Dynamic 365 and Power Platform Training Outline

Dynamic 365 and Power Platform Training Outline

Total Duration: 23 days, 8 hours/day (Month Long)

This detailed training outline for Dynamics 365 and the entire Power Platform covers all key aspects, spanning 23 days with 8 hours of training per day. Each day's activities focus on specific topics and practical exercises to ensure a comprehensive understanding of the platform and its capabilities. The final days are dedicated to working on a project scenario, allowing participants to apply their newly acquired skills and knowledge in a practical setting. The course concludes with a wrap-up and certification preparation session, setting attendees up for continued success in their Dynamics 365 and Power Platform journey.

Day 1: Introduction to Dynamics 365 and Power Platform

• Dynamics 365 Overview (2 hours)
  • What is Dynamics 365?
  • Dynamics 365 Components
  • Dynamics 365 Applications
• Power Platform Overview (2 hours)
  • Power Apps
  • Power Automate
  • Power BI
  • Power Virtual Agents
• Environment Setup (2 hours)
  • Creating a Dynamics 365 Trial Environment
  • Setting Up Users and Security Roles
  • Accessing the Power Platform Admin Center
• Dynamics 365 Customization Basics (2 hours)
  • Customizing Forms and Views
  • Adding Fields and Sections
  • Customizing Business Rules

Day 2: Power Apps Fundamentals

• Introduction to Power Apps (2 hours)
  • Types of Power Apps
  • Power Apps Studio
  • Creating a Canvas App
• Designing Canvas Apps (2 hours)
  • Working with Controls
  • Screen Navigation
  • Media and Images
• Data Integration (2 hours)
  • Connecting to Data Sources
  • Working with Collections
  • Delegation and Data Limitations
• Formulas and Functions (2 hours)
  • Common Functions and Expressions
  • Variable Usage
  • Error Handling

Day 3: Power Apps Advanced

• Creating Model-Driven Apps (2 hours)
  • App Design and Components
  • Site Map Customization
  • Business Process Flows
• Custom Connectors (2 hours)
  • Creating Custom Connectors
  • Consuming APIs
  • Testing and Deployment
• Component Framework (2 hours)
  • Introduction to the Power Apps Component Framework
  • Creating Custom Components
  • Integrating Components into Apps
• App Deployment (2 hours)
  • Publishing Apps
  • Sharing and Security
  • Monitoring and Analytics

Day 4: Power Automate Fundamentals

• Introduction to Power Automate (2 hours)
  • Workflow Automation
  • Types of Flows
  • Creating a Flow
• Connectors and Triggers (2 hours)
  • Using Connectors
  • Trigger Types
  • Flow Configuration
• Actions and Conditions (2 hours)
  • Action Types
  • Conditional Statements
  • Loops and Arrays
• Expressions and Functions (2 hours)
  • Common Expressions
  • Using Functions
  • Error Handling

Day 5: Power Automate Advanced

• UI Flows (2 hours)
  • Introduction to UI Flows
  • Recording Steps
  • Integrating UI Flows with Power Automate
• Custom Connectors (2 hours)
  • Creating Custom Connectors for Power Automate
  • API Integration
  • Testing and Deployment
• Administering Power Automate (2 hours)
  • Monitoring and Analytics
  • Flow Management
  • Security and Compliance
• Integration with Dynamics 365 (2 hours)
  • Dynamics 365 Triggers and Actions
  • Creating Flows for Dynamics 365 Apps
  • Best Practices

Day 6-8: Power BI Fundamentals

• Introduction to Power BI (8 hours)
  • Power BI Components
  • Power BI Desktop
  • Power BI Service
• Data Sources and Queries (8 hours)
  • Connecting to Data Sources
  • Power Query Editor
  • Data Transformations
• Data Modeling (8 hours)
  • Creating Relationships
  • Measures and Calculated Columns
  • DAX Fundamentals

Day 9: Power BI Advanced

• Advanced Data Modeling (2 hours)
  • Time Intelligence
  • DAX Patterns
  • KPIs and Hierarchies
• Data Visualization (2 hours)
  • Custom Visuals
  • Advanced Chart Techniques
  • Interactivity and Drill-Down
• Power BI Embedded (2 hours)
  • Embedding Power BI Reports
  • Customizing and Integrating Reports
  • Security and Licensing
• Power BI Administration (2 hours)
  • Power BI Service Administration
  • Security and Compliance
  • Monitoring and Analytics

Day 10-11: Power Virtual Agents

• Introduction to Power Virtual Agents (4 hours)
  • What are Power Virtual Agents?
  • Creating a Virtual Agent
  • Virtual Agent Interface
• Building Chatbots (4 hours)
  • Topics and Triggers
  • Designing Conversation Flows
  • Using Variables and Entities
• Integrating with Power Automate (4 hours)
  • Creating Flows for Chatbots
  • Actions and Conditions
  • Error Handling
• Deploying and Managing Virtual Agents (4 hours)
  • Publishing Chatbots
  • Channels and Integration
  • Monitoring and Analytics

Day 12-13: Dynamics 365 Sales

• Sales Application Overview (4 hours)
  • Sales Entities and Processes
  • Opportunities and Quotes
  • Orders and Invoices
• Customizing Sales Application (4 hours)
  • Customizing Forms and Views
  • Business Process Flows
  • Sales Dashboards and Reports
• Sales Integration (4 hours)
  • Integrating with Power Platform
  • Custom Connectors and Actions
  • Sales Insights and AI
• Sales Administration (4 hours)
  • Security and Compliance
  • Monitoring and Analytics
  • Best Practices

Day 14-15: Dynamics 365 Customer Service

• Customer Service Application Overview (4 hours)
  • Customer Service Entities and Processes
  • Case Management
  • Knowledge Base
• Customizing Customer Service Application (4 hours)
  • Customizing Forms and Views
  • Business Process Flows
  • Service Dashboards and Reports
• Customer Service Integration (4 hours)
  • Integrating with Power Platform
  • Custom Connectors and Actions
  • Customer Service Insights and AI
• Customer Service Administration (4 hours)
  • Security and Compliance
  • Monitoring and Analytics
  • Best Practices

Day 16-17: Dynamics 365 Field Service

• Field Service Application Overview (4 hours)
  • Field Service Entities and Processes
  • Work Orders and Scheduling
  • Mobile Application
• Customizing Field Service Application (4 hours)
  • Customizing Forms and Views
  • Business Process Flows
  • Field Service Dashboards and Reports
• Field Service Integration (4 hours)
  • Integrating with Power Platform
  • Custom Connectors and Actions
  • Field Service Insights and AI
• Field Service Administration (4 hours)
  • Security and Compliance
  • Monitoring and Analytics
  • Best Practices

Day 18-23: Project and Practical Work

• Project Scenario (16 hours)
  • Define a Business Scenario
  • Identify Requirements
  • Plan and Design Solutions
• Solution Development (16 hours)
  • Implementing Dynamics 365 Applications
  • Developing Power Platform Solutions
  • Integrating Applications and Services
• Solution Deployment (8 hours)
  • Deployment Planning
  • Security and Compliance
  • User Training and Adoption
• Project Review and Feedback (8 hours)
• Review Project Deliverables
• Evaluate Solution Effectiveness
• Identify Areas for Improvement
• Gather Feedback and Lessons Learned

Day 24: Wrap-Up and Certification Preparation

• Recap and Review (2 hours)
  • Overview of Dynamics 365 and Power Platform Concepts
  • Review Key Takeaways
  • Addressing Questions and Concerns
• Best Practices (2 hours)
  • Development and Customization
  • Security and Compliance
  • Performance and Scalability
• Certification Preparation (2 hours)
  • Overview of Dynamics 365 and Power Platform Certifications
  • Study Resources and Tips
  • Exam Preparation Strategies
• Course Feedback and Next Steps (2 hours)
  • Course Evaluation
  • Additional Resources and Learning Opportunities
  • Ongoing Community and Support

Dynamics 365 and Power Platform Examination Paper

Total Duration: 8 hours

This examination paper combines multiple choice questions and hands-on lab work to evaluate examinees' understanding of Dynamics 365 and the Power Platform. It is designed to take a full day to complete, with 3 hours dedicated to multiple choice questions and 5 hours to hands-on lab work. The exam covers all key aspects of the training program, ensuring a comprehensive assessment of examinees' knowledge and practical skills.

Part 1: Multiple Choice Questions (3 hours)

1.1 Dynamics 365 and Power Platform Fundamentals (30 minutes, 15 questions)

1.2 Power Apps (30 minutes, 15 questions)

1.3 Power Automate (30 minutes, 15 questions)

1.4 Power BI (30 minutes, 15 questions)

1.5 Power Virtual Agents (30 minutes, 15 questions)

1.6 Dynamics 365 Applications (30 minutes, 15 questions)

Part 2: Hands-on Lab Work (5 hours)

2.1 Power Apps (1 hour)

Objective: Create a canvas app to manage customer information and related orders

• Connect to a data source
• Design a user-friendly interface
• Implement navigation between screens
• Incorporate functions and formulas for data manipulation
• Deploy and share the app with a group of users

2.2 Power Automate (1 hour)

Objective: Create a flow to automate the order approval process

• Use triggers to initiate the flow based on order creation or status change
• Implement conditions to check order values and customer information
• Send approval requests to managers
• Update the order status based on approval or rejection
• Notify relevant parties of the outcome

2.3 Power BI (1 hour)

Objective: Design a Power BI report to analyze sales data

• Connect to a data source and apply necessary transformations
• Create relationships between tables
• Develop measures and calculated columns using DAX
• Design visualizations to display sales trends, top customers, and product performance
• Publish the report to Power BI Service and share it with the sales team

2.4 Power Virtual Agents (1 hour)

Objective: Build a chatbot to handle customer inquiries

• Define topics and triggers
• Design conversation flows to guide users through the inquiry process
• Integrate with Power Automate to retrieve customer and order information
• Deploy the chatbot to a website and test its functionality

2.5 Integrated Dynamics 365 Solution (1 hour)

Objective: Implement a Dynamics 365 solution that integrates Sales, Customer Service, and Field Service applications

• Customize forms and views for each application to meet business requirements
• Configure business process flows to guide users through each stage
• Integrate Power Platform components (Power Apps, Power Automate, Power BI) to enhance the solution
• Ensure security and compliance by setting up appropriate user roles and permissions
• Monitor the solution using built-in analytics and diagnostics tools

Evaluation Criteria:

The examination will be evaluated based on the following criteria:

• Accuracy and completeness of the solution
• Adherence to best practices for design, customization, and integration
• Appropriate use of Power Platform components and Dynamics 365 applications
• Quality and usability of the user interface (for Power Apps and Power Virtual Agents)
• Effectiveness of the solution in addressing the given objectives

Instructions:

• Examinees should have access to a Dynamics 365 environment and Power Platform tools during the examination.
• All hands-on lab work should be completed within the allocated time.
• Provide clear explanations and comments in the solutions, as necessary.
• Save and submit all completed work, including app packages, flow exports, Power BI files, chatbot configurations, and Dynamics 365 customizations, as part of the examination.