CRM Citizen Developer For Dynamics 365

CRM CitizenDeveloper forDynamics 365Course Level: 200As Microsoft Dynamics 365 has evolvedso has the business needs of anorganization. With this evolution, theDynamics 365 administrator skillsetneeds to evolve, but learning a codinglanguage or hiring a developer isn’talways an option to create, modify, andconfigure new business applications.This fast pace course is designed tobridge that gap while getting learnersup to speed quickly on what’s new withDynamics 365, as well as a deep diveinto advanced configuration, low codedevelopment, and runtimeenvironments.

At A Glance:CRM Citizen Developer for Dynamics 365Why Enroll?Who to Enroll?Learn how admins, developers,and customizers can enhance theplatform with low and no codesolutions, including PowerAppsand Flow.System Administrators Power Users Customizers Developers -Key TakeawaysRegisterUser Experience; Building a Good UserExperience; Platform; Processes;Business Process Flows; SearchConfiguration; Solution andEnvironment Management; BusinessApplication Platform OverviewRegister for a CRM CitizenDeveloper today! 2018 PowerObjects, An HCL Technologies Company. All rights reserved. Unauthorized use prohibited.Click to Register.

About thisTrainingIntended AudienceThis training is intended for administrators and configurators who have completed Dynamics 365 UniversityBoot Camp training – or equivalent experience – and desires to continue their technical education withMicrosoft Dynamics 365. This course assumes working knowledge of skills outlined in the Boot Camp course.This course is designed to provide a deeper understanding of the advanced processes and low code platformoptions an attendee can leverage in Microsoft Dynamics 365.Recommended PrerequisitesPrerequisites are recommendations, and while not required, they are highly advised to ensure a successfullearning experience: Dynamics 365 University - Boot Camp or equivalent application experiencepage03

KeyTakeawaysThis Training Will Allow You To: Understand Microsoft Dynamics365 and what it offersDesign and configure a smooth and efficient user experienceUse Dynamics 365 App Designer for common scenariosUnderstand, use and configure the new Business Process Flows using the new Visual process designerUse the Editable Grid feature to replace the existing read only grids as neededOptimize your configuration for the mobile AppsPlan your solution management strategyUnderstand how and when to leverage PowerApps, Flow and the Common Data Modelpage04

DAY 1DYNAMICS 365 USEREXPERIENCEClients Web Unified Client Interface Unified Service Desk Mobile App for OutlookEditions Business EnterpriseConfiguration Essentials Solutions overview Customization best practices RelationshipsDAY 2DAY 3DAY 4DAY 5BUILDING A GOOD USEREXPERIENCEForms Evolution Types Best practices Multiple forms Performance Sub-grids and Charts Knowledge Management Integration Form navigation Form presentations and architecture UCI FormsViews Best practices Read-only Grids Editable Grids Features, functionality andconfiguration Extending editable gridsMobile Architecture Navigation Form best practices Custom controls Optimizing Limitations Offline configuration and AdministrationApp Modules Understanding the site map Multiple Site maps Dependencies Role/Task driven modulesAgenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change. 2018 PowerObjects, An HCL Technologies Company. All rights reserved. Unauthorized use prohibited. Security and access Properties for Dynamics 365 - CustomappThemesRibbon/Command Bar Ribbon Workbench

DAY 1PLATFORMDAY 2DAY 3DAY 4DAY 5PROCESSESField ConfigurationBusiness RulesProcess ActionsProcess Management Calculated fields Design Built-in Command Actions Security for Processes Rollup fields Best Practices Create Simple Custom Actions Manage Processes Date fields When to extend to JavaScript Create Custom Actions with Arguments Multi-selectWorkflowsDialogs Timeline control Workflow Capabilities PurposeAlternate keys Background Workflows Basic DialogHierarchy configuration Workflow Structure Query CRM Data Rollup Real-time Workflows Child Security Workflow SecurityCustom Workflow Activities Workflow Templates Using Custom Workflow Activities Workflow Best Practices Registering Custom Workflow ActivitiesAgenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change. 2018 PowerObjects, An HCL Technologies Company. All rights reserved. Unauthorized use prohibited.

DAY 1DAY 2DAY 3DAY 4BUSINESS PROCESSFLOWS Capabilities Design Business Process Flow Entities Enhance with Workflows Concurrency, Status and Duration Analytics Task FlowsAgenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change. 2018 PowerObjects, An HCL Technologies Company. All rights reserved. Unauthorized use prohibited.DAY 5

DAY 1SEARCHCONFIGURATIONDAY 2DAY 3DAY 4SOLUTION & ENVIRONMENTMANAGEMENTCategorized SearchManaged vs. UnmanagedManaging the EnvironmentRelevance SearchDevelopment Cycle Solution MovementImpact on View Design Merging Changes Data movementPerformance Considerations Unmanaged solutions interact Configuration Migration Tool Patching and CloningProcesses and SolutionsPlug-ins and SolutionsSolution Structure Removing Entities or Attributes Changing Attribute Type Dependency Tracking and its impact Sharing of publishersAgenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change. 2018 PowerObjects, An HCL Technologies Company. All rights reserved. Unauthorized use prohibited.DAY 5

DAY 1DAY 2DAY 3DAY 4DAY 5BUSINESS APPLICATIONPLATFORM OVERVIEWPowerAppsMicrosoft Flow No code - Build web and mobile businessapplications Build process automation that spanssystems Visual designer to compose pages Visual designer to compose automations Good choice for task focused internalapplications Connect to services to access data Connectors for building cross-systemapps Shared with internal users ororganization wide Connect to services to access data Simple publish, runtime player hostsapplication Dynamics 365 Workflows vs. MicrosoftFlow Model is extending with custom entitiesand attributes Calculated Fields Rollup Fields Connectors for PowerApps andMicrosoft Flow Global Option Sets Built-in synchronization with Dynamics365 and Office 365 in the near future Defined / ScopePower BI IntegrationCommon Data Service Scalable cloud data store Standard schema through a set ofstandardized entitiesAgenda is tentative and subject to changes based upon learner comprehension, instructor’s discretion, and other factors.Order, pace, content, and timeline subject to change. 2018 PowerObjects, An HCL Technologies Company. All rights reserved. Unauthorized use prohibited.Field Level Security Configuring

Dynamics 365 University is designed to be foundational trainingfor those responsible for implementing and supporting Dynamics365 within your organization. Dynamics 365 University focuses onout-of-the-box features and functionality training for your coreteam. Participants get an understanding of how the Dynamics 365processes and architecture can be leveraged and customized tosupport your unique organizational processes.GET STARTED

Training page 03 Intended Audience This training is intended for administrators and configurators who have completed Dynamics 365 University Boot Camp training -or equivalent experience -and desires to continue their technical education with Microsoft Dynamics 365. This course assumes working knowledge of skills outlined in the Boot Camp .