Microsoft Dynamics 365 Customization and Configuration

Under kursen lär du dig hur du anpassar, konfigurerar och underhåller de olika komponenterna i Dynamics 365 Customer Engagement (CRM) och hur du arbetar med Power Apps Maker Portal och Power Platform Admin Center.

Du får en god förståelse för säkerhetsmodellen i Dynamics 365. Du lär dig hur du anpassar ramverket, skapar processflöden, skapar anpassade appar och hur du använder lösningar för att paketera och driftsätta anpassningar.

Målgrupp och förkunskaper

Kursen riktar sig till dig som tidigare har arbetat i eller ger support på Dynamics 365 eller Dynamics CRM. Du behöver god vana av att arbeta i Dynamics 365 och en grundläggande förståelse för Power Platform.

Detaljerad information

Kursmaterialet är på engelska, med detta innehåll:

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.

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.

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.

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.

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.

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.

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.

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.

Processes: Workflows, Business Process Flows and Power Automate

In this module you will learn how to create and maintain Workflows, Business Process Flows and Power Automate Flows in Dynamics 365 and Power Apps.

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.