Microsoft Power Platform + Dynamics 365 CRM Core Functional Training

Microsoft Power Platform + Dynamics 365 CRM Core Functional training

Teklabs delivers you the highest quality of training with hands-on approach and industry recognized curriculum. Training will be provided by our experienced and certified professionals in the respective fields. Training will include exposure to real time work environments and will also prepare you to attend interviews confidently. You do not require prior programming or software knowledge for any of the courses listed. We give you an excellent opportunity for enhancing your career in course of your choice. Each training module in IT consulting and training is specially designed so that by the end of the course you will be ready to face client interviews.

Course Duration:

• 50 hours
• Free - Demo Training available for interested students

Course outline

Module 1: Power Platform overview

In this module, you will learn the basics of the Power Platform. You will tour the various administrator portals and install applications.

Lessons

• Overview
• Configure Power Platform environments
• Creating applications
• Discovery and planning

After completing this module you will be able to:

• Identify common platform components and their uses.

Module 2: Data Modelling

In this module you will learn how to model data effectively using the platform’s entities, attributes and relationships.

Lessons

• Data model fundamentals
• Relationships
• Other entity options
• Other field options
• Internationalizing

After completing this module you will be able to:

• Create and use relationships and entities.

Module 3: Model-driven apps

In this module you will learn about model driven applications and how to configure and use them.

Lessons

• Configure model-driven apps
• Configure model-driven forms
• Configure views
• Configure model-driven charts
• Configure model-driven dashboards
• Configure reports

After completing this module you will be able to:

• Create and modify forms.
• Create and modify views and dashboards.
• Identify and use other user experience components.

Module 4: Canvas apps

In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.

Lessons

• Application fundamentals
• Working with data and services
• Customizing the user experience
• Integration with model-driven apps
• After completing this module you will be able to:
• Create a canvas app.

Module 5: Security

In this module you will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

• Security overview
• Business units
• Manage security roles
• Manage teams
• Configure hierarchy security

After completing this module you will be able to:

• Create and use business units.
• Create, modify and use security roles.

Module 6: Platform Automation Overview

• Work with CDS data.

In this module you will learn the basics of the Power Platform automation capabilities.

Lessons

• Automation overview

After completing this module you will be able to:

• Identify common platform automation capabilities.

Module 7: Business Rules

In this module you will learn how to build and use business rules and how they work alongside other platform automations.

Lessons

• Introduction to business rules
• Additional business rule details

After completing this module you will be able to:

Module 8: Workflows

In this module you will learn how to build and use workflows and how they work alongside other platform automations.

Lessons

• Introduction to workflows
• Building workflows
• Advanced workflows

After completing this module you will be able to:

• Create and use workflows.

Module 9: Power Automate

• Create and use business rules.

In this module you will learn how to build and use Microsoft Flows and how they work alongside other platform automations.

Lessons

• Introduction to Microsoft Flow
• Other Flow concepts
• Working with CDS
• Building approval flows
• Starting from apps
• Flow deployment considerations
• Sales force integration using Power Automate

After completing this module you will be able to:

• Create and use Power Automate Flows.

Module 10: Business Process Flows

In this module you will learn how to build and use business process flows and how they work alongside other platform automations.

Lessons

• Introduction to business process flows
• Configure business process flows
• Additional business process flow details

After completing this module you will be able to:

• Create and use business process flows.

Module 11: Introduction to integrations

In this module you will learn the basics of the Power Platform integration capabilities. You will learn how to configure and use email integrations.

Lessons

• Overview of common scenarios
• Email integration
• Outlook integration

After completing this module you will be able to:

• Identify common integrations
• Configure and use email integrations.

Module 12: Integration with Office

In this module you will learn how to integrate with common Office products like OneNote, Word and Excel.

Lessons

• Templates
• SharePoint
• Microsoft Teams
• Additional integrations

After completing this module you will be able to:

• Configure and use integrations with Office products.

Module 13: Managing Data

In this module you will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

• Managing data overview
• Duplicate detection
• Importing data
• Exporting data
• Bulk delete

After completing this module you will be able to:

• Import and export data.
• Create and use data maps.
• Perform bulk delete.

Module 14: Manage Instances and Applications

In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.

• Create solutions.

Lessons

• Overview
• Manage applications

After completing this module you will be able to:

• Enable and update first-party apps.
• Install third-party apps.

Module 15: Manage Solutions

In this module you will learn how to create, manage and deploy solutions.

Lessons

• Solution concepts
• Planning and creating solutions
• Working with solution components
• Distributing solutions
• Working with managed solutions

After completing this module you will be able to:

• Deploy customizations.

Module 16: Additional Deployment Considerations

In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

• Configure settings
• Mobile configuration settings
• Mobile configuration

After completing this module you will be able to:

• Sales overview
• Configuring Sales
• Module summary

After completing this module, students will be able to:

• Install and configure the sales application
• Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

• Manage customers
• Working with opportunities
• Embedded intelligence
• Playbooks
• Integrated sales tools
• Module summary

After completing this module, students will be able to:

• Create customer records
• Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

• Order processing overview
• Manage product catalog
• Create and manage quotes
• Create and manage orders and invoices
• Module summary

After completing this module, students will be able to:

• Create and use the product catalogue
• Add quotes to opportunities
• Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

• Overview
• Power BI
• AI for Sales
• Modules summary

After completing this module, students will be able to:

• Create and use goals
• Integrate with PowerBI
• Enable Sales AI functionality.

• Lesson 2: Creating case records
• Lesson 3: Queue management
• Lesson 4: Case routing
• Lesson 5: Resolving cases
• Lesson 6: Module summary

Dynamics 365 for customer engagement for customer service

Module 1: Customer Service Overview

In this module students will learn the basics of customer service in Dynamics 365. Students will install and configure the application, as well as learn about security roles, related applications, and analytics.

• Lessons
• Lesson 1: Create case records
• Lesson 2: Related service apps
• Lesson 3: Analytics for service
• Lesson 4: AI for service
• Lesson 5: Configuring customer service
• Lesson 6: Module summary

After completing this module, students will be able to:

• Install and configure the customer service application
• Identify common customer service scenarios

Module 2: Case Management

In this module students will learn how to open and resolve customer service cases, both manually and with automation.

Lessons

Lesson 1: Case management overview

After completing this module, students will be able to:

• Open and resolve customer service cases
• Automate case creation and routing

Module 3: Service Level Agreements and Entitlements

In this module students will learn how to define and use entitlements and entitlement templates, as well as service level agreements and how these tools enable case resolution.

Lessons

• Lesson 1: SLA and entitlement overview
• Lesson 2: Create and manage entitlements
• Lesson 3: Create and manage SLAs
• Lesson 4: Module summary

After completing this module, students will be able to:

• Create and use service level agreements
• Create and use entitlements

Module 4: Knowledge Management

In this module students will learn how to create and use knowledge management. Additionally, students will learn the lifecycle of knowledge articles.

Lessons

• Lesson 1: Knowledge management overview
• Lesson 2: Authoring and organizing
• Lesson 3: Use knowledge content
• Lesson 4: Manage knowledge content
• Lesson 5: Module summary

After completing this module, students will be able to:Create and manage knowledge content.