4.51 out of 5
4.51
165 reviews on Udemy

Microsoft Dynamics 365 (CRM) &Power Platform Training (2021)

The Complete Microsoft Dataverse aka CDS (Dynamics 365 CRM/ PowerApps) course from Microsoft Certified Trainer
Case Study Driven Approach (You can complete a sample project called Expense Management System)
Become PRO in Microsoft Dynamics 365 and Power Apps (Model driven)
Learn Security Topics such as Security Roles, Business Units, Hierarchy Security, Access Teams, Field Level Security etc.
Learn Relationships & Mappings
Learn ER Modeling of the database
Learn Common Data Service objects like Entities, Attrinbutes, Forms etc.
Learn Data Management Concepts such as Data Export, Import, Duplicate Detection, Auditing
Learn Integrations to Office 365, SharePoint, OneDrive, Power BI
Pass MB 200 Certification
Learn Reports, Charts, Dashboards

Do you want to become a Microsoft Dynamics 365 & Power Apps Consultant? Do you want to learn Common Data Service aka 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 course before you pursue any other development course regarding Dynamics 365. This course will also help you clear MB 200/PL 200 certification exam.

  1. Targeted for beginners.

  2. Concentration on hands-on.

  3. Case study based approach.

  4. You will be able to crack the MB 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 needed. Just a basic understanding of software & business is enough.

What you are 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: 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 Entity and Option Sets

Section 4: Relationships

Lecture 21: Introduction to Relationships

Lecture 22: Creating a 1 to N Relationship

Lecture 23: Introduction to Relationship Behaviour

Lecture 24: Relationship Behaviour Case Study Northwind Approach

Lecture 25: Relationship Mapping

Lecture 26: Introduction to Hierarchy Relationship

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: Rollup 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

Introduction

1
Introduction

The lecture talks about the instructor, and why one should learn Microsoft Dynamics 365, what the job opportunities are, etc.


2
Case Study Driven Approach

For effective learning, we are following the case study driven approach. In this lecture, I will introduce you to a fictional company called Northwind, and its requirements, and how we are using Dynamics 365/Power Apps to fulfill them.

3
Dynamics 365 and PowerApps

In this lesson, we will learn the basics of Dynamics 365 and Power Apps.

4
Creating a Trial Account

In this lesson, you will learn how to create a trial account of Dynamics 365/Power Apps. Every step is manually done which helps you to create a trial account if you are new to Dynamics 365.

5
Introduction to Dynamics 365

In this lesson, you will explore more on Dynamics 365 and its components.

6
Introduction to Power Platform

In this lesson, you will learn more about what is Power Platform, what are its components, and what are its functionalities.

7
Model-driven Vs Canvas Apps

In this lesson, you will learn what are different types of Apps in Dynamics 365 and what are its functionalities.

8
Introduction to Model Driven Apps

In this lesson, you will explore more about Model-driven apps such as creating a new app.

9
Introduction

Dynamics 365 Admin Center

1
Introduction to Admin Center and Environments

In this lesson, you will learn about Dynamics 365 and power platform admin center, you will learn more about various Environments and how to choose the right Environment.

2
Enabling Early Access Features

In this lesson, you will learn how to enable Wave 1 features in Dynamics 365. By default, these new features are not enabled in CDS, you need to enable them to access the latest features.

3
Dynamics 365 Admin Center

Dynamics 365 Admin Center

Common Data Service

1
Terminology changes in CDS
2
Components of CDS

In this lesson, you will learn how CDS is better than any other traditional Database. You will also learn about components & solutions

3
Creating Solution and Publisher

In this lesson, you will learn about the Publisher entity and how CDS Solutions are related to Publisher related. You will also learn how to create a Custom Solution and Publisher for the Northwind case study.

4
Creating App and Sitemap

In this lesson, you will learn how to create a Model-Driven App for Northwind, and also learn how to customize the Sitemap by adding the required components into it.

5
Introducing the Modern App Designer
6
Customizing an Existing Entity

In this lesson, you will learn how to customize an Existing Entity and explore its components, etc.

7
ER Modeling

In this lesson, you will learn what an ER diagram is and how it is useful for data modeling. You will also learn how to create an ER diagram.

8
Creating Custom Entity

In this lesson, you will learn how to create a custom Entity for our project of Northwind.

9
Adding Attributes

In this lesson, you will learn how to add attributes to the Entity. Also, several data types are explained.

10
Form Structure

In this lesson, you will learn about Forms of an Entity, and how it can be customized.


11
Custom Entity and Option Sets

In this lesson, you will learn about how to add Option Set data type attributes in a custom entity. You will also learn about the Primary Field.

12
Common Data Service(Dataverse)

Common Data Service

Relationships

1
Introduction to Relationships
2
Creating a 1 to N Relationship
3
Introduction to Relationship Behaviour
4
Relationship Behaviour Case Study Northwind Approach
5
Relationship Mapping
6
Introduction to Hierarchy Relationship
7
Creating a Hierarchy Relationship
8
Many to Many Relationships
9
Creating a Many to Many Relationship
10
Connections and Connection Roles
11
Relationships

Relationships

Views

1
Introduction to Views
2
Creating a View
3
Types of Views
4
Quick Find Views
5
Personal Views
6
Views

Advanced Field Types

1
Calculated Fields
2
Rollup Fields
3
Advanced Field Types

Advanced Field Types

Form Types

1
Main Form
2
Quick Create Form
3
Quick View Form
4
Form Types

Business Rules

1
Introduction to Business Rules
2
Demo on Business Rules
3
Scope of Business Rules
4
Business Rules

Business Rules

Security

1
Introduction to Security
2
Adding a user
3
Users and Ownership
4
Business Units
5
Introduction to Security Roles
6
Deep Dive into Security Roles
7
Demo on Security in Dynamics 365
8
Northwind Assignment
9
Sharing feature in Dynamics 365
10
Owner Teams
11
Access Teams
12
Field Security
13
Introduction to Hierarchy Security- Manager
14
Hierarchy Security- Position
15
Security

Security

16
Security

Reporting

1
Introduction to Charts
2
Classic Dashboards
3
Examples of Charts
4
Interactive Dashboards
5
Creating an Interactive Dashboards
6
Reporting

Power BI

1
Introduction to Power BI
2
Creating a Power BI Dashboard
3
Power BI

Processes

1
Introduction to Processes
2
Creating a Workflow
3
Deep Dive into Workflows
4
Creating a Northwind Email using Workflow
5
Northwind Auto populate Workflow
6
Wait Condition
7
Timeout Condition
8
Introduction to BPF
9
BPF Extensions
10
Processes

Power Automate

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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14 hours on-demand video
6 articles
Full lifetime access
Access on mobile and TV
Certificate of Completion

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