Faysal AzizDynamics 365 and Power Platform: Integrated Business Solutions
Guided configuration, automation, analytics and a bounded integrated project
Build skills across selected Dynamics 365 applications and Power Platform components, then integrate them in a scoped learning project.
Why this course
This extended programme introduces and develops selected Dynamics 365 and Power Platform capabilities through guided labs. It covers canvas/model-driven apps, automation, Power BI, conversational agents and Sales, Customer Service and Field Service configuration, followed by a bounded integrated project.
The detailed source agenda contains 24 training days, despite its 23-day headline, plus a separately described eight-hour assessment. This presentation follows the detailed 24-day allocation and labels assessment as an optional additional day. It does not claim to cover every Dynamics application or Power Platform capability, award a Microsoft qualification or guarantee examination readiness.
Labs require prepared, authorised environments with appropriate application, connector, reporting and Copilot Studio entitlements. Trial eligibility and feature availability vary. Projects and assessments use synthetic records and controlled sharing; a reviewed learning solution does not establish production security, legal compliance or enterprise readiness.
Learning outcomes
The programme teaches participants to:
- Configure selected Dataverse-backed business forms, views and role assumptions.
- Create canvas/model-driven apps and review delegation, formulas and deployment.
- Build cloud/desktop automation examples with connectors, conditions and failure handling.
- Transform sample data, model relationships and create Power BI measures and reports.
- Build and test a bounded Copilot Studio conversation with flow integration.
- Explain selected Sales, Customer Service and Field Service processes and customisations.
- Plan, implement and review an integrated learning project with explicit access, testing and rollout limitations.
Prerequisites
- Familiarity with business processes, spreadsheets and web-based applications.
- Basic data/table concepts; programming, HTML/JavaScript or API knowledge is helpful for custom connectors and component-framework demonstrations.
- Prepared training environments, compatible machines and approved synthetic data; desktop flows require a compatible Windows setup.
- Willingness to work through guided exercises and a multi-day project.
14 modules
01Day 1 — Foundations and Environment1 topics
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
- Microsoft Copilot Studio (including former Power Virtual Agents capabilities).
Environment and access — 2 hours
- Provision or access an eligible authorised training environment; trial availability, licences and roles must be checked.
- Setting Up Users and Security Roles
- Accessing the Power Platform Admin Center
Customisation basics — 2 hours
- Customizing Forms and Views
- Adding Fields and Sections
- Customizing Business Rules
02Day 2 — Power Apps Fundamentals1 topics
App types and a canvas app — 2 hours
- Types of Power Apps
- Power Apps Studio
- Creating a Canvas App
Canvas design — 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 handling errors — 2 hours
- Common Functions and Expressions
- Variable Usage
- Error Handling
03Day 3 — Model-Driven Apps and Extensions1 topics
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
Use a prepared component to inspect the framework; full custom-component development requires additional programming experience.
Publishing and access — 2 hours
- Publishing Apps
- Sharing and Security
- Monitoring and Analytics
04Day 4 — Power Automate Fundamentals1 topics
Flow concepts — 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 errors — 2 hours
- Common Expressions
- Using Functions
- Error Handling
05Day 5 — Desktop Automation and Integration1 topics
Desktop flows — 2 hours
Current Power Automate desktop-flow concepts, recording and cloud-flow integration where supported; legacy UI Flow terminology explained.
Custom connectors — 2 hours
- Creating Custom Connectors for Power Automate
- API Integration
- Testing and Deployment
Administration — 2 hours
- Monitoring and Analytics
- Flow Management
- Access, governance and organisational requirements; configuration is not a guarantee of compliance.
Dynamics integration — 2 hours
- Dynamics 365 Triggers and Actions
- Creating Flows for Dynamics 365 Apps
- Best Practices
06Days 6–8 — Power BI Foundations1 topics
Day 6 — Components and prepared reporting environment
- Power BI Components
- Power BI Desktop
- Power BI Service
Day 7 — Sources, queries and transformations
- Connecting to Data Sources
- Power Query Editor
- Data Transformations
Day 8 — Relationships, measures and DAX
- Creating Relationships
- Measures and Calculated Columns
- DAX Fundamentals
07Day 9 — Extended Power BI Topics1 topics
Modelling — 2 hours
- Time Intelligence
- DAX Patterns
- KPIs and Hierarchies
Visual analysis — 2 hours
- Custom Visuals
- Advanced Chart Techniques
- Interactivity and Drill-Down
Embedded reporting overview — 2 hours
- Embedding Power BI Reports
- Customizing and Integrating Reports
- Security and Licensing
Administration — 2 hours
- Power BI Service Administration
- Permissions, governance and applicable organisational obligations.
- Monitoring and usage analytics for the selected environment.
Embedded deployment and enterprise administration are selected demonstrations and design reviews, not complete production implementations.
08Days 10–11 — Copilot Studio Conversations1 topics
Day 10 — Concepts and conversation design
Copilot Studio incorporates the former Power Virtual Agents capabilities; compare current supported authoring with legacy classic bots.
Create and inspect a bounded agent
- Creating a Virtual Agent
- Current supported agent authoring interface.
Topics, conversation flow and variables
- Topics and Triggers
- Designing Conversation Flows
- Using Variables and Entities
Day 11 — Flow Integration and Management
Flow-backed tools and error handling
- Use supported flow/tool integration for the selected Copilot Studio experience.
- Actions and Conditions
- Error Handling
Publishing and monitoring
- Publish a reviewed agent to a controlled learning channel.
- Channels and Integration
- Monitoring and Analytics
Review authentication, permissions, test results and channel/usage entitlements before publishing to a controlled learning channel.
09Days 12–13 — Dynamics 365 Sales1 topics
Day 12 — Sales concepts and customisation
- Sales tables, relationships and processes.
- Opportunities and Quotes
- Orders and Invoices
- Customizing Sales Application (4 hours)
- Customizing Forms and Views
- Business Process Flows
- Sales Dashboards and Reports
Day 13 — Integration and administration
- Integrating with Power Platform
- Custom Connectors and Actions
- Available Sales AI/insights features and their licence/configuration constraints.
- Sales Administration (4 hours)
- Access controls and governance considerations.
- Monitoring and Analytics
- Best Practices
10Days 14–15 — Dynamics 365 Customer Service1 topics
Day 14 — Cases, knowledge and customisation
- Customer Service tables and processes.
- Case Management
- Knowledge Base
- Customizing Customer Service Application (4 hours)
- Customizing Forms and Views
- Business Process Flows
- Service Dashboards and Reports
Day 15 — Integration and administration
- Integrating with Power Platform
- Custom Connectors and Actions
- Available Customer Service AI/insight capabilities; verify sources and permissions.
- Customer Service Administration (4 hours)
- Access controls and governance considerations.
- Monitoring and Analytics
- Best Practices
11Days 16–17 — Dynamics 365 Field Service1 topics
Day 16 — Work orders, mobile use and customisation
- Field Service tables 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
Day 17 — Integration and administration
- Integrating with Power Platform
- Custom Connectors and Actions
- Available Field Service insights/AI capabilities; configuration-dependent overview.
- Field Service Administration (4 hours)
- Access controls and governance considerations.
- Monitoring and Analytics
- Best Practices
12Days 18–23 — Integrated Learning Project1 topics
Days 18–19 — Scenario, requirements and design
- Define a Business Scenario
- Identify Requirements
- Plan and Design Solutions
Days 20–21 — Bounded solution development
- Implementing Dynamics 365 Applications
- Developing Power Platform Solutions
- Integrating Applications and Services
Day 22 — Controlled deployment planning
- Deployment Planning
- Access, data handling and review requirements; identify remaining security/compliance work.
- User Training and Adoption
Day 23 — Review and feedback
- Review Project Deliverables
- Evaluate Solution Effectiveness
- Identify Areas for Improvement
- Gather Feedback and Lessons Learned
Choose a realistic synthetic business scenario, use prepared applications and record test results, access assumptions and unresolved issues before considering operational adoption.
13Day 24 — Review and Continuing Learning1 topics
Recap — 2 hours
- Overview of Dynamics 365 and Power Platform Concepts
- Review Key Takeaways
- Addressing Questions and Concerns
Development and operational practices — 2 hours
- Development and Customization
- Security and governance review, with explicit remaining obligations.
- Performance and Scalability
Further learning — 2 hours
Identify appropriate current Microsoft Learn resources and official exam objectives if separately pursuing a qualification; this course does not claim exam alignment or confer certification.
Feedback and next steps — 2 hours
- Course Evaluation
- Additional Resources and Learning Opportunities
14Optional Additional Day — Course Assessment1 topics
Knowledge review — 3 hours
Review Dynamics/Power Platform foundations, Power Apps, Power Automate, Power BI, Copilot Studio and the selected Dynamics applications.
Prepared practical tasks — 5 hours
- Canvas app: refine a customer/order example, inspect data binding, formulas and controlled sharing.
- Automation: refine an order-approval flow, test decisions and inspect notifications with learning-only recipients.
- Analytics: prepare sample sales data, relationships, measures and report views.
- Conversation: refine a bounded inquiry agent and test a prepared flow integration.
- Integrated Dynamics example: review or extend supplied Sales/Customer Service/Field Service components and explain their dependencies.
Assess completeness, appropriate design, usability, integration and evidence of testing. The one-hour integrated task is a limited extension/review of prepared components, not a full enterprise rollout. Results are course feedback, not an external certification.
A programme built around your team.
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