Microsoft Dynamics 365 Training - Australia

Microsoft Dynamics 365 Supply Chain Management, Manufacturing Course Outline | MB-320

Domain 1: Configure Dynamics 365 Supply Chain Management, Manufacturing 

Module 1: Configure and Manage the Production Control Module​

• Introduction​
• Manage Product Compliance​
• Configure Commodity Pricing​
• Configure Scrap and Waste​
• Differentiate and Configure Production Parameters and Statuses​
• Configure Substitute Items​
• Implement Subcontracting ​
• Configure Production Groups, ​Production Units, and Production Pools​

​Module 2: Configure and Manage Resources for Production Processes​

• Implement and Manage Work Calendars and Working Time​
• Configure Inventory, Product, Storage, and Tracking Dimensions in Production​
• Create and Configure Resource Capabilities​
• Implement and Manage Resources and Resource Groups​

Module 3: Configure Discrete Manufacturing​

• Create Bill of Materials and Item Configurations​
• Create and Release a Dimension-Based Product Master​
• Define Configuration Groups and Routes for Dimension-Based Product​

Module 4: Configure Process Manufacturing​

• Identify and Configure Batch Attributes​
• Configure Batch Reservations and Expiration Dates​
• Configure Batch Balancing​
• Configure Formulas by Using Scalable and​ Percentage-Based Calculations​
• Configure Coproducts and By-Products for Batch Orders​
• Configure Planning Items​
• Configure Formulas by Using Active Ingredient-Based Calculations​
• Configure Catch Weight Items​

Module 5: Configure Lean Manufacturing​

• Create Value Streams and Production Flows​
• Configure Production Flow Costing​
• Create Kanban Rules​

Domain 2: Manage Manufacturing​

Module 1: Manage Production Orders​

• Create and Process Production Orders​
• Create and Process Production Journals​
• Reverse (Reset) the Status of a Production Order​

Module 2: Manage Batch Orders​

• Create and Process Batch Orders​
• Configure Consolidated Batch Order Processes​
• Manage Batch Order Sequencing​
• Create and Process a Rework Batch Order​

Module 3: Manage Kanban Orders​

• Process Kanban Orders by Using Kanban Boards​
• Create and Manage Fixed, Scheduled, and Event Kanbans​
• ​Implement Activity-based Subcontracting​

Domain 3: Implement Master Planning for Production ​

Module 1: Configure and Manage Master Planning​

• Set Up Coverage Groups and Item Coverage​
• Differentiate Between Action Messages, Delay Messages, Time Fences, Negative Days​
• Process and View Planned Orders​

Module 2: Plan, Schedule, and Perform Production Capacity Planning​

• Configure Capacity for Production​
• Scheduling Parameters​
• View, Monitor, and Update Production Schedules​

Domain 4: Implement Master Planning for Production ​

Module 1: Configuring Manufacturing Execution​

• Configure Time and Attendance Prerequisites and Parameters​
• Identify the Capabilities of Manufacturing Execution​
• Configure Job Card Devices and Terminals​
• Process Production and Batch Orders by​ Using Manufacturing Execution Processes​

Module 2: Configure Costing Policies​

• Configure and Manage Costing Versions and Cost Categories​
• Configure and Use Cost Groups​
• Configure and Manage Costing Sheets​
• Configure and Perform BOM/Formula Calculations​

Module 3: Product Configuration Models by Using Product Configuration​

• Create and Manage Product Configuration Model Components​
• Create and Build a Product Configuration Model​
• Differentiate Between Table and Expression Constraints​
• Create Calculations for Product Configuration Models​
• ​Describe Use Cases for BOM Lines and Route Operations​
• Configure and Manage Pricing for Production Configuration Models​

Domain 5: Subcontracting for Product Manufacturing​

Module 1: Configuring Subcontracting​

• Subcontracted Production Orders Vs. Subcontracted Operations​
• Subcontracting Processes and Applications for Subcontracting​

Module 2: Using Subcontracting​

• Managing Subcontracted Work​
• Cost Accounting for Subcontracting and Production Flow​

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Domain 1: Implement Product Information Management 

Module 1: Create and Manage Products

• Create and Release Products and Product Variants
• Create and Apply Product Templates
• Create Bills of Materials
• Identify the Purpose and Capabilities of the Product Configuration Models
• Configure Catch Weights
• Configure Direct Delivery Products

Module 2: Configure Products for Supply Chain Management

• Create and Manage Inventory Dimensions
• Create Item Groups
• Create and Assign Bar Codes and Global Trade Identification Number
• Codes
• Configure Category Hierarchies and Product Attributes
• Configure Product Unit Conversions
• Configure Default Order Settings

Module 3: Manage Inventory Pricing and Costing

• Describe Inventory Costing Methods and Item Model Groups
• Configure Costing Versions for Standard and Planned Costs
• Configure and Default Purchase Prices, Default Sales Prices, and Trade Agreements

Domain 2: Implement Inventory Management

Module 1: Configure Inventory Management

• Set Up Inventory Management Parameters and Journals
• Configure Inventory Breakdown Structure
• Configure ABC Classifications
• Configure Inventory Valuation Reports

Module 2: Manage and Process Inventory Activities

• Create and Process Journals
• Create and Process Transfer Orders
• Perform Inventory Closings and Adjustments

Domain 3: Implement and Manage Supply Chain Processes 

Module 1: Implement Procurement and Sourcing

• Create and Manage Purchase Requisitions, Requests for Quotes, and Purchase Orders
• Configure Change Management Processes
• Configure and Apply Vendor Rebates
• Introduction to Vendor Collaboration
• Manage Consignment Inventory
• Manage Over and Under Deliveries
• Configure Procurement Categories and Purchasing Policies
• Configure Charges

Module 2: Implement Common Sales and Marketing Features

• Configure Quotations, Sales Orders, and Return Orders
• Configure Sales Groups and Commissions
• Configure Customer, Product, and Prospect Searches
• Configure and Process Inter-company Trade Relations Documents

Module 3: Using Microsoft Guides

• Introduction to Dynamics 365 Guides
• Authoring of Dynamics 365 Guides
• Operating Dynamics 365 Guides

Domain 4: Implement Warehouse Management and Transportation Management

Module 1: Configure Warehouse Management

• Configure Inventory Statuses, Unit Sequence Groups, and Reservation Hierarchies
• Configure Sites, Warehouses, Locations, Location - Formats, Profiles, Types, and Zones
• Implement Location Directives
• Implement Wave and Work Templates
• Implement Wave Load Building Template
• Configure Mobile Device Menus, Menu Items, and Display Settings

Module 2: Perform Warehouse Management Processes

• Manage Inventory Stock Movement Processes
• Perform Cycle Counting
• Process Inbound and Outbound Orders
• Process Shipments
• Describe the Replenishment Process Using Cross-Docking

Module 3: Implement Transportation Management

• Introduction
• Configure Shipping Carriers and Carrier Groups
• Perform Planning and Executing Loads and Shipments
• Configure and Generate Freight Bills and Invoices
• Configure Route Plans and Guides
• Configure Route and Rate Engines
• Configure and Use Dock Appointment Scheduling

Domain 5: Configure and Manage Quality Control and Quality Management

Module 1: Manage Quality Control and Quality Management

• Configure Quality Control
• Configure Quality Management
• Manage Quality Orders and Quarantine Order
• Manage Inventory Blocking

Domain 6: Implement Master Planning

Module 1: Configure Master Planning and Forecasting

• Differentiate Between Planning Optimisation and Master Planning
• Set Up Coverage Groups and Item Coverage
• Configure Master Planning Parameters, Master Plan, Forecast Plans, Continuity Plans
• Differentiate Between Action Messages, Delay Messages, Time Fences, Negative Days

Module 2: Run Master Plans and Manage Planned Orders

• Process and View Planned Orders
• Set Up and Use the Supply Schedule Form
• Configure and Process Safety Stock Journals

Module 3: Implement Additional Master Planning Features

• Implement Intercompany Master Planning
• Implement Demand Forecasting
• Implement Planning Optimisation

Microsoft Power Platform and Dynamics 365 Core Course Outline | MB200

Module 1: Platform Overview

In this module, students will learn the basics of the Power Platform.  They will tour the various administrator portals and options, as well as install applications.

Lessons

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

After completing this module, students will be able to:

• Identify common platform components and their uses

Module 2: Data Modeling

In this module, students 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
• Module summary

After completing this module, students will be able to:

Create and use relationships and entities

Module 3: Model-Driven Apps

In this module, students 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
• Module summary

After completing this module, students will be able to:

• Create and modify forms, views, dashboards, and other user experience components

Module 4: Canvas Apps

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

Lessons

Application fundamentals

• Working with data and services
• Customizing the user experience
• Integration with model-driven apps
• Module summary

After completing this module, students will be able to:

• Create a canvas app
• Work with CDS data

Module 5: Security

In this module, students 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
• Module summary

After completing this module, students will be able to:

• Create and use Business Units
• Create, modify, and use Security Roles

Module 6: Platform Automation Overview

In this module, students will learn the basics of the Power Platform automation capabilities. They will learn the need for automation and how to map the needs to the capabilities.

Lessons

• Platform automation overview
• Module summary

After completing this module, students will be able to:

• Identify common platform automation and their uses

Module 7: Business Rules

In this module, students will learn how to build and use business rules and how they work alongside other platform automation.

Lessons

• Introduction to business rules
• Additional business rule details
• Module summary

After completing this module, students will be able to:

• Create and use business rules

Module 8: Workflows

In this module, students will learn how to build and use workflows and how they work alongside other platform automation.

Lessons

• Introduction to workflows
• Building workflows
• Advanced workflow
• Module summary

After completing this module, students will be able to:

• Create and use workflows

Module 9: Microsoft Flows

In this module, students will learn how to build and use Microsoft Flows and how they work alongside other platform automation.

Lessons

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

After completing this module, students will be able to:

• Create and use Microsoft Flows

Module 10: Business Process Flows

In this module, students will learn how to build and use business process flows and how they work alongside other platform automation.

Lessons

• Introduction to business process flows
• Configure business process flows
• Additional business process flows details
• Module summary

After completing this module, students will be able to:

• Create and use business process flows

Module 11: Introduction to Integrations

In this module, students will learn the basics of the Power Platform integration capabilities, as well as how to configure and use email integrations.

Lessons

• Overview of common scenarios
• Email integration
• Outlook integration
• Module summary

After completing this module, students will be able to:

• Identify common integrations
• Configure and use email integration

Module 12: Integration with Office

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

Lessons

• Templates
• SharePoint
• Microsoft Teams
• Additional Integrations
• Module summary

After completing this module, students will be able to:

• Configure and use integrations with Office products

Module 13: Managing Data

In this module, students 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
• Module summary

After completing this module, students 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, students will learn how to enable and update first-party applications, install third-party apps, and configure using admin portals.

Lessons

• Overview
• Manage applications
• Module summary

After completing this module, students will be able to:

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

Module 15: Manage Solutions

In this module, students 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
• Module summary

After completing this module, students will be able to:

• Create, manage, and deploy customizations with solutions

Module 16: Additional Deployment Considerations

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

Lessons

• Configure
• Mobile configuration settings
• Mobile configuration
• Module summary

After completing this module, students will be able to:

• Configure for mobile
• Deploy components

Module 17: Documentation and Testing

In this module, students will learn how to design test plans and perform performance tuning.

Lessons

• Creating test plans
• User interface testing
• Performance optimization and tuning
• Documentation
• Engage with the customer
• Module summary

After completing this module, students will be able to:

• Create and use test plans
• Locate performance tuning tools

Microsoft Dynamics 365 Core Finance and Operations Course Outline | MB300

Within this Microsoft training course, you will learn the following modules;

Module 1: Get Started with Dynamics 365 for Finance and Operations

This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, the purpose of the features in those modules, and how they support the industry-specific areas.

Lessons

• Introduction
• Industry focus
• Introduction to financial management
• Introduction to employee management
• Introduction to supply chain management
• Module summary

Module 2: Get Started with Lifecycle Services

Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales, to implementation, and finally to the production environment, either on the cloud or on-premise. It provides checklists and tools that help manage the project, including methodologies that can help manage the implementation process.

Lessons

• Understand the functionality and tools of Lifecycle Services
• Reuse existing assets, copy and share data
• Understand Task recorder functionality
• Create a business process model
• Run the LCS Issue Search tool and analyze results
• Learn how to use Regression Suite Automation Tool
• Practice Labs
• Module Summary

Learning outcomes:

• Understand the functionality and tools of LCS for Finance and Operations
• Reuse existing assets, copy, and share data
• Understand Task recorder functionality
• Create a business process model
• Identify and analyze gaps using the Business process modeler (BPM)
• Run the LCS Issue Search tool and analyze results

Module 3: Use Lifecycle Services to Design and Plan

With proper planning, the Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreement to purchase licenses for Finance and Operations, the job as a Functional Consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high-quality implementation.

Lessons

• Introduction
• Phases of a cloud implementation
• Phases of an on-premises implementation
• Create Functional Design Documents (FDD)
• Module Summary

Learning outcomes:

• Prepare documentation for gathered requirements by using a methodology in LCS
• Define use case scenarios
• Participate in the creation of functional requirements documents (FRD)
• Understand the importance of creating and maintaining documented processes
• Participate in phase-based planning processes and solution design
• Describe the future state business processes based on a proposed solution
• Determine when to build versus buy
• Create functional design documents (FDD)

Module 4: Overview of Reporting and Analytics

A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.

Lessons

• Understand reports and inquiries
• Learn about Financial reporting
• Configure PowerBI to the instance
• Practice Labs
• Module Summary

Learning outcomes:

• Different types of reports and inquiries in Finance and Operations
• Financial reporting
• Configuring Finance and Operations for Microsoft Power Platform

Module 5: Build and Test Mobile Apps

This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.

Lessons

• Overview of Unified Operations mobile app
• Build and use mobile apps
• Practice Lab
• Module Summary

Learning outcomes:

You will have learned how to create a mobile app and publish it in Finance and Operations. Understanding the design considerations for a mobile app helps create the mobile app to match the user experience of a modern application. Students will also have learned that to use and work with a Finance and Operations, they need to download the Microsoft Dynamics 365 Unified Operations app. Additionally, they will have discovered how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations, and how to use the published mobile apps and pull-to-refresh the data.

Module 6: Create, Maintain and Use Workflows

A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Lessons

• Workflows for business processes
• Create and setup workflows
• Assign users to workflow touchpoints
• Use Work items
• Practice Lab
• Module Summary

Learning outcomes:

In this module, you would have learned how to apply automation by using workflows and discovered that defining a specific type allows a business to control each step in a critical process. Students also learned that workflows can be used as procedural steps that use approvals for several journal types. Additionally, they learned that one can define several versions for each workflow and modify an existing workflow without deleting the original. These workflow processes can require manual approval, workflow approval, or no approval. After gaining an understanding of the workflow architecture, elements, and actions, they then learned how to set up workflows, configure workflow properties, and add a manual or automated task in a workflow. Finally, they learned how to configure an approval process in a workflow, assign users to workflow touchpoints, configure an approval step in a workflow, and use the Work items functionality to process a workflow.

Module 7: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

• Final assessment
• Course summary
• Post-course survey

Module 8: Set Up and Configure Legal Entities

This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.

Lessons

• Create a legal entity and generate number sequences
• Create a number sequence
• Create organization hierarchies
• Apply purposes and policies
• Configure calendars and date intervals
• Practice Labs
• Module summary

Learning outcomes:

You would have learned how to create a legal entity and generate number sequences, manually or by using a wizard. Students also configured calendars and date intervals. Additionally, they learned how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.

Module 9: Manage users and security

Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep sensitive data safe. This all means that users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When the security architecture of Finance and Operations are understood, one can more easily customize security to fit the requirements of a business.

Lessons

• Understand the security architecture
• Manage users and security
• Setup and apply segregation of duties
• Run security reports
• Setup batch jobs and alerts
• Practice labs
• Module summary

Module 10: Perform Personalization

Personalization saves time and effort when using the system.

Lessons

• Describe and apply user options
• Create, export and import personalizations
• Create and maintain record templates
• Practice labs
• Module summary

Learning outcomes:

You will have learned how to use and apply user options, create personalization, and export personalization to be used by other users, using the personalization feature of Finance and Operations. They also learned the difference between customization and personalization. In particular, how personalization helps save time personalizing often-used field values and allows for creation and maintenance of record templates.

Module 11: Implement Common Integration Features

Microsoft Dynamics 365 integrates with many other common programs; for example, email, Microsoft Office, and Power BI.

Lessons

• Microsoft Office integration
• Configure email
• Create and maintain email templates
• Use Power BI
• Setup network printing
• Integrate data into Common Data Services for Apps
• Practice Labs
• Module summary

Learning outcomes:

In this module, you would have learned how to use Microsoft Office integration in Dynamics 365 for Finance and Operations, configure email (SMTP/Exchange), and create and maintain email templates to standardize the messages when sending emails to customers. By setting up network printing features, corporate network printers can be used remotely. Finally, this module provided an overview of how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operations using the Data Management workspace.

Module 12: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

• Final assessment
• Course summary
• Post-course survey

Module 13: Prepare Data for Migration and Migrate Data

This unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.

Lessons

• Introduction
• Understand BYOD feature
• Perform a test migration and validate output
• Module summary

When it’s time for data migration, the more one knows, the easier it is to control operational complexity and reduce costs. The customer’s business continuity must be the priority. In this module, students will learn how to prepare data for a successful migration by identifying important factors such as legacy systems, and static and common data.

In this module, you will have learned how to:

• Choose a data integration (import/export) strategy
• Identify common migration scenarios and tools in Finance and Operations
• Understand the bring your own database (BYOD) feature
• Identify relevant (legacy) systems
• Identify and import static data that is common between industries
• Create and review test plans for data migration
• Identify and extract source data
• Identify relevant data entities and elements
• Generate field mapping between source and target data structures
• Perform a test migration and validate output
• Support the transition between the existing and migrated systems

Module 14: Use Data Management

In this module, students will get an overview of the basic concepts of the Data management platform. Students will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace.

Finally, they will learn how to use the asynchronous recurring integration features of the Data management platform. The Data management framework can be used to manage data entities and data entity packages in Finance and Operations.

Lessons

• Introduction
• Understand data management and integration
• Data management workspace
• Templates in data management
• Import, export and copy data into a legal entity
• Practice Labs
• Module summary

In this module, you will have learned how to:

• Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
• Work with the Data management workspace
• Export data from a legal entity
• Import data into a legal entity
• Work with data import and export jobs
• Clean up the staging tables

Module 15: Perform User Acceptance Testing

In order to test and evaluate the customer solution prior to the go-live, one needs to have an environment of Dynamics 365 for Finance and Operations that has all the configurations and possible customizations via extensions.

It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.

Lessons

• Introduction
• Create and perform test cases for User Acceptance
• Practice Lab
• Module summary

In this module, you will have learned about:

• How to understand the correlation between test cases and business requirements
• Best practices for recording test cases
• Task recorder
• How to create a Scenario Acceptance Testing BPM library
• How to synchronize and configure your test plan in Azure DevOps
• How to execute tests

Module 16: Prepare to Go Live

All of the hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. This is a crucial and final stage of this exciting experience of completing an implementation.

The goal is a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. One cannot guarantee success without knowing how to prepare for Finance and Operations go-live and the final stage of implementation.

Lessons

• Introduction
• Get ready to go live
• Module summary

In this module, will have learned how to:

• Prepare for go-live
• Complete the Lifecycle Services (LCS) methodology
• Perform User acceptance testing (UAT) for your solution
• Understand the FastTrack go-live assessment
• Request the production environment

Module 17: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

• Final assessment
• Course summary
• Post-course survey

Microsoft Dynamics 365 Marketing MB220 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

Lessons

• Set up and manage Dynamics 365 Marketing
• Configure marketing settings
• Domain authentication, email best practices, and GDPR
• Manage assets and content settings

After completing this module, students will be able to:

• Set up your Marketing application.
• Configure advanced settings such as organization, business management, and content.
• Set up your asset library
• Configure domain authentication

Module 2: Manage customers in Dynamics 365 Marketing

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

• Manage accounts and contacts
• Create and manage leads

After completing this module, students will be able to:

• Track customers as accounts and contacts.
• Perform account-based marketing.
• Configure a lead scoring model.

Module 3: Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

Lessons

• Manage forms
• Manage marketing pages

After completing this module, students will be able to:

• Create marketing forms and embed them on marketing pages.
• Create a marketing page.
• Preview, validate and go live with a marketing page.
• Create marketing form and page templates.

Module 4: Manage segments and subscription centers

This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.

Lessons

• Create and manage segments
• Manage subscription centers and double opt-in

After completing this module, students will be able to:

• Build a segment.
• Create a subscription center.
• Manage global and form-specific double opt-in.

Module 5: Manage emails and journeys in Dynamics 365 Marketing

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

• Create marketing emails
• Create customer journeys
• Manage content, event triggers and journeys in real-time marketing
• Manage website visits, redirect URLs, and social postings

After completing this module, students will be able to:

• Create and design email messages.
• Preview, validate and go live with email messages.
• Save an email message as a template.
• Create a customer journey.
• Use real-time marketing and event triggers in customer journeys.
• Configure redirect URLs.

Module 6: Manage events

This module will review the customer journey creation process.

Lessons

• Create an event
• Create a webinar event
• Promote and manage events
• Advanced event management features

After completing this module, students will be able to:

• Create an event.
• Create a webinar event using Teams as a webinar provider.
• Promote an event.
• Manage the event website.
• Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and distribute surveys to customers.

Lessons

• Create a survey project
• Create surveys with Dynamics 365 Customer Voice
• Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

• Manage surveys using projects.
• Create a survey.
• Personalize a survey.
• Distribute a survey to customers.

Module 8: Analyze insights in Dynamics 365 Marketing

In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.

Lessons

• Evaluate marketing initiatives with analytics
• Review the marketing calendar

After completing this module, students will be able to:

• Use insights to make decisions about marketing eefforts.
• Score leads.
• View insights related to customer journeys and email messages.
• Use the marketing calendar to track your initiatives.

Microsoft Dynamics 365 Field Service MB240 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources

Lessons

• Configure Microsoft Dynamics 365 Field Service
• Configure bookable resources
• Schedule crews, facilities, and resource pools

After completing this module, students will be able to:

• Configure Field Service
• Configure bookable resources
• Configure and schedule crews, facilities, and resource pools

Module 2: Manage work orders

In this module, we will explore work orders, incident types and inspections.

Lessons

• Work order management, agreements, inventory and purchasing
• Manage incident types
• Inspections

After completing this module, students will be able to:

• Handle work orders, agreements, inventory and purchasing
• Mange incident types
• Create and manage inspections

Module 3: Schedule and dispatch work orders

In this module, we will learn how to work with the schedule board to schedule and dispatch work orders

Lessons

• Manage scheduling options
• Customize the schedule board
• Deploy Resource Scheduling Optimization (RSO)

After completing this module, students will be able to:

• Schedule and dispatch work orders
• Customize the schedule board
• Deploy RSO

Module 4: Field Service Mobile App

In this module, we will learn how customize and configure the Field Service mobile app.

Lessons

• Get started with the Field Service mobile app
• Customize and configure the mobile app
• Integrate Remote Assist

After completing this module, students will be able to:

• Customize and configure the Field Service mobile app
• Integrate Remote Assist

Module 5: Manage inventory and purchasing

In this module, we will learn how to manage inventory and purchasing in work orders

Lessons

• Configure Field Service work orders

After completing this module, students will be able to:

• Configure work orders
• Manage inventory using inventory management and warehouse management
• Make inventory adjustments and transfers

Module 6: Implement assets and connected devices

In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data

Lessons

• Customer assets
• Create work orders from IoT data

After completing this module, students will be able to:

• Create and associate customer assets
• Create work orders from IoT data using Connected Field Service

Module 7: Microsoft Power Platform and Field Service

In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution

Lessons

• Create custom apps
• Gather feedback with Customer Voice

After completing this module, students will be able to:

• Create custom apps for Dynamics 365 Field Service
• Gather customer feedback using Customer Voice

Microsoft Dynamics 365 Sales MB210 Course Outline

Within this training you will learn the following modules:

Module 1: Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization's unique requirements.

Lessons

• Configure organization and management settings

Lab: Lab 1.1: Validate lab environment

After completing this module, students will be able to:

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

Module 2: Manage leads and opportunities with Dynamics 365 Sales

In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons

• Manage leads with Dynamics 365 Sales
• Manage opportunities with Dynamics 365 Sales

Lab: Lab 2.1: Manage customers

After completing this module, students will be able to:

• Create customer records.
• Use sales tooling.
• Create leads and opportunities.

Module 3: Manage orders and the product catalog with Dynamics 365 Sales

In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons

• Manage and organize your product catalog with Dynamics 365 Sales
• Process sales orders with Dynamics 365 Sales

After completing this module, students will be able to:

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

Module 4: Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

Lessons

• Define and track individual goals with Dynamics 365 Sales
• Use goal metrics in Dynamics 365 Sales

After completing this module, students will be able to:

• Use rollup columns to define sales metrics.
• Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

Lessons

• Analyze data in Dynamics 365 Sales
• Analyze data with Power BI

After completing this module, students will be able to:

• Analyze sales data using out-of-the-box Dynamics 365 tools
• Configure charts and dashboards to view sales data
• Use Power BI and Power BI template apps to analyze data

Module 6: Work with Dynamics 365 Sales Insights

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

Lessons

• Configure Sales Insights

After completing this module, students will be able to:

• Set up and configure Sales Insights
• Work with Assistant studio
• Configure productivity intelligence
• Configure Connection insights
• Configure predictive models

Module 7: Create surveys with Dynamics 365 Customer Voice

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Lessons

• Create a survey project with Dynamics 365 Customer Voice
• Create surveys with Dynamics 365 Customer Voice
• Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

• Set up survey projects to organize and create surveys
• Create a survey with variables and entities
• Send Dynamics 365 Customer Voice surveys using multiple modalities

Dynamics 365 Fundamentals (MB900) Course Outline  

Module 1: Introduction to Business Applications
In this, all business applications modules and functionalities will be defined focusing on customer engagement, unified operations, the power platform, and their corresponding business applications.

Lessons

• Overview of Apps
• Apps for Customer Engagement
• Apps for Unified Operations
• The Power Platform
• Application Basics

Module 2: Cloud Concepts
In this module, we will discuss high-level cloud concepts and introduce Microsoft’s cloud offering, Azure, examining its relationship with Dynamics 365.

Lessons

• Overview of Cloud Architecture
• Different Types of Cloud Services Available
• Comparing Cloud Offerings with Corresponding On-Premises Offerings

Module 3: Managing Deployments and Releases
In this module, we will cover essential implementation considerations, including types of deployments, release cadences, and security model design.

Lessons

• Types of Deployments
• Types of Releases
• Security Concepts and Roles
• Roles and Teams
• GDPR

Module 4: Licensing, Onboarding and Support
This module allows learners to get started with Dynamics 365 by exploring licensing options and finding implementation support.

Lessons

• Finding and Working with a Partner
• Licensing Options
• Getting Set Up

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules: 

Module 1: Work with Cases

In this module you will learn about working with Cases in Dynamics 365 Customer Service.

Lessons

• Lesson 1: Get started with Cases
• Lesson 2: Managing Cases
• Lesson 3: Use queues to manage case workloads
• Lesson 4: Create or update records automatically
• Lesson 5: Unified routing

After completing this module, students will be able to:

• Create and manage Cases 
• Work with queues and unified routing
• Create or update records automatically

Module 2: Work with entitlements and service level agreements

In this module you will learn how to create and manage entitlements and service level agreements

Lessons

• Lesson 1: Create and manage entitlements
• Lesson 2: Create and manage service level agreements

After completing this module, students will be able to:

• Create and manage entitlements
• Create and manage service level agreements

Module 3: Work with knowledge management

In this module you will learn how to create knowledge management solutions, and use knowledge articles to resolve cases

Lessons

• Lesson 1: Create knowledge management solutions
• Lesson 2: Use knowledge articles to resolve cases
• Lesson 3: Create and manage SLAs

After completing this module, students will be able to:

• Create and use knowledge management solutions
• Use knowledge articles to resolve cases

Module 4: Create surveys with Customer Voice

In this module you will learn how to engage with customers using Dynamics 365 Customer Voice

Lessons

• Lesson 1: Create a survey project
• Lesson 2: Create surveys
• Lesson 3: Send surveys
• Lesson 4: Automate surveys

After completing this module, students will be able to:

• Work with Dynamics 365 Customer Voice to send surveys to customers and collect feedback

Module 5: Schedule services

In this module, you will learn how to schedule services and resources using Customer Service Scheduling

Lessons

• Lesson 1: Configure Customer Service Scheduling
• Lesson 2: Schedule services

After completing this module, students will be able to:

• Schedule services and resources using Dynamics 365 Customer Service Scheduling

Module 6: Work with Dynamics 365 Customer Service workspaces

In this module, you will learn how to use Customer Service workspaces

Lessons

• Lesson 1: Enhance agent productivity
• Lesson 2: App profile manager

After completing this module, students will be able to:

• Use customer service workspaces to enhance agent productivity
• Use the app profile manager

Module 7: Omnichannel for Dynamics 365 Customer Service

In this module, you will learn how to use Omnichannel for Dynamics 365 Customer Service

Lessons

• Lesson 1: Getting started
• Lesson 2: Routing and work distribution
• Lesson 3: Deploy an SMS channel
• Lesson 4: Deploy chat widgets
• Lesson 5: Create smart assist solutions

After completing this module, students will be able to:

• Work with Omnichannel for Dynamics 365 Customer Service

Module 8: Manage analytics and insights

In this module, you will learn how to work with insights in Customer Service to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.

Lessons

• Lesson 1: Get started
• Lesson 2: Create visualizations

After completing this module, students will be able to:

• Work with insights in Customer Service to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.
• Create visualizations in Customer Service

Module 9: Connected Customer Service

In this module, you will learn how to use Connected Customer Service to proactively handle customer service scenarios

Lessons

• Lesson 1: Getting started
• Lesson 2: Registering and managing devices

After completing this module, students will be able to:

• Work with Connected Customer Service
• Register and manage devices

Module 10: Implement Microsoft Power Platform

In this module, you will learn how to work with the Microsoft Power Platform to enhance your Dynamics 365 Customer Service solution

Lessons

• Lesson 1: Create custom apps
• Lesson 2: Integrate a Power Virtual Agents bot

After completing this module, students will be able to:

• Create custom apps in Microsoft Power Platform for your Customer Service solution
• Integrate a Power Virtual Agents bot

Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Overview & Architecture

Describe the Dynamics 365 ecosystem and major components of the Dynamics 365 Finance and Operations (FO) software, describe the architecture of D365FO, describe relevant D365FO design and deployment considerations

Lessons

• Explore the ecosystem and main components
• Explore the technical architecture
• Explore design and deployment considerations

Lab: Development Environment configuration and Project/Model Creation

Module 2: Developer Tools

Manage system implementations by using Lifecycle Services, Customize D365FO by using Visual Studio, manage source code and artifacts by using version control, Work with other development tools to complete tasks

Lessons

• Manage implementations by using Lifecycle Services
• Manage source code by using version control
• Customize by using Visual Studio

Lab: Source Control using DevOps

Module 3: Solution Design

Determine the required application stack components and server architecture, Implement Application Lifecycle Management (ALM), Design a solution for D365FO

Lessons

• Implement application lifecycle management

Lab: Data Structure Development

Module 4: AOT Elements

Create forms, Create, and extend tables, Create Extended data Types (EDT) and enumerations, create classes and extend AOT elements

Lessons

• Build extended data types and enumerations
• Build tables
• Build forms and optimize form performance
• Create classes
• Create other user interface elements

Lab: Metadata Extension & Development

Module 5: Code Development & Testing

Develop X++ code, develop object-oriented code, Extend D365 FO functionality, describe test framework and tools, Perform Unit Testing

Lessons

• Explore the test framework and use tools
• Get started with development using X++
• Develop object-oriented code
• Use RSAT tool

Lab: Code Extension & Development

Module 6: Data Migration

Describe migration tools and methodologies, Plan Migration strategy, prepare data for migration and migrate data

Lessons

• Prepare data for migration

Lab: Data Export/Import using Data Entity

Lab: Recurring Data Transfer

Module 7: Frameworks

Implement D365 FO functionality

Lessons

• Introduction
• Explore extensions and the extension framework
• Extend elements
• SysOperationSandbox framework
• Summary

Lab: SysExtension Framework

Module 8: Integration

Identify Data integration patterns and scenarios, Implement Data integration concepts and solutions, Implement Recurring integrations, Integrate D365FO with Microsoft Azure, troubleshoot integration errors, Implement the Data Management Package API

Lessons

• Identify data integration patterns and scenarios
• Implement data integration concepts and solutions
• Implement the data management package API
• Data integrations
• Integrate with Microsoft Azure
• Connecting to Power Platform services
• Consume business events
• Integrate Finance and Operations apps with Microsoft Dataverse

Lab: OData Integration

Lab: Logic App Integration

Lab: Calling an External Web Service

Module 9: Reporting

Describe the capabilities and limitations of reporting tools in D365FO, Design, create, and revise Dynamics Reports, Design, create, and revise Dynamics workspaces, Design, create, and revise data sources that connect to data stores external to D365FO

Lessons

• Explore the reporting tools
• Build reports
• Build workspaces
• Manage data sources with external data stores

Lab: Power BI reporting from F&O

Module 10: Security & Performance

Describe and implement performance tools and LCS Environment Monitoring tools, implement role-based security policies and requirements, apply fundamental performance optimization techniques, optimize performance for batch processes, optimize user interface performance, Enhance Integration performance, Optimize Report Performance

Lessons

• Work with performance and monitoring tools
• Implement role-based security
• Apply basic performance optimization techniques

Lab: Async & Sandbox Functionality

Microsoft Dynamics 365 Fundamentals MB920 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps

This module introduces learners to the core capabilities shared by the finance and operations apps. You will be introduced to the set of products included among the Dynamics 365 finance and operations apps. You will also learn about core shared capabilities, including reporting and integration. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice, and Dynamics 365 Customer Insights.

Lessons

• Get introduced to the finance and operations apps
• Create reports and integrate finance and operations apps

Lab: Navigate the finance and operations apps

Lab: Explore Excel integration

After completing this module, students will be able to:

• Discover the suite of finance and operations apps that you can use for enterprise resource planning
• Describe use cases for finance and operations apps
• Describe built-in reporting capabilities
• Describe options for analyzing data
• Describe options for manipulating data with Microsoft products

Module 2: Learn the fundamentals of Dynamics 365 Finance

This module will introduce learners to the Dynamics 365 Finance application. Learn about the core capabilities, general ledgers, accounts payable and accounts receivable as well as expense management, fixed asset management and budgeting.

Lessons

• Explore Dynamics 365 Finance core capabilities
• Explore general ledger
• Explore accounts payable and accounts receivable
• Explore expense management, fixed asset management, and budgeting

Lab: Create a free text invoice

Lab: Create a main account

After completing this module, students will be able to:

• Describe Finance capabilities and features
• Describe use cases for legal entities
• Describe how Dynamics 365 Finance handles regional tax reporting requirements
• Describe cost accounting and journaling concepts
• Describe charts of accounts, including main accounts and classification
• Describe financial dimensions and dimensions set concepts
• Describe periodic financial processes
• Describe core accounts payable components
• Describe vendor payments and settlements
• Describe core accounts receivable components
• Describe credit and collection processes
• Describe cash and bank management concepts
• Describe expense management, including cash advances and mobile workspaces
• Describe fixed asset management and fixed asset creation, acquisition, and depreciation
• Describe budgeting capabilities

Module 3: Learn the fundamentals of Dynamics 365 Supply Chain Management

This module introduces learners to the Dynamics 365 Supply Chain Management applications. You'll learn about the core functionality of the product as well as a discussion of warehouse and inventory capabilities and how it works leveraging different manufacturing strategies.

Lessons

• Identify general capabilities of Dynamics 365 Supply Chain Management
• Explore warehouse and inventory capabilities
• Explore manufacturing strategies in Dynamics 365 Supply Chain Management

Lab: Create a product offering with various sizes and colors

Lab: Create a purchase order

Lab: Create a counting journal

Lab: Create a production order

After completing this module, students will be able to:

• Describe product master records and product variants
• Describe trade agreements and discounts
• Describe costing methods
• Describe use cases for warehouse management system (WMS) and warehouse configuration options
• Describe purchase orders, item arrival journals, and cross-docking
• Describe inventory concepts
• Describe quality management capabilities.
• Describe manufacturing types and strategies
• Describe item tracking and tracing processes
• Describe tools that can be used to manage shop floors
• Describe master planning

Module 4: Learn the fundamentals of Dynamics 365 Commerce

This module introduces learners to Dynamics 365 Commerce. You will be introduced to the core capabilities of the application, such as channels and channel management, distributed order management as well as business-to-business (B2B) capabilities.

Lessons

• Explore Dynamics 365 Commerce capabilities
• Explore Microsoft Dynamics 365 B2B e-commerce, Store Commerce and Clienteling

Lab: Create a product assortment

After completing this module, students will be able to:

• Describe commerce capabilities
• Describe distributed order management (DOM
• Describe the product assortment
• Understand the B2B digital commerce capabilities in the online channel
• Describe loyalty and clienteling concepts
• Describe how Dynamics 365 Commerce uses Dynamics 365 Customer Insights
• Describe Dynamics 365 Fraud Protection

Module 5: Learn the fundamentals of Dynamics 365 Human Resources

This module introduces learners to the Dynamics 365 Human Resources application. Learn about core human resources capabilities as compensation and benefits, compliance management, performance management and personnel management.

Lessons

• Explore Dynamics 365 Human Resources core capabilities
• Explore personnel management capabilities in Dynamics 365 Human Resources

After completing this module, students will be able to:

• Describe workers and positions
• Describe compensation and benefits capabilities
• Describe compliance features
• Explore performance management capabilities
• Describe self-service capabilities
• Describe leave and absence capabilities
• Describe employee training and certification features
• Identify integration options between Dynamics 365 Human Resources and LinkedIn

Module 6: Learn the fundamentals of Dynamics 365 Project Operations

This module introduces learners to the Dynamics 365 Project Operations application. Learn about the project life cycle management capabilities of the product, as well as project planning and execution capabilities.

Lessons

• Identify project life cycle management capabilities in Dynamics 365 Project Operations
• Explore the project planning and execution capabilities of 365 Project Operations

After completing this module, students will be able to:

• Describe project-based services and project types
• Describe the project lifecycle
• Describe project sales, contract, and pricing capabilities
• Describe project planning and execution capabilities
• Describe the work breakdown structure (WBS)
• Describe project invoicing and cost tracking capabilities

Microsoft PowerApps and Dynamics 365 Developer Course Outline | MB400

Module 1: Introduction to developing with the Power Platform

In this module, students will learn about developer resources and how to leverage them to extend the Power Platform.

• Introduction to Power Platform developer resources
• Use developer tools to extend the Power Platform
• Introduction to extending the Power Platform

After completing this module, students will be able to:

• Identify the functionality of developer tools
• Use developer tools

Module 2: Extending the Power Platform Common Data Service

In this module, students will learn how and when to use plug-ins or other tools to extend the Common Data Service.

• Introduction to Common Data Service for developers
• Extend plug-ins

After completing this module, students will be able to:

Write a plug-in
Use a plug-in to extend the Common Data Service

Module 3: Extending the Power Platform user experience

In this module, students will learn how to leverage web resources and client script to extend the Power Platform user experience.

• Introduction to web resources
• Performing common actions with client script
• Automate Business Process Flows with client script

After completing this module, students will be able to:

• Use web resources
• Write client script
• Extend business process flows

Microsoft Power Platform Fundamentals PL900 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Microsoft Power Platform

Learn about the components of Microsoft Power Platform, ways to connect data, and how organizations can leverage this technology to create business solutions.

Lessons

• Microsoft Power Platform Overview

After completing this module, students will be able to:

• Identify when to use each Microsoft Power Platform component application to create business solution
• Learn the value of using Microsoft Power Platform to create business solutions
• Learn the components and features of Microsoft Power Platform

Module 2: Introduction to Microsoft Dataverse

Dataverse allows you to delve into powerful, scalable data solutions in the cloud. Learn what makes Dataverse tick and how it can work with Microsoft Power Platform to create unique and efficient business solutions.

Lessons

• Microsoft Dataverse Overview

Lab: Validate lab environment

• Acquire your Microsoft Power Platform trial tenant
• Create environment

Lab: Data Modeling

• Create New Table
• Import Data

After completing this module, students will be able to:

• Describe the difference between Dataverse and Common Data Model
• Explain use cases and limitations of business rules and process flows
• Explain what environments, tables, columns, and relationships are in Dataverse

Module 3: Get Started with Power Apps

Learn about the value and capabilities of Power Apps, and ways other organizations have leveraged this technology to build simple applications for their business.

Lessons

• Introduction to Power Apps
• How to build a canvas app
• How to build a model-driven app

Lab: How to build a model-driven app

• Customize Views and Forms
• Create Model-Driven Application

Lab: How to build a canvas app

• Create Visits App

After completing this module, students will be able to:

• Learn how other organizations digitize their processes using Power Apps
• See Power Apps in action and learn options for making your first app
• Learn about what Power Apps is and its business value

Module 4: Get Started with Power Automate

Learn how users can leverage Power Automate to improve business efficiency and productivity.

Lessons

• Power Automate Overview
• How to Build an Automated Solution

Lab: How to build an automated solution

• Create Visit Notification flow

After completing this module, students will be able to:

• See how Power Automate works and looks from the user's perspective
• Build a simple flow
• Learn the business value and features of Power Automate

Module 5: Get Started with Power BI

Learn how organizations can use Power BI to easily clean, display, and understand data to ensure better informed decisions.

Lessons

• Power BI Overview
• How to Build a Simple Dashboard

Lab: How to build a simple dashboard

• Create Power BI Report
• Create Power BI Dashboard

After completing this module, students will be able to:

• See how Power BI works and looks from the user's perspective
• Learn how to build a simple Power BI dashboard
• Describe the business value and features of Power BI

Module 6: Introduction to Power Virtual Agents

Learn about the value and capabilities of Power Virtual Agents and ways organizations can leverage this technology to build chatbot solutions for their business.

Lessons

• Power Virtual Agents overview

After completing this module, students will be able to:

• Describe the business value and features of Power Virtual Agents
• Learn essential components that make up Power Virtual Agents and chatbots

Microsoft Power Platform Developer PL400 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Create a model-driven application in Power Apps

This module introduces you to creating a model-driven app in Power Apps that uses Common Data Service.

Lessons

• Introduction to model-driven apps and Common Data Service
• Get started with model-driven apps in Power Apps
• Create and manage entities in Common Data Service
• Create and manage fields within an entity in Common Data Service
• Working with option sets in Common Data Service
• Create a relationship between entities in Common Data Service
• Define and create business rules in Common Data Service
• Create and define calculation or rollup fields in Common Data Service
• Get started with security roles in Common Data Service

Module 2: Create a canvas app in Power Apps

This module introduces you to Power Apps, helps you create and customize an app, and then manage and distribute it. It will also show you how to provide the best app navigation, and build the best UI using themes, icons, images, personalization, different form factors, and controls.

Lessons

• Get started with Power Apps
• Customize a canvas app in Power Apps
• Manage apps in Power Apps
• Navigation in a canvas app in Power Apps
• How to build the UI in a canvas app in Power Apps
• Use and understand Controls in a canvas app in Power Apps
• Document and test your Power Apps application

Module 3: Master advance techniques and data options in canvas apps

This module will help you use advanced formulas, perform custom updates, performance checks and testing. It will also help you to improve user's experience, use custom connectors and focus on working with data source limits.

Lessons

• Use imperative development techniques for canvas apps in Power Apps
• Author an advanced formula that uses tables, records, and collections in a canvas app in Power Apps
• Perform custom updates in a Power Apps canvas app
• Complete testing and performance checks in a Power Apps canvas app
• Work with relational data in a Power Apps canvas app
• Work with data source limits (delegation limits) in a Power Apps canvas app
• Connecting to other data in a Power Apps canvas app
• Use custom connectors in a Power Apps canvas app

Module 4: Automate a business process using Power Automate

This module introduces you to Power Automate, teaches you how to build workflows, and how to administer flows.

Lessons

• Get started with Power Automate
• Build more complex flows with Power Automate
• Introduction to business process flows in Power Automate
• Create an immersive business process flow in Power Automate
• Understand advanced business process flow concepts in Power Automate
• Introduction to expressions in Power Automate

Module 5: Introduction to developing with Power Platform

This module is the first step in learning about platform, tools, and the ecosystem of the Power Platform

Lessons

• Introduction to Power Platform developer resources
• Use developer tools to extend the Power Platform
• Introduction to extending the Microsoft Power Platform

Module 6: Extending the Power Platform Common Data Service

This module looks at the tools and resources needed for extending the Power Platform. We'll start with looking at the SDKs, the extensibility model, and event framework. This learning path also covers when to use plug-ins. Configuration of plug-ins as well as registering and deploying plug-ins.

Lessons

• Introduction to Common Data Service for developers
• Extend plug-ins

Module 7: Extending the Power Platform user experience Model Driven apps

This module describes how to create client scripting, perform common actions with client script, and automate business process flow with client scrip. Learn about what client script can do, rules, and maintaining scripts. Discover when to use client script as well as when not to use client script.

Lessons

• Introduction to web resources
• Performing common actions with client script
• Automate business process flows with client script

Module 8: Create components with Power Apps Component Framework

This module describes how to get started with Power Apps Component Framework with an introductory module on the core concepts and components. Then it shows you how to build a component and work with advanced Power Apps Component Framework features.

Lessons

• Get started with Power Apps component framework
• Build a Power Apps component
• Use advanced features with Power Apps component framework

Module 9: Extend Power Apps portals

This module describes how to transform a content portal into a full web app interacting with Common Data Service. We will also cover the options available to customizers and developers to extend the portal functionality and integrate with Office 365, Power Platform, and Azure components.

Lessons

• Introduction to Power Apps portals
• Access Common Data Service in Power Apps portals
• Extend Power Apps portals
• Build custom Power Apps portals web templates

Module 10: Integrate with Power Platform and Common Data Service

This module describes how to integrate with Common Data Service using code by learning about Common Data Service API. Get an in-depth overview of options available with Common Data Service to integrate data and events to Azure.

Lessons

• Work with Common Data Service Web API
• Integrate Common Data Service Azure solutions

Microsoft Dynamics 365 and Power Platform Solution Architect MB600​ Course Outline

Becoming a Solution Architect and Knowing Your Customer

• Define A Solution Architect
• Role of A Solution Architect on Projects
• Project Methodology
• Getting to Know Your Customer
• Group Exercise - Getting to Know Your Customer

Conceptualise the Design from Requirements

• Pillars of Good Architecture
• Blueprinting the Solution Architecture
• Lead the Requirement Collection Effort?
• Using fit Gap Analysis
• Group exercise - Design from Requirements

Power Platform Architecture

• Key Power Platform Architecture Components
• Platform Design and limits Influence Solution Architectures
• Updates and Feature Releases
• Communicate how the Platform Meets Customer Need

Project Governance and Work as a Team

• Solution Architect's role in Project Governance
• Techniques for Keeping a Project on Track
• Scenarios that could cause a Project to Fail
• Group Exercise - Project Governance and Working as a Team

Data Modelling

• Data Model Influences and Strategy
• Data Types and Relationships
• Group Exercise - Data Modelling

Power Apps Architecture

• Using Components as part of your App Architecture
• Considerations for including Portals as an App in your Architecture
• Discuss options for Apps and how to choose where to start
• Discuss app Composition Options
• Group Exercise - Power Apps Architecture Topics

Analytics and Artificial Intelligence

• Pre-built insights and Custom AI
• Operational Reporting
• Planning and Evaluating Requirements
• Power BI and Enterprise BI

Application Lifecycle Management (ALM)

• Microsoft Vision and Solution Architect's role in ALM
• Environment Strategies
• Defining a Solution Structure for your Deliverable

Lab: ALM Hands-on Lab

Security Modelling

• Solution Architect's role in Security Modelling
• Discovery and learning your Client's environment
• Controlling access to Environments, CDS Data, and Resources
• Group Exercise - Security Modelling

Power Automate Architecture

• Discuss options for Automation and Custom Logic
• Review Considerations for Using Triggers and Common Actions
• Business Process Flows (BPF) to guide users through Business Processes
• Group Exercise - Evaluate scenarios for Power Automate usage

Integration

• Platform Features that Enable Integration
• CDS Event Publishing
• Scenarios for Group Discussion
• Solution Architects Role in Integrations
• What is an Integration and Why Do We Need It

Dynamics 365 Applications Architecture

• Architecture Considerations for Primary Apps
• Group Exercise - App-specific Working Groups Evaluate Requirements
• Solution Architect's role when Deploying Dynamics 365 Apps

Testing and Go Live

• Solution Architect's Role with Testing and Go Live
• Planning for Testing and Go Live

Microsoft Power Platform App Maker PL100 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Microsoft Power Platform

• This module introduces you to Microsoft Power Platform. Learn the components of Power Platform and the value of using it to create business solutions.

Module 2: Create a model-driven app in Power Apps

• This module introduces you to creating a model-driven app in Power Apps that uses Microsoft Dataverse.

Module 3: Create a canvas app in Power Apps

• This module introduces you to canvas Power Apps, helps you create and customize an app, and then manage and distribute it. This module will also focus on how to provide the best app navigation, and build the best UI using themes, icons, images, personalization, different form factors, and controls.

Module 4: Automate a business process using Power Automate

• This module introduces you to Power Automate, teaches you how to build workflows, and how to administer flows.

Module 5: Create and use analytics reports with Power BI

• Learn what Power BI is, including its building blocks and how they work together.

Module 6: Get started with AI Builder and Power Virtual Agents

• This module helps you build an AI model from the beginning and shows how you can use it in your business without writing a single line of code. This module also helps you create a chatbot with Power Virtual Agents for Teams.

Microsoft Power Platform Functional Consultant PL200 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Microsoft Power Platform

This module will provide the learner with background about Microsoft Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

Lessons

• Microsoft Power Platform overview

Lab: Validate lab environment

After completing this module, students will be able to:

• Identify the key components of Microsoft Power Platform

Module 2: Work with Dataverse

In this module, students will learn about creating a data model in Microsoft Dataverse, including importing data, using tabular reporting options, and configuring security. They will also learn about creating easy AI with AI Builder.

Lessons

• Work with tables
• Understand data types and behavior
• Configure security settings

Lab: Create an app

Lab: Create tables and columns

Lab: Create relationships

Lab: Additional table settings

After completing this module, students will be able to:

• Understand tables, columns, rows, and relationships
• Configure a data model in Dataverse
• Work in an environment within the Microsoft Power Platform admin center

Module 3: Make model-driven apps with Power Apps

In this module, students will learn the business value of Power Apps model-driven apps. They will then learn to how to configure and design them, including user experience considerations.

Lessons

• Building blocks of model-driven apps
• Design model-driven apps
• Forms and views

Lab: Modify views

Lab: Modify forms

Lab: App designer

After completing this module, students will be able to:

• Connect to data in Power Apps
• Build a Power Apps model-driven app
• Design an application user experience

Module 4: Make canvas apps with Power Apps

In this module, students will learn the business value of Power Apps canvas apps. They will then learn to how to configure and design them, including user experience considerations.

Lessons

• Power Apps studio
• Canvas apps capabilities
• User experience

Lab: Build a canvas app

Lab: Work with data and services

Lab: User experience

After completing this module, students will be able to:

• Build a Power Apps canvas app
• Configure user experience in a canvas app
• Understand the building blocks of a canvas app

Module 5: Make portals with Power Apps

In this module, students will learn the business value of Power Apps portals. They will then learn to how to access Dataverse data in a portal and how portal authentication works.

Lessons

• Power Apps portals architecture
• Access Microsoft Dataverse in your portal
• Authentication and user management

After completing this module, students will be able to:

• Understand how to use Dataverse data in a portal
• Recognize types of Power Apps portals for different audiences
• Register users for portal access

Module 6: Introduction to automation

In this module, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.

Lessons

• Business rules
• Power Automate overview

Lab: Configure a new business rule

Lab: Create security roles

Lab: Create users

Lab: Advanced business rules

After completing this module, students will be able to:

• Create users and grant security roles
• Create and configure security roles
• Create and configure advanced business rules

Module 7: Build Power Automate cloud flows

In this module, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.

Lessons

• Fundamentals of cloud flows
• Triggers
• Actions

Lab: Create a flow

Lab: Build an approval flow

After completing this module, students will be able to:

• Create cloud flows
• Understand the fundamentals of cloud flows
• Use triggers and actions

Module 8: Build Power Automate desktop flows

In this module, students will learn what desktop flows are and how they are created. Students will also learn how desktop flows are used and how to use process advisor to better understand places to streamline workflows.

Lessons

• Build desktop flows
• Use desktop flows
• Process advisor

After completing this module, students will be able to:

• Understand the value of desktop flows
• Identify when to use desktop flows and how process advisor can help

Module 9: Build business process flows

In this module, students will learn the value of business process flows and how to use the business process flow designer. They will also practice building business process flows and learn how they can be automated.

Lessons

• Why use business process flows
• Using business process flow designer
• Automating your business process flow

Lab: Build a branching business process flow

Lab: Build a business process flow

After completing this module, students will be able to:

• Create business process flows
• Use the business process flow designer
• Know how to add automation to a business process flow

Module 10: Build chatbots with Power Virtual Agents

In this module, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Lessons

• Create a chatbot
• Configure topics
• Automate and integrate
• Configure entities
• Test and publish chatbots

Lab: Build a chatbot

After completing this module, students will be able to:

• Create a chatbot
• Include a flow in a chatbot
• Create topics and entities

Module 11: Analyze data with Power Bi

In this module, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.

Lessons

• Use tabular reporting options in Dataverse
• Use charts and dashboards in Dataverse
• Get started with Power BI
• Model data in Power BI
• Create visualizations and dashboards
• Publish and share in Power BI

After completing this module, students will be able to:

• Create visualizations
• Consume data in Power BI
• Export data visualizations for stakeholders

Module 12: Putting it all together

In this module, students will learn how the concepts of this course pull together and how to use functional consultant skills on Microsoft Power Platform engagements. They will also learn how solutions are used in Microsoft Power Platform and will be introduced to AI Builder.

Lessons

• Using solutions
• AI Builder
• Consultant skills

Lab: Build charts

Lab: Build dashboards

Lab: Build delete data

Lab: Build a Word template

Lab: Build an Excel template

Lab: Duplicate detection

Lab: Import data

Lab: Export data

After completing this module, students will be able to:

• Understand how the concepts of this course work together
• Manage solutions in Microsoft Power Platform
• Use AI Builder to create and manage models
• Apply functional consultant skills

Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB910 Course Overview

Within this Microsoft training course, you will learn the following modules:

Module 1: Learn the Fundamentals of Dynamics 365 Marketing

This module covers the basic concepts of customer engagement and what the customer engagement apps have in common before diving into Dynamics 365 Marketing. We begin with the standard marketing business processes and how Marketing addresses those. Then we examine the product capabilities. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice and Dynamics 365 Customer Insights.

Lessons

• Get introduced to the Dynamics 365 customer engagement apps
• Examine Dynamics 365 Marketing
• Describe Dynamics 365 Marketing capabilities
• Review Additional Marketing Apps

Lab: Working with customer engagement apps

Lab: Manage Customers and Activities

Lab: Search and filter data

Lab: Dynamics 365 Marketing Capstone Lab

• Create a marketing email
• Create a Segment in Dynamics 365 Marketing
• Create a Customer Journey

After completing this module, students will be able to:

• Describe the customer engagement apps and what they have in common
• Describe the standard marketing processes and how Dynamics 365 Marketing addresses them
• Describe Dynamics 365 Marketing features and capabilities
• Describe additional marketing apps

Module 2: Learn the Fundamentals of Dynamics 365 Sales

This module introduces Dynamics 365 Sales. We begin with the standard sales business processes and how Sales addresses those. Then we examine the product capabilities. Finally, we cover additional sales apps such as Sales Insights and Sales Navigator.

Lessons

• Explore Dynamics 365 Sales
• Manage the sales lifecycle with Dynamics 365 Sales
• Review additional sales apps

Lab: Dynamics 365 Sales Capstone Lab

• Create and qualify a Lead
• Manage a sales Opportunity

After completing this module, students will be able to:

• Describe the standard sales processes and how Dynamics 365 Sales addresses them
• Describe Dynamics 365 Sales capabilities
• Describe additional sales apps such as Sales Insights and Sales Navigator

Module 3: Learn the Fundamentals of Dynamics 365 Customer Service

This module introduces Dynamics 365 Customer Service. We begin with the standard customer service business processes and how Customer Service addresses those. Then we examine the product capabilities. Finally, we cover additional customer service apps such as Omnichannel for Customer Service, Dynamics 365 Customer Service Insights, Customer Service Scheduling and Connected Customer Service.

Lessons

• Examine Dynamics 365 Customer Service
• Describe Dynamics Customer Service capabilities
• Review additional customer service apps

Lab: Dynamics 365 Capstone Lab

• Create and publish a Knowledge Article
• Manage a support Case through its life cycle

After completing this module, students will be able to:

• Describe the standard customer service processes and how Dynamics 365 Customer Service addresses them
• Describe Dynamics Customer Service capabilities
• Describe additional sales apps such as Sales Insights and Sales Navigator

Module 4: Learn the Fundamentals of Dynamics 365 Field Service

This module introduces Dynamics 365 Field Service. We begin with the standard field service business processes and how Field Service addresses those. Then we examine the product capabilities, including work order generation, scheduling, inventory management and asset management.

Lessons

• Examine Dynamics Field Service
• Generate Work Orders in Dynamics 365 Field Service
• Describe the scheduling capabilities of Dynamics 365 Field Service
• Examine the inventory management capabilities of Dynamics 365 Field Service
• Review the asset management capabilities of Dynamics 365 Field Service

Lab: Dynamics 365 Capstone Lab

• Create a Case and escalate to a Work Order
• Schedule items with Dynamics 365 Field Service

After completing this module, students will be able to:

• Describe the standard field service business processes and how Dynamics 365 Field Service addresses
• Describe how to generate Work Orders
• Describe the scheduling capabilities of Dynamics 365 Field Service
• Describe the inventory management capabilities of Dynamics 365 Field Service
• Describe the asset management capabilities of Dynamics 365 Field Service

Module 5: Learn the Fundamentals of Dynamics 365 Project Operations (CRM)

This module introduces the customer engagement aspects of Dynamics 365 Project Operations. We begin with the standard project-based business processes and how Project Operations addresses those. Then we examine the product capabilities, including sales, project management, and resource utilization.

Lessons

• Examine Dynamics 365 Project Operations
• Describe the sales capabilities of Dynamics 365 Project Operations
• Plan projects with Dynamics 365 Project Operations
• Review the resource utilization capabilities of Dynamics 365 Project Operations

Lab: Dynamics 365 Project Operations Capstone Lab

• Create a project-based Lead
• Manage a project-based Opportunity
• Create a Project Quote and Project Estimate

After completing this module, students will be able to:

• Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations
• Describe the sales capabilities of Dynamics 365 Project Operations
• Describe the project management capabilities of Dynamics 365 Project Operations
• Describe the resource utilization capabilities of Dynamics 365 Project Operations

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Business Central

Lessons

• Describe use cases and common features for Business Central modules
• Technology overview
• Navigate the user interface
• Perform basic user tasks in Business Central
• Master Data
• Sales and Purchase processes

Module 2: Application Setup

Lessons

• Create and configure a new company
• Migrate data to Business Central
• Manage Security
• Set up core app functionality

Module 3: Configure Financials

Lessons

• Set up Finance Management
• Set up the Chart of Accounts
• Set up posting groups
• Set up dimensions
• General Journals
• Set up currencies
• Set up Cash Management
• Set up Accounts Payables
• Set up Accounts Receivables

Module 4: Configure Sales and Purchasing

Lessons

• Set up Inventory
• Configure sales pricing and discounts
• Configure purchase pricing and discounts
• Configure Salespeople and Purchasers

Module 5: Operations

Lessons

• Purchase items
• Sell items
• Order Promising
• Process financial transactions
• Inventory Costing

Module 6: Integration and Automation

Lessons

• Set up and manage approvals with workflows
• Integrate Business Central with other applications
• Connect Power Automate
• Connect Power Apps
• Connect Power BI