Microsoft Dynamics 365 Training - Belgium

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Module 1: Get Started with Dynamics 365 Supply Chain Management

• Introduction
• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost Accounting
• Cost Management
• Inventory Management and Warehouse Management
• Master Planning
• Procurement and Sourcing
• Vendor Collaboration
• Sales and Marketing
• Customer Portal
• Product Information Management
• Production Control
• Intercompany Trade
• Warehouse Management
• Transportation Management
• Lab - Explore Dynamics 365 Supply Chain Management

Module 2: Create Products and Product Masters in Dynamics 365 Supply Chain Management

• Introduction
• Product Information Workspace
• Concept of a Product
• Create Products
• Set Up Unit Conversions
• Batch Disposition Codes
• Default Order Settings
• Define Products as Not Stocked
• Create Product Masters with Variants
• Gain Productivity by Using the Variant Suggestions Page
• Create and Set Up Category Hierarchies And Attributes
• Set Up Item Pricing
• Lab - Create a Product and Product Master

Module 3: Configure and Work with Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Outbound Operations
• Configure Inventory Dimensions
• Configure Storage Dimensions
• Configure Tracking Dimensions
• Configure Serial and Batch Numbers
• Allocate Batch and Serial Numbers
• Configure Sites
• Configure Warehouses
• Transfer Orders
• Set Up Bar Codes
• Set Up Default Order Settings
• Inventory Journals
• Work with Journals
• Inventory Journal Approval Workflows
• Work with Reason Codes
• Work with Consignment Inventory
• Configure Item Groups and Item Model Groups
• Inventory Cost Methodologies
• Configure Inventory Policies
• Inventory Closing and Adjustment
• Archive Inventory Transactions
• Work with Reason Codes for Inventory Counting
• Lab - Work with Inventory Management

Module 4: Configure Warehouse Management in Dynamics 365 Supply Chain Management

• Introduction
• Roles in Warehouse Management
• Set Up Warehouse Management
• Configure the Warehouse Layout
• Configure Catch Weight Processing for Warehouse Management
• Warehouse Processes
• Reservation Hierarchies
• Lab - Configure Warehouse Management

Module 5: Create Bill of Materials in Dynamics 365 Supply Chain Management

• Introduction
• Work with the BOM Designer
• BOM and Formula Versions
• BOM Line Types
• BOM Levels
• Exercise - Create A BOM In the BOM Designer

Module 6: Set Up Versioned Products in Dynamics 365 Supply Chain Management

• Introduction
• Create an Engineering Organization
• Create Nomenclature for Product Versions
• Create Product Version Number Rules
• Create Product Dimension Groups by Using the Version Dimension
• Create Product Life Cycle States
• Engineering Attributes
• Product Readiness Policies
• Product Release Policies
• Create Engineering Categories
• Exercise - Create a Product Readiness Policy

Module 7: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

• Introduction
• Enable Warehousing Telemetry
• Warehouse Implementation Workspace
• Wizard-Driven Setup of Warehouse Management Parameters
• Wizard-Driven Warehouse Configuration
• Simplified Query View of Location Directives

Module 8: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Inbound Advanced Shipping Notices
• Cross Dock Products from Receiving Warehouse to Stores
• Create A GTIN Code for a Product
• Wizard-Driven Setup of Warehouse Management Parameters
• Exercise - Register a Load Where Items are Missing

Module 9: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Warehouse Work
• Cluster Picking
• Packing and Containerization
• Packing Containers with the Warehouse Management Mobile App
• Transfer Orders and Replenishment
• Exercise - Set Up a Cluster Profile

Module 10: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle Counting
• Material Handling Equipment Interface
• Exercise - Create a Cycle Counting Plan

Module 11: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

• Introduction
• Global Mobile Device Parameters
• Set Up and Deploy GS1 And QR Bar Codes
• Set Up Work Type Menu Items
• Set Up Mobile App Step Instructions
• Set Up Detours for Steps in Mobile Device Menu Items
• Exercise - Set Up a Detour for a Step in a Task Flow

Module 12: Work with the Costing Sheet in Dynamics 365 Supply Chain Management

• Introduction
• Costing Versions
• Cost Groups
• Calculation Groups
• Costing Sheets
• BOM Calculations
• BOM Measurements
• BOM Reports
• Lab - Analyze BOM Costs by Using the Costing Sheet

Module 13: Configure and Use Agreements in Dynamics 365 Supply Chain Management

• Introduction
• Work with Trade Agreements
• Create Sales Agreements
• Create Purchase Agreements
• Configure Trade Allowance Management
• Configure Brokerage Contract Management
• Configure Royalty Contract Management
• Configure Vendor Rebates
• Rebate Management Module
• Exercise - Create a Purchase Agreement
• Exercise - Generate and Process Customer Rebates
• Exercise - Create Trade Agreements

Module 14: Use Inventory Reports in Dynamics 365 Supply Chain Management

• Introduction
• ABC Inventory Classification
• Physical Inventory by Inventory Dimension Report
• Inventory Value Report
• Inventory On-Hand Report Storage
• Inventory On-Hand Mobile Workspace
• Exercise - Use the ABC Classification Report
• Exercise - Use the Physical Inventory by Inventory Dimension Report
• Exercise - Export a Report to Microsoft Excel

Module 15: Configure and Work With Quality Control And Quality Management In Dynamics 365 Supply Chain Management

• Introduction
• Configure Quality Management
• Perform Quality Control and Management Processes
• Describe Transactions Types and Create Quality Orders
• Apply Inventory Blocking
• Perform Quarantine Management
• Exercise - Create and Process a Quality Order
• Exercise - Create and Process a Nonconformance Order

Module 16: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• All Assets Page
• Create an Asset
• Multi-Level Assets
• Copy an Asset or Asset Structure
• Move, Remove, And Install an Asset
• Create Assets Based on Purchase Orders
• Asset Bills of Materials
• Asset Event History
• Asset View
• Asset Attribute Overview
• Lab - Work with Assets

Module 17: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Maintenance Plans
• Interval Types
• Assign A Maintenance Plan to an Asset
• Schedule Maintenance Plans
• Maintenance Rounds
• Maintenance Schedule
• Maintenance Schedule Cost
• Maintenance Downtime
• Exercise - Create a Maintenance Plan
• Exercise - Update the Maintenance Schedule

Module 18: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Manually Create Work Orders
• Maintenance Forecasts
• Procurement of Work Order Purchase Requisitions
• Bill Customers for Maintenance Work
• Manual Update of Asset Counters
• Automatic Update of Asset Counters
• Maintenance Checklists
• Maintenance Downtime
• Add a Fault to a Work Order
• Work Order Report
• Work Order Pools
• Active Work Order Maintenance Jobs Page
• Work Order Management Workspace
• Exercise - Create and Manage Work Orders

Module 19: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Configure Workers for Work Order Scheduling
• Schedule and Dispatch Work Orders
• Calculate Capacity Load on Scheduled Work Orders
• Lab – Set Up a Preferred Worker, and Schedule a Work Order

Module 20: Configure and Perform the Procure-To-Purchase Process in Dynamics 365 Supply Chain Management

• Introduction
• Procurement Scenario
• Overview of the Procure-To-Purchase Process
• Set Up Procurement Categories
• Use Procurement Catalogs
• Create a Purchase Requisition
• Create and Process a Request for Quotation
• Create Purchase Orders
• Vendor Categories and Catalogs
• Evaluate a Vendor and Put a Vendor on Hold
• Use Purchasing Policies
• Lab - Work with Procure-To-Purchase Processes

Module 21: Process Purchase Orders in Dynamics 365 Supply Chain Management

• Overview of the Purchase Order Process
• Set Up Purchasing Parameters
• Use Purchase Order Change Management
• Use Item Arrivals and Arrival Overview
• Manage Over/Under Delivery for Purchase Orders
• Manage Charges for Purchase Orders
• Create Vendor Returns
• Lab - Create and Process a Purchase Order

Module 22: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management

• Introduction
• Purchase Order Statuses with Vendor Collaboration
• Configure Vendor Collaboration
• Maintain Vendor Certification
• Set Up Vendor Collaboration Security Roles
• Use the Vendor Collaboration Invoicing Workspace
• Define Purchase Order Response Information
• Work with Purchase Orders When Vendor Collaboration is Used
• Purchase Order Statuses and Versions
• Sharing Information About Consignment Inventory
• Work with Request for Quotes
• Purchase Order Confirmation Workspace
• Accessing Vendor Master Data in the Vendor Information Workspace
• Exercise - Set Up an External Role for a Vendor

Module 23: Configure Accounts Receivable in Dynamics 365 Finance

• Introduction
• Payment Schedule
• Terms of Payment And Payment Days
• Cash Discounts
• Payment Fees
• Set Up the Credit Card Payment Service
• Methods of Payment And Payment Control
• Set Up a Payment Calendar and Payment Calendar Rules
• Create and Maintain Customers
• Set Up Customer Posting Profiles
• Configure Accounts Receivable Charges
• Lab - Configure Customer Posting Profiles and Create a New Customer

Module 24: Convert Prospects in Dynamics 365 Sales to Customers in Dynamics 365 Supply Chain Management

• Introduction
• Prerequisites and Mapping Setup
• Sales Quotations
• Sales Orders
• Dual-Write Solution for Sales
• Invoices
• Limitations
• Demonstration - Create and Edit Sales Quotations

Module 25: Configure and Manage the Order to Cash Process in Dynamics 365 Supply Chain Management

• Introduction - Order to Cash Process
• Sales and Marketing Overview
• Create and Confirm Sales Quotations
• Create and Process Sales Orders
• Sales Order Entry Scenarios
• Sales Order Picking Processes
• Configure Order Promising
• Configure Order Hold Codes
• Process Customer Returns
• Sales Order Reservations
• Configure and Use Commissions
• Configure Customer and Item Search
• Lab - Create A Sales Order and Work with Commissions

Module 26: Configure and Use Intercompany Trade in Dynamics 365 Supply Chain Management

• Introduction
• Intercompany Trading
• Set Up Intercompany Trade
• Process Intercompany Chain Orders
• Set Up Intercompany Agreements and Direct Deliveries
• Lab - Configure Intercompany Relations
• Exercise - Process a Purchase Order-Initiated Intercompany Chain
• Exercise - Process a Sales Order-Initiated Intercompany Chain
• Exercise - Process Returns in Intercompany
• Exercise - Process an Intercompany Direct Delivery

Module 27: Set up Landed Cost in Dynamics 365 Supply Chain Management

• Introduction
• Landed Cost Concepts and Terminology
• Landed Cost Parameters
• Set Up Voyages and Shipping Containers
• Set Up Delivery Information
• Set Up Multi-Leg Journeys
• Set Up Shipping Information
• Set Up Costing Parameter Values
• General Ledger Integration Configuration
• Vendor Settings for Landed Cost
• Lab - Create a Voyage Leg

Module 28: Manage Transportation Management in Dynamics 365 Supply Chain Management

• Introduction
• Planning Transportation Management
• Configure Transportation Management
• Routing and Transportation Flows
• Load Building Strategy
• Transportation Management Engines
• Bill of Lading
• Plan Freight Transportation Routes with Multiple Stops
• Reconcile Freight in Transportation Management
• Lab - Explore Transportation Management

Module 29: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

• Production Input Location
• Production Output Location
• Staging and Order Picking
• Release BOM And Formula Lines to the Warehouse
• Cross-Docking
• Planned Cross Docking
• Visibility into Material Exceptions
• Lab - Work with Warehouse Management In Manufacturing

Module 30: Configure and Use Built-In Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Master Planning Considerations and Setup
• Master Planning Parameters Page
• Create a Master Plan
• Demand Forecasting
• Coverage Settings
• Action Messages
• Configure Intercompany Planning
• Run Plans and Firm Planned Orders
• Set Up and Use The Supply Schedule Page
• Exercise - Firm a Planned Order
• Exercise - Change a Planned Order Type
• Exercise - Create and Run an Intercompany Master Plan

Module 31: Use Planning Optimization in Dynamics 365 Supply Chain Management

• Introduction
• Install the Planning Optimization Add-In
• Integration and Fit Analysis
• Apply Filters to a Plan
• Master Planning with Demand Forecasts
• Planning Optimization Support for Capability-Based Resource Allocation
• Priority-Based Planning
• Master Planning and Purchase Trade Agreements
• Safety Margins
• Coverage Time Fences
• Approved Planned Orders
• Generate Planned Production Orders
• Analyse and Approve Planned Orders
• Auto-Firming
• Planning with Negative On-Hand Quantities
• View History and Planning Logs
• Cancel a Planning Job
• Exercise - Set Up Purchase Trade Agreements for Planning Optimization
• Exercise - Approve a Planned Order

Module 32: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

• Introduction
• Describe Costing Methods
• Describe Item Arrival Journals and Cross-Docking
• Describe Inventory Reservations, Picking and Packing, Replenishment, and Shipments
• Describe Inventory Counting and Inventory On-Hand Concepts
• Describe Quality Management Capabilities
• Describe Use Cases for Warehouse Management Systems (WMS)
• Describe Use Cases for Transportation Management Systems

Microsoft Dynamics 365 Core Finance and Operations MB300 Course Outline

Within this Microsoft training course, you will learn the following modules;

Module 1: Introduction to Microsoft Dynamics 365

• Introduction
• Digital Transformation Is Business Transformation
• Microsoft Business Applications
• Artificial Intelligence
• Mixed Reality
• Check Your Knowledge

Module 2: Navigate Finance and Operations Apps

• Introduction
• Navigation Elements
• See How Workspaces Drive Productivity
• Use Filtering Techniques
• Search in Finance and Operations Apps
• Compare Views
• How to Use View and Edit Modes

Module 3: Get Started with Dynamics 365 Finance

• Introduction
• Benefits of Dynamics 365 Finance
• Overview
• General Ledger
• Cash and Bank Management
• Tax
• Accounts Payable
• Accounts Receivable
• Credit and Collections
• Budgeting
• Fixed Assets
• Cost Accounting
• Electronic Invoicing
• Lab - Explore Dynamics 365 Finance

Module 4: Get Started with Production Control in Dynamics 365 Supply Chain Management

• Introduction
• Core Concepts in Production Control
• Understand Unified Manufacturing
• Manufacturing Principles
• Overview of the Production Process and Production Life Cycle
• Batch Orders
• Discrete Manufacturing
• Process Manufacturing
• Lean Manufacturing
• Configure Production Control for Unified Manufacturing
• Capacity Planning
• Integration Between the General Ledger and the Production Control Modules
• IoT Intelligence and Insights
• Describe the Value Proposition for Mixed-Reality Guides for Production Floor Workers
• Lab - Explore Production Control

Module 5: Get Help and Learn More About Finance and Operations Apps

• Introduction
• Microsoft Learn Site
• In-Product Help
• Customise Help Topics
• Protecting the Privacy and Personal Data of Your Customers

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

• Introduction
• Understand the Functionality and Tools of Lifecycle Services
• Determine Licensing Requirements
• Lifecycle Services Security
• Reuse Existing Assets, Copy, and Share Data
• Perform Actions in the Asset Library
• Work with the Task Recorder
• Business Process Modeler (BPM)
• Support Options
• Get Product Updates from Lifecycle Services
• Exercise - Use the Task Recorder to Create and Edit a Recording
• Exercise - Create a Business Process in the Business Process Modeler
• Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

• Introduction
• Use Implementation Methodologies for a Successful Implementation
• Cloud Implementation - Analysis
• Cloud Implementation - Design and Develop
• Cloud Implementation - Test
• Cloud Implementation - Deploy and Operate
• On-Premises Implementation - Analysis
• On-Premises Implementation - Design and Develop
• On-Premises Implementation - Test, Deploy, and Operate
• Gathering and Analysing the Requirements
• Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of Requests
• Reuse Translations (Recycling)
• Custom-Trained Machine Translation System
• Exercise – Create, Review, and Regenerate a User Interface Translation Request
• Exercise – Create, Review, and Regenerate a Documentation Translation Request
• Exercise – Create a Translation Memory File

Module 9: Plan and Configure the Global Address Book in Finance and Operations Apps

• Introduction
• How the Global Address Book Works
• Plan for the Global Address Book and Other Address Books
• Lab - Configure Address Books
• Lab - Add a New Record and Check for Duplicates

Module 10: Plan and Implement Legal Entities in Finance and Operations Apps

• Introduction
• Create a Legal Entity
• Create a Number Sequence
• Understand Organisational Hierarchies and Operating Units
• Plan Your Organisational Hierarchy
• Decide Whether to Model Internal Organisations as Legal Entities or Operating Units
• Best Practices for Modeling Organisations and Hierarchies
• Apply Purposes and Policies
• Distributed Order Management (DOM) Policy
• Configure Calendars and Date Intervals
• Lab - Configure a New Legal Entity
• Lab - Create an Operating Unit
• Lab - Create an Organisation Hierarchy
• Lab - Set Up a Number Sequence

Module 11: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import a User and Assign Security Role
• Lab - Work with Security

Module 12: Set Up Batch Jobs in Finance and Operations Apps

• Overview of Batch Processing
• Batch Processing and Batch Servers
• Batch Processing of Reports and Setup of Alerts
• Copy a Batch Job
• Batch Job Manager Role
• Unlock a Journal
• Lab - Work with Batch Jobs and Set Up Alerts

Module 13: Work with Workflows in Finance and Operations Apps

• Introduction
• Workflow Types for Business Processes
• Create and Set Up Workflows
• Assign Users to Workflow Elements
• Use the Daily Journal Workflow
• Lab - Create a Purchase Requisition Workflow

Module 14: Design and Build Mobile Apps for Finance and Operations Apps

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations Mobile App
• Page Design Guidelines
• Action Design Guidelines
• Form Design Requirements
• Design Considerations
• Understand Use Cases for Mobile Apps
• Get the Dynamics 365 Unified Operations Mobile App

Module 15: Personalise Finance and Operations Apps

• Introduction
• Understand the Differences Between Customisation and Personalisation
• Apply User Options
• Implicit Personalisation
• Explicit Personalisation
• Administer Personalisation
• Saved Views
• Personalisation Toolbar
• Personalise a Workspace
• Personalise a Dashboard
• Personalise Inventory Dimensions
• Create and Maintain Record Templates
• Lab - Personalise User Options
• Lab - Create and Use a Record Template

Module 16: Implement Common Integration Features in Finance and Operations Apps

• Introduction
• Microsoft Office Integration
• Excel Workbook Designer
• Document Management
• Configure Email (SMTP/Exchange)
• Create an Email Template
• Power BI in Finance and Operations
• Print Management
• Integrate Data from Multiple Sources into Microsoft Dataverse for Apps
• Lab - Work with Microsoft Office Integration

Module 17: Feature Management in Finance and Operations Apps

• Introduction
• Feature Management Workspace
• Feature States
• Enable a Feature
• Reschedule a Feature
• Disable a Feature
• Features That Must Be Enabled
• Enable All Features
• Check for Updates
• Assign Roles
• Features That Use Configuration Keys
• Data Entities

Module 18: Prepare Data for Migration to Finance and Operations Apps

• Introduction
• Select a Data Integration (Import/Export) Strategy
• Common Migration Scenarios and Tools
• Bring Your Own Database (BYOD)
• Test a Data Migration and Validate Output

Module 19: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, and Copy Data into a Legal Entity
• Lab - Explore the Data Management Workspace
• Lab - Export Data Using the Data Management Workspace
• Database Movement Operations
• Data Sharing Framework

Module 20: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save to BPM
• Synchronise and Configure Your Test Plan in Azure DevOps
• Run User Acceptance Tests
• Data Task Automation
• Exercise - Build Test Scripts to Test Business Functionality

Module 21: Prepare to Go-Live with Finance and Operations Apps

• Introduction
• Understand the Go-Live Process
• Complete the Lifecycle Services Methodology
• Perform User Acceptance Testing (UAT) for Your Solution
• FastTrack Go-Live Assessment
• Request a Production Environment

Module 22: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• Understand Different Types of Reports and Inquiries
• Financial Reporting
• Find Inquiries and Reports
• Generate and Consume Inquiries and Reports
• Configure Finance and Operations Apps for Microsoft Power Platform
• Lab - Work with Reports

Module 23: Configure Electronic Reporting in Dynamics 365 Finance

• Introduction
• Configure Electronic Reporting
• Use Barcode Data Sources to Generate Barcode Images
• Lab - Generate Electronic Documents for Payments

Microsoft Dynamics 365 Marketing MB220 Course Outline

Module 1: Set Up and Manage Dynamics 365 Customer Insights

• Introduction to Dynamics 365 Customer Insights - Journeys
• Start with a Trial of Dynamics 365 Customer Insights - Journeys
• Purchase and Set Up Dynamics 365 Customer Insights - Journeys
• Integrate Customer Insights - Journeys with a CMS System or Microsoft Power Pages
• Re-run the Marketing Setup Wizard
• Manage Environments
• Keep the App Up to Date
• Uninstall the Marketing Services

Module 2: Advanced Configuration for Dynamics 365 Customer Insights

• Introduction
• Overview
• Email Marketing
• Customer Engagement
• Collaboration
• Event Management
• Lead Management
• Data Management
• Customer Insights Connector
• Customise Dynamics 365 Customer Insights - Journeys

Module 3: Review Domain Authentication, Email Best Practices, and GDPR in Dynamics 365 Customer Insights

• Introduction
• Domain Authentication
• Email Best Practices
• Data Protection and Privacy and Personal Data Compliance

Module 4: Manage Assets and Content Settings in Dynamics 365 Customer Insights

• Introduction
• Upload Images
• Manage Keywords
• Create Reusable Content Blocks
• Configure Content Settings

Module 5: Manage Customers in Dynamics 365 Customer Insights

• Introduction
• Manage Contacts
• Manage Accounts
• Account-Based Marketing
• Manage Leads
• Score and Qualify Leads

Module 6: Manage Forms and Pages in Dynamics 365 Customer Insights

• Introduction
• Create a Marketing Form
• Add a Form to a Marketing Page
• Embed Forms on External Websites
• Create a Marketing Form Template
• Create a Marketing Page
• Set Up Marketing Page Personalisation
• Create a Marketing Page Template
• Exercise - Create a Marketing Form and Marketing Page

Module 7: Manage Emails, Segments, and Journeys in Dynamics 365 Customer Insights

• Introduction
• Create a Marketing Email
• Deliver a Marketing Email with Send Now
• A/B Testing for Email Marketing
• Create an Email Template
• Create and Manage Segments
• Create a Segment Template
• Market to Dynamics 365 Segments on LinkedIn
• Use Segments from Dynamics 365 Customer Insights
• Create a Customer Journey
• Run A/B Testing from a Customer Journey
• Generate Dynamic Behavioural Segments from Customer Journey Results
• Create a Customer Journey Template
• Exercise - Create a Customer Journey

Module 8: Manage Subscription Centers and Double Opt-In in Dynamics 365 Customer Insights

• Introduction
• Manage Subscription Centers
• Set Up Global Double Opt-In
• Set Up Double Opt-In on a Per-Form Basis

Module 9: Manage Website Visits, Redirect URLs, and Social Postings in Dynamics 365 Customer Insights

• Introduction
• Monitor Website Visits and Link Clicks
• Marketing on Social Media

Module 10: Create an On-Site Event in Dynamics 365 Customer Insights

• Introduction
• Event Website Overview
• Review the Event Business Process
• Create the Event Record
• Manage Sessions, Speakers, and Sponsorships
• Configure Registration Options and Set Up Event Passes
• Record Additional Information About the Event
• Manage Event Logistics
• Publish an Event
• View the Event Website
• Exercise - Create an On-Site Event

Module 11: Create a Webinar Event in Dynamics 365 Customer Insights

• Introduction
• Configure Webinar Settings
• Create a Non-Teams Webinar Event
• Create a Microsoft Teams Webinar Event
• Build the Event Registration Form

Module 12: Promote Events, Manage Registration and Check-Ins, and Review Results in Dynamics 365 Customer Insights

• Introduction
• Promote Your Events
• View and Manage Event Registrations
• Book Hotel Rooms for Staff, Speakers, and Guests
• View and Manage Event Attendance
• Follow Up After the Event

Module 13: Advanced Event Management Features in Dynamics 365 Customer Insights

• Introduction
• Create and Manage Recurring Events
• Create an Event Template

Module 14: Evaluate Marketing Initiatives with Analytics in Dynamics 365 Customer Insights

• Introduction to Marketing Insights
• Contact Insights
• Lead Insights
• Lead Scoring Insights
• Account Insights
• Segment Insights
• Customer Journey Insights
• Marketing Email Insights
• Marketing Page and Form Insights
• Website Insights
• Social Insights
• Redirect Insights

Module 15: Review the Marketing Calendar in Dynamics 365 Customer Insights

• Introduction
• Entity Level Calendars
• Form-Level Calendars
• Create and Customise Marketing Calendars

Microsoft Dynamics 365 Field Service MB240 Course Outline

Module 1: Configure Microsoft Dynamics 365 Field Service

• Key Field Service Configuration Considerations
• Define Field Service Products and Services
• Work with Work Order Types, Territories, and Status Settings
• Resolutions
• Define Incident and Service Task Types
• Define Account Preferences

Lab: Configure Field Service Settings

Module 2: Configure Bookable Resources in Dynamics 365 Field Service

• Overview of Bookable Resources
• Setup and Configuration
• Define Bookable Resources
• Work with Crews, Facilities, and Pools
• Configure Entities for URS

Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service

• Schedule Multiple Resources and Facilities
• Define Resources
• Work with Fulfillment Preferences
• Work with Requirement Groups
• Crew Facility Resource Pool Scheduling

Lab: Schedule Multiple Resources

Module 4: Work Order Management in Dynamics 365 Field Service

• Field Service Work Order Lifecycle
• Create and Define Work Orders
• Work with Work Order-Related Records
• Work with Incidents
• Scheduling Considerations
• Work with Inventory and Warehouses
• Customer Assets

Module 5: Incident Types in Dynamics 365 Field Service

• Define Incident Types
• Create Incident Types
• Use Incident Types

Module 6: Inspections in Dynamics 365 Field Service

• Create Inspections
• Associate Inspections
• Perform Inspections

Module 7: Manage Scheduling Options in Dynamics 365 for Field Service

• Scheduling Capabilities
• Schedule Board
• Schedule and Reschedule
• Reschedule and Move Items

Module 8: Customise the Schedule Board in Dynamics 365 Field Service

• Work with Multiple Schedule Boards
• Schedule Board Options
• Design and Use Views with the Schedule Board
• Configure Schedule Board Filter Queries

Lab: Customise the Schedule Board

Module 9: Deploying Resource Scheduling Optimisation

• Resource Scheduling Optimisation Overview
• Setup and Deployment Options
• RSO Configuration Options
• Optimisation Goals
• Optimisation Scopes
• Optimisation Schedules

Module 10: Dynamics 365 Field Service Mobile Application

• Deploy the Mobile Application
• Work with the Mobile Application
• Service Customer Assets
• Work Offline and Update Offline Data
• More Mobile Application Capabilities

Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application

• Edit the Mobile Application
• Offline Configuration
• Barcode Scanning and Global Search
• Audit Locations
• Configure Push Notifications

Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

• Application Setup and User Configuration
• Make Remote Assist Calls for Field Service Work Orders
• Make Remote Assist Calls
• Use Field Service Bookings on a HoloLens Device

Module 13: Customer Assets in Dynamics 365 Field Service

• Create Customer Assets
• Associate Customer Assets
• Set Up Customer Asset Hierarchies
• Use Functional Locations

Module 14: Set Up Field Service to Create Work Orders from IoT Data

• Installation and Setup
• Configure Connected Field Service
• Device Data
• Visualise Device Readings
• IoT Alerts
• Mobile App

Module 15: Create Custom Apps for Dynamics 365 Field Service

• Create Apps from Power Apps
• Deploy the Customer Experiences Portal
• Customise Dynamics 365 Field Service
• Universal Resource Scheduling
• Set Up and Customise Schedule Boards

Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice

• Create a Project by Using the Support Template
• Customise Email Templates with Survey Variables
• Configure Power Automate to Send Surveys After a Case is Resolved
• Create Surveys for Omnichannel Surveys and Satisfaction Metrics
• Set Up Post Chat Surveys

Lab: Customise Email Templates with Survey Variables

Microsoft Dynamics 365 Sales MB210 Course Outline

Module 1: Set up and Configure Dynamics 365 Sales

• Introduction
• Set Up and Configure the Application
• Use Customisation Options
• Set Up Security Roles

Module 2: Manage Leads with Dynamics 365 Sales

• Dynamics 365 Leads Overview
• Create Dynamics 365 Leads
• Lead Management Lifecycle
• Lead Qualification

Lab: Work with Dynamics 365 Leads

Module 3: Manage Opportunities with Dynamics 365 Sales

• Dynamics 365 Opportunity Overview
• Create Dynamics 365 Opportunities
• Account and Team Selling
• Opportunity Management Lifecycle

Lab: Manage Opportunities in Dynamics 365

Module 4: Work with Dynamics 365 Sales Insights

• Sales Insights Configuration Overview
• Create Insight Cards with Assistant Studio
• Work with Assistant Studio
• Configure Productivity Intelligence
• Configure Relationship Insights
• Configure Predictive Models

Module 5: Manage and organise your product catalogue with Dynamics 365 Sales

• Dynamics 365 Product Catalogue Overview
• Currencies and Currency Management
• Define Products
• Product Families
• Price Lists
• Product Catalogue Settings

Lab: Set up the Product Catalogue

Module 6: Process Sales Orders with Dynamics 365 Sales

• Sales Order Processing Overview
• Quotes and Quote Management
• Orders and Invoices

Lab: Sales Order Processing Lifecycle

Module 7: Manage Relationships with Relationship Selling in Dynamics 365 Sales

• Overview
• Sales Accelerator
• Enforce Best Practices with Playbooks
• Manage Relationship Health with Sales Insights
• Sales Navigator

Lab: Manage Relationships with Playbooks and Sales Insights

Module 8: Analyse Dynamics 365 Sales Data

• Analytical Options Overview
• Search Tools
• Out-of-Box Tools
• Power BI
• Use Power BI Templates

Lab: Analyse Data

Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service

• Overview of Goals
• Defining Individual Goals
• Parent and Child Goals

Lab: Measuring Customer Success Using Goals

Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service

• Overview
• Fiscal Year Settings
• Goal Metrics

Lab: Defining Goal Metrics

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

• Introducing Dynamics 365 Customer Service
• Customer Service Core Components
• Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

• Case Management Overview
• Case Creation and Lifecycle
• Considerations for Case Creation Automation
• Exercise - Create and Resolve Cases
• Case Management Scenarios
• Case Management Dashboard Scenarios
• Case Management Work with Cases Scenarios
• Work with Status Reason Transitions
• Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

• Introduction to Microsoft Dynamics 365 Queues
• Configure Tables for Queues
• Create a Microsoft Dynamics 365 Queue
• Work with Queues
• Exercise - Use Queues to Manage Case Workloads
• Routing Rule Sets
• Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

• Introduction
• Set Up Rules to Create or Update Records Automatically
• Configure Rules for Creating or Updating Records Automatically
• Map Records Manually with Power Automate
• Complete and Activate your Rule
• Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

• Introduction
• Route Cases by Using Basic Routing Rule Sets
• Set Up Unified Routing
• Create and Manage Users
• Create and Manage Queues for Unified Routing
• Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

• Overview of Entitlements
• Create Entitlement Records
• Work with Entitlement Channels
• Other Considerations
• Exercise - Manage Support Contracts by Using Entitlements
• Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

• Knowledge Management Overview
• Create and Define Knowledge Articles
• Knowledge Article Lifecycle
• Manage Knowledge Article Versions, Categories, and Translations
• Knowledge Article Publication
• Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

• Knowledge Article and Case Resolution Overview
• Enable and Configure Entities for Knowledge Search
• Configure Article Search and Display Options
• Search for Knowledge Articles
• Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
• Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

• Introduction
• Dynamics 365 Customer Voice
• Projects in Dynamics 365 Customer Voice
• Create Your First Project
• Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

• Introduction
• Survey Headers and Branding
• Add Branching Logic to Surveys
• Personalise a Survey with Variables
• Add Satisfaction Metrics to a Survey and Project
• Add Multiple Languages for your Surveys
• Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

• Introduction
• Create and Personalise Email Templates
• Translate Email Templates into Other Languages
• Email a Survey
• Upload CSV Files
• Use Links and QR Codes
• Analyse Survey Reports
• Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

• Introduction
• Send a Survey with Power Automate
• Create an Invitation
• Expand Variables to Further Customise Surveys
• Use the Locale Variable for Multilingual Surveys
• Use Variables for Follow-Up Actions
• Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

• Introduction
• Set Up Service Scheduling
• Define Resources

Module 14: Schedule Services with Customer Service Scheduling

• Introduction
• Set Up Fulfillment Preferences
• Create Service Activities
• Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

• Introduction
• Explore the Customer Service Workspace User Interface
• View and Edit Records
• Work with Case Records
• Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

• Introduction
• Create and Use Agent Experience Profiles to Manage Apps
• Application Tab Templates
• Session Templates
• Manage Notification Settings and Templates
• Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

• Introduction to Omnichannel for Customer Service
• Use the Agent Interface
• Manage Sessions and Work with Applications
• Work with Conversations
• Work with Customer Information
• Helping an Agent's Productivity
• Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

• Introduction
• Set Up Work Classification
• Route Items to Queues
• Set Up Work Assignments in Queues
• Get Started with Intelligent Routing
• Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Configure Phone Numbers and Messaging Accounts
• Configure SMS Workstream
• Configure SMS Workstream Options
• Route SMS Conversations
• Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

• Introduction to Chat Channels
• Set Up a Workstream for Chat
• Create a Chat Channel
• Allow Chat Transcripts and File Downloads
• Work with Prechat and Post-Chat Surveys
• Embed a Chat Widget in a Portal
• Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Work with Microsoft Adaptive Cards
• Build a Smart Assist Bot
• Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

• Introduction to Customer Service Insights
• Configure Customer Service Insights
• Use Customer Service Analytics Dashboards in Power BI
• Discover Customer Service Insights Dashboards
• Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

• Introduction
• Create and Use Charts
• Create Dashboards for Customer Service
• Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Choose a Deployment Type
• Install Connected Customer Service
• Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Generate Alerts from Iot Devices
• Device Management and Interaction
• Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

• Introduction
• Create Power Apps for Dynamics 365 Customer Service
• Deploy a Self-Service Portal for Customer Service
• Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

• Introduction
• Create an Azure Active Directory application
• Configure the Power Virtual Agents bot
• Configure Omnichannel for Customer Service

Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Finance and Operations Apps

• Introduction
• Describe Enterprise Resource Planning (ERP)
• Describe Finance and Operations Apps Use Cases
• Describe the Finance and Operations Apps User Interfaces
• Exercise: Navigate the Finance and Operations Apps

Module 2: Explore the Ecosystem and Main Components of Finance And Operations Apps

• Finance and Operations Apps and Associated Apps
• Finance + Operations On-Premises and Cloud-Based Finance and Operations Apps
• Development and Deployment Processes
• User Interface
• Reporting Capabilities

Module 3: Key Differences Between Dynamics AX 2012 And Finance and Operations Apps

• Introduction
• Microsoft Programs to Help Customers
• Microsoft Cloud
• Cloud Concepts
• Architecture Differences to Consider
• Operational Differences to Consider

Module 4: Explore the Technical Architecture of Finance and Operations Apps

• Differentiate Cloud and On-Premises Architecture
• Elements, Models, And Packages
• Application Components and Architecture
• Metadata Management Processes
• Source Control Processes
• Conform Code to Organisation Policies
• Overview of Lifecycle Services

Module 5: Implement Application Lifecycle Management in Finance and Operations Apps

• ALM Methodologies
• Design and Create Models
• Plan the Build, Test, And Quality Control Processes
• Identify Upgrade Scenarios and Appropriate Tools
• Plan the Release, Change, And Risk Management Processes

Module 6: Manage Finance and Operations Apps Implementations by Using Lifecycle Services

• Introduction
• Perform Support Tasks
• Provision and Manage Environments
• Manage Asset Libraries
• Manage the Code Update Process

Module 7: Start Developing for Finance and Operations Apps by Using Visual Studio

• Introduction
• Create and Build Projects
• Create and Use Label Files
• Manage Metadata by Using the Application Explorer
• Build Deployment Packages
• Synchronise Data Changes with The Database
• Use the Element Designer to Create Elements

Lab: Create A Project and Add an Element

Module 8: Manage Source Code by Using Version Control in Finance and Operations Apps

• Introduction
• Configure Visual Studio to Connect to Azure Devops
• Working in Visual Studio
• Manage and Perform Code Reviews

Module 9: Build Extended Data Types and Enumerations for Finance and Operations Apps

• Introduction
• Extended Data Types and Element Properties
• Base Enums and Element Properties

Lab: Create a Base Enumeration, Add Elements, and Update Properties

Module 10: Build Data Models in Finance and Operations Apps

• Create Tables and Table Fields
• Populate Table and Field Properties
• Add Fields, Field Groups, Indexes, and Relations
• Table Methods
• Create, Manage, and Extend Views
• Create, Manage, and Extend Queries
• Create, Manage, and Extend Table Maps

Lab: Create a Table, Add Fields, And Create Field Groups

Module 11: Extend Elements in Finance and Operations Apps

• Introduction
• Add A Table Extension to a Project
• Add A Form Extension to a Project
• Extend Menus
• Implement Delegates

Lab: Extend A Form and Add Controls

Module 12: Build Forms and Optimise Form Performance in Finance and Operations Apps

• Introduction
• Add A New Form to a Project and Apply A Pattern
• Add A Data Source to a Form
• Add Grids, Fields, And Groups to a Form
• Form Methods
• Create and Populate Menu Items
• Create and Extend Menus
• Test Form Functionality and Data Connections
• Diagnose and Optimise Client Performance
• Optimise Form Loading and Performance

Lab: Create a Form

Module 13: Create Classes in Finance and Operations Apps

• Introduction
• Add A Class to A Project
• Add Code and Methods to Meet Business Requirements
• Data Manipulation

Lab: Insert Records by Using a Runnable Class

Module 14: Explore Extensions and The Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend A Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the Sysoperationsandbox Framework

Lab: Extend An EDT

Module 15: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favourites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators
• Manage Forms: Fields
• Manage Forms: Filters and Ranges
• Configure Reports
• Exercise: Create Favourites
• Exercise: View Role-Based Dashboards
• Exercise: Change Form Fields and Queries
• Exercise: Change Report Output

Module 16: Build Workspaces in Finance and Operations Apps

• Design Kpis
• Create Drill-Through Workspace Elements
• Create Custom Reusable Report Functions by Using RDL
• Implement Built-In Kpis, Charts, And Other Reporting Components
• Exercise: Create A Workspace and Add a Tile, List, Link, And Power BI Element

Module 17: Get Started with Development Using X++ In Finance and Operations Apps

• Introduction
• Implement Base Types and Operators
• Common Structured Programming Constructs Of X++
• Use X++ To Write SQL Statements
• Use Conditional and Iterative Statements
• Exception Handling
• Use Const Values
• Use X++ Runtime Functions for Common Tasks
• Call .NET Libraries by Using X++ Code

Module 18: Develop Object-Oriented Code in Finance And Operations Apps

• Introduction
• Explore Inheritance and Abstract Classes
• Use Attributes
• Implement Chain of Command
• Implement X++ Scoping and Access Identifiers
• Interfaces
• Exercise: Create an Extension by Using Chain Of Command

Module 19: Build Reports for Finance and Operations Apps

• Implement Business Document Management
• Create and Modify Reports That Use SSRS
• Implement Query Objects and Query Builder
• Create and Modify Reports by Using Power BI
• Create and Modify Reports by Using Excel
• Exercise: Create and Deploy A Report

Module 20: Implement the Data Management Package API For Finance and Operations Apps

• Introduction
• Import and Export Apis
• Monitor the Status of Apis
• Manage Entity Change Tracking
• Create Wrapper Classes to Consume External Web Services
• Create Wrapper Classes with C#

Module 21: Explore the Test Framework and Tools in Finance and Operations Apps

• Introduction
• Unit Test Framework
• Acceptance Test Library
• Task Recorder
• Best Practices Tool
• Identify Various Categories and Types of Errors
• Configure the Testing Environment and Prepare Data
• Run Unit Tests
• Document and Fix Issues

Module 22: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save To BPM
• Synchronise and Configure Your Test Plan in Azure Devops
• Run User Acceptance Tests
• Data Task Automation
• Exercise: Build Test Scripts to Test Business Functionality

Module 23: Explore Reporting Tools in Finance and Operations Apps

• Introduction
• Create and Modify Report Data Sources and Supporting Classes
• Implement Reporting Security Requirements
• Publish A Report

Lab: Set Authorisation Requirements on Database Tables

Module 24: Compare Reporting and Analytics in Finance and Operations Apps with Dynamics AX 2012

• Introduction
• Reporting and Power BI Analysis
• Reporting Options
• Data Export Components
• Modernise Your Data Warehouse
• Modernise Your Analytics and Reporting

Module 24: Identify Data Integration Patterns and Scenarios in Finance And Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 26: Implement Data Integration Concepts and Solutions for Finance and Operations Apps

• Introduction
• Develop an Entity and Enable It for Data Export
• Implement Custom Services
• Expose Odata Endpoints from Data Entities
• Consume External Web Services
• Integrate Finance and Operations Apps with Microsoft Excel
• Integrate Finance and Operations Apps with External Applications by Using Power Apps
• Download Electronic Document Interchange Solutions
• Verify Source and Target Data for Auditing
• Debug with JSON Web Tokens

Module 27: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up A Data Project and Recurring Data Job
• Exercise - Create A Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse By Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 28: Connect to Microsoft Power Platform Services with Finance and Operations Apps

• Connect Your Finance and Operations Apps Data Using Power Automate
• Triggers and Actions Used in Power Automate for Finance and Operations Apps
• Connect to Your Finance and Operations Apps Data with Power Apps
• Finance and Operations Data on Common Data Model and Microsoft Dataverse

Module 29: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for The Workshop
• Workshop Implementation and Follow-Up

Module 30: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, And Copy Data into A Legal Entity
• Database Movement Operations
• Data Sharing Framework

Lab: Explore the Data Management Workspace

Lab: Export Data Using the Data Management Workspace

Module 31: Work with Performance and Monitoring Tools in Finance and Operations Apps

Introduction

• Diagnose Performance Issues by Using Trace Parser
• Load Testing by Using the Performance SDK
• Monitor Performance by Using SQL Insights
• Create A SQL Trace by Using the SQL Profiler
• Monitor Server Health Metrics in Lifecycle Services
• Exercise: Use the Environment Monitoring Tool in Lifecycle Services

Module 32: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• Create and Modify Duties, Privileges, And Permissions
• Enforce Permissions Policy
• Extensible Data Security Framework
• Apply Security Permissions
• Microsoft Entra ID and Oauth 2.0 Authentication

Lab: Create A New Security Role and Add Duties

Module 33: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import A User and Assign Security Role

Lab: Work with Security

Module 34: Apply Basic Performance Optimisation in Finance and Operations Apps

• Introduction
• Identify and Apply Caching Mechanisms
• Optimise Temporary Table Usage
• When to Use Set-Based Statements and Row-Based Operations
• Query Optimisation Principles
• Modify the Scope of a Variable
• Analyse and Optimise Concurrency
• Apply Parallel Processing Algorithms
• Implement the Async Framework
• Develop Windows Powershell Scripts

Lab: Create Runnable Classes in Visual Studio to Test Code

Microsoft Dynamics 365 Fundamentals MB920 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Finance and Operations Apps

• Introduction
• Describe Enterprise Resource Planning (ERP)
• Describe Finance and Operations Apps Use Cases
• Describe the Finance and Operations Apps User Interfaces
• Exercise: Navigate the Finance and Operations Apps

Module 2: Describe Reporting and Integration Capabilities in Finance and Operations Apps

• Introduction
• Describe Reporting Options
• Describe How to Use Power BI to Analyse Data
• Describe Options for Manipulating Data from Finance and Operations Apps Within Excel
• Describe Microsoft Office 365 Integration Capabilities
• Exercise: Excel Integration
• Describe Options for Integrating Finance and Operations Apps with Microsoft Power Platform
• Explore Business Events Integration Capabilities

Module 3: Describe Dynamics 365 Finance Core Capabilities

• Introduction
• Describe Finance Capabilities and Features
• Describe Organisation and Legal Entities
• Describe Number Sequence Functionality
• Describe Tax Capabilities
• Describe Cost Accounting Concepts

Module 4: Describe the General Ledger in Dynamics 365 Finance

• Introduction
• Describe the Chart of Accounts Functionality
• Describe Financial Dimensions and Dimension Set Concepts
• Describe Periodic Financial Processes
• Describe Journaling Concepts
• Exercise: Create a Main Account

Module 5: Describe Accounts Payable and Accounts Receivable in Dynamics 365 Finance

• Introduction
• Describe Core Accounts Payable Components
• Describe Vendor Payments and Settlements
• Describe Core Accounts Receivable Components
• Describe Credit and Collection Processes
• Describe Revenue Recognition

Module 6: Explore Expense Management, Fixed Asset Management, and Budgeting in Dynamics 365 Finance

• Introduction
• Describe Cash and Bank Management Concepts
• Describe Expense Management
• Describe Fixed Asset Management
• Describe Budgeting Capabilities

Module 7: Describe the General Capabilities of Dynamics 365 Supply Chain Management

• Introduction
• Describe Supply Chain Management Capabilities and Features
• Describe Product Master Records, Product Variants, and Product Dimensions
• Exercise: Create a Product
• Describe Pricing and Discounts in Relation to Trade Agreements
• Describe the Procure-To-Pay Process
• Exercise: Create A Purchase Order
• Describe the Order-To-Cash Process

Module 8: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

• Introduction
• Describe Costing Methods
• Describe Item Arrival Journals and Cross-Docking
• Describe Inventory Reservations, Picking and Packing, Replenishment, and Shipments
• Describe Inventory Counting and Inventory On-Hand Concepts
• Describe Quality Management Capabilities
• Describe Use Cases for Warehouse Management Systems (WMS)
• Describe Use Cases for Transportation Management Systems

Module 9: Describe Manufacturing Strategies in Dynamics 365 Supply Chain Management

• Introduction
• Describe Manufacturing Types
• Describe Manufacturing Strategies
• Describe the Production Elements of a Production Process
• Describe Item Tracking and Tracing Processes
• Describe Manufacturing Execution
• Describe Master Planning and Planning Optimisation
• Exercise: Create a Production Order

Module 10: Describe Dynamics 365 Commerce Capabilities

• Introduction
• Describe Commerce Core Capabilities
• Describe Commerce Channels
• Describe Channel Management Concepts
• Describe Distributed Order Management (DOM)
• Describe Pricing and Discounts
• Describe Product Hierarchies and Assortments
• Exercise: Create a Product Assortment
• Explore Store Commerce
• Describe E-Commerce Capabilities

Module 11: Describe Dynamics 365 Commerce Clienteling Capabilities and Dynamics 365 Fraud Protection

• Introduction
• Describe Loyalty Programs
• Describe How to Create Personalised Customer Experiences by Using Clienteling
• Describe Fraud Protection

Module 12: Describe Dynamics 365 Human Resources Core Capabilities

• Introduction
• Describe Use Cases of Dynamics 365 Human Resources
• Describe Workers and Positions
• Describe the Hire-To-Retire Process
• Describe Compensation and Benefits Capabilities
• Describe Leave and Absence Capabilities
• Describe Compliance Features

Module 13: Describe Personnel Management Capabilities in Dynamics 365 Human Resources

• Introduction
• Describe Self-Service Capabilities
• Describe Employee Training and Certification Features
• Describe Performance Management Capabilities

Module 14: Identify Project Life Cycle Management Capabilities in Dynamics 365 Project Operations

• Introduction
• Describe Dynamics 365 Project Operations Capabilities
• Describe Project-Based Services and Project Types
• Describe How Project Operations Supports Different Industries
• Describe the Project Life Cycle
• Describe Project Sales Capabilities
• Describe Project Purchase Orders
• Describe Project Contract Capabilities
• Describe Project Pricing Capabilities

Module 15: Describe the Project Planning and Execution Capabilities of Dynamics 365 Project Operations

• Introduction
• Describe Project Planning
• Describe Project Scheduling and Resourcing
• Describe Work Breakdown Structures
• Describe Project Invoicing
• Describe Project Cost Tracking
• Describe Project Budget Capabilities

Microsoft Power Platform Fundamentals PL900 Course Outline

Module 1: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• How Power Platform Works with Microsoft 365 Apps and Services?
• How Power Platform Works with Microsoft Teams?
• How Power Platform Works with Microsoft Dynamics 365 Apps?
• How Power Platform Solutions Consume Microsoft Azure Services?
• Explore How Microsoft Power Platform Apps Work Together

Module 2: Identify Foundational Components of Microsoft Power Platform

• Introduction
• Describe Power Platform Administration
• Describe Power Platform Security and Governance
• Explore Microsoft Dataverse
• Examine Power Platform Connectors
• Exercise - Build a Basic Dataverse Data Model

Module 3: Describe How to Build Applications with Microsoft Power Apps

• Introduction
• Describe Power Apps
• Explore Canvas Applications
• Explore Model-Driven Applications
• Differentiate Between Canvas Apps and Model-Driven Apps
• Build a Basic Canvas App
• Exercise: Build a Canvas App
• Build a Basic Model-Driven App
• Exercise: Build a Basic Model-Driven App

Module 4: Describe Building Automation with Microsoft Power Automate

• Introduction
• Describe the Capabilities of Power Automate
• Explore the Different Power Automate Apps
• Describe the Components of a Cloud Flow
• Consider Power Automate Scenarios
• Build a Basic Power Automate Cloud Flow
• Build a Desktop Flow
• Exercise: Build a Basic Power Automate Flow
• Describe the Business Value of Power Automate

Module 5: Describe the Capabilities of Microsoft Power BI

• Introduction
• Describe Using Power BI to Build Data-Driven Analytics
• Explore the Different Power BI Elements
• Describe Cleaning and Transforming Data
• Describe Using AI Insights to Spot Trends and Anomalies
• Build a Basic Dashboard
• Consider the Business Value of Power BI

Module 6: Describe Complementary Microsoft Power Platform Solutions

• Introduction
• Describe Power Virtual Agents
• Build a Basic Chatbot
• Explore Power Pages
• Describe the Business Value of Power Pages
• Build a Power Pages Site
• Describe AI Builder

Microsoft Power Platform Developer PL400 Course Outline

Module 1: How to Build Your First Model-Driven App with Dataverse

• Introduction to Dataverse
• Introduction to Model-Driven Apps
• Model-Driven Apps, Powered by Microsoft Dataverse
• Explore Sample Apps

Module 2: Get Started with Model-Driven Apps in Power Apps

• Introducing Model-Driven Apps
• Components of Model-Driven Apps
• Design Model-Driven Apps
• Exercise - Control Security When Sharing Model-Driven Apps
• Exercise - Create a Model-Driven App

Module 3: Manage Tables in Dataverse

• Identify Tables and Table Types in Dataverse
• Create a Custom Table
• Enable Attachments Within a Table
• Licensing Requirements for Each Table Type
• Lab - Create a New Custom Table and Enable Attachments

Module 4: Create and Manage Columns Within a Table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Create a Primary Name Column
• Restrictions That Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 5: Working with Choices in Dataverse

• Define Choice Column
• Standard Choices Column
• Lab - Create a New Choice or Modify an Existing Choice

Module 6: Create a Relationship Between Tables in Dataverse

• Relate One or More Tables - Introduction
• Relationship Types That Are Available in Microsoft Dataverse
• Create a One-to-Many Relationship Between Tables
• Create a Many-to-Many Relationship Between Tables
• Edit or Delete Relationships
• Exercise - Create Two Tables and Relate Them by Using a One-to-Many Relationship

Module 7: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction
• Define the Components of a Business Rule
• Create a Business Rule
• Exercise - Create a Business Rule

Module 8: Create and Define Calculation or Rollup Columns in Dataverse

• Introduction to Rollup Columns
• Create a Rollup Column
• Introduction to Calculation Columns
• Create a Calculation Column
• Exercise - Create a Rollup Column
• Exercise - Create a Calculation Column

Module 9: Get Started with Security Roles in Dataverse

• Introduction to Environment Roles
• Understand Environment Roles
• Adding or Disabling an Environment User
• Understand Security Concepts in Dataverse
• Understand User Security Roles and Security Role Defaults
• Exercise - Create a Custom Role
• Check the Roles That a User Belongs To
• Configure Dataverse Teams for Security
• Configure Dataverse Group Teams for Security

Module 10: Get Started with Power Apps Canvas Apps

• Introduction to Power Apps
• Power Apps Building Blocks
• Exercise - Create Your First App in Power Apps
• Ways to Build Power Apps
• Power Apps Related Technologies
• Additional Power Apps Related Technologies
• Designing a Power Apps App

Module 11: Customise a Canvas App in Power Apps

• Improve Apps by Making Basic Customisations in Power Apps
• Create a Navigation Model for Your Canvas App
• Explore Screens and Controls in Power Apps
• Exercise - Get Started with Functions in Power Apps

Module 12: Manage Apps in Power Apps

• Exercise - Manage App Versions in Power Apps
• Exercise - Share Apps in Power Apps
• Exercise - Understand Environments in Power Apps
• Power Apps Review

Module 13: Navigation in a Canvas App in Power Apps

• Understanding Navigation
• Navigation and Back Function
• Lab - Create Navigation Functions
• More Ways to Use the Navigation Function

Module 14: How to Build the UI in a Canvas App in Power Apps

• Use Themes to Quickly Change the Appearance of Your App
• Branding a Control
• Icons
• Images
• Personalisation
• Using the Tablet or Phone Form Factors
• Exercise - Create UI for a New Canvas App

Module 15: Use and Understand Controls in a Canvas App in Power Apps

• Introduction to Controls
• Core Properties of Controls
• Entering and Displaying Data with Text Controls
• Additional Controls for Enhancing Your App's Usability
• Media
• Lab - Create a Canvas App with Unique Controls

Module 16: Document and Test Your Power Apps Application

• Create Test Plans
• User Interface Testing
• Performance Optimisation
• Diagnostics and Analytics
• Documentation and the Customer

Module 17: Use Imperative Development Techniques for Canvas Apps in Power Apps

• Imperative Versus Declarative Development
• Three Types of Variables in Power Apps
• Global Variables
• Contextual Variables
• Collections
• Additional Variable Concepts
• Exercise - Using the Variables and Collections

Module 18: Create Formulas That Use Tables, Records, and Collections in a Canvas App in Power Apps

• Formulas That Process Multiple Records
• Math Operations on Tables
• Combine and Separate Records
• ForAll Function
• Lab - Using the ForAll Function in a Gallery

Module 19: Perform Custom Updates in a Power Apps Canvas App

• Sometimes You Need Something More Than Forms
• Using the Patch Function to Create and Edit Records
• Deleting Record(s) from Data Sources and Collections
• Using Patch Function to Update a Gallery

Module 20: Complete Testing and Performance Checks in a Power Apps Canvas App

• Importance of Thinking About Performance
• Improve Performance with Data Sources
• Testing and Troubleshooting Your App
• Exercise - Using the Concurrent Function to Test Performance

Module 21: Work with Relational Data in a Power Apps Canvas App

• What is Relational Data?
• Work with Relationships in Power Apps
• Exercise - Work with Relational Data
• Microsoft Dataverse for Apps Makes Relationships Even Easier

Module 22: Work with Data Source Limits (Delegation Limits) in a Power Apps Canvas App

• Delegation Overview
• Functions, Predicates, and Data Sources Combine to Determine Delegation
• Delegation Warnings, Limits, and Non-Delegable Functions

Module 23: Connect to Other Data in a Power Apps Canvas App

• Overview of Different Data Sources
• Work with Action-Based Data Sources
• Power Automate Is a Companion to Power Apps

Module 24: Use Custom Connectors in a Power Apps Canvas App

• Overview of Custom Connectors
• Overview of the Custom Connector Lifecycle
• Use Postman for Your Custom Connector

Module 25: Get Started with Power Automate

• Introducing Power Automate
• Exercise - Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 26: Build Approval Flows with Power Automate

• Provide Solutions to Real-World Scenarios
• Exercise - Build an Approval Request
• Exercise - Build a Flow That Processes an Approval Request
• Exercise - Learn to Build a Flow That Runs at Recurring Time Intervals
• Exercise - Create a Business Process Flow
• Exercise - Create a Business Process Flow That Has Conditions

Module 27: Introduction to Expressions in Power Automate

• Introduction to Expressions
• Get Started with Expressions
• Notes Make Things Easier
• Types of Functions
• Write Complex Expressions
• Exercise - Creating a Manual Flow and Using Expressions

Module 28: Introduction to Microsoft Power Platform Developer Resources

• Introduction to Microsoft Power Platform for Developers
• Overview of Microsoft Dataverse and the Common Data Model
• Extending Power Platform with Azure

Module 29: Use Developer Tools to Extend Microsoft Power Platform

• Introduction to Developer Microsoft Power Platform Tooling
• Exercise - Install and Use Developer Tools
• Solutions Overview
• Deploy Apps with Package Deployer
• Exercise - Use the Power Apps CLI

Module 30: Introduction to Extending Microsoft Power Platform

• Introduction
• User Experience Extensibility
• Microsoft Dataverse Extensibility
• Exercise - Create a Custom API
• Determine When to Configure or When to Code

Module 31: Introduction to Dataverse for Developers

• Introduction to Developing with Microsoft Dataverse
• Microsoft Dataverse Extensibility Model
• Event Framework

Module 32: Extend Plug-ins

• Introduction to Plug-ins
• Plug-ins Usage Scenarios
• Custom Workflow Extensions
• Plug-in Execution Context
• Exercise - Write Your First Plug-in
• Exercise - Write a Custom Workflow Extension

Module 33: Performing Common Actions with Client Script

• Introduction to Client-Side Scripting
• Upload Scripts
• Event Handlers
• Context Objects
• Client Scripting Common Tasks
• Exercise - Use Client Script to Hide a Form Section

Module 34: Automate Business Process Flows with Client Script

• Conducting Global Operations with the Client API Xrm Object
• Client Scripting Best Practices
• Debugging Client Script
• Exercise - Use Table Data from Client Script

Module 35: Get Started with Power Apps Component Framework

• Introduction to Power Apps Component Framework
• Power Apps Component Framework Architecture
• Power Apps Component Tooling
• Demo of Power Apps Code Component

Module 36: Build a Power Apps Component

• Introduction to Creating a Code Component
• Create a Code Component Solution Package
• Test and Debug Code Components

Module 37: Use Advanced Features with Power Apps Component Framework

• Introduction to Using React Within a Power Apps Component
• Use the Formatting API in a Power Apps Component
• Use the Microsoft Dataverse Web API in a Power Apps Component
• Write a Pop-Up Power Apps Component

Module 38: Work with Dataverse Web API

• Introduction to the Microsoft Dataverse Web API
• Authenticate Against Microsoft Dataverse by Using OAuth
• Interact with Microsoft Dataverse Web API by Using Postman
• Use OData to Query Data
• Use FetchXML to Query Data
• Call Power Automate Actions from the Web API
• Use the Web API to Impersonate Another User
• Track Entity Data Changes with Change Tracking and the Web API

Module 39: Integrate Dataverse Azure Solutions

• Microsoft Dataverse Azure Solutions Overview
• Expose Microsoft Dataverse Data to Azure Service Bus
• Write a Service Bus Event Listener That Consumes Microsoft Dataverse Messages
• Publish Microsoft Dataverse Events with Webhooks
• Write an Azure Function That Processes Microsoft Dataverse Events

Microsoft Power Platform App Maker PL100 Course Outline

Module 1: Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 2: Build Your First Model-Driven App with Dataverse

• Introduction to Dataverse
• Introduction to Model-Driven Apps
• Model-Driven Apps, Powered by Microsoft Dataverse
• Explore Sample Apps

Module 3: Create Tables in Dataverse

• Introduction to Microsoft Dataverse
• Table Characteristics
• Exercise - Create a Microsoft Dataverse Table
• Exercise - Import Data into Your Microsoft Dataverse Database
• Table Relationships
• Exercise - Create Table Relationships
• Dataverse Logic and Security
• Exercise - Create a custom Table and Import Data
• Dataverse Auditing
• Dual-Write Vs. Virtual Tables

Module 4: Get Started with Model-Driven Apps in Power Apps

• Introducing Model-Driven Apps
• Components of Model-Driven Apps
• Design Model-Driven Apps
• Exercise
• Exercise - Control Security When Sharing Model-Driven Apps
• Exercise - Create a Model-Driven App

Module 5: Create and Manage Columns within a Table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Create a Primary Name Column
• Restrictions that Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 6: Get Started with Security Roles in Dataverse

• Introduction to Environment Roles
• Understand Environment Roles
• Adding or Disabling an Environment User
• Understand Security Concepts in Dataverse
• Understand User Security Roles and Security Role Defaults
• Exercise - Create a Custom Role
• Check the Roles that a User Belongs to
• Configure Dataverse Teams for Security
• Configure Dataverse Group Teams for Security

Module 7: Document and Test your Power Apps application

• Create Test Plans
• User Interface Testing
• Performance Optimisation
• Diagnostics and Analytics
• Documentation and the Customer

Module 8: Get Started with Microsoft Dataverse for Teams

• Introduction
• Provision your First Dataverse Environment
• Create your First Table to Store Data

Module 9: Build your First App with Power Apps and Dataverse for Teams

• Introduction
• Create your First App with the Hero Template
• Customise your App with Power Apps Studio
• Publish your App
• Install Template Apps

Module 10: Create a Canvas App in Power Apps

• Introduction to Power Apps
• Power Apps Building Blocks
• Exercise - Create your First App in Power Apps
• Ways to Build Power Apps
• Power Apps Related Technologies
• Additional Power Apps Related Technologies
• Designing a Power Apps app

Module 11: Navigation in a Canvas App in Power Apps

• Understanding Navigation
• navigation and Back Function
• Lab - Create Navigation Functions
• More Ways to Use the Navigation Function

Module 12: Build the UI in a Canvas App in Power Apps

• Use Themes to Quickly Change the Appearance of Your App
• Branding a Control
• Icons
• Images
• Personalisation
• Using the Tablet or Phone form Factors
• Exercise - Create UI for a New Canvas App

Module 13: Use and Understand Controls in a Canvas App in Power Apps

• Introduction to Controls
• Core Properties of Controls
• Entering and Displaying Data with Text Controls
• Additional Controls for Enhancing your App's Usability
• Media
• Lab - Create a Canvas App with Unique Controls

Module 14: Get started with Power Automate

• Introducing Power Automate
• Exercise - Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 15: Admin Center to Manage Environments and Data Policies in Power Automate

• Administer Flows
• Export and Import Flows
• Learn How to Distribute Button Flows

Module 16: Introduction to Microsoft Power Platform Security and Governance

• Introduction
• Identify Microsoft Power Platform Environments
• Data Loss Prevention Policies
• Microsoft Power Platform Center of Excellence Starter Kit
• Exercise - Create a Power Platform Environment

Module 17: Build your First Workflow with Power Automate and Dataverse for Teams

• Introduction
• Types of Workflows that Power Automate can Build in Dataverse
• Exercise - Create a Workflow that Triggers When a New Message is Created
• Exercise - Add a Flow to Your Power Apps app
• Schedule a Flow

Module 18: Get Started Building with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 19: Get data with Power BI Desktop

• Overview of Power BI Desktop
• Explore Power BI Desktop
• Connect to Data Sources
• Get Data from Excel
• Transform Data to Include in a Report
• Combine Data from Multiple Sources
• Clean Data to Include in a Report

Module 20: Create reports with Power BI and Dataverse for Teams

• Introduction
• Connect to and Transform Dataverse for Teams Data from Power BI
• Create a Power BI Report
• Publish the Report
• Share the Data

Module 21: Get Started with AI Builder

• Introduction to AI Builder
• Choose an AI Capability
• Create Your First Model
• Ways to Use Your Models

Module 22: Create a Chatbot with Power Virtual Agents and Dataverse for Teams

• Introduction
• Create Your First Chatbot
• Create and Modify Topics
• Add Inputs, Variables, and Conditions
• Call an Action to Pull in Dataverse for Teams Data
• Publish and Share Your New Chatbot

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Start your Free Dynamics 365 Business Central Trial

• Introduction - Create Your Own Business Central Account
• Sign in to Business Central
• Use a Demo Database
• Start a Trial with your Own Data
• Extend Your Trial and Subscribe or Unsubscribe your Organisation
• Exercise - Sign in to Business Central

Module 2: Introducing Microsoft Dynamics 365 Business Central

• Introduction to Business Central
• Identify Available Subscription Types for Business Central
• Explore the Relationship Management Functionality
• Use Dynamics 365 Sales with Business Central
• Discover Supply Chain Management Capabilities
• Process and Administer the Purchase Cycle
• Process and Administer the Sales Cycle
• Send Documents to Customers
• Explore How to Administer Jobs
• Discover Service Management Capabilities
• Business Central Manufacturing Capabilities
• Business Central Human Resources Capabilities
• In Microsoft 365 Experience for Business Central
• Exercises - Create a Customer and a New Office Furniture Item

Module 3: Customise Microsoft Dynamics 365 Business Central

• Introduction - Cloud Architecture for Business Central
• Tailor, Extend, And Build Applications

Module 4: Administer Dynamics 365 Business Central Online

• Introduction - Get Started with the Cloud Solution Provider Program
• Extend a Trial for a Customer
• Access the Administration Center
• Manage Sandbox and Production Environments
• Set Up Tenant Notifications
• Inspect Environment Telemetry and Troubleshoot Issues
• Export Databases
• Enable Features
• Monitoring and Analyzing Telemetry
• Analyze Performance Using the In-Client Performance Profiler

Module 5: Create New Companies in Business Central

• Introduction - Create New Companies with Setup Data
• Create New Companies Without Data
• Create New Companies with Setup and Demo Data
• Create New Companies with Demo Data for Manufacturing Scenarios
• Create a New Company by Copying Data from an Existing Company
• Set Up Company Information
• Exercise - Create a Company with Demo Data

Module 6: Migrate Data to Business Central

• Introduction - Data Migration Concepts
• Use the Data Migration Assisted Setup
• Work with Data Templates
• Import Data from Excel
• Create Journal Opening Balances
• Import Business Data from Other Finance Systems
• Set Up a Company with Rapidstart Services
• Exercise - Create a New Customer Template

Module 7: Manage Users and Implement Security in Business Central

• Introduction - Add Users
• Create User Groups
• Implement Permissions and Permission Sets
• Configure User Access Times and Logging
• Understand Users, Profiles, and Role Centers
• Perform User-Specific Setup
• Auditing Changes
• Exercise - Add a New User

Module 8: Set up Email in Dynamics 365 Business Central

• Introduction
• Set Up Email Accounts
• Compose and Send an Email
• Send Documents by Email
• Document Sending Profiles
• Assign Email Scenarios
• Send a Sales Document by Email

Module 9: Integrate Business Central with Outlook

• Introduction
• Set Up Email Logging
• Set Up Outlook Integration
• Use the Contact Insights Outlook Add-In
• Creating Invoices from your Meeting Appointments
• Do a Quick Document Lookup
• Exercise - Set Up and Send Email

Module 10: Create Workflows in Dynamics 365 Business Central

• Introduction
• Create a Workflow Manually
• Create a Workflow from Workflow Templates
• Create a Power Automate Flow
• Set Up Users
• Set Up Notifications
• Set Up Approval Workflows by Using Assisted Setup

Module 11: Use Approval Workflows in Dynamics 365 Business Central

• Introduction
• Request Approval of a Record
• Cancel a Request for Approval
• Approve or Reject a Request for Approval
• Delegate a Request for Approval
• Manage Overdue Approval Requests

Module 12: User Interface Essentials in Dynamics 365 Business Central

• Introduction to the User Interface - The App Bar
• App Launcher
• Business Central Main Pages
• Search for Page or the Tell Me Icon
• My Settings
• Get Help
• Tour Business Central
• Different Types of Pages in the User Interface
• Use the Role Explorer
• More User Interface Features
• Exercise - Assign Another Role Center, Use the Search for Page Icon, and Find and Use Keyboard Shortcuts

Module 13: Personalise the Microsoft Dynamics 365 Business Central User Interface

• Introduction - Personalise the Business Central User Interface
• Personalise the Role Center
• Personalise List and Card Pages
• Personalise Document Pages and Add Fields
• Exercise – Personalise the Customer List and Clear Personalisation

Module 14: Use Alternative Interfaces for Dynamics 365 Business Central

• Introduction
• Explore the User Interface on your Smartphone and Tablet
• Use the Outlook Interface for Business Central
• Use Microsoft Teams to Share Business Data
• Exercise - Use Outlook as your Business Central Inbox

Module 15: Change How Documents Look in Business Central

• Overview of Report and Document Layouts
• Create and Modify a Custom Report or Document Layout
• Update Report or Document Layouts
• Change Which Layout is Currently Used on a Report
• Implement Report Selections
• Manage Saved Settings for Reports
• Set Up Printers
• Exercise - Change the Layout Currently Used on a Report

Module 16: Configure Business Central for Excel and Power BI

• Create Web Services to Link Power BI and Business Central
• Add Business Central as a Data Source in Power BI
• Create List Data Power BI Reports to Display in Business Central
• Configure Business Central Apps in Power BI
• Work with Business Data in Excel
• Analyse, Group, and Pivot Data on List Pages Using Data Analysis Mode
• Exercise - Create a Business Central Web Service to Use as a Power BI Data Source

Module 17: Migrate On-Premises Data to Dynamics 365 Business Central

• Introduction
• End-To-End Process of Migrating Data
• Run the Cloud Migration Tool
• Address Common Questions and Issues with Migrations

Module 18: Set Up General Ledger Configuration Options in Dynamics 365 Business Central

• Introduction
• Set up the General Fasttab
• Set up the Dimensions Fasttab
• Set up the Background Posting Fasttab
• Set up the Reporting Fasttab
• Set up the Application Fasttab
• Enable Data Check

Module 19: Set up Number Series and Trail Codes in Dynamics 365 Business Central

• Introduction to Setting up Number Series
• Assign Number Series and Number Series Relationships
• Set Up Trail Codes
• Exercise - Create a Number Series

Module 20: Set up Posting Groups in Dynamics 365 Business Central

• Introduction - Set Up and Assign Specific Posting Groups
• Set Up and Assign Inventory Posting Groups
• General Posting Groups
• Configure the General Posting Setup
• Exercise - Set Up and Assign a Customer Posting Group

Module 21: Set up Dimensions in Dynamics 365 Business Central

• Introduction - Set Up Dimensions and Dimension Values
• Manually Enter Dimensions in a Sales Order
• Set Up Global and Shortcut Dimensions
• Set Up Default Dimensions
• Set Up Default Dimensions for Account Types
• Set Up Default Dimension Priorities
• Set Up Dimension Combinations
• Exercise - Set Up a Dimension with Dimension Values

Module 22: Set Up the Chart of Accounts in Dynamics 365 Business Central

• Introduction to Setting Up G/L Accounts
• Use the Chart of Accounts
• Set Up Account Categories and Subcategories
• Maintain the Chart of Accounts
• Review General Ledger Entries

Module 23: Set Up General Journal Templates in Dynamics 365 Business Central

• Introduction - Set Up General Journal Templates
• Set Up General Journal Batches

Module 24: Create and Process Journal Entries in Dynamics 365 Business Central

• Introduction - Create Journal Entries
• Process Journal Entries
• Use Standard Journals
• Correct Journal Entries
• Set Up Checking Documents and Journals While you Work
• Exercise - Create and Post a Journal Entry

Module 25: Post Periodic Journal Entries in Dynamics 365 Business Central

• Introduction to Recurring Journals
• Allocate Amounts
• Edit Recurring Journals in Excel
• Exercise - Create and Post a Recurring Journal

Module 26: Work with Trade Master Data in Microsoft Dynamics 365 Business Central

• Introduction
• Set Up Units of Measure
• Assign Characteristics to an Item
• Set Up Item Categories
• Manage Customers
• Merge Customer Accounts
• Manage Vendors
• Merge Vendor Accounts
• Manage Resources
• Configure Salespeople and Purchasers
• Use Templates to Create Master Data
• Exercise - Create a New Item and A New Location and Link Them to a Vendor

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

• Introduction
• Purchases and Payables Setup
• Set Up Locations
• Inventory Setup

Module 28: Create Purchase Documents in Dynamics 365 Business Central

• Introduction - Create A Purchase Quote
• Create a Blanket Order
• Manage Purchase Orders
• Describe Responsibility Centers
• Exercise - Create and Process a Purchase Order and Review the Posted Documents

Module 29: Receive and Invoice Items in Dynamics 365 Business Central

• Introduction - Receive Items
• Reverse a Receipt
• Process Vendor Invoices
• Review Posted Purchase Documents
• Reverse or Correct a Posted Purchase Invoice

Module 30: Set Up Purchase Prices and Discounts in Dynamics 365 Business Central

• Introduction - Set Up Purchase Prices
• Use Special Prices in Purchase Orders
• Set Up Line Discounts
• Set Up Invoice Discounts

Module 31: Post Purchase Item Charges in Dynamics 365 Business Central

• Introduction - Set Up Item Charges
• Process Item Charges in a Purchase Order
• Process Item Charges in a Purchase Invoice
• Analyse the Direct Unit Cost of an Item

Module 32: Estimate Purchase Order Receipt Dates in Dynamics 365 Business Central

• Introduction - Set Up Order Promising
• Estimate Purchase Order Receipts

Module 33: Create Sales Documents in Dynamics 365 Business Central

• Introduction - Create A Sales Quote
• Create A Blanket Order
• Manage Sales Orders
• Configure Recurring Sales Lines
• Offer Similar Products to Your Customers
• Map Multiple References to an Item
• Sell Catalog Items
• Create Purchasing Codes
• Process Drop Shipments
• Process Special Orders
• Exercise - Create a Sales Quote and Convert it to an Invoice, Create a Drop Shipment and Sell Catalog Items

Module 34: Ship and Invoice Items in Dynamics 365 Business Central

• Introduction - Ship Items to Customers
• Reverse a Shipment
• Invoice Customers
• Review Posted Sales Documents
• Reverse or Correct a Posted Sales Invoice
• Process Prepayment Invoices for Sales and Purchases

Module 35: Manage Sales Prices in Dynamics 365 Business Central

• Introduction - Set Up Sales Prices for a Customer
• Set Up Sales Prices for Customer Groups
• Use Special Prices in Sales Orders
• Create New Sales Prices
• Bulk Edit the Unit Price on the Item Card
• Exercise - Create a Special Price for a Customer

Module 36: Set Up Discounts for your Customers in Dynamics 365 Business Central

• Introduction - Set Up Line Discounts
• Use Line Discounts When Selling Items to Customers
• Set Up Invoice Discounts
• Use Invoice Discounts When Selling Items to Customers
• Exercise - Set Up Invoice Discounts

Module 37: Promising Sales Order Delivery in Dynamics 365 Business Central

• Introduction - Sales Order Promising Key Concepts
• Set Up Order Promising
• Promising Sales Order Delivery

Module 38: Set Up Returns Management in Dynamics 365 Business Central

• Introduction - Set Up Sales Return Order Management
• Set Up Purchase Return Order Management
• Return Reasons

Module 39: Manage Customer Returns in Dynamics 365 Business Central

• Introduction - Replace Wrong Items
• Return Defective Items to Vendors
• Exercise - Return Items in Dynamics 365 Business Central

Module 40: Manage Returns to Vendors in Dynamics 365 Business Central

• Introduction - Register a Compensation Agreement with a Vendor
• Apply Exact Cost Reversing

Module 41: Set up Cash Management in Dynamics 365 Business Central

• Introduction - Create Bank Accounts
• Describe Data Exchange Definitions
• Configure Payment Methods
• Set Up Customers and Vendors in Cash Management
• Relationship Between Customer and Customer Ledger Entries
• Relationship Between Vendor and Vendor Ledger Entries
• Set Up Customer Bank Accounts
• Set Up Vendor Bank Accounts
• Set Up Payment Registration

Module 42: Enter Payments in the Cash Receipt Journal and the Payment Journal in Dynamics 365 Business Central

• Introduction - Enter Payments
• Apply Payments
• Unapply Customer and Vendor Ledger Entries
• Process Payment Registrations
• Set Up Payment Tolerances
• Set Up G/L Accounts for Payment Tolerances
• Process Payment Tolerances When Posting Payments
• Exercise - Register a Customer Payment

Module 43: Suggest Vendor Payments in Dynamics 365 Business Central

• Introduction - Suggest Vendor Payments
• Suggest Payments by Using Vendor Priority and Available Amounts
• Pay Invoices on Their Due Date
• Exercise - Suggest Vendor Payments for a Single Vendor

Module 44: Use Checks to Pay Vendors in Dynamics 365 Business Central

• Introduction - Enter and Post Payables Checks
• Print and Post Payables Checks
• Void A Check

Module 45: Perform a Bank Reconciliation in Dynamics 365 Business Central

• Introduction to and Completing the Reconciliation Process
• Post the Bank Account Reconciliation
• Import a Bank Statement
• Undo a Bank Account Reconciliation

Module 46: Set Up Payment Reconciliation Journals in Dynamics 365 Business Central

• Introduction to Setting Up Payment for Reconciliation Journals
• Set Up Number Series
• Set Up Automatic Payment Application and Payment Application Rules
• Set Up Bank Statement File Import

Module 47: Use the Payment Reconciliation Journal in Dynamics 365 Business Central

• Introduction - Import Bank Statements
• Reconcile Payments by Using Automatic Applications
• Map Text on Recurring Payments
• Post and Reconcile the Payment Reconciliation

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview of Proposing a Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

• Introduction
• Understand the Functionality and Tools of Lifecycle Services
• Determine Licensing Requirements
• Lifecycle Services Security
• Reuse Existing Assets, Copy, and Share Data
• Perform Actions in the Asset Library
• Work with the Task Recorder
• Business Process Modeler (BPM)
• Support Options
• Get Product Updates from Lifecycle Services
• Exercise - Use the Task Recorder to Create and Edit a Recording
• Exercise - Create a Business Process in the Business Process Modeler
• Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

• Introduction
• Use Implementation Methodologies for a Successful Implementation
• Cloud Implementation - Analysis
• Cloud Implementation - Design and Develop
• Cloud Implementation - Test
• Cloud Implementation - Deploy and Operate
• On-Premises Implementation - Analysis
• On-Premises Implementation - Design and Develop
• On-Premises Implementation - Test, Deploy, and Operate
• Gathering and Analysing the Requirements
• Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of Requests
• Reuse Translations (Recycling)
• Custom-Trained Machine Translation System
• Exercise – Create, Review, and Regenerate a User Interface Translation Request
• Exercise – Create, Review, and Regenerate a Documentation Translation Request
• Exercise – Create a Translation Memory File

Module 9: Prepare Data for Migration to Finance and Operations Apps

• Introduction
• Select a Data Integration (Import/Export) Strategy
• Common Migration Scenarios and Tools
• Bring Your Own Database (BYOD)
• Test a Data Migration and Validate Output

Module 10: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, and Copy Data into a Legal Entity
• Lab - Explore the Data Management Workspace
• Lab - Export Data Using the Data Management Workspace
• Database Movement Operations
• Data Sharing Framework

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save to BPM
• Synchronise and Configure Your Test Plan in Azure DevOps
• Run User Acceptance Tests
• Data Task Automation
• Exercise - Build Test Scripts to Test Business Functionality

Module 12: Get Started with a Finance and Operations Implementation Project

• Implementation Project Overview
• Roles in a Dynamics 365 Implementation
• Project Phases
• Implementation Planning and Architecture
• Combining Tools and Solutions for Impactful Implementations

Module 13: FastTrack Customer Success Program for Finance and Operations

• Overview of the FastTrack Program
• FastTrack Engagement Across the Phases
• Solution Blueprint Review
• Become a FastTrack Recognised Solution Architect

Module 14: Implement Application Lifecycle Management in Finance and Operations Apps

• ALM Methodologies
• Design and Create Models
• Plan the Build, Test, and Quality Control Processes
• Identify Upgrade Scenarios and Appropriate Tools
• Plan the Release, Change, and Risk Management Processes

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend a Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the SysOperationSandbox Framework
• Lab - Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

• Introduction
• Business Event Framework
• Create a New Business Event
• Activate Business Events
• Consume Business Events
• Extend an Existing Business Event
• Role-Based Security for Business Events
• Business Events in Microsoft Power Automate

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up a Data Project and Recurring Data Job
• Exercise - Create a Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse by Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• Understand Different Types of Reports and Inquiries
• Financial Reporting
• Find Inquiries and Reports
• Generate and Consume Inquiries and Reports
• Configure Finance and Operations Apps for Microsoft Power Platform
• Lab - Work with Reports

Module 20: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 21: Identify Foundational Components of Microsoft Power Platform

• Introduction
• Describe Power Platform Administration
• Describe Power Platform Security and Governance
• Explore Microsoft Dataverse
• Examine Power Platform Connectors
• Exercise - Build a Basic Dataverse Data Model

Module 22: Design and Build Mobile Apps for Finance and Operations Apps

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations Mobile App
• Page Design Guidelines
• Action Design Guidelines
• Form Design Requirements
• Design Considerations
• Understand Use Cases for Mobile Apps
• Get the Dynamics 365 Unified Operations Mobile App

Module 23: Updates and Upgrades for Finance and Operations Apps

• Introduction
• Upgrade from Finance and Operations Version 7.x to Version 10
• Update from Finance and Operations Version 8.x to Version 10.0.x
• Data Upgrade
• Upgrade from AX 2012
• Migrate from AX 2009

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

• Introduction
• Diagnose Performance Issues by Using Trace Parser
• Load Testing by Using the Performance SDK
• Monitor Performance by Using SQL Insights
• Create a SQL Trace by Using the SQL Profiler
• Monitor Server Health Metrics in Lifecycle Services
• Exercise - Use the Environment Monitoring Tool in Lifecycle Services

Module 25: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import a User and Assign Security Role
• Lab - Work with Security

Module 26: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• Create and Modify Duties, Privileges, and Permissions
• Enforce Permissions Policy
• Extensible Data Security Framework
• Apply Security Permissions
• Lab - Create a New Security Role and Add Duties
• Microsoft Entra ID and OAuth 2.0 Authentication

Module 27: Prepare to Go-Live with Finance and Operations Apps

• Introduction
• Understand the Go-Live Process
• Complete the Lifecycle Services Methodology
• Perform User Acceptance Testing (UAT) for Your Solution
• FastTrack Go-Live Assessment
• Request a Production Environment

Module 28: Feature Management in Finance and Operations Apps

• Introduction
• Feature Management Workspace
• Feature States
• Enable a Feature
• Reschedule a Feature
• Disable a Feature
• Features That Must Be Enabled
• Enable All Features
• Check for Updates
• Assign Roles
• Features That Use Configuration Keys
• Data Entities

Module 29: Get Started with Success by Design for Dynamics 365

• Introduction
• Overview of Success by Design
• Reasons to Use Success by Design
• Success by Design Phases
• Implement Success by Design
• Track Success by Design Activities and Progress

Module 30: Create a Solution Blueprint for Dynamics 365 Solutions

• Introduction
• Solution Blueprint Review Workshop Overview
• Prepare for the Solution Blueprint Review
• Solution Blueprint Review Participants
• Conduct the Solution Blueprint Review Workshop
• Solution Blueprint Follow-Up

Module 31: Plan a Testing Strategy for Your Dynamics 365 Solution

• Introduction
• Overview of the Test Strategy Review Workshop
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 32: Design Data Models for Dynamics 365 Solutions

• Introduction
• Entity Relationship Diagram
• Out-of-the-Box Vs. Custom Tables
• Table Configuration

Module 33: Business Intelligence and Analytics Design for Dynamics 365 Solutions

• Introduction
• Business Intelligence and Analytics Design Workshop Overview
• Prepare for the Business Intelligence and Analytics Design Workshop
• Conduct the Business Intelligence and Analytics Design Workshop
• Business Intelligence and Analytics Design Follow-Up

Module 34: Gap Solution Design for Dynamics 365 Solutions

• Introduction
• Gap Solution Design Workshop Overview
• Prepare for the Gap Solution Design Workshop
• Conduct the Gap Solution Design Workshop
• Gap Solution Design Follow-Up

Module 35: Create a Data Migration Strategy for Dynamics 365 Solutions

• Introduction
• Data Migration Strategy Overview
• Prepare for the Data Migration Workshop
• Conduct the Data Migration Strategy Workshop

Module 36: Review the Security Model for Your Dynamics 365 Solutions

• Introduction
• Security Workshop Topics

Module 37: Integration Design for Dynamics 365 Solutions

• Introduction
• Integration Design Review Workshop Overview
• Prepare for the Integration Design Review
• Conduct the Integration Design Review
• Integration Design Review Workshop Follow-Up

Module 38: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 39: Implement a Performance Strategy for Dynamics 365 Solutions

• Introduction
• Solution Performance Workshop Topics
• Define Performance Benchmarks and Success Criteria
• Timing of the Solution Performance Review
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 40: Cutover Strategy for Dynamics 365 Solutions

• Introduction
• Purpose of the Cutover Strategy Workshop
• Timing of the Cutover Strategy Review
• Cutover Strategy Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 41: Post Go-Live Strategy for Dynamics 365 Solutions

• Introduction
• Timing of the Post Go-Live Workshop
• Post Go-Live Workshop Overview
• Prepare for the Workshop
• Post Go-Live Workshop Implementation and Follow-Up

Module 42: Get Started with Configuration and Personalisation in Finance and Operations Apps

• Introduction
• Set Up Your Environment
• Explore Personalisation Functionality
• Knowledge Check
• Exercise - Customise Your Status Bar

Module 43: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favorites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators

Module 44: Configure Your Data in Finance and Operations Apps

• Introduction
• Create Entities
• Manage Security
• Integrate with Microsoft Office
• Knowledge Check
• Exercise – Add a Field to a Data Entity
• Exercise – Use Excel to View and Update Data

Microsoft Power Platform Functional Consultant PL200 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 2: Get Started with Power Pages

• Introduction to Power Pages
• Get Started with Power Pages
• Core Tools and Components of Power Pages
• Overview of Power Pages Security
• Overview of Power Pages Extensibility

Module 3: Create and Use Analytics Reports with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 4: Manage Workspaces and Datasets in Power BI

• Introduction
• Distribute a Report or Dashboard
• Monitor Usage and Performance
• Recommend a Development Life Cycle Strategy
• Troubleshoot Data by Viewing its Lineage
• Configure Data Protection

Module 5: Create Tables in Dataverse

• Introduction to Microsoft Dataverse
• Table Characteristics
• Exercise - Create a Microsoft Dataverse Table
• Exercise - Import Data into your Microsoft Dataverse Database
• Table Relationships
• Exercise - Create Table Relationships
• Dataverse Logic and Security
• Exercise - Create a Custom Table and Import Data
• Dataverse Auditing
• Dual-Write Vs. Virtual Tables

Module 6: Manage Tables in Dataverse

• Identify Tables and Table Types in Dataverse
• Create a Custom Table
• Enable Attachments Within a Table
• Licensing Requirements for Each Table Type
• Lab - Create a New Custom Table and Enable Attachments

Module 7: Create and Manage Columns within a Table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Create a Primary Name Column
• Restrictions That Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 8: Create a Relationship Between Tables in Dataverse

• Relate One or More Tables - Introduction
• Relationship Types That are Available in Microsoft Dataverse
• Create a One-To-Many Relationship Between Tables
• Create a Many-To-Many Relationship Between Tables
• Edit or Delete Relationships
• Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Working with Choices in Dataverse

• Define Choice Column
• Standard Choices Column
• Lab - Create a New Choice or Modify an Existing Choice

Module 10: Get Started with Security Roles in Dataverse

• Introduction to Environment Roles
• Understand Environment Roles
• Adding or Disabling an Environment User
• Understand Security Concepts in Dataverse
• Understand User Security Roles and Security Role Defaults
• Exercise - Create A Custom Role
• Check the Roles That a User Belongs To
• Configure Dataverse Teams for Security
• Configure Dataverse Group Teams for Security

Module 11: Use Administration Options for Dataverse

• Introduction to Microsoft Power Platform Admin Center Portal
• Use Microsoft Power Platform Admin Center Portal
• Tenant Storage Capacity
• Advanced Customisation Options in Power Apps Portal
• Enable and Disable Auditing

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

• Introduction
• Configure Role-Based Security
• Manage Teams and Business Units
• Explore Settings and Customisations
• Knowledge Check
• Exercise - Create A New Security Role

Module 13: Introduction to Microsoft Power Platform Security and Governance

• Introduction
• Identify Microsoft Power Platform Environments
• Data Loss Prevention Policies
• Microsoft Power Platform Center of Excellence Starter Kit
• Exercise - Create a Power Platform Environment

Module 14: Get Started with Model-driven Apps in Power Apps

• Introducing Model-Driven Apps
• Components of Model-Driven Apps
• Design Model-Driven Apps
• Exercise
• Exercise - Control Security When Sharing Model-Driven Apps
• Exercise - Create a Model-Driven App

Module 15: Configure Forms, Charts, and Dashboards in Model-driven Apps

• Forms Overview
• Form Elements
• Configure Multiple Forms
• Use Specialised Form Components
• Configure Views Overview
• Configure Grids
• Create and Edit Views
• Configure Charts Overview
• Dashboards Overview
• Use Interactive Streams and Tiles

Module 16: Get Started with Power Apps Canvas Apps

• Introduction to Power Apps
• Power Apps Building Blocks
• Exercise - Create Your First App in Power Apps
• Ways to Build Power Apps
• Power Apps Related Technologies
• Additional Power Apps Related Technologies
• Designing a Power Apps App

Module 17: Connect to Other Data in a Power Apps Canvas App

• Overview of the Different Data Sources
• Work with Action-Based Data Sources
• Power Automate is a Companion to Power Apps

Module 18: How to Build the UI in a Canvas App in Power Apps

• Use Themes to Quickly Change the Appearance of your App
• Branding a Control
• Icons
• Images
• Personalisation
• Using the Tablet or Phone Form Factors
• Exercise - Create UI for a New Canvas App

Module 19: Manage Apps in Power Apps

• Exercise - Manage App Versions in Power Apps
• Exercise - Share Apps in Power Apps
• Exercise - Understand Environments in Power Apps
• Power Apps Review

Module 20: Build your First App with Power Apps and Dataverse for Teams

• Introduction
• Create your First App with the Hero Template
• Customise your App with Power Apps Studio
• Publish your App
• Install Template Apps

Module 21: Access Dataverse in Power Pages Websites

• Introduction
• Use Lists to Display Multiple Dataverse Records
• Use Forms to Interact with Dataverse Data
• Exercise - Use the List and Form Components

Module 22: Authentication and User Management in Power Pages

• Introduction
• Power Pages Authentication Settings
• User Registration in Power Pages
• Authentication Management for Power Pages Users
• Power Pages Authentication Providers
• Exercise - Use an Invitation to Register Users

Module 23: Power Pages Maintenance and Troubleshooting

• Introduction
• Power Pages Website Maintenance
• Power Pages Website Troubleshooting
• Exercise - Run the Portal Checker

Module 24: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction
• Define the Components of a Business Rule
• Create a Business Rule
• Exercise - Create a Business Rule

Module 25: Get Started with Power Automate

• Introducing Power Automate
• Exercise - Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

• Administer Flows
• Export and Import Flows
• Learn How to Distribute Button Flow

Module 27: Use Dataverse Triggers and Actions in Power Automate

• Introduction
• Dataverse Triggers
• Use Triggers
• Work with Dataverse Actions

Module 28: Extend Dataverse with Powee Automate

• Introduction
• Set Up a Flow and Configure its Trigger
• Email Dataverse Record
• Add To-Do Items
• Test and Run your Flow

Module 29: Introduction to Expressions in Power Automate

• Introduction to Expressions
• Get Started with Expressions
• Notes Make Things Easier
• Types of Functions
• Write Complex Expressions
• Exercise - Creating a Manual Flow and Using Expressions

Module 30: Build your First Power Automate for Desktop Flow

• Introduction
• Set Up the Environment
• Explore Power Automate for Desktop
• Create Your First Power Automate for Desktop Flow
• Record Power Automate for Desktop Actions
• Edit and Test Recorded Actions

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

• Introduction
• Set Up an Unattended Desktop Flow
• Create a New Cloud Flow That Calls an Existing Flow in Unattended Mode
• Perform a Test Run
• Best Practices

Module 32: Optimise your Business Process with Process Advisor

• Introduction
• Get Familiar with Process Advisor
• Create Your First Recording
• Edit Recordings and Group Actions
• Analyse Recordings and Interpret Results
• Automation Recommendations

Module 33: Get Started with Power Virtual Agents Bots

• Introduction
• Get Started Working with Environments
• Create Bots and Work with the Power Virtual Agents Interface
• Create Topics
• Test Bots
• Publish Bots and Analyse Performance
• Exercise - Build your First Chatbot

Module 34: Enhanced Power Virtual Agents Bots

• Introduction
• Use Power Automate to Add Actions
• Transfer Conversations to Agents by Using Omnichannel for Customer Service
• Create Topics for Existing Support Content
• Analyse Bot Performance

Module 35: Manage Topics in Power Virtual Agents

• Introduction
• Work with Bot Topics
• Branch a Topic
• System Topics
• Create Topics for Existing Support Content
• Work with System Fallback Topics
• Manage Topics

Module 36: Manage Power Virtual Agents

• Introduction
• Environments in Power Virtual Agents
• Bot Topics Permissions
• Bot Entities and Flow Permissions
• Monitor and Diagnose
• Administer and Manage
• Export and Import Bots
• Authentication

Module 37: Get Started Building with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 38: Get Data with Power BI Desktop

• Overview of Power BI Desktop
• Explore Power BI Desktop
• Connect to Data Sources
• Get Data from Excel
• Transform Data to Include in a Report
• Combine Data from Multiple Sources
• Clean Data to Include in a Report

Module 39: Model Data in Power BI

• Introduction to Modeling your Data
• How to Manage your Data Relationships
• Create Calculated Columns
• Optimise Data Models
• Create Measures
• Create Calculated Tables
• Explore Time-Based Data

Module 40: Use Visuals in Power BI

• Introduction to Visuals in Power BI
• Create and Customise Simple Visualisations
• Create Slicers
• Map Visualisations
• Matrices and Tables
• Create Scatter, Waterfall, and Funnel Charts
• Modify Colors in Charts and Visuals
• Page Layout and Formatting

Module 41: Explore Data in Power BI

• Introduction to the Power BI Service
• Quick Insights in Power BI
• Create and Configure A Dashboard
• Ask Questions of your Data with Natural Language
• Create Custom Q&A Suggestions
• Share Dashboards with your Organisation
• Display Visuals and Tiles in Full Screen
• Edit Tile Details and Add Widgets
• Get More Space on Your Dashboard

Module 42: Publish and Share in Power BI

• Introduction to Using Workspaces
• Publish Power BI Desktop Reports
• Print and Export Dashboards and Reports
• Introducing Power BI Mobile
• Create Workspaces in Power BI
• Build Apps
• Use Apps
• Integrate Onedrive for Business with Power BI
• Publish to Web

Module 43: Manage Solutions in Power Apps and Power Automate

• Introduction
• Add and Remove Apps, Flows, And Entities in a Solution
• Edit a Solution-Aware App, Flow, And Table
• Exercise - Import and Export Solutions
• Build and Deploy a Complex Solution with Flows, Apps, and Entities
• Automate Solution Management

Module 44: Load/Export Data and Create and Data Views in Dataverse

• View Data in a Table
• Create or Edit Views of Data in a Table
• Load Data into a Table
• Export Data from a Table
• Add, Update, or Delete Data in a Table by Using Excel
• Import Data Using Power Query
• Generate a New Dataflow from an Excel Template
• Dataflow and Azure Integration

Module 45: Get Started with AI Builder

• Introduction to AI Builder
• Choose an AI Capability
• Create your First Model
• Ways to Use Your Models

Module 46: Manage Models in AI Builder

• Model Lifecycle
• Manage Model Versions
• Share your Models

Module 47: Use AI Builder in Power Automate

• Introduction to AI Builder Usage in Power Automate
• AI Builder in Power Automate Saves Time
• Exercise - Use AI Builder Actions in Power Automate
• Advanced Usage of AI Builder in Power Automate

Module 48: Functional Consultant Skills

• Introduction
• Create Entity Relationship Diagrams
• Create and Document Mock-Ups
• Document Functional Requirements and Artifacts
• Complete Fit-Gap Analysis
• Discuss Stakeholder Management Responsibilities
• Understand Industry Accelerators
• Define Application Lifecycle Management
• Participate in Testing
• Evaluate Options
• Define Connectors
• Understand Power Apps Component Framework

Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction
• Key Considerations for ALM
• Solutions
• Configuration and Reference Data
• Release Process
• ALM With Azure Devops

Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB910 Course Overview

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Foundations of Dynamics 365 Customer Engagement Apps

• Introduction
• Describe Customer Relationship Management
• Describe Microsoft Power Platform and Dynamics 365 Customer Engagement Apps
• Describe Microsoft Dataverse And Dynamics 365 Customer Engagement Apps
• Describe Use Cases for Dynamics 365 Customer Engagement Apps
• Navigate to and Within Dynamics 365 Customer Engagement Apps

Module 2: Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps

• Introduction
• Describe Customers and Activities
• Exercise: Manage Customers and Activities
• Describe Search Criteria and Filters
• Describe Reporting Capabilities Including Charts, Dashboards, and Views
• Describe Excel Integrations
• Describe Microsoft Teams Integration
• Describe Outlook Integration

Module 3: Explore Dynamics 365 Customer Insights – Journeys

• Introduction
• Describe Use Cases for Dynamics 365 Customer Insights - Journeys
• Explore a Dynamics 365 Customer Insights - Journeys Business Scenario
• Describe Email Marketing
• Describe How to Target Customers by Using Marketing Lists and Segments
• Describe Customer Journeys
• Describe Lead Generation and Qualification
• Describe Use Cases for Marketing Forms
• Describe Event Management Features and Capabilities

Module 4: Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice

• Introduction
• Explore a Dynamics 365 Customer Insights - Data Business Scenario
• Describe Use Cases for and Capabilities of Dynamics 365 Customer Insights - Data
• Describe Use Cases for and Capabilities of Dynamics 365 Customer Voice

Module 5: Explore Dynamics 365 Sales

• Introduction
• Describe Use Cases for Dynamics 365 Sales
• Review the Sales Lifecycle
• Explore a Dynamics 365 Sales Business Scenario
• Describe Leads and the Process for Qualifying Leads
• Describe the Opportunity Management Process
• Exercise: Lab: Work with Leads and Opportunities
• Describe Dynamics 365 Sales Business Process Flows
• Describe Sales Order Processing

Module 6: Describe Dynamics 365 Sales Capabilities and Related Apps

• Introduction
• Identify Additional Dynamics 365 Sales Capabilities and Related Apps
• Explore a Dynamics 365 Sales Related Apps Business Scenario
• Describe Sales Pipeline and Forecasting Concepts
• Describe Use Cases for and Capabilities of Sales Insights
• Describe Use Cases for and Capabilities of Linkedin Sales Navigator
• Describe the Dynamics 365 Sales Mobile App
• Describe Microsoft Sales Copilot

Module 7: Explore Dynamics 365 Customer Service

• Introduction
• Describe Use Cases for Dynamics 365 Customer Service
• Explore a Dynamics 365 Customer Service Business Scenario
• Describe the Case Lifecycle Including Service-Level Agreements (Slas) and Entitlements
• Describe the Functionality for Workload Management
• Describe Dynamics 365 Customer Service Business Process Flows
• Describe Knowledge Management in Dynamics 365 Customer Service

Module 8: Describe Dynamics 365 Customer Service Capabilities and Related Apps

• Introduction
• Explore a Dynamics 365 Customer Service-Related Apps Business Scenario
• Describe Omnichannel for Customer Service
• Describe Reporting and Data Visualisation Options in Dynamics 365 Customer Service
• Describe Dynamics Customer Voice Use Cases for Customer Service

Module 9: Explore Dynamics 365 Field Service

• Introduction
• Describe Use Cases for Dynamics 365 Field Service
• Explore a Dynamics 365 Field Service Business Scenario
• Describe the Work Order Lifecycle
• Describe Inspections in Dynamics 365 Field Service
• Describe the Dynamics 365 Field Service Mobile App

Module 10: Describe Dynamics 365 Field Service Scheduling Capabilities and Related Apps

• Introduction
• Describe Resource and Scheduling Processes
• Explore a Dynamics 365 Field Service-Related Apps Business Scenario
• Describe Asset Management and Customer Assets
• Describe Connected Field Service for Dynamics 365

Microsoft Power Platform Solution Architect PL600 Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview to Proposing A Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Solution Architect Series: Implement Project Governance for Power Platform and Dynamics 365

• Introduction to Project Governance
• Project Governance
• Solution Architect’s Role in Project Governance
• Techniques for Keeping a Project on Track
• Work as a Team

Module 7: Solution Architect Series: Power Platform Architecture

• Introduction
• Environments
• Environment Data Location
• Work with Data
• Custom Logic
• Platform Limits
• High Availability and Disaster Recovery Considerations

Module 8: Solution Architect Series Model Data for Power Platform Solutions

• Introduction
• Common Data Model
• Data Modeling
• Choose a Data Store
• Data Modeling for Dataverse
• Best Practices for Dataverse
• Exercise - Model Data
• Architecture of Fabrikam Data Model and Devices
• Report Data and Handle Primary Visitors
• Handle Visitors, Waivers, and Photos
• Example Data Model Solution

Module 9: Solution Architect Series: Evaluate Power Platform Analytics and AI

• Introduction
• Power Platform Reporting Capabilities
• Power BI Overview
• Data Requirements
• Power BI and Power Platform
• Dataflows
• AI

Module 10: Solution Architect Series: Explore Power Apps Architecture

• Introduction
• Common App Patterns
• App Composition
• Components
• Optimise Canvas Apps
• Microsoft Teams and Power Apps
• Portal Apps

Module 11: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction
• Key Considerations For ALM
• Solutions
• Configuration and Reference Data
• Release Process
• ALM With Azure Devops

Module 12: Explore Power Automate Architecture

• Introduction
• Triggers
• Common Actions
• Error Handling
• Best Practice
• Business Process Flows

Module 13: Solution Architect Series: Model Security for Power Platform Solutions

• Introduction
• Environment Security
• Data Loss Prevention
• Access to Dataverse
• Security in Apps
• Exercise - Security Modeling

Module 14: Solution Architect Series: Implement Integrations with Power Platform

• Introduction
• Integration Challenges
• Inbound Data Integration
• Outbound Data Integration

Module 15: Solution Architect Series: Explore Power Virtual Agents

• Introduction
• Chatbot Building Options
• Chatbot Concepts
• Best Practices
• Integrate Chatbots
• Power Virtual Agents in Teams

Module 16: Solution Architect Series: Explore Robotic Process Automation

• Introduction
• Power Automate for Desktop
• Record and Edit Tasks
• Run Desktop Flows
• Process Advisor

Module 17: Solution Architect Series: Testing and Go-Live

• Introduction
• Plan for Go-Live
• Data Migration
• Plan for Go-Live

Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course Outline

Module 1: Configure Dynamics 365 Commerce Headquarters

• Configure Prerequisites and Commerce Parameters

  • Create Employee and Customer Address Books
  • Configure and Manage Retail Workers
  • Assign Address Books to Customers, Channels, and Workers
  • Create Email Templates and Email Notification Profiles
  • Configure Organisational Hierarchies and Hierarchy Purposes
  • Configure Commerce Shared Parameters
  • Configure Company-Specific Commerce Parameters
• Describe and Configure Additional Functionality
  • Create and Configure Channel and Sales Order Attributes
  • Configure Commissions and Sales Representatives
  • Configure Payment Methods and Card Types
  • Configure and Manage Gift Cards
  • Describe Omni-Channel Capabilities Including Payments, Orders, and Returns
  • Configure Data Distribution
  • Create Info Codes, Sub-Codes, and Info Code Groups
  • Describe Dynamics 365 Fraud Protection Purchase Protection, Loss Prevention, and Account Protection
• Manage Statements
  • Describe Advantages of Using Trickle Feed-Based Posting
  • Validate Retail Transactions by Using the Transaction Consistency Checker
  • Configure and Manage Retail Statement Calculations and Posting
  • Troubleshoot Statement Posting Issues
• Configure Distributed Order Management (DOM)
  • configure Fulfilment Profiles
  • Configure Cost Components Including Shipping, Handling, and Packaging Costs
  • Configure Management Rules and Parameters
  • Monitor Fulfilment Plans and Order Exceptions
• Configure Order Fulfilment
  • Configure Modes of Delivery Including Shipments, Pick Up, and Carry Out
  • Configure Curbside Customer Order Pickup
  • Configure Charge Codes, Charge Groups, and Automatic Charges
  • Configure and Assign Order Fulfilment Groups

Module 2: Configure Products, Prices, Discounts, Loyalty, and Affiliations

• Configure Products and Merchandising
  • Configure Product Category Hierarchies
  • Configure Product Attributes and Attribute Groups
  • Configure Assortments and Product Catalogues
  • Manage Product Labels and Shelf Labels
  • Describe Uses Cases for Recommendation Types Including Product, Personalised, Shop Similar Looks, and Shop Similar Descriptions Recommendations
  • Configure Recommendations
  • Configure Warranty Settings
  • Configure Inventory Buffers and Inventory Levels
  • Configure Products and Variants Including Configuring Barcodes
• Manage Pricing
  • Design and Create Price Groups
  • Configure Pricing Priorities
  • Configure Product Pricing Including Smart Rounding
  • Configure Catalogues Pricing
  • Configure Affiliation Pricing
  • Configure Category Pricing Rules
• Manage Discounts and Promotions
  • Configure Discount Parameters
  • Configure Channel or Customer-Specific Discounts
  • Configure Quantity, Shipping, Tender-Based, and Threshold-Based Discounts
  • Configure Discount Concurrency Rules
  • Manage Coupons
• Manage Customers, Loyalty, and Affiliations
  • Configure Client Books
  • Configure Customer Attributes
  • Configure Customer Affiliations
  • Configure Loyalty Programmes, Loyalty Schemes, and Reward Points
  • Manage Loyalty Tier Calculations and Processing

Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

• Configure Retail Stores
  • Create a Retail Store
  • Configure POS Registers and Devices
  • Configure Retail Profiles
  • Configure Sales Tax Overrides
  • Configure Task Management Lists and Parameters
  • Define Cash Management Processes
  • Define Shifts and Shift Management Processes
  • Configure Channel Return Policies
  • Describe Offline Capabilities and Limitations
• Manage Store Inventory
  • Configure Availability Calculations for Products
  • Manage Inbound and Outbound Inventory Operations
  • Process Customer Pick-Up and Shipment Orders
  • manage Inventory Processes, Including Stock Counts
  • Look Up Product Inventory
  • Process Serialised Items
• Perform POS Operations
  • Perform Sales and Order Processes
  • Perform End of Day Processes
  • Reconcile Store Cash
  • Monitor Store Productivity by Using Task Management and Reporting Features

Module 4: Configure and Manage Dynamics 365 Commerce Call Centres

• Configure Call Centres
  • create a Call Center
  • Configure and Publish Product Catalogues
  • Create Product Catalogue Scripts
  • Configure Fraud Conditions, Rules, and Variables to Trigger Order Holds
  • Configure Fraud Alerts
• Configure Continuity Orders and Instalment Billing
  • Set Up Continuity Programs and Parameters
  • Configure Continuity Order Batch Jobs
  • Manage Continuity Child Orders
• Manage Call Centres
  • Create, Modify, and Process Sales Orders
  • Process Call Centre Payments
  • Manage Order Holds
  • Create Return Merchandise Authorisations (RMAS)
  • Process Returns, Exchanges, and Replacements

Module 5: Manage E-Commerce

• Configure an E-Commerce Channel
  • Create an Online Store
  • Configure an E-Commerce Site
  • Configure Channel Assignments for an e-Commerce Site
  • Configure Ratings and Reviews
• Manage E-Commerce Content
  • Configure URLs and Aliases
  • Configure Product Detail Pages and Category Pages
  • Manage Site Themes, Page Fragments, Templates, Layouts, and Pages
  • Upload and Manage Digital Assets Including Videos and Images
  • Set Focal Points and Attribute Values for Media Assets
  • Configure publish groups
• Operate an E-Commerce Channel
  • Create E-Commerce Orders
  • Synchronise E-Commerce Orders
  • Moderate Ratings and Reviews
• Configure Business-To-Business (B2B) E-Commerce
  • Describe Differences Between B2B and Business-To-Consumer (B2C) Solutions
  • Describe Use Cases for Organisational Modelling Hierarchies
  • Manage Business Partners and Business Partner, Users
  • Configure Product Quantity Limits

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

• Versions of Microsoft Dynamics 365
• Dynamics 365 Framework
• Dynamics 365 Devices, Apps and Hubs
• Tools for Dynamics 365 customisers
• Overview of Solutions
• Differences between Dynamics 365 Organisations and Environments
• Review Further Reading and Resources
• Set up the Lab Environment
• Lab: Setting up your Lab environment

Module 2: Initial Setup and Configuration

• Dynamics 365 Admin Center
• Dynamics 365 Deployment Manager
• Power Platform Admin Center
• Review the System Settings Area
• Configure Auto Save Settings
• Configure Format Settings
• Configure Email Settings
• Configure Skype Integration
• Configure SharePoint Integration
• Configure OneNote Integration
• Configure Auditing
• Lab: Configure Dynamics 365 System Settings
• Lab: Configure Dynamics 365 Audit Settings

Module 3: Security

• Design and Configure Business Units
• Configure Security Roles
• Manage Users and Teams
• Implement Access Teams
• Configure Hierarchy Security
• Lab: Configure Users, Business Units, Security Roles and Access Levels
• Lab: Configure Access Teams
• Lab: Configure a Management Hierarchy

Module 4: Creating and Managing Entities

• Introduction to the Dynamics 365 model
• Review the different Entity Types
• Create new Custom Entities
• Managing Entity Ownership
• Managing Entity Properties
• Custom Entity Security
• Virtual Entities
• Review Entities and Solutions
• Lab: Creating and Managing Entities

Module 5: Customising Fields

• Introduction to Field Customisation
• Understand the different Field Types
• Review Field Formats
• Create a new Field
• Review Fields and Solutions
• Implement a Calculated Field
• Configure Field Level Security
• Lab: Creating and Managing Fields
• Lab: Creating a Calculated Field
• Lab: Configuring Field Level Security

Module 6: Customising Relationships and Mappings

• Introduction to Relationships
• Review the different Relationship Types
• Create a Relationship
• Review Relationships and Solutions
• Understand Relationship Behaviour
• Implement a Hierarchy Relationship
• Configure Field Mappings
• Lab: Create Entity Relationships
• Lab: Create a Hierarchical Relationship
• Lab: Configure Field Mappings

Module 7: Customising Forms, Views and Visualisations

• Process to create a New Form
• Review the Different Form Types
• Using the Form Designer
• Customising the Main, Quick View, Quick Create and Card Forms
• Configure Form Security
• Review the Different View Types
• Customising System Views
• Configure the Editable Grid
• Customising System Charts and Dashboards
• Lab: Customising Forms
• Lab: Configuring System Views
• Lab: Configuring Charts and Dashboards

Module 8: Unified Client Interface (UCI)

• Introduction to the UCI
• App Designer
• Using the Sitemap Designer
• Configuring UCI Apps
• Managing Apps in Solutions
• Lab: Customising an existing UCI App
• Lab: Build a custom Event Management UCI App

Module 9: Processes: Workflows, Business Process Flows and Custom Actions

• Introduction to Processes
• Workflow
• Business Process Flows
• Custom Actions
• Lab: Create a Workflow
• Lab: Create a Business Process Flow

Module 10: Solution Management

• Introduction to Solution Management
• How to Add and Administer Components in a Solution?
• Differences between Unmanaged and Managed Solutions
• How to Export and Import a Solution?
• How to set Managed Properties for a Solution?
• What happens when you Delete a Solution?
• How to Clone a Solution Patch?
• How to Clone a Solution?
• Lab: Solution Management

Microsoft Power Apps for End Users 55265AC Course Outline

Module 1: Introduction to PowerApps

• What is PowerApps?
• Benefits of Apps
• How to Get PowerApps
• Canvas Apps and Model-Driven Apps
• License Options and Costs
• Discover PowerApps with Templates
• Lab: Introduction to PowerApps

Module 2: Getting Started with PowerApps

• Building a New App from a Data Source
• Add, Edit, and Remove Controls
• Intro to Formulas
• Testing an App
• App Settings
• Publish and Share Apps
• Version History and Restore
• PowerApps Mobile App
• Lab: Getting Started

Module 3: Branding and Media

• Less is More
• Duplicate Screens
• Fonts
• Screen Colours and Matching Colours
• Screen Backgrounds
• Buttons and Icons
• Hide on Timer
• Size and Alignment by Reference
• Show and Hide on Timer
• Lab: Branding and Media

Module 4: PowerApps Controls

• Text Controls for Data Entry, and Display
• Controls - Drop Downs, Combo Box, Date Picker, Radio Button
• Forms - Add and Edit Data in Underlying Data Sources Quickly
• Charts - Present Information in Pie, Line, and Bar Charts
• Lab: Build Apps from Blank

Module 5: Data Sources and Logic

• Data Storage and Services
• How do I Decide which Database to Use?
• Connect to On-Premises Data - Gateway
• What is Delegation?
• Specific Data Examples
• Displaying Data
• Lab: Data Source and Logic

Module 6: Model-Driven Apps

• What is a Model-Driven App?
• Where will My Data be Stored?
• How do Create a Model-Driven App
• Canvas Vs Model-Driven Summary
• Lab: Model-Driven App

Module 7: PowerApp Integration

• Embed PowerApps in Teams
• Embed PowerApps in SharePoint Online
• Start a Flow from a PowerApp
• Lab: PowerApp Integration

Module 8: Administration and Maintenance of PowerApps

• Identify which Users have been Using Powerapps
• Reuse an App in Another Location (Move from Testing or Development to Production)
• Review App Usage
• Prevent a User from Using Powerapps
• Manage Environments
• Lab: Administration and Maintenance

Microsoft Customer Data Platform Specialty MB260 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Get started with Dynamics 365 Customer Insights – Data

• Introduction
• Dynamics 365 Customer Insights - Data
• Work with Demo Data
• Get Started
• Consume Customer Insights Data

Module 2: Ingest Data into Customer Insights – Data

• Introduction
• Import Data Sources Using Power Query
• Clean, Transform, and Load Data
• Connect to an Azure Data Lake
• Connect to a Microsoft Dataverse
• Work with Data Sets
• Refresh Data Sources

Module 3: Create a Unified Customer Profile in Dynamics 365 Customer Insights – Data

• Introduction
• Define Source Columns
• Define Duplicate Record Settings
• Define Matching Rules
• Create a Unified Customer Profile
• Exercise - Create a Customer Insights - Data instance, Ingest Data, and Unify Data

Module 4: Work with Dynamics 365 Customer Insights – Data

• Introduction
• Configure Searching and Filtering Indexes
• Define Activities
• Work with Measures
• Segmentation
• Get Suggested Segments
• Segment Insights
• Use Customer Insights - Data for a Complete Solution

Module 5: Enrich data and predictions with Customer Insights – Data

• Introduction
• Enrich Data
• Brand and Interest Enrichment
• Use Enrichment Services
• Work with Predictions
• Predict Subscription Churn
• Use Machine-Learning Models