MS Dynamic CRM and Power Platform Course Contents
General Questions
• Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications that help businesses manage their operations, customer relations, financials, and other essential business processes.
• Key features include modules for sales, customer service, marketing, finance and operations, field service, supply chain management, human resources, and AI-powered insights.
• Dynamics 365 integrates CRM and ERP capabilities, offering a unified view of business processes, and is built on the Microsoft Azure platform, enabling seamless integration with other Microsoft tools like Office 365, Power BI, and Teams.
• Dynamics 365 can be deployed in three ways: On-Premises, Cloud, and Hybrid deployment.
• Cloud vs. local deployment, advantages/disadvantages of each.
Technical Questions
• The main components include the client interface, server-side logic (custom workflow activities, plugins), and the database layer (using SQL Server). The data is stored in Azure SQL and other Microsoft technologies.
• Entities in Dynamics 365 are data structures or tables that store records of information. They can be standard entities (like Accounts, Contacts) or custom entities created by the user.
• A plugin is a custom business logic implemented using C# code to execute on certain events, such as create, update, or delete actions within Dynamics 365.
• The Web API in Dynamics 365 is an HTTP-based API used to interact with the system from external applications. It allows for CRUD operations on records and is commonly used for integrating with external systems.
Customization & Development Questions
• A workflow is a set of automated tasks based on business processes, and it is no-code or low-code. A plugin, on the other hand, is a custom code that executes business logic based on events and is typically written in C#.
• Forms and views can be customized using the form editor and view editor in the Dynamics 365 interface. Customizations can include adding fields, changing field properties, creating custom views, and adding business logic using JavaScript.
• Business rules in Dynamics 365 are no-code solutions that provide a way to implement common logic and validations on forms, such as hiding/showing fields, making fields required, or setting default values.
• Security roles in Dynamics 365 define the level of access users have to various parts of the system. Security roles are assigned to users and can be customized to grant permissions for specific entities, records, and actions (read, write, delete, etc.).
Integration Questions
• Dynamics 365 can be integrated with external systems using Web APIs, OData services, custom connectors, Power Automate (for no-code integration), or using middleware tools like Microsoft Power Platform, Logic Apps, or Azure Service Bus.
• Power Automate (formerly Microsoft Flow) is a tool that allows users to automate workflows and tasks. It integrates seamlessly with Dynamics 365, enabling automation of processes across multiple systems.
Functional Questions
• The modules include:
Sales
Customer Service
Field Service
Marketing
Finance and Operations
Supply Chain Management
Human Resources
Commerce
• Dynamics 365 CRM helps organizations manage and analyze customer interactions, track sales, deliver personalized marketing campaigns, provide customer support, and make data-driven decisions based on customer insights.
Advanced Questions
• The Common Data Service (CDS) is a data platform that standardizes and simplifies data across apps and deployments. It is used in Dynamics 365 to store and manage data used by business applications.
• Dataverse is the new name for the Common Data Service (CDS) and represents the underlying data platform that stores and integrates data used in Dynamics 365 applications, Power Apps, and Power Automate.
• Power Apps is a suite of apps, services, and connectors that allow users to build custom applications. It integrates closely with Dynamics 365 for building customized apps that enhance and extend the functionality of Dynamics 365.
Scenario-Based Questions
• You might suggest configuring sales automation tools like lead tracking, opportunity management, and automated task assignment. Additionally, implementing dashboards and KPIs for monitoring performance could help improve productivity.
• You could create workflows or business process flows that guide users through the case resolution process, set up automated notifications, and ensure timely follow-ups. You might also use Power Automate for cross-system notifications or task assignments.
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