer Use the App Designer to create and customize Model-driven Apps

Module 9: Processes: Workflows, Business Process Flows and Custom Actions
Lab 1 : Create a Workflow

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

2: Create a Business Process Flow

• 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

Module 10: Solution Management
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

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