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.
Leveransformer kan variera beroende på ort och datum.
På plats innebär att kursen hålls i klassrum. Läs mer här.
LiveClass innebär att kursen hålls som en lärarledd interaktiv onlineutbildning. Läs mer här.
Många kurser kan även betalas med vårt kompetenskort alternativt utbildningsvouchers eller motsvarande credits från någon av våra teknikpartners.
Boka utbildning
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 eller Dynamics CRM.
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 Tables
In this module we will start to look at customizing the data model of the Dataverse to build custom apps in Microsoft Dynamics 365. The model consists of Tables, Relationships and Columns which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Tables and configuring Table properties.
Customizing Columns
Columns are used in Dynamics 365 Apps to capture data entered by the user. The Dataverse supports a number of different Column data types and formats, all of which are presented in this module. Special Column types such as Calculated Columns are also considered, as well as securing data using Column 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.
Power BI Reports
In this module you will learn how to connect PowerBI to Dynamics 365, bring Dynamics 365 data into a PowerBI dataset, build custom PowerBI reports and dashboards, and surface PowerBI Dashboards inside Dynamics 365.
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.