Dynamics 365 Portals Training Courses

Microsoft Dynamics 365 Portals Training formerly known as AdxStudio Portals Training is available with Dynamics Edge.


Dynamics 365 Portals Training

Click the image above for more information.

As you may or may not know, Microsoft acquired Adxstudio Inc. which was an application and web portal lifecycle management solutions provider in around 2015. So it used to be an add-on for Dynamics CRM to integrate CRM with a front-facing Web Portal. Microsoft has since significantly improved the product, and it is now known as Dynamics 365 Portals for Dynamics 365 for Customer Engagement.

Modern enterprises like yours seek out sleek, unique ways to differentiate and to support, engage, and connect with customers and end users. Dynamics 365 Web Portals is becoming more and more reliable as a way to make sure your folks’ voices are heard. This is because over-the-Web self-service is now among the most popular channel that users and customers utilize for help related concerns. Ask Dynamics Edge today to teach you how to deliver responsive, intelligent customer engagement solutions through D365 Portals in order to empower yourself to more effectively connect with your customers, end users, and your online family. Connect more deeply with your important customer services and sales business processes, and people, today. Contact Dynamics Edge and ask us about our options to teach you how to make the most of Dynamics 365 Portals and Dynamics 365 Customer Engagement (CRM) to benefit your organization through quality courses, workshops, mentoring or consulting.

Dynamics 365 Retail SDK Packaging Training Guide

This free Dynamics 365 Retail SDK Packaging Training by Dynamics Edge gets you started. To get the full details, please call or contact Dynamics Edge.

(based on source)

Create retail deployable packages

This topic now applies to Dynamics 365 for Retail and Dynamics 365 for Finance and Operations.
This topic helps you find out how to create a Retail deployable package (which is a package that contain all the extensions) for the following Retail components and deploy the package to your environment by using Microsoft Dynamics Lifecycle Services (LCS):
Commerce runtime (CRT)
Hardware station
Channel database scripts
Payment connector
Retail Store Scale Unit
Retail proxy
Retail Server
Modern POS
Cloud POS
Hybrid app (IOS and Android POS app)

Important
All customizations for the Retail components are packaged as a single retail deployable package. Finance and Operations doesn’t support separate packages for individual Retail components, such as Modern POS, Cloud POS, Retail Store Scale Unit, CRT, and Retail Server. You must package all extensions as a single retail deployable package, even if you must merge or combine extensions from independent software vendors (ISVs) or various partners.
If your customizations were built and packaged as individual Retail component packages by using a version of the Retail software development kit (SDK) that is older than application version 7.1.1541.3036, the packages are no longer supported for deployment in LCS. You must uptake the hotfix in KB 4015062, and then rebuild and repackage your customizations.
For detailed information about the Retail SDK, see Retail SDK overview.
Steps to create a retail deployable package

Retail deployable package
A retail deployable package is one combined package that contains all your customizations together with all the metadata that is required for deployment. You can use this retail deployable package to deploy your customizations to various environments. You can do the deployment by using the automated flow in LCS, or you can do it manually by using the scripts that are provided inside the package. This topic guides you through the process of generating the retail deployable package.

There are two ways to generate a retail deployable package. You can use the Retail build automation, or you can generate the package manually by using the build tools in the Retail SDK. This topic focuses on the manual method.
Customize or add functionality to the Retail stack.
Use the build tools to identify the customized installation package, code-sign it, and specify the customized CRT, Retail Server, and Hardware station assemblies, and customized database scripts.
After all the settings have been specified in the Customization.settings file in the …\Retail SDK\BuildTools folder, run msbuild /t:rebuild on the root of the Retail SDK folder. You can use either the MSBuild build tool or the Microsoft Visual Studio developer command-line tool to generate the retail deployable packages. Before you build the package, put all the customized assemblies in the …\Retail SDK\References folder. Additionally, put the modified configuration files, such as CommerceRuntime.Ext.config, CommerceRuntime.MPOSOffline.Ext.config, HardwareStation.Extension.config, and RetailProxy.MPOSOffline.ext.config, in the …\Retail SDK\Assets folder.
Retail SDK build tools – Customization settings
Most of the configuration values that the Retail SDK uses to build and package customizations are set in the BuildTools\Customization.setting files. These values define metadata that controls how binaries, components, and packages are named, versioned, and code-signed. After you define this metadata, the Retail SDK build system uses it to identify the customization assets and package them for all the Retail components.
The following configuration settings are now available in the Customization.settings file:
AssemblyNamePrefix – Specify the prefix name for the assembly. When you build the Retail SDK, all the assemblies are prefixed with this name.
CustomAssemblyVersion – Specify the custom assembly version for all assemblies that are built by using the Retail SDK.
CustomVersion – Specify the custom file version for all assemblies that are built by using the Retail SDK.
DelaySign – Specify True to delay signing of the assets during the build.
AssemblyOriginatorKeyFile – Specify the strong name key to use to sign the assembly.

CustomName – Specify the custom name for the assembly.
CustomDescription – Specify the description for the assembly.
CustomPublisher – Specify the publisher for the assembly.
CustomPublisherDisplayName – Specify the copyright for the assembly.
SignAssembly – Specify True to sign the assembly during the build.
ModernPOSPackageCertificateKeyFile – Specify the Personal Information Exchange (PFX) file to use to sign Modern POS and Hardware station.
RetailServerLibraryPathForProxyGeneration – Specify the customized Retail Server assembly to use for proxy generation (both TypeScript and C# proxies).
For 7.1 and earlier versions, you must specify the name of the Retail Server assembly here.
For 7.2 and later versions, use the commerce generator tool for proxy generation. However, if you’re using the proxy on the e-commerce client side, specify the assembly name here.
The ItemGroup section includes the following settings:
ISV_CommerceRuntime_CustomizableFile – Specify the details of all the customized CRT assemblies. You can have multiple entries, one for each CRT assembly.
Example

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ISV_CommerceRuntime_CustomizableFile Include=”$(SdkReferencesPath)\MyCrtExtension.dll”
ISV_RetailServer_CustomizableFile – Specify the details of all the customized Retail Server assemblies. You can have multiple entries, one for each Retail Server assembly.
Example

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ISV_RetailServer_CustomizableFile Include=”$(SdkReferencesPath)\MyRetailServerExtension.dll”
ISV_RetailServer_CustomizableFile Include=”$(SdkReferencesPath)\MyRetailServerExtension2.dll”
ISV_RetailProxy_CustomizableFile – Specify the details of all the customized Retail proxy assemblies. You can have multiple entries, one for each Retail proxy assembly.
Example

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ISV_RetailProxy_CustomizableFile Include=”$(SdkReferencesPath)\MyRetailProxyExtension.dll”
ISV_HardwareStation_CustomizableFile – Specify the details of all the customized Hardware station assemblies. You can have multiple entries, one for each customized Hardware station assembly.
Example

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ISV_HardwareStation_CustomizableFile Include=”$(SdkReferencesPath)\MyHardwareStationExtension.dll”
ISV_CustomDatabaseFile_Upgrade_Custom – Specify the details of all the customized database scripts.
Example

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ISV_CustomDatabaseFile_Upgrade_Custom Include=”$(SdkRootPath)\Database\Upgrade\Custom\SqlUpdatev1.sql”
Important
Before you start the build process, you must put extension assemblies in …\Retail SDK\References and custom database scripts under …\RetailSDK\Database\Upgrade\Custom.
Database scripts

Database scripts are packaged together with the Retail Server and Modern POS Offline packages, and are run when Retail Server and Modern POS are installed. If there are multiple custom database scripts, they are run in alphabetical order. Therefore, to run the scripts in a specific order, you must name them accordingly. The CRT.RETAILUPGRADEHISTORY table tracks the scripts that are already applied to the database. Therefore, the next package upgrade runs only the upgrade scripts that don’t have an entry in the CRT.RETAILUPGRADEHISTORY table.
For more details about Channel database extensions, see Channel database extensions.
Update the extension configuration files
If you have any new extensions in CRT, Retail Server, Hardware station, or proxy, you should register the details of the extension assemblies in the section of the relevant extension configuration file. You can find all the extension configuration files in the …\RetailSDK\Assets folder. Because all extensions are loaded based on the information in the extension configuration files, you must register your assemblies there.
Before you do the package, you must update the following configuration files if you have any customization in that area:
CommerceRuntime.Ext.config – Register all your CRT extension assemblies.
Example
C#

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CommerceRuntime.MPOSOffline.Ext.config – Register all your CRT extensions for offline.
Example
C#

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HardwareStation.Extension.config – Register all your Hardware station extensions.
Example
C#

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<! — Register your own assemblies or types here. –>



RetailProxy.MPOSOffline.ext.config – Register all your retail proxy extensions.
Example
C#

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Retail Server extension assemblies

Note
You should not add or change any custom settings in the above mentioned example or in any of the channel config files. The only supported modification is adding custom assemblies details in the composition section.
Also, as part of your extension or package, do not edit any of the following config files. These config files will be updated with the latest file from core Microsoft package during deployment and your changes will be lost.
CommerceRuntime.config
dllhost.exe.config
HardwareStation.Dedicated.config
HardwareStation.Shared.config
workflowFoundation.config
Hardware station – Web.config

Before you start the package, you must add an entry for the Retail Server extension assemblies in the of the Retail Server web.config file, so that the assemblies are loaded and used. You can find the web.config file in the Retail SDK\Packages\RetailServer\Code folder.
The following illustration shows an example of a Retail Server web.config file.
Retail Server web.config file

Install NuGet.exe
Some of the dependency packages and references have moved to NuGet packages to minimize the file merge and the size of the SDK. These are available for download from the NuGet.org. When you build the Retail SDK these dependencies are automatically pulled from the NuGet.org based on the packages.config file. For this to work, you need to install the NuGet command line interface and add the nuget to the Windows path after downloading nuget.exe from NuGet.org. The following steps show how to add the nuget to the Windows path:
Open the Windows menu and type “Path”. The Edit the system environment variables will be available.
In that menu, click Environment variables on the lower right.
In the next window, under System variables, select Path and click Edit.
Add an entry for the folder where you would like to store the nuget.exe file or store the nuget.exe file in a folder that is already listed.
Generate a retail deployable package
To generate the retail deployable package, open the MSBuild build Command Prompt window. (On the developer virtual machine, search for msbuild on the Start menu.) Then run the following command.

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msbuild /p:Configuration=Release
You can also run the same command in the Microsoft Visual Studio 2015 developer command-line tool.
Packages

After the build is completed, retail deployable packages are generated as a zip file (RetailDeployablePackage.zip) in the Retail SDK\Packages\RetailDeployablePackage folder.
Note
There won’t be separate packages the various Retail components. All the packages will be combined into one bundle package that is named RetailDeployablePackage.
Deploy the retail deployable packages
For information about how to deploy the packages either manually or by using the automated flow in LCS, see Apply a deployable package and Install a deployable package.

Dynamics 365 for Retail Storefront Training – Dynamics Edge

Check out our free Dynamics 365 for Retail Training 806897 video demo below (March 2019) :

For more information, see our Dynamics 365 for Retail Training Course 806897, check out all out Dynamics 365 Training, or call / contact Dynamics Edge for details.

AZ-201T01 Training Develop Azure Cloud Model Exam AZ-201 Training Course

Dynamics Edge’s Azure AZ-201T01 Training Course: Develop for an Azure Cloud Model Exam AZ-201 Class is our Microsoft Azure Certification Exam AZ-201 Training Course AZ-201T01. This course is part of a series of courses to help you prepare for Microsoft’s Azure Developer certification Exam AZ-201: Develop Advanced Microsoft Azure Cloud Solutions. These courses are designed for developers who already know how to code in at least one of the Azure-supported languages.

Dynamics Edge Course 20101 – Azure AZ-201T01 Training Course for DevOps Engineers Certification Exam AZ-201

The coursework covers how to ensure you solution meets performance expectations in Azure. It covers asynchronous processing, autoscaling, long-running tasks, and distributed transactions. Additionally, you’ll learn how to leverage Azure Search for textual content, and how to implement instrumentation and logging in your development solution.

Audience profile

These courses are for experienced programmers who want to develop and host solutions in Azure. Learners should have some experience with Azure and must be able to program in at least one Azure-supported language. These course focus on C#, Node.js, Azure CLI, Azure PowerShell, and JavaScript.

At course completion

After completing this course, students will be able to:

Learn to develop for asynchronous processing and how to implement the appropriate asynchronous compute model.
Implement autoscaling in your solution and implement code that addresses transient state.
Discover how to implement large-scale, parallel and high-performance apps by using batches.
Learn to implement, and manage, distributed transactions.
Configure instrumentation in an app or service by using Application Insights and other tools.
Course Outline

Module 1: Develop for asynchronous processing

Lessons

Implement parallelism multithreading and processing
Implement Azure Functions and Azure Logic Apps
Implement interfaces for storage or data access
Implement appropriate asynchronous computing models
After completing this module, students will be able to:

Learn to develop for asynchronous processing and how to implement the appropriate asynchronous compute model.
Module 2: Develop for autoscaling

Lessons

Implement autoscaling rules and patterns
Implement code that addresses singleton application instances
Implement code that addresses a transient state
After completing this module, students will be able to:

Implement autoscaling in your solution and implement code that addresses transient state.
Module 3: Develop long-running tasks

Lessons

Implement large scale parallel and high-performance apps by using batches
Implement resilient apps by using queues
Implement code to address aplication events by using webhooks
Address continuous processing tasks by using Azure WebJobs
After completing this module, students will be able to:

Discover how to implement large-scale, parallel and high-performance apps by using batches.
Module 4: Implement distributed transactions

Lessons

Identify tools to implement distributed transactions
Manage the transaction scope
Manage transactions across multiple databases and servers
After completing this module, students will be able to:

Learn to implement, and manage, distributed transactions.
Module 5: Enable the search of textual content

Lessons

Create an Azure Search index
Import searchable data
Query the Azure Search index by using code
Module 6: Instrument an app or service and implement logging

Lessons

Configure instrumentation in an app or service
Configure the logging service

Dynamics 365 for Retail e-Commerce Platform Training Courses

For Dynamics 365 Retail Certification Training info and e-Commerce Platform training info please use this link: Dynamics 365 for Retail e-Commerce Platform Training Courses, read on ahead, or call / contact Dynamics Edge for more details.

Our free Microsoft D365 retail e-commerce training Dynamics Edge article provides a nice overview of some of the D365 e-Commerce capabilities for retail.

Microsoft Dynamics 365 for Retail now includes a fully-integrated e-Commerce platform that is omni-channel and also gives a lot of power in terms of enabling many third-party online stores and web applications to easily add plugins to facilitate the final creation of a fully-featured and fully-fledged e-commerce site or rich web internet application. Microsoft Dynamics 365 for Retail e-commerce platform includes a rich, interactive shopping cart as well as a plethora of final checkout features that innately support multi channel, inter-channel and cross channel use cases. Microsoft Dynamics 365 for Retail training also teaches you how you can make a new customer identity and then enable the management of the customer account to see the wish lists, loyalty programs like gift card redemption, order history of the online store and much more! The Dynamics 365 for Retail e-Commerce experience is natively integrated through a highly scalable and available custom Microsoft Retail server that cleanly exposes all of the required modules for rich customer experiences that may be remembered by the customer well as unique. Integrated payments such as Stripe, Microsoft Pay and more are supported, with OAuth, OpenID (Open ID) clean integration and also much more in order to provide a suave, seamless user authentication experience in your web applications. D365’s suite of Retail e-Commerce features, gives you a centeal hub to efficiently manage products, product catalogs, merchandise, stock codes, product codes, inventory, order fulfillment, backend development and more within and across your online sales channels, stores, store regions, wholesale warehouses, specialty store franchises and more.
ECommerceUpdated

Go into detail in terms of:
– Retail headquarters
– Retail Server
– Publishing and Retail Proxy
– Controls like ASP.NET MVC controls are available for shopping cart, checkout, mini shopping cart, and order confirmation, and delivery picker in the e-Commerce SDK.
– Also please reference Microsoft Dynamics 365 Lifecycle Services LCS Training in demo and developer topologies. This is part of the SDK. This shows how third-party storefronts can integrate to the D365 platform through connections.

Dynamics 365 for Retail – Merchandising and Inventory Management – Deployment – Setup – Optimize Operations MB6-897
Dynamics 365 for Retail Introduction

Dynamics 365 for Retail Overview

Dynamics 365 for Retail – What’s New

Create a Modern Store Experience

Channel Management and Corporate Operations in Microsoft Dynamics 365 for Retail

Merchandising and Inventory Management in Microsoft Dynamics 365 for Retail

Effective Manage Merchandising

Configure basic product parameters

Create product dimensions and dimension groups
Create a product
Create and modify product attributes
Create product features and assortments
Create product relationship types and product relationships
Create a product master or variant
Create, assemble, disassemble, and sell product kits
Build product category hierarchies

Describe hierarchy types
Create a category hierarchy
Maintain hierarchies
Bulk edit a category
Create and manage catalogs

Create a catalog
Configure and analyze catalog layout
Update, validate, approve and publish catalogs
Create source codes
Manage delivery modes

Set up delivery modes
Add channels to delivery modes
Add products to delivery modes
Manage direct delivery

Set up direct delivery
Configure products and sales orders for direct delivery
Confirm direct delivery orders
Create pick waves
Set up the picking process
Create a workbench
Generate picking workbench sessions
Manage pricing discounts

Create catgory pricing rules
Discount products based on catalogs
Set up affiliated pricing
Adjust prices
Create price groups
Configure mix and match discounts
create quantity discounts
Connect vendor information to products

Create a vendor catalog
Set up price margin alerts on a product
Define price points for products
Add vendor product numbers to a product
Point of Sale in Microsoft Dynamics 365 for Retail

Perform Point of Sale (POS) set up processes
Set up offline, functionality
Receipt, hardware, visual, email notifications
Channel integration POS profiles
Configure a receipt format
Set up data distribution
Configure POS terminals

Set up keyboard mapping groups
Configure POS permission groups
Create registers and POS devices
Create screen layouts that use button grids and images
Manage drawer operations
Configure barcodes and labels

Create and view barcodes for specific products
Print shelf labels
Create barcode masks
Call Centers in Microsoft Dynamics 365 for Retail

Manage a call center
Create fraud rules
Create a continuity program
Create continuity orders
Implement credit card and refund workbenches
Configure check holds
Set up credit limit checking
Create rules for up-selling and cross-selling
Set up target markets
Create and use scripts
Coupon Management in Microsoft Dynamics 365 for Retail

Manage workers

Create jobs
Create positions
Set up a worker
Create and link address books
Implement role-based security
View and manage shifts
Generate retail information reports

Identify available reports
Identify available workspaces
Perform recency, frequency, and monetary (RFM) analysis
Implement customer loyalty schemes and gift cards

Describe the loyalty setup process
Configure prerequisite components
Create a customer loyalty scheme and program
Process loyalty transactions
Resolve loyalty card number conflicts
Add products to loyalty schemes
Set up physical and virtual gift cards
Add funds to a gift card
Manage journals

Describe post statement actions
Create and calculate a statement
View posted statements
Configure batch processes for statements
Manage inventory replenishment

Build replenishment rules
Implement cross docking for product distribution
Create a buyer’s push
Create a replenishment hierarchy
Create service categories
Deployment of Microsoft Dynamics 365 for Retail

Set up and configure your organizational
Choosing a model for your organization-
Create models of organizations; create and configure organization hierarchies
Create and modify retail operating units
Configure retail parameters

Set up a retail store set up info codes and sub codes
Assign and translate information codes
Configure units of measure and conversion
Define retail parameters
Set up sales tax and sales tax overrides
Describe and configure payment methods
Configure payment connectors
Set up credit card payment services
configure full-text search-
Configure workflows

Describe retail workflow feature
Configure workflow prerequisites
Create and configure workflows, activate a workflow
Associate workflows with an organization
Monitor workflow status
Integrate stores

Configure and monitor Commerce Data Exchange services
Test and troubleshoot Asynchronous client and server connectivity
View retail channel transactions; set up store locator groups
Manage retail channels

Build an online store
Synchronize online store sales orders
Create a call center
Daily Retail Activities

Perform POS operations
Conduct a transaction
Override a price
Identify reason codes and hold codes
Hold and recall a transaction
Clear a hold
Manage sale orders

View detailed status information for a sales order
Identify sales order cancellation constraints
Configure price matching; configure prepayment
Manage customers

Create a customer
Check for duplicate customers
Merge and unmerge customer records
Create and configure cases
Search for a customer
Manage drawer operations and daily operations

Perform opening procedures
Conduct tender operations
Perform overrides
Perform closing procedures
Open, pause, resume, and close shifts
Clock in and out
Create sales with cash or credit card payments
Void transactions
Accept returns
Manage installment billing

Set up and configure installment billing
Create payment schedules
Add installments to a sales order
Process installment billing payments
Manage returns and Return Merchandise Authorization (RMA) processing

Identify steps in the RMA process
Create an RMA
Configure process return options
Optimize Operations through insights

Maximize Business Impact
Speedup end-of-day activities
Increase inventory visibility
Meet changing business needs
Retail Deployment and Customization

Innovate with a modern adaptable platform
Retail Development and Customization
Development, Extensions and Deployment for Microsoft Dynamics 365 for Retail
Microsoft Dynamics 365 for Retail Certification Exam MB6-897 Preparation Guide

Microsoft Dynamics 365 for Talent Training Course 806898 Exam MB6-898 Training

High quality, relevant and modern Microsoft Dynamics 365 for Talent MB6-898 Training is available through D365 Talent Training Course # 806898 (use this link to see more info and register for this course) by Dynamics Edge
About the Course

This instructor led, hands on labs, accelerated course has 7 days of training covered in a 5-day format. This course is intended for individuals who want to improve their technical skills on Microsoft Dynamics 365 Talent. The material in this course will help prepare you for the MB6-898 Microsoft Dynamics 365 for Talent exam.

You will have FULL use of a Dynamics 365 for Talent training environment in this class.

Corresponding Exam: MB6-898: Microsoft Dynamics 365 for Talent

Who should Attend

Professionals who typically attend this class include: Human Resource Manager, Benefits Administrator, Recruitment, Human Capital Managers, Account Managers, Solution Architects, Functional Consultants, and Project Managers, IT Staff who administer, develop or support Dynamics 365 for Talent.

This class is also appropriate for staff who have a business software background and who want to demonstrate a foundation understanding of the Dynamics 365 for Talent application.

After completing this course, students will understand the following areas within D365 Talent:

  • Hiring the Right People and Building a high-performance team
  • Accelerate impact, establish key connections and set up employees for success
  • Centralize employee profiles and gain performance insights
  • Empower hiring managers and focus staff experiences by role
  • Enable professional growth and develop and upskill your talent
  • Drive operational excellence and impact and minimize compliance risk
  • Align performance assessments and improve performance using people analytics
  • Tailor Dynamics 365 for Talent to Your Organization
  • Automate Business Processes

Course Outline

Introduction to Dynamics 365 for Talent and Initial Setup

Module 01: Introduction to Microsoft Dynamics 365 for Talent

• Describe the Talent and Human resources experiences

• Navigate the Dynamics 365 for Talent application

• Discuss the feature sets and benefits of using the Talent experience

• Review the technology and integration with other Dynamics 365 applications

• Describe which data from the Talent experience is shared across companies and which is specific to a company

• Define parameters, such as identification types and number sequences

Module 02: Security in Microsoft Dynamics 365 for Talent

• Describe the features and terminology for security
• Create new users

• Configure role-based security

• Set up and use segregation of duties

Module 03: System Administration in Microsoft Dynamics 365 for Talent

• Set up and use batch processing

• Configure Dynamics 365 for Talent to send emails

• Set up system parameters

• Discuss personalization

Module 04: Introduction to Organization Management in Microsoft Dynamics 365 for Talent

• Distinguish between types of organization units
• Classify types of jobs
• Create a new job
• Create a new position
• Learn how various forms and list pages expand functionality of jobs, positions, and departments
• Report on jobs, positions and departments
• Enter addresses for workers

Module 05: Introduction to Personnel Management in Microsoft Dynamics 365 for Talent

• Understand worker and position data
• Explain the onboarding experience
• Understand loans and loan items
• Review human resource parameters, advanced access, and shared parameters
• Understand the uses of the setup pages
• Explain and demonstrate creating a position and a job
• Explain how to hire a new employee

ATTRACT

Develop a human resources strategy to attract, recruit, hire, and motivate employees:

Module 06: Connect to LinkedIn and How to Use Sales Navigator

• What is Linkedin Sales Navigator
• How to use Linkedin Sales Navigator
• Finding Candidates
• Screening

Module 07: Recruiting Management in Microsoft Dynamics 365 for Talent

• Learn about creating jobs
• Review how to add, view, screen, and reject candidates for jobs in the system
• Understand how to schedule and conduct interviews
• Walk through making job offers
• Walk through transitioning accepted offers to the Onboarding modular app

Module 08: Job and Position Management in Microsoft Dynamics 365 for Talent

• Explain jobs in Microsoft Dynamics 365 for Talent
• Walk through how to create jobs
• Cover how to work with job templates
• Define positions
• Utilize positions in the client
• Work with mass updates
• Explain how to enable a hiring freeze.
• Describe using position actions

ONBOARD

Develop and train employees:
Create and maintain benefits:

Module 09: Onboarding Management with Microsoft Dynamics 365 for Talent

• Explore the Onboard modular app
• Migrate and create new hires
• Create an introduction
• Create, add information to, and send a Welcome Guide
• Explore the Task management module in Dynamics 365 for Talent

Module 10: Employee and Manager Self-Service with Microsoft D 365 for Talent

• Describe how employees use Employee Self Service
• Describe how managers use Employee Self Service

Module 11: Worker and Position Actions in Microsoft Dynamics 365 for Talent

• Set up codes used to enter information about workers
• Enter new workers
• Assign workers to positions
• Assign workers to teams
• Set up union information
• Manage worker loans
• Print reports about workers

Module 12: Compliance Management in Microsoft Dynamics 365 for Talent

ž Describe I-9 Verification
ž Walkthrough I-9 code setup
ž Demonstrate managing I-9 Data for an employee
ž Utilize Work Environment Accommodations
ž Cover the Physical Requirements for a Job
ž Examine Accommodation Types
ž Manage Accommodation Requests
ž Review ADA Reports

MANAGE AND THRIVE

Maintain workplace safety and compliance:
Gather information using questionnaires:

Module 13: Compensation Management in Microsoft Dynamics 365 for Talent

• Understand compensation plans
• Review mandatory setup for compensation
• Review reference point setups
• Understand fixed and variable compensation plans and actions
• Review other compensation setup
• Review eligibility rules
• Discuss process events
• Understand updating compensation for employees

Module 14: Benefit Management in Microsoft Dynamics 365 for Talent

• Explore the Benefit management workspace
• Create benefit elements and benefits
• Define benefit eligibility rules
• Process the eligibility rules for the workers who can enroll in benefits
• Enroll a worker and any dependents in a benefit
• Maintain dependents and beneficiaries
• Review mass benefit enrollment and expiration
• Review benefit rate updates

Module 15: Benefit Management in Microsoft Dynamics 365 for Talent

• Explore the Benefit management workspace
• Create benefit elements and benefits
• Define benefit eligibility rules
• Process the eligibility rules for the workers who can enroll in benefits
• Enroll a worker and any dependents in a benefit
• Maintain dependents and beneficiaries
• Review mass benefit enrollment and expiration
• Review benefit rate updates

Module 16: Performance Management in Microsoft Dynamics 365 for Talent

• Describe performance journals
• Review goals and their categories, templates, and groups
• Discuss reviews and their types, and templates
• Cover the setup necessary for competencies
• Explain the various skill analyses

Module 17: People Analytics with Microsoft Dynamics 365 for Talent

• Understand people searches
• Review direct reports
• Review direct deposit and contact setup
• Explain certificates
• Understand courses

Module 18: Learning Management in Microsoft Dynamics 365 for Talent

• Describe the basic components in the course management structure
• Explain training setup, including classrooms and agendas
• Discuss questionnaires, including how to design, send, and complete them
• Explain training reports, including statistics and generating reports

Module 19: Leave and Absence Management in Microsoft Dynamics 365 for Talent
• Explain leave and absence administration and processes
• Understand absence and leave transactions and time off requests
• Explore leave types and leave plans
• Understand the setup for enrolling workers in leave and absence plans

CUSTOMIZE AND EXTEND

Module 20: Integration Framework in Microsoft Dynamics 365 for Talent

• Provide an overview of the integration framework
• Discuss Power Apps
• Discuss Azure functions
• Explore how to configure Dynamics 365 for Talent
• Discuss data management

Module 21: Business Process Flows with Microsoft Dynamics 365 for Talent

• Flow and PowerApps
• Describe business process
• Cover creating tasks
• Walkthrough creating a business process template
• Configure calendars for business processes
• Discuss how to start a business process
• Review task statuses
• Explain how to reassign business processes
• Discuss changing the status of a business process

SQL Server 2016 Deployment Training and Provisioning

Now, even though deployment and provisioning are actually two different worlds, they are related to some degree. When looking for Microsoft SQL Server 2016 Deployment Training, SQL Server 2016 Deployment Training, or any kind of SQL Server 2016 Training, you might sometimes want to look for courses that talk about provisioning SQL Server 2016 databases as a starting point. For instance we do offer this provisioning course:
Course 20765: Provisioning SQL Server 2016 Databases – SQL Server 2016 Deployment Training

SQL Server 2016 Deployment Training
Microsoft SQL Server 2016 Deployment Training and more can be found under our SQL Server 2016 Training

 

In the provisioning course we also talk about how to deploy the SQL Server 2016 machine to Microsoft Azure. You can really thinking of provisioning and deployment as two steps. Provisioning means to install the SQL Server 2016 and to otherwise prepare it for deployment. Deployment of course means releasing the provisioned, prepared software SQL Server 2016 in the earlier step, in order for it to be actually used. For instance when you “Deploy” SQL Server 2016 to Azure you are making it available for use internally, externally, or however you want SQL Server to be available for use!

Some Lessons Include

  • Understanding SQL Server Virtual Machines and how they operate within Microsoft Azure
  • Understanding the concepts involved in migrating an On-Premise Database to an Azure SQL Database and the steps needed to do this!
  • How you would go about deploying an Azure SQL Database

There are usually two methods to migrate the SQL Server 2016 database, a type of SQL Server 2016 deployment. The first method involves moving the database with downtime. This may be undesirable in some cases because you may want to migrate the SQL Server 2016 without any kind of downtime.

Here are some guidelines for this kind of migration:

  1. Evaluate the database for what’s known as the compatibility using the latest version of the tool kit known as the Data Migration Assistant (DMA).
  2. Make preparations of any obligatory fixes or other customization as T-SQL or Transact-SQL scripts that you prepare.
  3. Create what’s known as a “transactionally consistent” clone of the original database that is currently being migrated. Please do ensure that there are no more modifications being committed to this source database. There are many ways to make a database no longer able to be committed to
  4. Now deploy these Transact-SQL scripts to SQL Server 2016 to apply the fixes to this copy of the database.
  5. The database copy should now be exported to a file extension .BACPAC file on a local drive.
  6. Now take this .BACPAC file (sounds like “backpack”) and import it as what’s called a new Azure SQL database. You perform this import by making use of a possibility of multiple “BACPAC” tools of import. You can for example use the SQLPackage.exe BACPAC import tool.

The other method is called Transactional Replication. Essentially you will need to do this if you really just cannot have the SQL Server 2016 go down during the data migration. Basically the SQL Server 2016 is migrated transaction by transaction in order to recreate the SQL Server 2016 database into the Azure SQL database. This is using the Publish-Subscriber model. In this case there is a Publisher, Distributor, and a Subscriber as well, one of the Subscribers being on the Azure SQL database.

SQL Server 2016 Deployment Training Transactional Replication

Redeem SATV Vouchers: How to Redeem Software Assurance Training Vouchers

Dynamics Edge is an Official Gold Certified Microsoft Learning Partner and we do allow you to redeem Microsoft training vouchers! These training vouchers are usually called Microsoft SATV, also known as Microsoft Software Assurance Training Vouchers. When you redeem a Software Assurance Training Voucher or redeem SATV, this allows you to take a course instead of paying for the course, depending on eligibility and other criteria. First of all you should know that Microsoft does not necessarily allow you to use a SATV for any course. We talk more about this in satv form microsoft – How to Redeem Microsoft training vouchers – Redeem SATV Vouchers

Then, you should figure out what providers even accept you to redeem SATV vouchers. Dynamics Edge does accept the redemption of SATV vouchers on certain eligible courses upon verification of the vouchers and the current eligibility criteria. In order to redeem an SATV voucher, you should consult the satv form Microsoft post we linked above. After that you should contact us to request a Redeem SATV Form for the course you want

Dynamics 365 for Talent Idea Management Training

Microsoft Dynamics 365 for Talent Idea Management Training empowers you to understand business and enterprise innovation. How the complete idea lifecycle works is that in D365 talent, you can manage every stage from the idea campaign to the idea submission. You can also manage the idea concept, Idea Decision and Prioritization, evaluation, Concept Phase, implementation, idea reward up to Open Discussion idea reviews – all this and more is covered by the solution known as Dynamics 365 for Talent. Idea Management and Idea Validation is fully embedded in Microsoft Outlook, Microsoft Office 365 as well as Dynamics 365 through Talent. Multi-faceted and cross-departmental work related to Idea Evaluation, Idea Review, Idea Reward and more is possible “out of the box” through functions like Idea Submitting, Campaigns and Contests and more. Employees can immediately create ideas, use Process Stages to manage them, and consider D365 their Idea Manager where they can evaluate potential Implementation in Projects and the HR department is enabled to organize Open Discussion through idea rewards and more. You can be a smooth Idea Manager and enjoy comfortable, streamlined and efficient day to day work within the familiar, intuitive Dynamics 365 interface with in built integration with your web browser, Microsoft Outlook, your smartphone or tablet, as well as desktop devices.