Microsoft Dynamics 365 and the Power Platform

1h 57mIntermediate2019-04-16

Authors

Gini von Courter

Teaching computer classes on Microsoft Office for 20+ years

Course details

Microsoft Flow, Power BI, and PowerApps make up the Power Platform, and are designed to integrate with the cloud-based functions of Dynamics 365. In this course, learn how to leverage the power of Dynamics 365 as a cloud-based enterprise resource planning (ERP) solution, along with the business automation and data analysis capabilities of the Power Platform. Instructor Gini von Courter covers how to build complete business solutions that use data to make business decisions. Discover how to create apps using PowerApps and the Common Data Service, automate tasks with Microsoft Flow, and visualize data with Power BI—all from Dynamics 365.

Learning objectives
Creating and testing flows that automate tasks
Using PowerApps to create an app in Dynamics
Creating a model-driven app using the Common Data Service
Visualizing Dynamics data with Power BI
Adding a personal Power BI dashboard to Dynamics

Skills covered

Dynamics 365Power AppsPower AutomateCRM SoftwarePower BIBusiness IntelligenceCustomer ServiceSalesData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

01 - Enhance Dynamics for your team with Power Platform

1. Get Started with the Power Platform for Dynamics 365

02 - Microsoft Power Platform - The basics
03 - Get started with the Power Platform
04 - Environments - The basics

2. Automate Dynamics with Microsoft Flow

05 - Get started with Microsoft Flow
06 - Create a flow from a template
07 - Save and test a flow
08 - Run the flow from a mobile device
09 - Create a flow from scratch
10 - Test your flow

3. Build Apps with PowerApps and Common Data Service (CDS)

11 - Create a Dynamics 365 connection in PowerApps
12 - Create a canvas app
13 - Modify the app
14 - Save and share the app
15 - Create a canvas app using CDS for Apps
16 - Add a custom entity to CDS
17 - Add a relationship and keys to an entity
18 - Import entity data from Excel
19 - Edit a custom CDS entity
20 - Create a model-driven app site map
21 - Finish and view the model-driven app

4. Visualize Dynamics Data with Power BI

22 - Get started with Power BI
23 - Power BI - The basics
24 - Get an app (content pack) for Dynamics
25 - Explore the sales analytics app
26 - Add a personal Power BI dashboard
27 - Connect Power BI Desktop to Dynamics 365
28 - Create a visualization
29 - Use Q&A with Dynamics 365 data
30 - Connect to CDS for Apps from Power BI Desktop
31 - Relate tables and create visuals

Conclusion

32 - Next steps