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Microsoft Dynamics 365 (CRM) &Power Platform Training (2024)
The Complete Bestselling Course on Microsoft Dataverse (Dynamics 365 CRM/Power Apps) by a Microsoft Certified Trainer

This Course Includes
udemy
4.2 (6.1K reviews )
11h 51m
english
Online - Self Paced
professional certificate
Udemy
About Microsoft Dynamics 365 (CRM) &Power Platform Training (2024)
Please Note
: This course focuses exclusively on Microsoft Dynamics 365 (CRM) & Power Platform and does not cover the ERP aspects such as Finance and Operations.
Are you aiming to become a Microsoft Dynamics 365 (CRM) & Power Platform Consultant?
If yes, this course is perfect for you! Utilizing a case study-based approach, this course offers practical learning to help you grasp concepts effectively. It is an ideal first step before advancing to more complex development courses in Dynamics 365 and is crucial for those looking to pass the PL-200 certification exam.
Key Features:
Beginner-Friendly
: This course is designed for those just starting out, making complex concepts accessible to everyone.
Hands-On Learning
: Emphasis is placed on real-world applications, ensuring you gain practical skills.
Case Study Approach
: Learn through examples that mimic real-life scenarios to enhance understanding.
Certification Preparation
: Covers foundational knowledge required for the PL-200 certification exam (excluding Canvas Apps and Power Pages).
Lifetime Access
: Enroll once and revisit the material whenever you need.
Dynamic Content
: This live course adapts to the latest industry demands, with topics updated regularly.
30-Day Money-Back Guarantee
: Not satisfied? Get a full refund within 30 days, no questions asked.
Prerequisites:
No prior expertise required! All you need is a basic familiarity with software and business concepts.
Curriculum
Section 1: Introduction
Lecture 1: Introduction Lecture 2: Purpose of the course Lecture 3: Certification Overview Lecture 4: Case Study
Section 2: Introduction to Dynamics 365 and Power Apps
Lecture 5: Introduction to Dynamics 365 Lecture 6: Understanding Dataverse Lecture 7: Overview of Dynamics 365 Lecture 8: Components of the Power Platform Lecture 9: Introduction to Power Apps Lecture 10: Creating a Trail account Lecture 11: Introduction to Admin Centers Lecture 12: Setting up an Environment Lecture 13: Types of Power Apps Lecture 14: Introduction to Model-Driven Apps: Part-1 Lecture 15: Introduction to Model-Driven Apps: Part-2
Section 3: Introduction to Dataverse (formerly Common Data Service)
Lecture 16: Terminology changes in Dataverse Lecture 17: Introduction to Solutions Lecture 18: Creating a Solution Lecture 19: Creating a Model-Driven App Lecture 20: Customizing the Expense App Lecture 21: Understanding Data Types Lecture 22: Creating a Column Lecture 23: Adding a Column Lecture 24: ER (Entity-Relationship) Modeling Lecture 25: Creating a Custom Table ( Expense Request) Lecture 26: Adding Tables to the Application Lecture 27: Adding Attributes Lecture 28: Form Structure Lecture 29: Creating a Custom Table ( Expense Item) and Choices Lecture 30: Adding Columns to a form
Section 4: Relationships
Lecture 31: Introduction to Relationships Lecture 32: Creating a 1 to N Relationship Lecture 33: Introduction to Relationship Behavior Lecture 34: Relationship Behavior Case Study Northwind Approach Lecture 35: Relationship Mapping Lecture 36: Introduction to Hierarchy Relationships Lecture 37: Creating a Hierarchy Relationship Lecture 38: Many to Many Relationships Lecture 39: Creating a Many-to-Many Relationship Lecture 40: Connections and Connection Roles
Section 5: Views
Lecture 41: Introduction to Views Lecture 42: Creating a View Lecture 43: Types of Views Lecture 44: Quick Find Views Lecture 45: Personal Views
Section 6: Advanced Field Types
Lecture 46: Calculated Fields Lecture 47: Formula Column Lecture 48: Roll-up Fields
Section 7: Form Types
Lecture 49: Main Form Lecture 50: Quick Create Form Lecture 51: Quick View Form
Section 8: Business Rules
Lecture 52: Introduction to Business Rules Lecture 53: Demo on Business Rules Lecture 54: Scope of Business Rules
Section 9: Security
Lecture 55: Introduction to Security Lecture 56: Adding a user Lecture 57: Users and Ownership Lecture 58: Business Units Lecture 59: Introduction to Security Roles Lecture 60: Deep Dive into Security Roles Lecture 61: Demo on Security in Dynamics 365 Lecture 62: Northwind Assignment Lecture 63: Sharing feature in Dynamics 365 Lecture 64: Owner Teams Lecture 65: Access Teams Lecture 66: Field Security Lecture 67: Introduction to Hierarchy Security-Manager Lecture 68: Hierarchy Security-Position
Section 10: Reporting
Lecture 69: Introduction to Charts Lecture 70: Classic Dashboards Lecture 71: Examples of Charts Lecture 72: Interactive Dashboards Lecture 73: Creating Interactive Dashboards
Section 11: Power BI
Lecture 74: Introduction to Power BI Lecture 75: Creating a Power BI Dashboard
Section 12: Processes
Lecture 76: Introduction to Processes Lecture 77: Creating a Workflow Lecture 78: Deep Dive into Workflows Lecture 79: Creating a Northwind Email using Workflow Lecture 80: Northwind Auto-populate Workflow Lecture 81: Wait Condition Lecture 82: Timeout Condition Lecture 83: Introduction to BPF Lecture 84: BPF Extensions
Section 13: Power Automate
Lecture 85: Introduction to Power Automate Lecture 86: Creating a Power Automate Flow Lecture 87: Approval flows in Power Automate Lecture 88: Enabling Change Tracking for Entities in CDS
Section 14: Data Management
Lecture 89: Data Import Wizard Lecture 90: Data Import Wizard Advanced Lecture 91: Duplicate Detection Rules Lecture 92: Duplicate Detection Jobs Lecture 93: Introduction to Auditing
Section 15: Templates
Lecture 94: Data Import Template Lecture 95: Email Template Lecture 96: Document Templates
Section 16: Search Capabilities
Lecture 97: Introduction to Search Capabilities and Categorized Search Lecture 98: Relevance Search
Section 17: Localization
Lecture 99: Languages Lecture 100: Field Translations Lecture 101: Currency
Section 18: Solutions
Lecture 102: Solutions Lecture 103: Unmanaged VS Managed Solution Lecture 104: Exporting a Managed Solution Lecture 105: (Optional) Download My Unmanaged Solution Lecture 106: Deleting a Solution Lecture 107: Patching a Solution Lecture 108: Cloning a Solution
Section 19: Document Management
Lecture 109: File Attachment Lecture 110: SharePoint Integration Lecture 111: OneDrive Integration Lecture 112: OneNote Integration
Section 20: Additional Topics
Lecture 113: Data Encryption Lecture 114: Diagnostic tool to Verify Network Capacity and Throughput
What You Will Learn?
- Become a PRO in Microsoft Dynamics 365 (CRM) and Power Apps (Model driven) .
- Case Study Driven Approach (You will complete a sample project called Expense Management System). .
- Learn about Dataverse objects like Tables, Attributes, Relationships, Forms etc. .
- Discover concepts related to security such as Security Roles, Business Units, Hierarchy Security, Access Teams, Field Level Security etc. .
- Learn about Business Rules and Workflows .
- Learn ER modeling of the Dataverse .
- Learn Data Management Concepts such as Data Export, Import, Duplicate Detection, Auditing .
- Learn how to integrate SharePoint, OneDrive, Office 365, and Power BI. .
- Pass PL 200 Certification .
- Learn Reports, Charts, Dashboards.