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Course Overview

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings. High-level topics include application configuration, automation opportunities, integration, testing, and deployment.

Exam MB-200 Microsoft Dynamics 365 Customer Engagement Core Badge

Audience profile

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Business Applications Microsoft Certified Dynamics 365 Sales Functional Consultant Associate Exam MB-210 Microsoft Dynamics 365 for Sales

Skills gained

  • Identify platform components.
  • Understand administrator options.
  • Effectively model data.
  • Build a basic model-driven or canvas application.
  • Identify testing strategies and methodologies.
  • Identify integration opportunities.

Course outline

Module 1: Power Platform overview

In this module, you will learn the basics of the Power Platform. You will tour the various administrator portals and install applications.

Lessons

  • Overview
  • Configure Power Platform environments
  • Creating applications
  • Discovery and planning

After completing this module you will be able to:

  • Identify common platform components and their uses.

Module 2: Data Modeling

In this module you will learn how to model data effectively using the platform’s entities, attributes and relationships.

Lessons

  • Data model fundamentals
  • Relationships
  • Other entity options
  • Other field options
  • Internationalizing

After completing this module you will be able to:

  • Create and use relationships and entities.

Module 3: Model-driven apps

In this module you will learn about model driven applications and how to configure and use them.

Lessons

  • Configure model-driven apps
  • Configure model-driven forms
  • Configure views
  • Configure model-driven charts
  • Configure model-driven dashboards
  • Configure reports

After completing this module you will be able to:

  • Create and modify forms.
  • Create and modify views and dashboards.
  • Identify and use other user experience components.

Module 4: Canvas apps

In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.

Lessons

  • Application fundamentals
  • Working with data and services
  • Customizing the user experience
  • Integration with model-driven apps

After completing this module you will be able to:

  • Create a canvas app.
  • Work with CDS data.

Module 5: Security

In this module you will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

  • Security overview
  • Business units
  • Manage security roles
  • Manage teams
  • Configure hierarchy security

After completing this module you will be able to:

  • Create and use business units.
  • Create, modify and use security roles.

Module 6: Platform Automation Overview

In this module you will learn the basics of the Power Platform automation capabilities.

Lessons

  • Automation overview

After completing this module you will be able to:

  • Identify common platform automation capabilities.

Module 7: Business Rules

In this module you will learn how to build and use business rules and how they work alongside other platform automations.

Lessons

  • Introduction to business rules
  • Additional business rule details

After completing this module you will be able to:

  • Create and use business rules.

Module 8: Workflows

In this module you will learn how to build and use workflows and how they work alongside other platform automations.

Lessons

  • Introduction to workflows
  • Building workflows
  • Advanced workflows

After completing this module you will be able to:

  • Create and use workflows.

Module 9: Microsoft Flows

In this module you will learn how to build and use Microsoft Flows and how they work alongside other platform automations.

Lessons

  • Introduction to Microsoft Flow
  • Other Flow concepts
  • Working with CDS
  • Building approval flows
  • Starting from apps
  • Flow deployment considerations

After completing this module you will be able to:

  • Create and use Microsoft Flows.

Module 10: Business Process Flows

In this module you will learn how to build and use business process flows and how they work alongside other platform automations.

Lessons

  • Introduction to business process flows
  • Configure business process flows
  • Additional business process flow details

After completing this module you will be able to:

  • Create and use business process flows.

Module 11: Introduction to integrations

In this module you will learn the basics of the Power Platform integration capabilities. You will learn how to configure and use email integrations.

Lessons

  • Overview of common scenarios
  • Email integration
  • Outlook integration

After completing this module you will be able to:

  • Identify common integrations,
  • Configure and use email integrations.

Module 12: Integration with Office

In this module you will learn how to integrate with common Office products like OneNote, Word and Excel.

Lessons

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional integrations

After completing this module you will be able to:

  • Configure and use integrations with Office products.

Module 13: Managing Data

In this module you will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

  • Managing data overview
  • Duplicate detection
  • Importing data
  • Exporting data
  • Bulk delete

After completing this module you will be able to:

  • Import and export data.
  • Create and use data maps.
  • Perform bulk delete.

Module 14: Manage Instances and Applications

In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.

Lessons

  • Overview
  • Manage applications

After completing this module you will be able to:

  • Enable and update first-party apps.
  • Install third-party apps.

Module 15: Manage Solutions

In this module you will learn how to create, manage and deploy solutions.

Lessons

  • Solution concepts
  • Planning and creating solutions
  • Working with solution components
  • Distributing solutions
  • Working with managed solutions

After completing this module you will be able to:

  • Create solutions.
  • Deploy customziations.

Module 16: Additional Deployment Considerations

In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

  • Configure settings
  • Mobile configuration settings
  • Mobile configuration

After completing this module you will be able to:

  • Configure for mobile.
  • Deploy components.

20000 Preview

About This Course

MB-200 Power Platform Developer Bootcamp for Dynamics, Automate D365, D365 FO and D365 BC
The Power Platform accelerated your organization with Power Apps, Flow, Automation Business Process, Connecting with other system. Test and Deploy Custom Apps quickly. This course covers the material from:”

• MB-200T01: Dynamics 365 Power Platform applications (English)
• MB-200T02: Dynamics 365: Power Platform automation (English)
• MB-200T03: Dynamics 365: Power Platform integrations (English)
• MB-200T04: Dynamics 365: Power Platform test and deploy (English)

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

Prerequisite

Familiarity of business applications and the desire to customize and implement them for your business.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Online Labs

Online Labs is a secure, cost-effective, compliant, and convenient way to deliver Microsoft Official Courseware hands-on labs to your customers. This internet-based lab hosting service provides online access to select labs in the Microsoft Official Courseware catalogue via a browser without the need for complex and costly hardware.

When you purchase the lab hosting service, you will be provided with instructions on how to access the labs from the respective labs hosting provider. Schedule the Online Labs for the upcoming class a minimum of 2 weeks prior to delivering the class. Each Online Labs hoster will have their specifications. Detailed Online Labs hoster information will be provided at the time of purchase.

At Course Completion

After completing this course, you will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data

Course Outline

Module 1: Sales Overview

In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

Lessons

  • Sales overview
  • Configuring Sales

Module summary

After completing this module, you will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.

Module 2: Working with Opportunities

In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools

Module summary

After completing this module, you will be able to:

  • Create customer records.
  • Use sales tooling.

Module 3: Quotes to Orders

In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.

Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices

Module summary

After completing this module, you will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.

Module 4: Sales Analytics and Insights

In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

Lessons

  • Overview
  • Power BI
  • AI for Sales

Module summary

After completing this module, you will be able to:

  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.

816708 Live

712891 PowerApps Portals Training Customization Management CourseJump-start your skills and expertise with PowerApps Portal training. Gain the knowledge to design, create and add a Power Portals to your Online systems. Discover how powerful and flexibility Power Portals can be in helping your organization become more efficient. Suggested Portals:a public-facing Customer Service Portal to manage Customers with interactive surveys through custom Web Forms that populate the results directly into your enviroment.

Choose from Portals to manage Vendors, Employees or a Custom Portal tailored to your organization’s specific needs.

PowerApps Portals Custom Training Course
*This class covers Dynamics 365 and Power Apps Portals*

In this lab-intensive, hands-on rich custom PowerApps Portals training course, you will should expect in-class, direct live experience working with at least all of the following:

  • Module 1: Provision a Power Apps Portal or Dynamics 365 Portal
  • Module 2: Set the Title, URL and Modifying a Portal’s Content
  • Module 2: Create a Form, Page and Template
  • Module 3: Modifying a Portal’s Colors and Themes
  • Module 4: Reusing Content across the Portal
  • Module 5: Understanding the Portal Structure
  • Module 6: Personalize a Portal
  • Module 7: Secure your Portals with Roles and Page Access Control

Hands-on Custom Lab: How to Modify an Existing Portal Page’s Content Immediately
Knowing where to go in to change the content, page title and header text.

Hands-on Custom Lab:

  • How to create a new Portals Page and add it to the Navigation.
  • Add a New Web Page
  • Add content to the New Web page from Dynamics 365
  • Add the new page to the Portal Site Navigation in the correct order.

Hands-on Custom Lab:
Understanding the Portal Web Page Structure

  • Web Pages – Page Templates – Web Templates – Content Snippets
  • Page Templates and Web Templates – how they are connected.
  • How to add and edit specific Liquid tags and understanding the Liquid templating language as specifically related to Portals.
  • Learn the parts of your Portals site page corresponds to what specific Web Template.
  • Findouthow Liquid Tags correspond to what rendered parts of the Portal site pages, and how to make modifications and additions.
  • Understanding the Header and Footer and Content Snippets

Hands-on Custom Lab:

  • Deeply Dive on Portal Elements and Modifications
  • Modifying the Content of the Editable Block for a custom page.
  • Changing a Web Template’s Content
  • Understanding a little-known feature to make your life easier working with Portals and refreshing Portal content almost instantly.
  • Web Roles – what they do – and how to assign them to Portal users.
  • Understanding why Portals may not be accepting your layout changes on specific pages, and how you can be certain your changes are accepted on those pages.
  • Changing a Web template for a Web Page.
  • Changing the Header Web Template
  • Changing the Footer Web Template
  • Changing an Editable Content Snippet
  • Changing what comes before an Editable Content Snippet

Hands-on Custom Lab:

  • Understanding Entity Lists in Portals

Hands-on Custom Lab:

  • How Simplified Embedded Portal Content Editor" Empowers Users with the proper permissions (such as users with the "Web Role" of "Administrators") To More Easily Edit Portal Content Directly in the Portal Website

Hands-on Custom Lab:

  • Creating Portal Entity Forms

Hands-on Custom Lab:

  • Using Liquid Variables and Liquid Control Flow (if / elsif / else condition) to make an Entity Form only show up on a specific Web Page

Hands-on Custom Lab:

  • Understanding and Adding Web Forms

Hands-on Custom Lab:

  • Secure your Portals with Roles and Page Access Control

Course Review

903000 Live

So, you went to the cloud. Now what? As a training company here’s what we see – users are not aware of the full benefits and mobility of Office 365. So many features – so not used! A big miss for users is understanding how to access the Office apps in multiple ways, including through a browser, as well as through desktop applications.

Microsoft Office 365 Training Concentrated Overview What To Know Now O365 Portal Outlook Teams OneDrive SharePoint Word PowerPoint All In One

Also, the simple understanding of when to use the Office Apps and when to use installed programs. Many see SharePoint and maybe used it once or twice, but again, not reaping the benefits. SharePoint has way more to offer than a common network drive.

Office 365 has other rich features and adds more functionality weekly. Remember when upgrades were every couple of years? Let us get you excited about what you already have now!

Microsoft Office 365 Concentrated Overview
What to Know Now!

3-hour Concentrated Session
Please inquire for dates and times

This class covers the overall navigation concepts, and the basic O365 plans through the creation and sharing of files on Microsoft SharePoint Sites and Microsoft OneDrive. Experience the full benefits of utilizing the Microsoft Office apps and get a deep exploration into the Microsoft Office 365 Administrators portal.

Heard about Teams? We’ll cover that too.

Topics

Office 365 Portal

  • Your Account Settings
  • Portal Apps
  • Recent, Pinned, Shared with me & Discover Documents
  • OneDrive Recent Folders
  • SharePoint Recent Sites

Introducing Outlook in Office 365

  • Personalizing OWA’s Functions & Appearance
  • The Navigation Bar & Folder List
  • Mail Features
  • Calendar, Scheduling Meetings & Appointments
  • Managing Contacts in the People List
  • Out-of-Office Notifications

Sites (SharePoint) in Office 365

  • Navigating & Creating Sites in Office 365
  • Adding Content to Site
  • Document Libraries
  • Creating Lists
  • Community Sites
  • Sharing & Collaboration in SharePoint
  • Version History
  • The Newsfeed
  • Working with Sites Calendars
  • Setting Alerts

OneDrive for Business

  • Introducing OneDrive for Business
  • Accessing OneDrive
  • Synching OneDrive with Computer
  • Adding Documents to OneDrive
  • Sharing Documents
  • Saving to OneDrive from Office 2013
  • Co-authoring Documents
  • Manage Document Versions
  • Adding Notes and Tags
  • Adding an Alert

Teams, Planner & Flow

  • Create a Team and Add Members
  • Communicate with Team Members
  • Add Apps like Planner and Flow

Office Online Excel

  • Save a workbook to a SharePoint Library or OneDrive
  • Open & Edit a Workbook in Excel Online
  • Working with AutoFill
  • Working with Formulas
  • Copying Formulas
  • Creating and Customizing Charts
  • Create a Table
  • Sort & Filter Data

Office Online Word

  • Working with Documents in Word Online
  • Read and Edit a document Online
  • View a List of Document Authors
  • Using Styles
  • Inserting & Formatting Images
  • Working with Tables
  • Reviewing a Document
  • Printing a Document

Office Online PowerPoint

  • Working with Presentations in PowerPoint Online
  • Save & work with a Presentation from SharePoint or OneDrive
  • Create, duplicate or delete a slide
  • Work with Images to add effects
  • Create, edit & format SmartArt graphic
  • Reviewing & Running a Presentation
  • Open a Presentation in Reading View
  • Run Your Presentation

81115 Live

Dynamics 365 Business Central Essentials and Deployment Training Bundle Consulting Package

About this Course

This course is a five-day deep dive in how to deploy, configure and use Dynamics 365 Business Central Essentials for your day to day accounting needs.

Who Should Attend?

This course is intended for accounting and IT professionals who operate Dynamics 365 Business Central on a daily basis and want to learn the skills for configuring, managing and using the core accounting modules of Dynamics 365 Business Central.

After completing this course students will be able to:

  • Navigate the dashboard, menus and administrative tools of Business Central
  • Create a new company and migrate financial data to that new company
  • Configure new company, general ledger and sub-ledgers
  • Complete full cycles of accounts receivables and accounts payables
  • Reconcile bank accounts
  • Create and manage multiple budgets
  • Enter and depreciate fixed assets
  • Consolidate and manage Intercompany Accounts
  • Run financial reports

Course Outline

Day One – Configure, Deploy & Administration

  • Dashboard & Menu Orientation
  • Create New Company
  • Configure General Ledger and sub-ledgers
  • Configure other set items such as sales tax, payment methods and currencies
  • Day Two – Daily Accounting Activities

  • Upload opening balances for general ledger and sub-ledgers
  • Accounts Receivable
    • Create New Customers
    • Create Sales Orders and Post Sales Invoices
    • Receive Customer Payments
  • Create and post Journal Entries
  • Account Schedules
    • Personalize Account Schedules
    • Map Chart of Accounts to Account Schedules

    Day Three – Daily Accounting Activities

  • Accounts Payable
    • Create New Vendors
    • Create Purchase Orders and Post Purchase Invoices
    • Pay Vendor Invoices and cut checks
  • Cost Accounting
    • Create a New Job
    • Create and enter time by Job
    • Approve Time
    • Create and Post a Job Sales Invoice

    Day Four – Monthly Accounting Activities

  • Reconcile Bank Accounts
  • Budgeting
    • Create a New Budget
    • Create a budget by Dimension
    • Budget Reports
  • Fixed Assets
    • Create New Fixed Assets from Purchase Invoice or by Journal Entry
    • Depreciate Assets
    • Dispose of Assets
  • Intercompany
  • Multicurrency
  • Day Five – Reporting & Questions

  • Review Reports available
  • Options to customize reports
  • Power BI reporting
  • Questions
  • 97022 Live


    “Start with a Power BI class and build your Dashboard.”

    Learn how to get Easy Data Insights with features like Natural Language Queries where you can query in the same plain English as if you were asking a colleague what data to pull! Learn this and more with Power BI Dashboard In a Day!

    This one-day instructor-led course provides students who work with Microsoft Power BI the skills to analyze data and create Power BI Tiles and Dashboards. You will understand how this powerful business intelligent platform can take your data analytics to new levels!

    The primary audience for this course is individuals who work with SQL Server, Excel, or who are business analysts or deal with business intelligence. These individuals usually analyze data on a day-to-day basis and can definitely benefit from the visualizations and the streamlined querying capabilities of Power BI.

    In this accelerated class you will leverage Power BI Desktop and then the Power BI Service to get deep insights into your data to drive intelligent business decisions that move your enterprise forward.

    Want a more in-depth Power BI experience, check out our 4 day Enterprise Power BI for Business Analysts & Executives

    Course Outline

    Module 1: Loading the Data

    • Getting the Data
    • Loading Data from files
    • Adding Additional Data

    Module 2: Preparing the Data

    • Renaming Tables and Columns
    • Fill, Split, Add/Remove Rows
    • Transpose, Append, and Conditional Columns

    Module 3: Modeling the Data

    • Data Relationships Designer
    • Fields and Groups
    • Analyzing Data by Dimension

    Module 4: Exploring the Data

    • Deeper Data Dimension Analysis
    • Data and Category Hierarchies
    • Drilling up and down the Data Segments for insights

    Module 5: Visualizing the Data

    • Designing the Report
    • Linking the Data set to the Report
    • Themes and Visual Data Elements

    Module 6: Publishing the Report

    • Signing up for a Power BI Account
    • Workspaces, Reports, Workbooks and Datasets
    • Publishing your report to the Power BI Service

    Module 7: Building the Dashboard

    • Pinning the Visuals
    • Selecting the Tiles
    • Enable Filtering for Insights

    Module 8: Sharing the Dashboard

    • Sharing with colleagues
    • Marking Dashboards as Favorites
    • Setting a Dashboard as Featured