MS Dynamic CRM and Power Platform Course Contents
• Introduction to Dynamic 365, Power Platform and Version history
• Understanding different modules in dynamic 365
• Understanding Sales Module
• Understanding of Customer Service Module
• Understanding of Marketing Module
• Environments - DEV/QA/PROD
• Working with Solutions
• Managed vs Unmanaged vs Default solution
• Clone a patch vs Clone a Solution
• Do's and don'ts in Solution management
• Importing and Exporting Solution
• Dynamic 365 and model-driven apps.
• Canvas Apps vs Model-driven apps
• Entity Data Modelling and its types
• Data Modelling techniques
• Table and Column creation for Model driven application
• Understanding Table types (Standard, Activity, Virtual)
• Site Map configuration
• Form, View Customizations
• Working with Tabs, Sections, fields
• Working with Quick create, quick view, quick find view, lookup view, associated and advanced views etc.
• Working with relationships (1:N, N:1, N:N etc.)
• Business Rules
• Calculated, Formula, Rollup Fields
• Business Process Flows
• Business Units, Teams, and Users
• Security Roles
• Dynamic 365 Privileges (Create, Read, Write, Delete, Append, Append To, Share, Assign)
• Security Implementation scenarios
• Field Level Security
• Form Level, Entity Level, Environment Level Security use cases and implementation.
• Fallback forms
• Owner vs Access Teams
• Actions and Workflows
• Relationship Behaviour (Parental, Referential, Referential (Restrict Delete), Cascade All
• Working with Web resources
• Introduction for Form Script (JS)
• Chrome extensions (Dynamic 365 Power Pane, Level Up, Dataverse REST builder)
• Rest Builder, XRM Web Api
• XML HTTP Web Request (sync/Async)
• Web APIs
• Different scenarios when JavaScript can be used.
• JavaScript debugging.
• Solution checker and best practices for writing JavaScript
• Command Bar designer.
• Ribbon workbench customization
• Enable/disable rules, Display rules in Ribbon workbench.
• Plugins and Custom Workflows
• Plugin Execution Pipeline.
• Plugin Registration tool and NuGet packages
• Plugin Debugging, Signing & deploying
• Fetch XML vs Query Expression vs Query Attribute Reporting
• Charts, Reports and Dashboard
• Introduction to Canvas Apps
• Power Apps studio, commands, properties, screens, layout, themes, and controls
• Power apps Classic vs Modern controls
• Containers, Data cards, Galleries etc.
• Variables and collections
• Power Fx functions and Formulae.
• Canvas App forms, views, tabs etc.
• CRUD Operation using the Canvas app.
• Different formulas in Canvas apps, Navigation, error handling etc.
• Responsive canvas apps
• Introduction to Power Automate
• Types of Flows (Instant, Scheduled, Automated, Desktop Flows)
• Practical on each type of flow.
• Scenarios-based usage of Power Automate flows.
• Power Automate Expressions
• Power Automate scope, parallelism, etc.
• Different connectors in Power Automate and its usage.
• Approval Flow using Power Automate
• Introduction to HTTPS Flows and different 3rd Party integration use cases
• D365 AX Technical 10.0 (F and O)
• D365 Functional (F and O)
• D365 Supply Chain Management Functional (T and L)
• Microsoft Dynamics CRM with PowerApps
• D365 Functional Manufacturing
• Dynamics Advanced Warehouse Management
• Microsoft Dynamics AX Retail Management
• Microsoft Dynamics 365 Business Central
• Business Central Navision Technical
• Project Management Accounting Dynamics 365
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