Microsoft Dynamics 365 Customization and Configuration for Power Platform (M55242)

Module 1: Introduction

This module provides the attendee with an introduction to the concept of customizing and configuring the Microsoft Dynamics 365 Customer Engagement.

Lessons

• Getting familiar with the versions of Microsoft Dynamics 365
• Get acquainted with the Dynamics 365 framework
• Introduce the Power Platform and PowerApps
• Review the Dynamics 365 Devices, Apps and Hubs
• Understand the tools for Dynamics 365 customizers
• A brief overview of Solutions
• Understand environments in the Power Platform Admin Center
• Review further reading and resources
• Set up the lab environment

After completing this module, students will be able to:

• Understand the different components of Microsoft Dynamics 365
• Learn the features of Microsoft Dynamics 365 for Customer Engagement
• Be introduced to the Dynamics 365 Framework and the Power Platform
• Be aware of the different Apps and Hubs in Microsoft Dynamics 365
• Be introduced to some of the inbuilt tools for Customizers
• Understand about the significance of Solutions in Microsoft Dynamics 365
• Be aware of the fundamentals of Environments

Module 2: Initial Setup and Configuration

This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365 Customer Engagement.

Lessons

• An introduction to the Power Platform Admin Center
• Review the System Settings area
• Understand how to configure Auto Save Settings
• Understand how to configure Format Settings
• Understand how to configure Email Settings
• Understand how to configure Skype Integration
• Understand how to configure SharePoint Integration
• Understand how to configure Auditing

After completing this module, students will be able to:

• Perform the steps necessary to setup and configure Microsoft Dynamics 365 Customer Engagement
• Work with the Power Platform Admin Center
• Be able to configure Systems Settings including Auto Save, Formatting options and Email Settings
• Be aware of integration Microsoft Dynamics 365 with SharePoint, Skype for Business and Exchange
• Configure Auditing in Microsoft Dynamics 365 Customer Engagement

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

After completing this module, students will be able to:

• Manage Security features in Microsoft Dynamics 365
• 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 Microsoft Dynamics 365 model, including Entities, Relationships, Fields and Forms which can be customized and extended using powerful inbuilt tools.

Lessons

• Introduction to the Dynamics 365 model
• Review the different Entity Types
• Create new Custom Entities
• Managing Entity Ownership
• Managing Entity Properties
• Custom Entity Security
• Virtual Entities
• Review Entities and Solutions

After completing this module, students will be able to:

• Understand Microsoft Dynamics 365 Model fundamentals
• Know the different Entity Types
• The process to create new Custom Entities
• Manage Entity Properties
• The significance of Virtual Entities
• Configure Entity Security
• Manage Entity customizations with Solutions

Module 5: Customizing Fields

This module presents the different Field types that exist in Microsoft Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.

Lessons

• Introduction to Field Customization
• Understand the different Field Types
• Review Field Formats
• Create a new Field
• Review Fields and Solutions
• Implement a Calculated Field
• Configure Field Level Security

After completing this module, students will be able to:

• Understand the process to customize Fields in Microsoft Dynamics 365
• Know the different Field Types and Formats
• Be able to manage Field customizations using Solutions
• Create a Calculated Field
• Configure Field Level Security
• Calculated Fields
• Use the Business Rule Designer to configure Field validation

Module 6: Customizing Relationships and Mappings

This module provides an overview of the different types of Relationships that can be created in Microsoft Dynamics 365. Relationship Behaviors and Mappings are also considered.

Lessons

• Introduction to Relationships
• Review the different Relationship Types
• Create a Relationship
• Review Relationships and Solutions
• Understand Relationship Behaviour
• Implement a Hierarchy Relationship
• Configure Field 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 Field Mappings

Module 7: Customizing Forms, Views and Visualizations

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Microsoft Dynamics 365 Customer Engagement.

Lessons

• The process to create a new Form
• Review the different Form types
• Using the PowerApps Form Designer
• Customizing the Main, Quick View, Quick Create and Card Forms
• Configure Form Security
• Review the different View types
• Customizing System Views
• Configure the Editable Grid
• Customizing System Charts and Dashboards
• Enabling PowerBI Dashboards

After completing this module, students will be able to:

• Know the various Form Types in Microsoft Dynamics 365
• Be able to customize existing Forms and create new custom Forms
• Configure Form Security
• Be able to customize Views and create new custom System Views
• Be able to customize Charts and create new custom System Charts
• Be able to customize Dashboards and create new custom System Dashboards
• Enable PowerBI Dashboards in Dynamics 365

Module 8: Creating a Model driven app in Power Apps

This module looks at Model-driven PowerApps in Microsoft Dynamics 365, including using the App Designer to create custom Apps and customize the out of the box Apps such as the Sales Hub and Customer Service Hub.

Lessons

• Introduction to PowerApps
• The App Designer
• Using the Sitemap Designer
• Configuring Apps in Dynamics 365
• Managing Apps in Solutions

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 Power Automate in Microsoft Dynamics 365.

Lessons

• Introduction to Processes
• Workflow
• Business Process Flows
• Lab: Building Flows in Power Automate

After completing this module, students will be able to:

• Apply best practice when designing and implementing business process automation in Microsoft Dynamics 365
• Understand the different types of ‘Processes’ in Dynamics 365
• Create a Workflow to perform various actions
• Create a Business Process Flow to guide a user through a business process
• Understand the benefits of Flows in Power Automate

Module 10: Solution Management

In this module you will learn how to create and manage Solutions in Microsoft Dynamics 365 Customer Engagement. Solutions act as a container for your customizations, allowing you to easily package, deploy and manage changes to multiple Microsoft Dynamics 365 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, students will be able to:

• Understand Solution principals in Microsoft Dynamics 365 Customer Engagement
• 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’

• Understand the features and tools that exist in Microsoft Dynamics 365 Customer Engagement and Power Apps
• Be able to customize and configure the out of the box Apps and Hubs in Microsoft Dynamics 365, including the Sales and Customer Service Apps
• Create a custom Model-driven App using the Power Apps App Designer and Site Map Designer
• Be aware of complimenting Microsoft products such as SharePoint, Skype for Business and Microsoft Exchange that can be integrated with Microsoft Dynamics 365
• Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment through the Power Platform Admin Center
• Configure Auditing in Dynamics 365 and the Office 365 Security and Compliance Center
• Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365
• Create a custom Dynamics 365 model including custom Entities, Fields and Relationships
• Understand the concept of Virtual Entities to integrate external data in Dynamics 365
• Design custom Forms, Quick View Forms, Quick Create Forms and Card Forms through the Power Platform Admin Center
• Create custom System Views, Personal Views and Public Views
• Understand the necessary best practices when creating customizations in Dynamics 365 and Power Apps
• Create System Charts, Dashboards and Interactive Experience Dashboards in Power Apps
• Create and manage Business Rules using the Business Rule Designer
• Plan, design and implement business process automation with Dynamics 365 Processes, including Workflows, Business Process Flows and Power Automate integrations 
• Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches through a comprehensive change management strategy

Lab: Setting up your Lab environment

• Setup your Lab and install sample data

Lab: Configure Dynamics 365 System Settings

• Configure Auto Save Settings
• Configure Formatting Settings
• Configure Email Settings

Lab: Configure Dynamics 365 Audit Settings

• Enable Auditing in Dynamics 365
• Enable Auditing for an Entity
• Configure Auditing for a Field

Lab: Configure Users, Business Units, Security Roles and Access Levels

• Add new Users in Dynamics 365
• Create new Business Units
• Copy a Security Role and Configure Access Levels
• Assign Users to Security Roles
• Login to Dynamics 365 as a different User to test permissions

Lab: Creating and Managing Entities

• Creating a new Solution
• Create Custom Entities and configure Entity properties
• Add existing System Entities to a Solution
• Configure permissions for Custom Entities

Lab: Creating and Managing Fields in Power Apps

• Creating Fields
• Create a Global Option Set

Lab: Creating a Calculated Field in Power Apps

• Creating a Calculated Field
• Add Fields to an Entity Form

Lab: Configuring Field Level Security

• Enable a Field for Field Level Security
• Configure a Field Security Profile

Lab: Create Entity Relationships in Power Apps

• Create Entity Relationships
• Configure Relationship Behaviour

Lab: Create a Hierarchical Relationship

• Configure a Hierarchical Relationship

Lab: Configure Field Mappings

• Configure Field Mappings

Lab: Customizing Forms in the Power Apps Forms Designer

• Customising Forms
• Create a Quick Create Form
• Create a Quick View Form

Lab: Configuring System Views in Power Apps

• Create Custom System Views

Lab: Configuring Charts and Dashboards in Power Apps

• Configure a System Chart
• Construct a System Dashboard
• Enable PowerBI Dashboards

Lab: Build a custom Event Management Power App

• Use the App Designer to build a custom App from scratch

Lab: Create a Workflow

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

Lab: 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
• Configure Security for a Business Process Flow

Lab: Building Flows in Power Automate

• Create Flows in the Power Automate Center
• Using Actions and Formulas
• Diagnosing issues with Flows

Lab: 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

• A working knowledge of Microsoft Dynamics 365
• Successfully completed the ‘Introduction to Microsoft Dynamics 365’ course

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.  As a minimum, students should attend the prerequisite course ‘55250:  Introduction to Microsoft Dynamics 365’.