Satish Reddy – Microsoft Dynamics 365 (CRM) & Power Platform Training (2021)

Note: This course is not suitable if you want to learn the ERP side of Dynamics 365, such as Finance and Operations.

Do you want to become a Microsoft Dynamics 365 (CRM) & Power Platform Consultant? Do you want to learn about Dataverse? Then the course is right for you. The course follows a case study-based approach to help students learn concepts in the most practical way possible. Also, it is necessary to learn the beginner’s course before you pursue any other development course regarding Dynamics 365. This course will also help you pass the PL 200 certification exam.

1. targeted at beginners.
2. Concentration on hands-on.
3. case-study based approach.
4. You will be able to crack the PL 200 Certification exam.
5. Lifetime access.
6. This is a live course. Topics will be added or removed as per industry demand.

30 Day Money Back Guarantee

We are offering a 30-day money-back guarantee, so if you are not happy with the course for any reason, you can get your money back, no questions asked.

Prerequisites

No prerequisites are needed. Just a basic understanding of software & business is enough.

What are you going to learn? 

Curriculum

Section 1: Introduction

Lecture 1: Introduction

Lecture 2: Case Study Driven Approach

Lecture 3: Dynamics 365 and PowerApps

Lecture 4: Creating a Trial Account

Lecture 5: Introduction to Dynamics 365

Lecture 6: Introduction to Power Platform

Lecture 7: Model-driven Vs Canvas Apps

Lecture 8: Introduction to Model-Driven Apps

Section 2: Dynamics 365 Admin Center

Lecture 9: Introduction to Admin Center and Environments

Lecture 10: Enabling Early Access Features

Section 3: Dataverse or Common Data Service

Lecture 11: Terminology changes in CDS

Lecture 12: Components of CDS

Lecture 13: Creating Solution and Publisher

Lecture 14: Creating App and Sitemap

Lecture 15: Customizing an Existing Entity

Lecture 16: ER Modeling

Lecture 17: Creating Custom Entity

Lecture 18: Adding Attributes

Lecture 19: Form Structure

Lecture 20: Custom Entities and Option Sets

Section 4: Relationships

Lecture 21: Introduction to Relationships

Lecture 22: Creating a 1 to N Relationship

Lecture 23: Introduction to Relationship Behavior

Lecture 24: Relationship Behavior Case Study Northwind Approach

Lecture 25: Relationship Mapping

Lecture 26: Introduction to Hierarchy Relationships

Lecture 27: Creating a Hierarchy Relationship

Lecture 28: Many to Many Relationships

Lecture 29: Creating a Many-to-Many Relationship

Lecture 30: Connections and Connection Roles

Section 5: Views

Lecture 31: Introduction to Views

Lecture 32: Creating a View

Lecture 33: Types of Views

Lecture 34: Quick Find Views

Lecture 35: Personal Views

Section 6: Advanced Field Types

Lecture 36: Calculated Fields

Lecture 37: Roll-up Fields

Section 7: Form Types

Lecture 38: Main Form

Lecture 39: Quick Create Form

Lecture 40: Quick View Form

Section 8: Business Rules

Lecture 41: Introduction to Business Rules

Lecture 42: Demo on Business Rules

Lecture 43: Scope of Business Rules

Section 9: Security

Lecture 44: Introduction to Security

Lecture 45: Adding a user

Lecture 46: Users and Ownership

Lecture 47: Business Units

Lecture 48: Introduction to Security Roles

Lecture 49: Deep Dive into Security Roles

Lecture 50: Demo on Security in Dynamics 365

Lecture 51: Northwind Assignment

Lecture 52: Sharing feature in Dynamics 365

Lecture 53: Owner Teams

Lecture 54: Access Teams

Lecture 55: Field Security

Lecture 56: Introduction to Hierarchy Security- Manager

Lecture 57: Hierarchy Security- Position

Section 10: Reporting

Lecture 58: Introduction to Charts

Lecture 59: Classic Dashboards

Lecture 60: Examples of Charts

Lecture 61: Interactive Dashboards

Lecture 62: Creating Interactive Dashboards

Section 11: Power BI

Lecture 63: Introduction to Power BI

Lecture 64: Creating a Power BI Dashboard

Section 12: Processes

Lecture 65: Introduction to Processes

Lecture 66: Creating a Workflow

Lecture 67: Deep Dive into Workflows

Lecture 68: Creating a Northwind Email using Workflow

Lecture 69: Northwind Auto-populate Workflow

Lecture 70: Wait Condition

Lecture 71: Timeout Condition

Lecture 72: Introduction to BPF

Lecture 73: BPF Extensions

Section 13: Power Automate

Lecture 74: Introduction to Power Automate

Lecture 75: Creating a Power Automate Flow

Lecture 76: Approval flows in Power Automate

Lecture 77: Enabling Change Tracking for Entities in CDS

Section 14: Data Management

Lecture 78: Data Import Wizard

Lecture 79: Data Import Wizard Advanced

Lecture 80: Duplicate Detection Rules

Lecture 81: Duplicate Detection Jobs

Lecture 82: Introduction to Auditing

Section 15: Templates

Lecture 83: Data Import Template

Lecture 84: Email Template

Lecture 85: Document Templates

Section 16: Search Capabilities

Lecture 86: Introduction to Search Capabilities and Categorized Search

Lecture 87: Relevance Search

Section 17: Localization

Lecture 88: Languages

Lecture 89: Field Translations

Lecture 90: Currency

Section 18: Solutions

Lecture 91: Solutions

Lecture 92: Unmanaged VS Managed Solution

Lecture 93: Exporting a Managed Solution

Lecture 94: (Optional) Download My Unmanaged Solution

Lecture 95: Deleting a Solution

Lecture 96: Patching a Solution

Lecture 97: Cloning a Solution

Section 19: Document Management

Lecture 98: File Attachment

Lecture 99: SharePoint Integration

Lecture 100: OneDrive Integration

Lecture 101: OneNote Integration

Section 20: Additional Topics

Lecture 102: Data Encryption

Lecture 103: Diagnostic tool to Verify Network Capacity and Throughput

Section 21: Introduction to Portals

Lecture 104: Introduction

Lecture 105: Key Terminology Changes for Portals

Lecture 106: Provisioning a Portal

Lecture 107: Overview of Contact Record in Portal

Lecture 108: Authentication

Lecture 109: PowerApps Portal Studio

Lecture 110: Configuring Menu Items using Web Links Sets

Lecture 111: Entity Lists (Lists)

Lecture 112: Entity Forms (Basic Forms)

Lecture 113: Entity Forms – Edit Form (Basic Forms- Edit Form)

Lecture 114: Clearing Server-side Cache

Lecture 115: Working with Code Editor

Lecture 116: Liquid Data types

Lecture 117: Liquid Objects

Lecture 118: Iterations in Liquid

Lecture 119: Templates

Lecture 120: Portal Security