Microsoft Dynamics 365 Training

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Power Platform Fundamentals PL900 Course Outline

Module 1: Describe the Business Value of the Microsoft Power Platform

  • Introduction
  • Explore Microsoft Power Platform
  • Describe the Business Value of the Power Platform
  • Explore Connectors and Microsoft Dataverse
  • How Power Platform Works with Microsoft 365 Apps and Services?
  • How Power Platform Works with Microsoft Teams?
  • How Power Platform Works with Microsoft Dynamics 365 Apps?
  • How Power Platform Solutions Consume Microsoft Azure Services?
  • Explore How Microsoft Power Platform Apps Work Together

Module 2: Identify Foundational Components of Microsoft Power Platform

  • Introduction
  • Describe Power Platform Administration
  • Describe Power Platform Security and Governance
  • Explore Microsoft Dataverse
  • Examine Power Platform Connectors
  • Exercise - Build a Basic Dataverse Data Model

Module 3: Describe How to Build Applications with Microsoft Power Apps

  • Introduction
  • Describe Power Apps
  • Explore Canvas Applications
  • Explore Model-Driven Applications
  • Differentiate Between Canvas Apps and Model-Driven Apps
  • Build a Basic Canvas App
  • Exercise: Build a Canvas App
  • Build a Basic Model-Driven App
  • Exercise: Build a Basic Model-Driven App

Module 4: Describe Building Automation with Microsoft Power Automate

  • Introduction
  • Describe the Capabilities of Power Automate
  • Explore the Different Power Automate Apps
  • Describe the Components of a Cloud Flow
  • Consider Power Automate Scenarios
  • Build a Basic Power Automate Cloud Flow
  • Build a Desktop Flow
  • Exercise: Build a Basic Power Automate Flow
  • Describe the Business Value of Power Automate

Module 5: Describe the Capabilities of Microsoft Power BI

  • Introduction
  • Describe Using Power BI to Build Data-Driven Analytics
  • Explore the Different Power BI Elements
  • Describe Cleaning and Transforming Data
  • Describe Using AI Insights to Spot Trends and Anomalies
  • Build a Basic Dashboard
  • Consider the Business Value of Power BI

Module 6: Describe Complementary Microsoft Power Platform Solutions

  • Introduction
  • Describe Power Virtual Agents
  • Build a Basic Chatbot
  • Explore Power Pages
  • Describe the Business Value of Power Pages
  • Build a Power Pages Site
  • Describe AI Builder

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Who should attend this Microsoft Power Platform Fundamentals PL900 Course?

The Microsoft Power Platform Fundamentals (PL900) Course is designed to introduce professionals to the core concepts and capabilities of the Microsoft Power Platform. Below are some professionals who can have benefit from this course:

  • Business Analysts
  • Data Analysts
  • Decision-makers
  • Project Managers
  • Operations Managers
  • IT Managers
  • Sales and Marketing Professionals
  • Consultants

Prerequisites of the Microsoft Power Platform Fundamentals PL900 Course

There are no formal prerequisites for this Microsoft Power Platform Fundamentals PL900 Course.

Microsoft Power Platform Fundamentals PL900 Course Overview

Learn the business value and product capabilities of Microsoft Power Platform. Create simple Power Apps, connect data with Dataverse, build a Power BI Dashboard, and automate processes with Power Automate. Candidates for this exam aspire to improve productivity by understanding the capabilities of the Microsoft Power Platform, automating basic business processes with Power Automate, performing basic data analysis with Power BI, acting more effectively by creating simple Power Apps experiences, and creating powerful chatbots by using Power Virtual Agents.

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What’s included in this Microsoft Power Platform Fundamentals PL900 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Introduction to Becoming a Solution Architect
  • Existing Product and Platform Skills
  • Expectations of a Solution Architect
  • Solution Architect Role During Project Phases
  • Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Introduction and Discovery Overview
  • Initial Customer Discovery
  • Customer Discovery Meetings
  • Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

  • Introduction and Overview of Proposing a Solution
  • Identify Solution Components
  • Develop and Validate a Demo
  • Identify Potential Third-Party Components
  • Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

  • Introduction
  • Lead Requirement Capture Sessions
  • Identify Functional Requirements
  • Identify Non-Functional Requirements
  • Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

  • Introduction to Fit Gap Analysis
  • Determine Feasibility of Requirements
  • Refine Requirements from Proof of Concept Insights
  • Categorise Business Requirements and Perform Gap Fit Analysis
  • Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

  • Introduction
  • Understand the Functionality and Tools of Lifecycle Services
  • Determine Licensing Requirements
  • Lifecycle Services Security
  • Reuse Existing Assets, Copy, and Share Data
  • Perform Actions in the Asset Library
  • Work with the Task Recorder
  • Business Process Modeler (BPM)
  • Support Options
  • Get Product Updates from Lifecycle Services
  • Exercise - Use the Task Recorder to Create and Edit a Recording
  • Exercise - Create a Business Process in the Business Process Modeler
  • Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

  • Introduction
  • Use Implementation Methodologies for a Successful Implementation
  • Cloud Implementation - Analysis
  • Cloud Implementation - Design and Develop
  • Cloud Implementation - Test
  • Cloud Implementation - Deploy and Operate
  • On-Premises Implementation - Analysis
  • On-Premises Implementation - Design and Develop
  • On-Premises Implementation - Test, Deploy, and Operate
  • Gathering and Analysing the Requirements
  • Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

  • Introduction
  • Access Dynamics 365 Translation Service
  • Types of Requests
  • Reuse Translations (Recycling)
  • Custom-Trained Machine Translation System
  • Exercise – Create, Review, and Regenerate a User Interface Translation Request
  • Exercise – Create, Review, and Regenerate a Documentation Translation Request
  • Exercise – Create a Translation Memory File

Module 9: Prepare Data for Migration to Finance and Operations Apps

  • Introduction
  • Select a Data Integration (Import/Export) Strategy
  • Common Migration Scenarios and Tools
  • Bring Your Own Database (BYOD)
  • Test a Data Migration and Validate Output

Module 10: Work with Data Management in Finance and Operations Apps

  • Introduction
  • Data Management Concepts
  • Use Data Entities for Data Management and Integration
  • Work with the Data Management Workspace
  • Using Standard and Enhanced Views for Tiles
  • Use Templates in Data Management
  • Export, Import, and Copy Data into a Legal Entity
  • Lab - Explore the Data Management Workspace
  • Lab - Export Data Using the Data Management Workspace
  • Database Movement Operations
  • Data Sharing Framework

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

  • Introduction
  • Create User Acceptance Test Libraries
  • Record Test Cases and Save to BPM
  • Synchronise and Configure Your Test Plan in Azure DevOps
  • Run User Acceptance Tests
  • Data Task Automation
  • Exercise - Build Test Scripts to Test Business Functionality

Module 12: Get Started with a Finance and Operations Implementation Project

  • Implementation Project Overview
  • Roles in a Dynamics 365 Implementation
  • Project Phases
  • Implementation Planning and Architecture
  • Combining Tools and Solutions for Impactful Implementations

Module 13: FastTrack Customer Success Program for Finance and Operations

  • Overview of the FastTrack Program
  • FastTrack Engagement Across the Phases
  • Solution Blueprint Review
  • Become a FastTrack Recognised Solution Architect

Module 14: Implement Application Lifecycle Management in Finance and Operations Apps

  • ALM Methodologies
  • Design and Create Models
  • Plan the Build, Test, and Quality Control Processes
  • Identify Upgrade Scenarios and Appropriate Tools
  • Plan the Release, Change, and Risk Management Processes

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

  • Introduction
  • Customisation Models
  • Extension Points for Frameworks
  • Develop Code to Extend a Framework
  • Create Pre-Event and Post-Event Handler Classes
  • Implement the SysOperationSandbox Framework
  • Lab - Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

  • Introduction
  • Business Event Framework
  • Create a New Business Event
  • Activate Business Events
  • Consume Business Events
  • Extend an Existing Business Event
  • Role-Based Security for Business Events
  • Business Events in Microsoft Power Automate

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

  • Introduction
  • Select an Integration API
  • Synchronous and Asynchronous Patterns
  • Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

  • Introduction
  • Set Up a Data Project and Recurring Data Job
  • Exercise - Create a Data Project and Recurring Data Job
  • Implement Authorisation to Support Integration
  • Monitor Status and Availability of Entities
  • Develop Data Transformation
  • Microsoft Dataverse Integrations
  • Integrate Dataverse by Using Virtual Entities
  • Work with Composite Data Entities
  • Azure Data Lake and Entity Store
  • Connect to Azure Data Lake Storage
  • Change Data in Azure Data Lake
  • Power Platform Convergence

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

  • Introduction
  • Understand Different Types of Reports and Inquiries
  • Financial Reporting
  • Find Inquiries and Reports
  • Generate and Consume Inquiries and Reports
  • Configure Finance and Operations Apps for Microsoft Power Platform
  • Lab - Work with Reports

Module 20: Describe the Business Value of the Microsoft Power Platform

  • Introduction
  • Explore Microsoft Power Platform
  • Describe the Business Value of the Power Platform
  • Explore Connectors and Microsoft Dataverse
  • Describe How Power Platform Works with Microsoft 365 Apps and Services
  • Explore How Power Platform Works with Microsoft Teams
  • Describe How Power Platform Works with Microsoft Dynamics 365 Apps
  • Describe How Power Platform Solutions Consume Microsoft Azure Services
  • Explore How Microsoft Power Platform Apps Work Together

Module 21: Identify Foundational Components of Microsoft Power Platform

  • Introduction
  • Describe Power Platform Administration
  • Describe Power Platform Security and Governance
  • Explore Microsoft Dataverse
  • Examine Power Platform Connectors
  • Exercise - Build a Basic Dataverse Data Model

Module 22: Design and Build Mobile Apps for Finance and Operations Apps

  • Introduction
  • Demonstration
  • Overview of the Dynamics 365 Unified Operations Mobile App
  • Page Design Guidelines
  • Action Design Guidelines
  • Form Design Requirements
  • Design Considerations
  • Understand Use Cases for Mobile Apps
  • Get the Dynamics 365 Unified Operations Mobile App

Module 23: Updates and Upgrades for Finance and Operations Apps

  • Introduction
  • Upgrade from Finance and Operations Version 7.x to Version 10
  • Update from Finance and Operations Version 8.x to Version 10.0.x
  • Data Upgrade
  • Upgrade from AX 2012
  • Migrate from AX 2009

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

  • Introduction
  • Diagnose Performance Issues by Using Trace Parser
  • Load Testing by Using the Performance SDK
  • Monitor Performance by Using SQL Insights
  • Create a SQL Trace by Using the SQL Profiler
  • Monitor Server Health Metrics in Lifecycle Services
  • Exercise - Use the Environment Monitoring Tool in Lifecycle Services

Module 25: Plan and Implement Security in Finance and Operations Apps

  • Introduction
  • Understand the Security Architecture
  • Encryption in Finance and Operations Apps
  • Manage Users and Security
  • Set Up and Apply Segregation of Duties
  • Run Security Reports
  • Stay Compliant with User Licensing Requirements
  • Security Diagnostics for Task Recordings
  • Extensible Data Security Policies
  • Exercise - Import a User and Assign Security Role
  • Lab - Work with Security

Module 26: Implement Role-Based Security in Finance and Operations Apps

  • Introduction
  • Create and Modify Duties, Privileges, and Permissions
  • Enforce Permissions Policy
  • Extensible Data Security Framework
  • Apply Security Permissions
  • Lab - Create a New Security Role and Add Duties
  • Microsoft Entra ID and OAuth 2.0 Authentication

Module 27: Prepare to Go-Live with Finance and Operations Apps

  • Introduction
  • Understand the Go-Live Process
  • Complete the Lifecycle Services Methodology
  • Perform User Acceptance Testing (UAT) for Your Solution
  • FastTrack Go-Live Assessment
  • Request a Production Environment

Module 28: Feature Management in Finance and Operations Apps

  • Introduction
  • Feature Management Workspace
  • Feature States
  • Enable a Feature
  • Reschedule a Feature
  • Disable a Feature
  • Features That Must Be Enabled
  • Enable All Features
  • Check for Updates
  • Assign Roles
  • Features That Use Configuration Keys
  • Data Entities

Module 29: Get Started with Success by Design for Dynamics 365

  • Introduction
  • Overview of Success by Design
  • Reasons to Use Success by Design
  • Success by Design Phases
  • Implement Success by Design
  • Track Success by Design Activities and Progress

Module 30: Create a Solution Blueprint for Dynamics 365 Solutions

  • Introduction
  • Solution Blueprint Review Workshop Overview
  • Prepare for the Solution Blueprint Review
  • Solution Blueprint Review Participants
  • Conduct the Solution Blueprint Review Workshop
  • Solution Blueprint Follow-Up

Module 31: Plan a Testing Strategy for Your Dynamics 365 Solution

  • Introduction
  • Overview of the Test Strategy Review Workshop
  • Prepare for the Workshop
  • Workshop Implementation and Follow-Up

Module 32: Design Data Models for Dynamics 365 Solutions

  • Introduction
  • Entity Relationship Diagram
  • Out-of-the-Box Vs. Custom Tables
  • Table Configuration

Module 33: Business Intelligence and Analytics Design for Dynamics 365 Solutions

  • Introduction
  • Business Intelligence and Analytics Design Workshop Overview
  • Prepare for the Business Intelligence and Analytics Design Workshop
  • Conduct the Business Intelligence and Analytics Design Workshop
  • Business Intelligence and Analytics Design Follow-Up

Module 34: Gap Solution Design for Dynamics 365 Solutions

  • Introduction
  • Gap Solution Design Workshop Overview
  • Prepare for the Gap Solution Design Workshop
  • Conduct the Gap Solution Design Workshop
  • Gap Solution Design Follow-Up

Module 35: Create a Data Migration Strategy for Dynamics 365 Solutions

  • Introduction
  • Data Migration Strategy Overview
  • Prepare for the Data Migration Workshop
  • Conduct the Data Migration Strategy Workshop

Module 36: Review the Security Model for Your Dynamics 365 Solutions

  • Introduction
  • Security Workshop Topics

Module 37: Integration Design for Dynamics 365 Solutions

  • Introduction
  • Integration Design Review Workshop Overview
  • Prepare for the Integration Design Review
  • Conduct the Integration Design Review
  • Integration Design Review Workshop Follow-Up

Module 38: Dual-Write Implementation for Dynamics 365 Solutions

  • Introduction
  • Dual-Write Implementation Workshop Overview
  • Prepare for the Workshop
  • Workshop Implementation and Follow-Up

Module 39: Implement a Performance Strategy for Dynamics 365 Solutions

  • Introduction
  • Solution Performance Workshop Topics
  • Define Performance Benchmarks and Success Criteria
  • Timing of the Solution Performance Review
  • Prepare for the Workshop
  • Workshop Implementation and Follow-Up

Module 40: Cutover Strategy for Dynamics 365 Solutions

  • Introduction
  • Purpose of the Cutover Strategy Workshop
  • Timing of the Cutover Strategy Review
  • Cutover Strategy Workshop Overview
  • Prepare for the Workshop
  • Workshop Implementation and Follow-Up

Module 41: Post Go-Live Strategy for Dynamics 365 Solutions

  • Introduction
  • Timing of the Post Go-Live Workshop
  • Post Go-Live Workshop Overview
  • Prepare for the Workshop
  • Post Go-Live Workshop Implementation and Follow-Up

Module 42: Get Started with Configuration and Personalisation in Finance and Operations Apps

  • Introduction
  • Set Up Your Environment
  • Explore Personalisation Functionality
  • Knowledge Check
  • Exercise - Customise Your Status Bar

Module 43: Configure Your User Interface in Finance and Operations Apps

  • Introduction
  • Manage Menus: Favorites
  • Manage Menus: Dashboards by Role
  • Manage Menus: Key Performance Indicators

Module 44: Configure Your Data in Finance and Operations Apps

  • Introduction
  • Create Entities
  • Manage Security
  • Integrate with Microsoft Office
  • Knowledge Check
  • Exercise – Add a Field to a Data Entity
  • Exercise – Use Excel to View and Update Data

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Who Should Attend Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training?

This Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training is ideal for those professionals who are looking to enhance their skills in implementing and configuring Microsoft Dynamics 365 Finance and Operations Apps solutions should consider this training. This includes professionals such as:

  • Solution Architects
  • Technical Consultants
  • IT Professionals
  • System Administrators
  • Business Analysts
  • Dynamics 365 Developers
  • Functional Consultants

Prerequisites for Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training

This Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training has no formal prerequisites. However, having a fundamental knowledge of Microsoft Dynamics 365 functionality and experience in IT would also be beneficial.

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Overview

Microsoft Dynamics 365 is a group of intelligent business applications that helps individuals to run their whole business and gives more excellent outcomes through predictive, AI-driven insights. It is the Microsoft family of business applications. Solutions Architects for Finance and Operations app in Microsoft Dynamics 365 are trustable advisors who understand practices and software capabilities recommended by the business. They guide members of the team to implement Dynamics solutions that will meet the predetermined execution goals. With the in-depth knowledge in Microsoft Dynamics 365 Finance and Operations Apps Solution Architect, you can enjoy good job opportunities such as Project Manager, Senior Microsoft Dynamics 365 Developer, Dynamics 365 Technical Consultant and many more.

In this three day Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course, delegates will be provided with the technical information focusing on application architecture and technical skills. They will get information on licensing, AppSource and support for Dynamics 365, and know about what is ALM (Application Lifecycle Management). Delegates will understand the concepts and tools used for data management. 

This course will cover these following topics:

  • About Microsoft Dynamics 365
  • Cloud solution, CDM and CDS
  • ALM (Application Lifecycle Management)
  • Integration and business events
  • Data management
  • Blueprinting Dynamics 365 solutions

At the end of this training, delegates will be able to use lifecycle services as a solution architect. They will gain complete knowledge on Microsoft Dynamics 365 for Finance and Operations Apps. Delegates will know about the considerations for blueprinting Dynamics 365 solution. They will also be able to have architectural conversations on extensibility, security, and performance. This course will be taught by our professional trainers who have years of experience in teaching technical courses.

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What’s included in this Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training?

  • World-Class Training Sessions from Experienced Instructors
  • Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training Certificate
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Power Platform Solution Architect PL600 Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Introduction to Becoming a Solution Architect
  • Existing Product and Platform Skills
  • Expectations of a Solution Architect
  • Solution Architect Role During Project Phases
  • Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Introduction and Discovery Overview
  • Initial Customer Discovery
  • Customer Discovery Meetings
  • Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

  • Introduction and Overview to Proposing A Solution
  • Identify Solution Components
  • Develop and Validate a Demo
  • Identify Potential Third-Party Components
  • Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

  • Introduction
  • Lead Requirement Capture Sessions
  • Identify Functional Requirements
  • Identify Non-Functional Requirements
  • Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

  • Introduction to Fit Gap Analysis
  • Determine Feasibility of Requirements
  • Refine Requirements from Proof of Concept Insights
  • Categorise Business Requirements and Perform Gap Fit Analysis
  • Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Solution Architect Series: Implement Project Governance for Power Platform and Dynamics 365

  • Introduction to Project Governance
  • Project Governance
  • Solution Architect’s Role in Project Governance
  • Techniques for Keeping a Project on Track
  • Work as a Team

Module 7: Solution Architect Series: Power Platform Architecture

  • Introduction
  • Environments
  • Environment Data Location
  • Work with Data
  • Custom Logic
  • Platform Limits
  • High Availability and Disaster Recovery Considerations

Module 8: Solution Architect Series Model Data for Power Platform Solutions

  • Introduction
  • Common Data Model
  • Data Modeling
  • Choose a Data Store
  • Data Modeling for Dataverse
  • Best Practices for Dataverse
  • Exercise - Model Data
  • Architecture of Fabrikam Data Model and Devices
  • Report Data and Handle Primary Visitors
  • Handle Visitors, Waivers, and Photos
  • Example Data Model Solution

Module 9: Solution Architect Series: Evaluate Power Platform Analytics and AI

  • Introduction
  • Power Platform Reporting Capabilities
  • Power BI Overview
  • Data Requirements
  • Power BI and Power Platform
  • Dataflows
  • AI

Module 10: Solution Architect Series: Explore Power Apps Architecture

  • Introduction
  • Common App Patterns
  • App Composition
  • Components
  • Optimise Canvas Apps
  • Microsoft Teams and Power Apps
  • Portal Apps

Module 11: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

  • Introduction
  • Key Considerations For ALM
  • Solutions
  • Configuration and Reference Data
  • Release Process
  • ALM With Azure Devops

Module 12: Explore Power Automate Architecture

  • Introduction
  • Triggers
  • Common Actions
  • Error Handling
  • Best Practice
  • Business Process Flows

Module 13: Solution Architect Series: Model Security for Power Platform Solutions

  • Introduction
  • Environment Security
  • Data Loss Prevention
  • Access to Dataverse
  • Security in Apps
  • Exercise - Security Modeling

Module 14: Solution Architect Series: Implement Integrations with Power Platform

  • Introduction
  • Integration Challenges
  • Inbound Data Integration
  • Outbound Data Integration

Module 15: Solution Architect Series: Explore Power Virtual Agents

  • Introduction
  • Chatbot Building Options
  • Chatbot Concepts
  • Best Practices
  • Integrate Chatbots
  • Power Virtual Agents in Teams

Module 16: Solution Architect Series: Explore Robotic Process Automation

  • Introduction
  • Power Automate for Desktop
  • Record and Edit Tasks
  • Run Desktop Flows
  • Process Advisor

Module 17: Solution Architect Series: Testing and Go-Live

  • Introduction
  • Plan for Go-Live
  • Data Migration
  • Plan for Go-Live

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Who should attend this Microsoft Power Platform Solution Architect PL600 Course?

The Microsoft Power Platform Solution Architect PL600 Course is designed to provide comprehensive training for Solution Architects and other professionals who work with Microsoft's Power Platform technologies. It can be beneficial for a variety of professionals, including:

  • Solution Architects
  • Application Architects
  • Business Analysts
  • Consultants
  • Developers
  • Process Automation Specialists
  • Data Analysts

Prerequisites of the Microsoft Power Platform Solution Architect PL600 Course

There are no formal prerequisites for the Microsoft Power Platform Solution Architect PL600 Course.

Microsoft Power Platform Solution Architect PL600 Course Overview

Microsoft Power Platform solution architects lead successful implementations and focus on addressing organisations' broader business and technical requirements. The solution architect performs proactive and preventative efforts to increase the customer's investment value and promote organisational health. It provides the ability to identify opportunities to solve business problems successfully. Holding the required skills and knowledge of using Power Platform, Dynamics 365 customer engagement apps, related Microsoft cloud solutions, and other third-party technologies will help individuals climb up the ladder of success in terms of value and career opportunities.

In this 3-day Microsoft Power Platform Solution Architect PL600 training course, delegates will learn how to design, implement, deploy, and adopt the overall solution. During this training, delegates will learn various topics such as solution architect’s role, project methodology, power platform architecture, security modelling, enterprise BI, chatbot options, and more. Our highly professional trainer with years of experience in teaching such courses will conduct this training and will help you get a comprehensive understanding required to use Power Platform.

They will learn various concepts such as:

  • Define a solution architect
  • Updates and feature releases
  • Integrate chatbots
  • Robotic process automation
  • Operational reporting
  • Running desktop flows

At the end of this training, delegates will be able to make decisions across development, configuration, integration, infrastructure, security, availability, storage, and change management. They will also be able to make decisions as a Solution Architect during an implementation, covering security, integrations, power apps architecture, power automate architecture, and more. This interactive training will enable them to adopt new technologies that drive innovation to bring better solutions to customers.

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What’s included in this Microsoft Power Platform Solution Architect PL600 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

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

 

Module 1: Get Started with Production Control

  • Compare Discrete, Lean and Process Manufacturing
  • Configure Production Control for Unified Manufacturing
  • Understand Capacity Planning
  • General Ledger and Production Control Module
  • Practice Labs

Module 2: Get Started with Discrete Manufacturing

  • Understand the Discrete Production Process Statuses
  • Understand the Bill of Materials
  • Working with BOM and Item Configurations
  • Create Bill of Materials
  • Production Orders
  • Practice Labs

Module 3: Configure Discrete Manufacturing

  • Prepare General Ledger for Production
  • Configure Production Control Parameters
  • Configure Calendar and Resources
  • Configure Operations and Routes
  • Practice Lab

Module 4: Create and Complete Production Orders

  • Introduction
  • Capacity Planning, Scheduling, and Subcontracting
  • Scrap and Waste
  • Practice Labs

Module 5: Work with Cost Sheeting

  • Understand the Costing Sheet
  • BOM Calculation and Analyse Costing Sheet

Module 6: Use Manufacturing Execution

  • Understand the Manufacturing Executions
  • Identify Roles
  • Planning Considerations
  • Configure Manufacturing Execution
  • Control Production
  • Practice Labs

Module 7: Get Started with Product Configuration

  • Understand the Product Configuration Model
  • Build a Product Configuration Model
  • Practice Labs

Module 8: Get Started with Lean Manufacturing

  • Concepts and Terminology

Module 9: Configure Lean Manufacturing

  • Configure Parameters
  • Create Value Streams and Production Flow Models
  • Create Production Flows
  • Practice Labs

Module 10: Create and Process Fixed Kanban Rules

  • Kanban Boards
  • Configure a Fixed Kanban Rule
  • Process Fixed Kanbans
  • Practice Labs

Module 11: Create and Process Event Kanban Rules

  • Configure Event Kanban Rules
  • Configure Sales, Kanban, Stock Replenishment and BOM Line Events
  • Practice Labs

Module 12: Create and Process Scheduled Kanban Rules

  • Configure Scheduled Kanban Rules
  • Understand Kanban Quantity Calculations and Circulation Kanbans
  • Practice Labs

Module 13: Configure Activity-Based Subcontracting and Production

  • Configure Activity-Based Subcontracting
  • Understand Production Flow Costing
  • Practice Labs

Module 14: Get Started with Process Manufacturing

  • Understand Process Manufacturing
  • Understand Formula Management
  • Understand Co-Products and By-Products
  • Configure Approved Vendors
  • Practice Labs

Module 15: Identify & Configure Batch Attributes for Process Manufacturing

  • Identify and Configure Batch Attributes
  • Create and Configure Catch Weight Items
  • Setup Potency Management
  • Practice Labs

Module 16: Configure Commodity Pricing and Product Compliance

  • Configure Commodity Pricing
  • Configure Product Compliance
  • Practice Labs

Module 17: Use Warehouse Management for Manufacturing

  • Prepare Warehouse Management for Manufacturing
  • Use Warehouse Management for Manufacturing

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Who should attend this Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Course?

This Microsoft Dynamics 365 Supply Chain Management, Manufacturing Course teaches delegates how to use Dynamics 365's manufacturing features. This course can be benficial for a variety of professionals, including:

  • Production Managers
  • Manufacturing Engineers
  • Shop Floor Supervisors
  • Supply Chain Analysts
  • ERP Project Managers
  • IT Managers
  • Consultants
  • ERP Implementation Consultants

Prerequisites of the Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Course

For attending this Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Training Course, delegates should have a basic knowledge of ERP and CRM concepts.

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

Supply Chain Management is the procedure that converts raw materials into finished commodities and is the management of the movement of goods and services. Organisations use Dynamics 365 for Finance and Operations to run smarter with connected operations by selecting best-fit manufacturing processes, improving operational procedures, simplifying resource management, accelerating product delivery, and increasing quality and customer satisfaction. Studying this training will help learners analyse business requirements and translate them into fully realised business processes and solutions that apply industry best practices. Pursuing this training will help individuals gain the required knowledge, skills, and experience to enhance their career prospects.

This 4-day Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Training Course is designed to provide delegates with the fundamental knowledge and demonstrated skills in Microsoft Supply Chain Management, and Manufacturing. While attending this training, delegates will gain a thorough understanding of the concepts used in the production control module and how to implement production control parameters, production orders, and life cycle. They will learn about how to configure discrete manufacturing in finance and operations. Our highly professional professor with years of training experience will conduct this training and equip learners with the skills needed to integrate digital and physical financial systems.

Course Objectives

  • To gain end-to-end visibility into warehouse operations
  • To oversee the batch balancing process
  • To create and configure resource capabilities
  • To implement processes to manage scrap and waste for a discrete order
  • To learn about how manufacturing executions are configured and managed
  • To know how to identify process workflows for managing a manufacturing environment

At the end of this training course, delegates will be able to effectively manage production and lean orders, execute data mitigation, and guarantee lower costs for their clients. They will also be able to configure and use process manufacturing in Dynamics 365 for Finance and Operations.

 

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What’s included in this Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Field Service MB240 Course Outline

Module 1: Configure Microsoft Dynamics 365 Field Service

  • Key Field Service Configuration Considerations
  • Define Field Service Products and Services
  • Work with Work Order Types, Territories, and Status Settings
  • Resolutions
  • Define Incident and Service Task Types
  • Define Account Preferences

Lab: Configure Field Service Settings

Module 2: Configure Bookable Resources in Dynamics 365 Field Service

  • Overview of Bookable Resources
  • Setup and Configuration
  • Define Bookable Resources
  • Work with Crews, Facilities, and Pools
  • Configure Entities for URS

Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service

  • Schedule Multiple Resources and Facilities
  • Define Resources
  • Work with Fulfillment Preferences
  • Work with Requirement Groups
  • Crew Facility Resource Pool Scheduling

Lab: Schedule Multiple Resources

Module 4: Work Order Management in Dynamics 365 Field Service

  • Field Service Work Order Lifecycle
  • Create and Define Work Orders
  • Work with Work Order-Related Records
  • Work with Incidents
  • Scheduling Considerations
  • Work with Inventory and Warehouses
  • Customer Assets

Module 5: Incident Types in Dynamics 365 Field Service

  • Define Incident Types
  • Create Incident Types
  • Use Incident Types

Module 6: Inspections in Dynamics 365 Field Service

  • Create Inspections
  • Associate Inspections
  • Perform Inspections

Module 7: Manage Scheduling Options in Dynamics 365 for Field Service

  • Scheduling Capabilities
  • Schedule Board
  • Schedule and Reschedule
  • Reschedule and Move Items

Module 8: Customise the Schedule Board in Dynamics 365 Field Service

  • Work with Multiple Schedule Boards
  • Schedule Board Options
  • Design and Use Views with the Schedule Board
  • Configure Schedule Board Filter Queries

Lab: Customise the Schedule Board

Module 9: Deploying Resource Scheduling Optimisation

  • Resource Scheduling Optimisation Overview
  • Setup and Deployment Options
  • RSO Configuration Options
  • Optimisation Goals
  • Optimisation Scopes
  • Optimisation Schedules

Module 10: Dynamics 365 Field Service Mobile Application

  • Deploy the Mobile Application
  • Work with the Mobile Application
  • Service Customer Assets
  • Work Offline and Update Offline Data
  • More Mobile Application Capabilities

Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application

  • Edit the Mobile Application
  • Offline Configuration
  • Barcode Scanning and Global Search
  • Audit Locations
  • Configure Push Notifications

Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

  • Application Setup and User Configuration
  • Make Remote Assist Calls for Field Service Work Orders
  • Make Remote Assist Calls
  • Use Field Service Bookings on a HoloLens Device

Module 13: Customer Assets in Dynamics 365 Field Service

  • Create Customer Assets
  • Associate Customer Assets
  • Set Up Customer Asset Hierarchies
  • Use Functional Locations

Module 14: Set Up Field Service to Create Work Orders from IoT Data

  • Installation and Setup
  • Configure Connected Field Service
  • Device Data
  • Visualize Device Readings
  • IoT Alerts
  • Mobile App

Module 15: Create Custom Apps for Dynamics 365 Field Service

  • Create Apps from Power Apps
  • Deploy the Customer Experiences Portal
  • Customise Dynamics 365 Field Service
  • Universal Resource Scheduling
  • Set Up and Customise Schedule Boards

Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice

  • Create a Project by Using the Support Template
  • Customise Email Templates with Survey Variables
  • Configure Power Automate to Send Surveys After a Case is Resolved
  • Create Surveys for Omnichannel Surveys and Satisfaction Metrics
  • Set Up Post Chat Surveys

Lab: Customise Email Templates with Survey Variables

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Who should attend this Microsoft Dynamics 365 Field Service MB240 Course?

The Microsoft Dynamics 365 Field Service Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Field Service capabilities of Dynamics 365. This course can be beneficial for the professionals, including:

  • Field Service Managers
  • Field Technicians
  • Service Coordinators
  • Operations Managers
  • ERP Implementation Consultants
  • IT Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Field Service MB240 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Field Service MB240 Course.

Microsoft Dynamics 365 Field Service MB240 Course Overview

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused on implementations that aid in designing more efficient solutions that align with customer and organizational goals.

What you will gain from taking this Microsoft training course:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.

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What’s included in this Microsoft Dynamics 365 Field Service MB240 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course Outline

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

Module 1: Describe the Finance and Operations Apps

  • Introduction
  • Describe Enterprise Resource Planning (ERP)
  • Describe Finance and Operations Apps Use Cases
  • Describe the Finance and Operations Apps User Interfaces
  • Exercise: Navigate the Finance and Operations Apps

Module 2: Explore the Ecosystem and Main Components of Finance And Operations Apps

  • Finance and Operations Apps and Associated Apps
  • Finance + Operations On-Premises and Cloud-Based Finance and Operations Apps
  • Development and Deployment Processes
  • User Interface
  • Reporting Capabilities

Module 3: Key Differences Between Dynamics AX 2012 And Finance and Operations Apps

  • Introduction
  • Microsoft Programs to Help Customers
  • Microsoft Cloud
  • Cloud Concepts
  • Architecture Differences to Consider
  • Operational Differences to Consider

Module 4: Explore the Technical Architecture of Finance and Operations Apps

  • Differentiate Cloud and On-Premises Architecture
  • Elements, Models, And Packages
  • Application Components and Architecture
  • Metadata Management Processes
  • Source Control Processes
  • Conform Code to Organisation Policies
  • Overview of Lifecycle Services

Module 5: Implement Application Lifecycle Management in Finance and Operations Apps

  • ALM Methodologies
  • Design and Create Models
  • Plan the Build, Test, And Quality Control Processes
  • Identify Upgrade Scenarios and Appropriate Tools
  • Plan the Release, Change, And Risk Management Processes

Module 6: Manage Finance and Operations Apps Implementations by Using Lifecycle Services

  • Introduction
  • Perform Support Tasks
  • Provision and Manage Environments
  • Manage Asset Libraries
  • Manage the Code Update Process

Module 7: Start Developing for Finance and Operations Apps by Using Visual Studio

  • Introduction
  • Create and Build Projects
  • Create and Use Label Files
  • Manage Metadata by Using the Application Explorer
  • Build Deployment Packages
  • Synchronise Data Changes with The Database
  • Use the Element Designer to Create Elements

Lab: Create A Project and Add an Element

Module 8: Manage Source Code by Using Version Control in Finance and Operations Apps

  • Introduction
  • Configure Visual Studio to Connect to Azure Devops
  • Working in Visual Studio
  • Manage and Perform Code Reviews

Module 9: Build Extended Data Types and Enumerations for Finance and Operations Apps

  • Introduction
  • Extended Data Types and Element Properties
  • Base Enums and Element Properties

Lab: Create a Base Enumeration, Add Elements, and Update Properties

Module 10: Build Data Models in Finance and Operations Apps

  • Create Tables and Table Fields
  • Populate Table and Field Properties
  • Add Fields, Field Groups, Indexes, and Relations
  • Table Methods
  • Create, Manage, and Extend Views
  • Create, Manage, and Extend Queries
  • Create, Manage, and Extend Table Maps

Lab: Create a Table, Add Fields, And Create Field Groups

Module 11: Extend Elements in Finance and Operations Apps

  • Introduction
  • Add A Table Extension to a Project
  • Add A Form Extension to a Project
  • Extend Menus
  • Implement Delegates

Lab: Extend A Form and Add Controls

Module 12: Build Forms and Optimise Form Performance in Finance and Operations Apps

  • Introduction
  • Add A New Form to a Project and Apply A Pattern
  • Add A Data Source to a Form
  • Add Grids, Fields, And Groups to a Form
  • Form Methods
  • Create and Populate Menu Items
  • Create and Extend Menus
  • Test Form Functionality and Data Connections
  • Diagnose and Optimise Client Performance
  • Optimise Form Loading and Performance

Lab: Create a Form

Module 13: Create Classes in Finance and Operations Apps

  • Introduction
  • Add A Class to A Project
  • Add Code and Methods to Meet Business Requirements
  • Data Manipulation

Lab: Insert Records by Using a Runnable Class

Module 14: Explore Extensions and The Extension Framework in Finance and Operations Apps

  • Introduction
  • Customisation Models
  • Extension Points for Frameworks
  • Develop Code to Extend A Framework
  • Create Pre-Event and Post-Event Handler Classes
  • Implement the Sysoperationsandbox Framework

Lab: Extend An EDT

Module 15: Configure Your User Interface in Finance and Operations Apps

  • Introduction
  • Manage Menus: Favorites
  • Manage Menus: Dashboards by Role
  • Manage Menus: Key Performance Indicators
  • Manage Forms: Fields
  • Manage Forms: Filters and Ranges
  • Configure Reports
  • Exercise: Create Favorites
  • Exercise: View Role-Based Dashboards
  • Exercise: Change Form Fields and Queries
  • Exercise: Change Report Output

Module 16: Build Workspaces in Finance and Operations Apps

  • Design Kpis
  • Create Drill-Through Workspace Elements
  • Create Custom Reusable Report Functions by Using RDL
  • Implement Built-In Kpis, Charts, And Other Reporting Components
  • Exercise: Create A Workspace and Add a Tile, List, Link, And Power BI Element

Module 17: Get Started with Development Using X++ In Finance and Operations Apps

  • Introduction
  • Implement Base Types and Operators
  • Common Structured Programming Constructs Of X++
  • Use X++ To Write SQL Statements
  • Use Conditional and Iterative Statements
  • Exception Handling
  • Use Const Values
  • Use X++ Runtime Functions for Common Tasks
  • Call .NET Libraries by Using X++ Code

Module 18: Develop Object-Oriented Code in Finance And Operations Apps

  • Introduction
  • Explore Inheritance and Abstract Classes
  • Use Attributes
  • Implement Chain of Command
  • Implement X++ Scoping and Access Identifiers
  • Interfaces
  • Exercise: Create an Extension by Using Chain Of Command

Module 19: Build Reports for Finance and Operations Apps

  • Implement Business Document Management
  • Create and Modify Reports That Use SSRS
  • Implement Query Objects and Query Builder
  • Create and Modify Reports by Using Power BI
  • Create and Modify Reports by Using Excel
  • Exercise: Create and Deploy A Report

Module 20: Implement the Data Management Package API For Finance and Operations Apps

  • Introduction
  • Import and Export Apis
  • Monitor the Status of Apis
  • Manage Entity Change Tracking
  • Create Wrapper Classes to Consume External Web Services
  • Create Wrapper Classes with C#

Module 21: Explore the Test Framework and Tools in Finance and Operations Apps

  • Introduction
  • Unit Test Framework
  • Acceptance Test Library
  • Task Recorder
  • Best Practices Tool
  • Identify Various Categories and Types of Errors
  • Configure the Testing Environment and Prepare Data
  • Run Unit Tests
  • Document and Fix Issues

Module 22: Perform User Acceptance Testing in Finance and Operations Apps

  • Introduction
  • Create User Acceptance Test Libraries
  • Record Test Cases and Save To BPM
  • Synchronise and Configure Your Test Plan in Azure Devops
  • Run User Acceptance Tests
  • Data Task Automation
  • Exercise: Build Test Scripts to Test Business Functionality

Module 23: Explore Reporting Tools in Finance and Operations Apps

  • Introduction
  • Create and Modify Report Data Sources and Supporting Classes
  • Implement Reporting Security Requirements
  • Publish A Report

Lab: Set Authorisation Requirements on Database Tables

Module 24: Compare Reporting and Analytics in Finance and Operations Apps with Dynamics AX 2012

  • Introduction
  • Reporting and Power BI Analysis
  • Reporting Options
  • Data Export Components
  • Modernise Your Data Warehouse
  • Modernise Your Analytics and Reporting

Module 24: Identify Data Integration Patterns and Scenarios in Finance And Operations Apps

  • Introduction
  • Select an Integration API
  • Synchronous and Asynchronous Patterns
  • Data Integration Scenarios

Module 26: Implement Data Integration Concepts and Solutions for Finance and Operations Apps

  • Introduction
  • Develop an Entity and Enable It for Data Export
  • Implement Custom Services
  • Expose Odata Endpoints from Data Entities
  • Consume External Web Services
  • Integrate Finance and Operations Apps with Microsoft Excel
  • Integrate Finance and Operations Apps with External Applications by Using Power Apps
  • Download Electronic Document Interchange Solutions
  • Verify Source and Target Data for Auditing
  • Debug with JSON Web Tokens

Module 27: Data Integrations with Finance and Operations Apps

  • Introduction
  • Set Up A Data Project and Recurring Data Job
  • Exercise - Create A Data Project and Recurring Data Job
  • Implement Authorisation to Support Integration
  • Monitor Status and Availability of Entities
  • Develop Data Transformation
  • Microsoft Dataverse Integrations
  • Integrate Dataverse By Using Virtual Entities
  • Work with Composite Data Entities
  • Azure Data Lake and Entity Store
  • Connect to Azure Data Lake Storage
  • Change Data in Azure Data Lake
  • Power Platform Convergence

Module 28: Connect to Microsoft Power Platform Services with Finance and Operations Apps

  • Connect Your Finance and Operations Apps Data Using Power Automate
  • Triggers and Actions Used in Power Automate for Finance and Operations Apps
  • Connect to Your Finance and Operations Apps Data with Power Apps
  • Finance and Operations Data on Common Data Model and Microsoft Dataverse

Module 29: Dual-Write Implementation for Dynamics 365 Solutions

  • Introduction
  • Dual-Write Implementation Workshop Overview
  • Prepare for The Workshop
  • Workshop Implementation and Follow-Up

Module 30: Work with Data Management in Finance and Operations Apps

  • Introduction
  • Data Management Concepts
  • Use Data Entities for Data Management and Integration
  • Work with the Data Management Workspace
  • Using Standard and Enhanced Views for Tiles
  • Use Templates in Data Management
  • Export, Import, And Copy Data into A Legal Entity
  • Database Movement Operations
  • Data Sharing Framework

Lab: Explore the Data Management Workspace

Lab: Export Data Using the Data Management Workspace

Module 31: Work with Performance and Monitoring Tools in Finance and Operations Apps

Introduction

  • Diagnose Performance Issues by Using Trace Parser
  • Load Testing by Using the Performance SDK
  • Monitor Performance by Using SQL Insights
  • Create A SQL Trace by Using the SQL Profiler
  • Monitor Server Health Metrics in Lifecycle Services
  • Exercise: Use the Environment Monitoring Tool in Lifecycle Services

Module 32: Implement Role-Based Security in Finance and Operations Apps

  • Introduction
  • Create and Modify Duties, Privileges, And Permissions
  • Enforce Permissions Policy
  • Extensible Data Security Framework
  • Apply Security Permissions
  • Microsoft Entra ID and Oauth 2.0 Authentication

Lab: Create A New Security Role and Add Duties

Module 33: Plan and Implement Security in Finance and Operations Apps

  • Introduction
  • Understand the Security Architecture
  • Encryption in Finance and Operations Apps
  • Manage Users and Security
  • Set Up and Apply Segregation of Duties
  • Run Security Reports
  • Stay Compliant with User Licensing Requirements
  • Security Diagnostics for Task Recordings
  • Extensible Data Security Policies
  • Exercise - Import A User and Assign Security Role

Lab: Work with Security

Module 34: Apply Basic Performance Optimisation in Finance and Operations Apps

  • Introduction
  • Identify and Apply Caching Mechanisms
  • Optimise Temporary Table Usage
  • When to Use Set-Based Statements and Row-Based Operations
  • Query Optimisation Principles
  • Modify the Scope of a Variable
  • Analyse and Optimise Concurrency
  • Apply Parallel Processing Algorithms
  • Implement the Async Framework
  • Develop Windows Powershell Scripts

Lab: Create Runnable Classes in Visual Studio to Test Code

 

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Who should attend this Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course?

The Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course is designed to equip professionals with the knowledge and skills required to develop, customise, and extend applications within the Dynamics 365 Finance and Operations suite. This can be beneficial for the following professionals:

  • Software Developers
  • ERP Developers
  • Technical Consultants
  • Integration Specialists
  • ERP Implementation Consultants
  • IT Professionals
  • Technical Project Managers

Prerequisites of the Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course. However, a basic understanding of ERP and CRM concepts will be beneficial for delegates.

Microsoft Dynamics 365: Finance and Operations Apps Developer Course Overview | MB500

Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

Show moredown

What’s included in this Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (2 days)

Online Self-paced (16 hours)

Microsoft Dynamics 365 Core Finance and Operations MB300 Course Outline

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

Module 1: Introduction to Microsoft Dynamics 365

  • Introduction
  • Digital Transformation Is Business Transformation
  • Microsoft Business Applications
  • Artificial Intelligence
  • Mixed Reality
  • Check Your Knowledge

Module 2: Navigate Finance and Operations Apps

  • Introduction
  • Navigation Elements
  • See How Workspaces Drive Productivity
  • Use Filtering Techniques
  • Search in Finance and Operations Apps
  • Compare Views
  • How to Use View and Edit Modes

Module 3: Get Started with Dynamics 365 Finance

  • Introduction
  • Benefits of Dynamics 365 Finance
  • Overview
  • General Ledger
  • Cash and Bank Management
  • Tax
  • Accounts Payable
  • Accounts Receivable
  • Credit and Collections
  • Budgeting
  • Fixed Assets
  • Cost Accounting
  • Electronic Invoicing
  • Lab - Explore Dynamics 365 Finance

Module 4: Get Started with Production Control in Dynamics 365 Supply Chain Management

  • Introduction
  • Core Concepts in Production Control
  • Understand Unified Manufacturing
  • Manufacturing Principles
  • Overview of the Production Process and Production Life Cycle
  • Batch Orders
  • Discrete Manufacturing
  • Process Manufacturing
  • Lean Manufacturing
  • Configure Production Control for Unified Manufacturing
  • Capacity Planning
  • Integration Between the General Ledger and the Production Control Modules
  • IoT Intelligence and Insights
  • Describe the Value Proposition for Mixed-Reality Guides for Production Floor Workers
  • Lab - Explore Production Control

Module 5: Get Help and Learn More About Finance and Operations Apps

  • Introduction
  • Microsoft Learn Site
  • In-Product Help
  • Customise Help Topics
  • Protecting the Privacy and Personal Data of Your Customers

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

  • Introduction
  • Understand the Functionality and Tools of Lifecycle Services
  • Determine Licensing Requirements
  • Lifecycle Services Security
  • Reuse Existing Assets, Copy, and Share Data
  • Perform Actions in the Asset Library
  • Work with the Task Recorder
  • Business Process Modeler (BPM)
  • Support Options
  • Get Product Updates from Lifecycle Services
  • Exercise - Use the Task Recorder to Create and Edit a Recording
  • Exercise - Create a Business Process in the Business Process Modeler
  • Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

  • Introduction
  • Use Implementation Methodologies for a Successful Implementation
  • Cloud Implementation - Analysis
  • Cloud Implementation - Design and Develop
  • Cloud Implementation - Test
  • Cloud Implementation - Deploy and Operate
  • On-Premises Implementation - Analysis
  • On-Premises Implementation - Design and Develop
  • On-Premises Implementation - Test, Deploy, and Operate
  • Gathering and Analysing the Requirements
  • Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

  • Introduction
  • Access Dynamics 365 Translation Service
  • Types of Requests
  • Reuse Translations (Recycling)
  • Custom-Trained Machine Translation System
  • Exercise – Create, Review, and Regenerate a User Interface Translation Request
  • Exercise – Create, Review, and Regenerate a Documentation Translation Request
  • Exercise – Create a Translation Memory File

Module 9: Plan and Configure the Global Address Book in Finance and Operations Apps

  • Introduction
  • How the Global Address Book Works
  • Plan for the Global Address Book and Other Address Books
  • Lab - Configure Address Books
  • Lab - Add a New Record and Check for Duplicates

Module 10: Plan and Implement Legal Entities in Finance and Operations Apps

  • Introduction
  • Create a Legal Entity
  • Create a Number Sequence
  • Understand Organisational Hierarchies and Operating Units
  • Plan Your Organisational Hierarchy
  • Decide Whether to Model Internal Organisations as Legal Entities or Operating Units
  • Best Practices for Modeling Organisations and Hierarchies
  • Apply Purposes and Policies
  • Distributed Order Management (DOM) Policy
  • Configure Calendars and Date Intervals
  • Lab - Configure a New Legal Entity
  • Lab - Create an Operating Unit
  • Lab - Create an Organisation Hierarchy
  • Lab - Set Up a Number Sequence

Module 11: Plan and Implement Security in Finance and Operations Apps

  • Introduction
  • Understand the Security Architecture
  • Encryption in Finance and Operations Apps
  • Manage Users and Security
  • Set Up and Apply Segregation of Duties
  • Run Security Reports
  • Stay Compliant with User Licensing Requirements
  • Security Diagnostics for Task Recordings
  • Extensible Data Security Policies
  • Exercise - Import a User and Assign Security Role
  • Lab - Work with Security

Module 12: Set Up Batch Jobs in Finance and Operations Apps

  • Overview of Batch Processing
  • Batch Processing and Batch Servers
  • Batch Processing of Reports and Setup of Alerts
  • Copy a Batch Job
  • Batch Job Manager Role
  • Unlock a Journal
  • Lab - Work with Batch Jobs and Set Up Alerts

Module 13: Work with Workflows in Finance and Operations Apps

  • Introduction
  • Workflow Types for Business Processes
  • Create and Set Up Workflows
  • Assign Users to Workflow Elements
  • Use the Daily Journal Workflow
  • Lab - Create a Purchase Requisition Workflow

Module 14: Design and Build Mobile Apps for Finance and Operations Apps

  • Introduction
  • Demonstration
  • Overview of the Dynamics 365 Unified Operations Mobile App
  • Page Design Guidelines
  • Action Design Guidelines
  • Form Design Requirements
  • Design Considerations
  • Understand Use Cases for Mobile Apps
  • Get the Dynamics 365 Unified Operations Mobile App

Module 15: Personalise Finance and Operations Apps

  • Introduction
  • Understand the Differences Between Customisation and Personalisation
  • Apply User Options
  • Implicit Personalisation
  • Explicit Personalisation
  • Administer Personalisation
  • Saved Views
  • Personalisation Toolbar
  • Personalise a Workspace
  • Personalise a Dashboard
  • Personalise Inventory Dimensions
  • Create and Maintain Record Templates
  • Lab - Personalise User Options
  • Lab - Create and Use a Record Template

Module 16: Implement Common Integration Features in Finance and Operations Apps

  • Introduction
  • Microsoft Office Integration
  • Excel Workbook Designer
  • Document Management
  • Configure Email (SMTP/Exchange)
  • Create an Email Template
  • Power BI in Finance and Operations
  • Print Management
  • Integrate Data from Multiple Sources into Microsoft Dataverse for Apps
  • Lab - Work with Microsoft Office Integration

Module 17: Feature Management in Finance and Operations Apps

  • Introduction
  • Feature Management Workspace
  • Feature States
  • Enable a Feature
  • Reschedule a Feature
  • Disable a Feature
  • Features That Must Be Enabled
  • Enable All Features
  • Check for Updates
  • Assign Roles
  • Features That Use Configuration Keys
  • Data Entities

Module 18: Prepare Data for Migration to Finance and Operations Apps

  • Introduction
  • Select a Data Integration (Import/Export) Strategy
  • Common Migration Scenarios and Tools
  • Bring Your Own Database (BYOD)
  • Test a Data Migration and Validate Output

Module 19: Work with Data Management in Finance and Operations Apps

  • Introduction
  • Data Management Concepts
  • Use Data Entities for Data Management and Integration
  • Work with the Data Management Workspace
  • Using Standard and Enhanced Views for Tiles
  • Use Templates in Data Management
  • Export, Import, and Copy Data into a Legal Entity
  • Lab - Explore the Data Management Workspace
  • Lab - Export Data Using the Data Management Workspace
  • Database Movement Operations
  • Data Sharing Framework

Module 20: Perform User Acceptance Testing in Finance and Operations Apps

  • Introduction
  • Create User Acceptance Test Libraries
  • Record Test Cases and Save to BPM
  • Synchronise and Configure Your Test Plan in Azure DevOps
  • Run User Acceptance Tests
  • Data Task Automation
  • Exercise - Build Test Scripts to Test Business Functionality

Module 21: Prepare to Go-Live with Finance and Operations Apps

  • Introduction
  • Understand the Go-Live Process
  • Complete the Lifecycle Services Methodology
  • Perform User Acceptance Testing (UAT) for Your Solution
  • FastTrack Go-Live Assessment
  • Request a Production Environment

Module 22: Work with Analytics and Reporting in Finance and Operations Apps

  • Introduction
  • Understand Different Types of Reports and Inquiries
  • Financial Reporting
  • Find Inquiries and Reports
  • Generate and Consume Inquiries and Reports
  • Configure Finance and Operations Apps for Microsoft Power Platform
  • Lab - Work with Reports

Module 23: Configure Electronic Reporting in Dynamics 365 Finance

  • Introduction
  • Configure Electronic Reporting
  • Use Barcode Data Sources to Generate Barcode Images
  • Lab - Generate Electronic Documents for Payments

Show moredown

Who should attend this Microsoft Dynamics 365 Core Finance and Operations MB300 Course?

The Microsoft Dynamics 365 Core Finance and Operations Course focuses on providing professionals with a foundational understanding of the core functionalities of the Dynamics 365 Finance and Operations application. It can be beneficial for a wide range of professionals, including:

  • ERP Consultants
  • Business Analysts
  • Functional Consultants
  • ERP Project Managers
  • IT Managers
  • Process Improvement Specialists
  • HR Managers

Prerequisites of the Microsoft Dynamics 365 Core Finance and Operations MB300 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Core Finance and Operations MB300 Course. However, a basic knowledge of ERP and CRM concepts can be beneficial for delegates.

Microsoft Dynamics 365 Core Finance and Operations Course Overview | MB300

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets you and your organizations achieve these goals.

During this 2 day course, you will learn the core components of Microsoft Dynamics 365 for Finance and Operations an how to configure these components. You will also learn how to migrate data and understand go-live preparation for Microsoft Dynamics 365.

Show moredown

What’s included in this Microsoft Dynamics 365 Core Finance and Operations MB300 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

  • Introducing Dynamics 365 Customer Service
  • Customer Service Core Components
  • Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

  • Case Management Overview
  • Case Creation and Lifecycle
  • Considerations for Case Creation Automation
  • Exercise - Create and Resolve Cases
  • Case Management Scenarios
  • Case Management Dashboard Scenarios
  • Case Management Work with Cases Scenarios
  • Work with Status Reason Transitions
  • Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

  • Introduction to Microsoft Dynamics 365 Queues
  • Configure Tables for Queues
  • Create a Microsoft Dynamics 365 Queue
  • Work with Queues
  • Exercise - Use Queues to Manage Case Workloads
  • Routing Rule Sets
  • Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

  • Introduction
  • Set Up Rules to Create or Update Records Automatically
  • Configure Rules for Creating or Updating Records Automatically
  • Map Records Manually with Power Automate
  • Complete and Activate your Rule
  • Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

  • Introduction
  • Route Cases by Using Basic Routing Rule Sets
  • Set Up Unified Routing
  • Create and Manage Users
  • Create and Manage Queues for Unified Routing
  • Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

  • Overview of Entitlements
  • Create Entitlement Records
  • Work with Entitlement Channels
  • Other Considerations
  • Exercise - Manage Support Contracts by Using Entitlements
  • Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

  • Knowledge Management Overview
  • Create and Define Knowledge Articles
  • Knowledge Article Lifecycle
  • Manage Knowledge Article Versions, Categories, and Translations
  • Knowledge Article Publication
  • Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

  • Knowledge Article and Case Resolution Overview
  • Enable and Configure Entities for Knowledge Search
  • Configure Article Search and Display Options
  • Search for Knowledge Articles
  • Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
  • Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

  • Introduction
  • Dynamics 365 Customer Voice
  • Projects in Dynamics 365 Customer Voice
  • Create Your First Project
  • Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

  • Introduction
  • Survey Headers and Branding
  • Add Branching Logic to Surveys
  • Personalise a Survey with Variables
  • Add Satisfaction Metrics to a Survey and Project
  • Add Multiple Languages for your Surveys
  • Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

  • Introduction
  • Create and Personalise Email Templates
  • Translate Email Templates into Other Languages
  • Email a Survey
  • Upload CSV Files
  • Use Links and QR Codes
  • Analyse Survey Reports
  • Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

  • Introduction
  • Send a Survey with Power Automate
  • Create an Invitation
  • Expand Variables to Further Customise Surveys
  • Use the Locale Variable for Multilingual Surveys
  • Use Variables for Follow-Up Actions
  • Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

  • Introduction
  • Set Up Service Scheduling
  • Define Resources

Module 14: Schedule Services with Customer Service Scheduling

  • Introduction
  • Set Up Fulfillment Preferences
  • Create Service Activities
  • Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

  • Introduction
  • Explore the Customer Service Workspace User Interface
  • View and Edit Records
  • Work with Case Records
  • Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

  • Introduction
  • Create and Use Agent Experience Profiles to Manage Apps
  • Application Tab Templates
  • Session Templates
  • Manage Notification Settings and Templates
  • Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

  • Introduction to Omnichannel for Customer Service
  • Use the Agent Interface
  • Manage Sessions and Work with Applications
  • Work with Conversations
  • Work with Customer Information
  • Helping an Agent's Productivity
  • Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

  • Introduction
  • Set Up Work Classification
  • Route Items to Queues
  • Set Up Work Assignments in Queues
  • Get Started with Intelligent Routing
  • Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

  • Introduction
  • Configure Phone Numbers and Messaging Accounts
  • Configure SMS Workstream
  • Configure SMS Workstream Options
  • Route SMS Conversations
  • Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

  • Introduction to Chat Channels
  • Set Up a Workstream For Chat
  • Create a Chat Channel
  • Allow Chat Transcripts and File Downloads
  • Work with Prechat and Post-Chat Surveys
  • Embed a Chat Widget in a Portal
  • Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

  • Introduction
  • Work with Microsoft Adaptive Cards
  • Build a Smart Assist Bot
  • Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

  • Introduction to Customer Service Insights
  • Configure Customer Service Insights
  • Use Customer Service Analytics Dashboards in Power BI
  • Discover Customer Service Insights Dashboards
  • Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

  • Introduction
  • Create and Use Charts
  • Create Dashboards for Customer Service
  • Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

  • Introduction
  • Choose a Deployment Type
  • Install Connected Customer Service
  • Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

  • Introduction
  • Generate Alerts from Iot Devices
  • Device Management and Interaction
  • Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

  • Introduction
  • Create Power Apps for Dynamics 365 Customer Service
  • Deploy a Self-Service Portal for Customer Service
  • Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

  • Introduction
  • Create an Azure Active Directory application
  • Configure the Power Virtual Agents bot
  • Configure Omnichannel for Customer Service

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Who should attend this Microsoft Dynamics 365 Customer Service MB230 Course?

The Microsoft Dynamics 365 Customer Service (MB230) Course is designed to equip professionals with the knowledge and skills required to utilise the Customer Service capabilities of the Dynamics 365 Customer Service application. It is particularly beneficial for Functional Consultants, alongside professionals such as:

  • Customer Service Managers
  • Help Desk Managers
  • Contact Center Managers
  • CRM Implementation Consultants
  • CRM Project Managers
  • IT Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Customer Service MB230 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Customer Service MB230 Course.

Microsoft Dynamics 365 Customer Service MB230 Course Overview

Microsoft Dynamics 365 Customer Service offers any organization an opportunity for customer success.  Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.Join our team of globally recognized experts as they take you step by step from creating cases to interacting with customers to resolving those cases.  Once you’ve resolved those cases you can learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether.

What you will gain from taking this Microsoft training course?

  • Install and configure the customer service app.
  • Identify common customer service scenarios.
  • Complete a case resolution process.
  • Analyze customer service data.
  • Automate case management record processing.
  • Create and use knowledge articles.
  • Create and use entitlements and service level agreements.
  • Work with Omnichannel.
  • Work with Connected Customer Service.
  • Work with Customer Service Scheduling.
  • Work with Customer Service Insights.
  • Work with Microsoft Power Platform.
  • Work with Customer Service workspaces.

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What’s included in this Microsoft Dynamics 365 Customer Service MB230 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

Microsoft Power Platform Developer PL400 Course Outline

Module 1: How to Build Your First Model-Driven App with Dataverse

  • Introduction to Dataverse
  • Introduction to Model-Driven Apps
  • Model-Driven Apps, Powered by Microsoft Dataverse
  • Explore Sample Apps

Module 2: Get Started with Model-Driven Apps in Power Apps

  • Introducing Model-Driven Apps
  • Components of Model-Driven Apps
  • Design Model-Driven Apps
  • Exercise - Control Security When Sharing Model-Driven Apps
  • Exercise - Create a Model-Driven App

Module 3: Manage Tables in Dataverse

  • Identify Tables and Table Types in Dataverse
  • Create a Custom Table
  • Enable Attachments Within a Table
  • Licensing Requirements for Each Table Type
  • Lab - Create a New Custom Table and Enable Attachments

Module 4: Create and Manage Columns Within a Table in Dataverse

  • Define Columns in Microsoft Dataverse
  • Column Types in Microsoft Dataverse
  • Add a Column to a Table
  • Create a Primary Name Column
  • Restrictions That Apply to Columns in a Table
  • Create an Auto Numbering Column
  • Create an Alternate Key
  • Exercises

Module 5: Working with Choices in Dataverse

  • Define Choice Column
  • Standard Choices Column
  • Lab - Create a New Choice or Modify an Existing Choice

Module 6: Create a Relationship Between Tables in Dataverse

  • Relate One or More Tables - Introduction
  • Relationship Types That Are Available in Microsoft Dataverse
  • Create a One-to-Many Relationship Between Tables
  • Create a Many-to-Many Relationship Between Tables
  • Edit or Delete Relationships
  • Exercise - Create Two Tables and Relate Them by Using a One-to-Many Relationship

Module 7: Define and Create Business Rules in Dataverse

  • Define Business Rules - Introduction
  • Define the Components of a Business Rule
  • Create a Business Rule
  • Exercise - Create a Business Rule

Module 8: Create and Define Calculation or Rollup Columns in Dataverse

  • Introduction to Rollup Columns
  • Create a Rollup Column
  • Introduction to Calculation Columns
  • Create a Calculation Column
  • Exercise - Create a Rollup Column
  • Exercise - Create a Calculation Column

Module 9: Get Started with Security Roles in Dataverse

  • Introduction to Environment Roles
  • Understand Environment Roles
  • Adding or Disabling an Environment User
  • Understand Security Concepts in Dataverse
  • Understand User Security Roles and Security Role Defaults
  • Exercise - Create a Custom Role
  • Check the Roles That a User Belongs To
  • Configure Dataverse Teams for Security
  • Configure Dataverse Group Teams for Security

Module 10: Get Started with Power Apps Canvas Apps

  • Introduction to Power Apps
  • Power Apps Building Blocks
  • Exercise - Create Your First App in Power Apps
  • Ways to Build Power Apps
  • Power Apps Related Technologies
  • Additional Power Apps Related Technologies
  • Designing a Power Apps App

Module 11: Customise a Canvas App in Power Apps

  • Improve Apps by Making Basic Customisations in Power Apps
  • Create a Navigation Model for Your Canvas App
  • Explore Screens and Controls in Power Apps
  • Exercise - Get Started with Functions in Power Apps

Module 12: Manage Apps in Power Apps

  • Exercise - Manage App Versions in Power Apps
  • Exercise - Share Apps in Power Apps
  • Exercise - Understand Environments in Power Apps
  • Power Apps Review

Module 13: Navigation in a Canvas App in Power Apps

  • Understanding Navigation
  • Navigation and Back Function
  • Lab - Create Navigation Functions
  • More Ways to Use the Navigation Function

Module 14: How to Build the UI in a Canvas App in Power Apps

  • Use Themes to Quickly Change the Appearance of Your App
  • Branding a Control
  • Icons
  • Images
  • Personalisation
  • Using the Tablet or Phone Form Factors
  • Exercise - Create UI for a New Canvas App

Module 15: Use and Understand Controls in a Canvas App in Power Apps

  • Introduction to Controls
  • Core Properties of Controls
  • Entering and Displaying Data with Text Controls
  • Additional Controls for Enhancing Your App's Usability
  • Media
  • Lab - Create a Canvas App with Unique Controls

Module 16: Document and Test Your Power Apps Application

  • Create Test Plans
  • User Interface Testing
  • Performance Optimisation
  • Diagnostics and Analytics
  • Documentation and the Customer

Module 17: Use Imperative Development Techniques for Canvas Apps in Power Apps

  • Imperative Versus Declarative Development
  • Three Types of Variables in Power Apps
  • Global Variables
  • Contextual Variables
  • Collections
  • Additional Variable Concepts
  • Exercise - Using the Variables and Collections

Module 18: Create Formulas That Use Tables, Records, and Collections in a Canvas App in Power Apps

  • Formulas That Process Multiple Records
  • Math Operations on Tables
  • Combine and Separate Records
  • ForAll Function
  • Lab - Using the ForAll Function in a Gallery

Module 19: Perform Custom Updates in a Power Apps Canvas App

  • Sometimes You Need Something More Than Forms
  • Using the Patch Function to Create and Edit Records
  • Deleting Record(s) from Data Sources and Collections
  • Using Patch Function to Update a Gallery

Module 20: Complete Testing and Performance Checks in a Power Apps Canvas App

  • Importance of Thinking About Performance
  • Improve Performance with Data Sources
  • Testing and Troubleshooting Your App
  • Exercise - Using the Concurrent Function to Test Performance

Module 21: Work with Relational Data in a Power Apps Canvas App

  • What is Relational Data?
  • Work with Relationships in Power Apps
  • Exercise - Work with Relational Data
  • Microsoft Dataverse for Apps Makes Relationships Even Easier

Module 22: Work with Data Source Limits (Delegation Limits) in a Power Apps Canvas App

  • Delegation Overview
  • Functions, Predicates, and Data Sources Combine to Determine Delegation
  • Delegation Warnings, Limits, and Non-Delegable Functions

Module 23: Connect to Other Data in a Power Apps Canvas App

  • Overview of Different Data Sources
  • Work with Action-Based Data Sources
  • Power Automate Is a Companion to Power Apps

Module 24: Use Custom Connectors in a Power Apps Canvas App

  • Overview of Custom Connectors
  • Overview of the Custom Connector Lifecycle
  • Use Postman for Your Custom Connector

Module 25: Get Started with Power Automate

  • Introducing Power Automate
  • Exercise - Create Your First Flow
  • Exercise - Create Recurring Flows
  • Exercise - Monitor Incoming Emails
  • Exercise - Share Flows
  • Troubleshoot Flows

Module 26: Build Approval Flows with Power Automate

  • Provide Solutions to Real-World Scenarios
  • Exercise - Build an Approval Request
  • Exercise - Build a Flow That Processes an Approval Request
  • Exercise - Learn to Build a Flow That Runs at Recurring Time Intervals
  • Exercise - Create a Business Process Flow
  • Exercise - Create a Business Process Flow That Has Conditions

Module 27: Introduction to Expressions in Power Automate

  • Introduction to Expressions
  • Get Started with Expressions
  • Notes Make Things Easier
  • Types of Functions
  • Write Complex Expressions
  • Exercise - Creating a Manual Flow and Using Expressions

Module 28: Introduction to Microsoft Power Platform Developer Resources

  • Introduction to Microsoft Power Platform for Developers
  • Overview of Microsoft Dataverse and the Common Data Model
  • Extending Power Platform with Azure

Module 29: Use Developer Tools to Extend Microsoft Power Platform

  • Introduction to Developer Microsoft Power Platform Tooling
  • Exercise - Install and Use Developer Tools
  • Solutions Overview
  • Deploy Apps with Package Deployer
  • Exercise - Use the Power Apps CLI

Module 30: Introduction to Extending Microsoft Power Platform

  • Introduction
  • User Experience Extensibility
  • Microsoft Dataverse Extensibility
  • Exercise - Create a Custom API
  • Determine When to Configure or When to Code

Module 31: Introduction to Dataverse for Developers

  • Introduction to Developing with Microsoft Dataverse
  • Microsoft Dataverse Extensibility Model
  • Event Framework

Module 32: Extend Plug-ins

  • Introduction to Plug-ins
  • Plug-ins Usage Scenarios
  • Custom Workflow Extensions
  • Plug-in Execution Context
  • Exercise - Write Your First Plug-in
  • Exercise - Write a Custom Workflow Extension

Module 33: Performing Common Actions with Client Script

  • Introduction to Client-Side Scripting
  • Upload Scripts
  • Event Handlers
  • Context Objects
  • Client Scripting Common Tasks
  • Exercise - Use Client Script to Hide a Form Section

Module 34: Automate Business Process Flows with Client Script

  • Conducting Global Operations with the Client API Xrm Object
  • Client Scripting Best Practices
  • Debugging Client Script
  • Exercise - Use Table Data from Client Script

Module 35: Get Started with Power Apps Component Framework

  • Introduction to Power Apps Component Framework
  • Power Apps Component Framework Architecture
  • Power Apps Component Tooling
  • Demo of Power Apps Code Component

Module 36: Build a Power Apps Component

  • Introduction to Creating a Code Component
  • Create a Code Component Solution Package
  • Test and Debug Code Components

Module 37: Use Advanced Features with Power Apps Component Framework

  • Introduction to Using React Within a Power Apps Component
  • Use the Formatting API in a Power Apps Component
  • Use the Microsoft Dataverse Web API in a Power Apps Component
  • Write a Pop-Up Power Apps Component

Module 38: Work with Dataverse Web API

  • Introduction to the Microsoft Dataverse Web API
  • Authenticate Against Microsoft Dataverse by Using OAuth
  • Interact with Microsoft Dataverse Web API by Using Postman
  • Use OData to Query Data
  • Use FetchXML to Query Data
  • Call Power Automate Actions from the Web API
  • Use the Web API to Impersonate Another User
  • Track Entity Data Changes with Change Tracking and the Web API

Module 39: Integrate Dataverse Azure Solutions

  • Microsoft Dataverse Azure Solutions Overview
  • Expose Microsoft Dataverse Data to Azure Service Bus
  • Write a Service Bus Event Listener That Consumes Microsoft Dataverse Messages
  • Publish Microsoft Dataverse Events with Webhooks
  • Write an Azure Function That Processes Microsoft Dataverse Events

Show moredown

Who should attend this Microsoft Power Platform Developer PL400 Course?

The Microsoft Power Platform Developer PL400 Course is designed to equip professionals with the skills and knowledge required to create custom applications and solutions using the Microsoft Power Platform. Below are some professionals who can have benefit from this course:

  • App Developers
  • Power Platform Developers
  • Business Analysts
  • IT Professionals
  • Citizen Developers
  • IT Managers
  • Data Professionals
  • Consultants

Prerequisites of the Microsoft Power Platform Developer PL400 Course

Delegates must have a basic knowledge of Power Platform, alongside development experience in JavaScript, JSON, TypeScript, C#, HTML, .NET, Microsoft Azure, Microsoft 365, RESTful Web Services, ASP.NET, and Power BI.

Microsoft Power Platform Developer PL400 Course Overview

The Microsoft Power Platform helps organizations optimize their operations by simplifying, automating, and transforming business tasks and processes. In this course, students will learn how to build Power Apps, Automate Flows and extend the platform to complete business requirements and solve complex business problems.

What will you gain from taking this Microsoft training course?

  • Create a technical design.
  • Configure Common Data Service.
  • Create and configure Power Apps.
  • Configure business process automation.
  • Extend the user experience.
  • Extend the platform.
  • Develop Integrations.

Show moredown

 

What’s included in this Microsoft Power Platform Developer PL400 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

Course Outline

Module 1: Configure Dynamics 365 Commerce Headquarters

  • Configure Prerequisites and Commerce Parameters
    • Create Employee and Customer Address Books
    • Configure and Manage Retail Workers
    • Assign Address Books to Customers, Channels, and Workers
    • Create Email Templates and Email Notification Profiles
    • Configure Organisational Hierarchies and Hierarchy Purposes
    • Configure Commerce Shared Parameters
    • Configure Company-Specific Commerce Parameters
  • Describe and Configure Additional Functionality
    • Create and Configure Channel and Sales Order Attributes
    • Configure Commissions and Sales Representatives
    • Configure Payment Methods and Card Types
    • Configure and Manage Gift Cards
    • Describe Omni-Channel Capabilities Including Payments, Orders, and Returns
    • Configure Data Distribution
    • Create Info Codes, Sub-Codes, and Info Code Groups
    • Describe Dynamics 365 Fraud Protection Purchase Protection, Loss Prevention, and Account Protection
  • Manage Statements
    • Describe Advantages of Using Trickle Feed-Based Posting
    • Validate Retail Transactions by Using the Transaction Consistency Checker
    • Configure and Manage Retail Statement Calculations and Posting
    • Troubleshoot Statement Posting Issues
  • Configure Distributed Order Management (DOM)
    • configure Fulfilment Profiles
    • Configure Cost Components Including Shipping, Handling, and Packaging Costs
    • Configure Management Rules and Parameters
    • Monitor Fulfilment Plans and Order Exceptions
  • Configure Order Fulfilment
    • Configure Modes of Delivery Including Shipments, Pick Up, and Carry Out
    • Configure Curbside Customer Order Pickup
    • Configure Charge Codes, Charge Groups, and Automatic Charges
    • Configure and Assign Order Fulfilment Groups

Module 2: Configure Products, Prices, Discounts, Loyalty, and Affiliations

  • Configure Products and Merchandising
    • Configure Product Category Hierarchies
    • Configure Product Attributes and Attribute Groups
    • Configure Assortments and Product Catalogues
    • Manage Product Labels and Shelf Labels
    • Describe Uses Cases for Recommendation Types Including Product, Personalised, Shop Similar Looks, and Shop Similar Descriptions Recommendations
    • Configure Recommendations
    • Configure Warranty Settings
    • Configure Inventory Buffers and Inventory Levels
    • Configure Products and Variants Including Configuring Barcodes
  • Manage Pricing
    • Design and Create Price Groups
    • Configure Pricing Priorities
    • Configure Product Pricing Including Smart Rounding
    • Configure Catalogues Pricing
    • Configure Affiliation Pricing
    • Configure Category Pricing Rules
  • Manage Discounts and Promotions
    • Configure Discount Parameters
    • Configure Channel or Customer-Specific Discounts
    • Configure Quantity, Shipping, Tender-Based, and Threshold-Based Discounts
    • Configure Discount Concurrency Rules
    • Manage Coupons
  • Manage Customers, Loyalty, and Affiliations
    • Configure Client Books
    • Configure Customer Attributes
    • Configure Customer Affiliations
    • Configure Loyalty Programmes, Loyalty Schemes, and Reward Points
    • Manage Loyalty Tier Calculations and Processing

Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

  • Configure Retail Stores
    • Create a Retail Store
    • Configure POS Registers and Devices
    • Configure Retail Profiles
    • Configure Sales Tax Overrides
    • Configure Task Management Lists and Parameters
    • Define Cash Management Processes
    • Define Shifts and Shift Management Processes
    • Configure Channel Return Policies
    • Describe Offline Capabilities and Limitations
  • Manage Store Inventory
    • Configure Availability Calculations for Products
    • Manage Inbound and Outbound Inventory Operations
    • Process Customer Pick-Up and Shipment Orders
    • manage Inventory Processes, Including Stock Counts
    • Look Up Product Inventory
    • Process Serialised Items
  • Perform POS Operations
    • Perform Sales and Order Processes
    • Perform End of Day Processes
    • Reconcile Store Cash
    • Monitor Store Productivity by Using Task Management and Reporting Features

Module 4: Configure and Manage Dynamics 365 Commerce Call Centres

  • Configure Call Centres
    • create a Call Center
    • Configure and Publish Product Catalogues
    • Create Product Catalogue Scripts
    • Configure Fraud Conditions, Rules, and Variables to Trigger Order Holds
    • Configure Fraud Alerts
  • Configure Continuity Orders and Instalment Billing
    • Set Up Continuity Programs and Parameters
    • Configure Continuity Order Batch Jobs
    • Manage Continuity Child Orders
  • Manage Call Centres
    • Create, Modify, and Process Sales Orders
    • Process Call Centre Payments
    • Manage Order Holds
    • Create Return Merchandise Authorisations (RMAS)
    • Process Returns, Exchanges, and Replacements

Module 5: Manage E-Commerce

  • Configure an E-Commerce Channel
    • Create an Online Store
    • Configure an E-Commerce Site
    • Configure Channel Assignments for an e-Commerce Site
    • Configure Ratings and Reviews
  • Manage E-Commerce Content
    • Configure URLs and Aliases
    • Configure Product Detail Pages and Category Pages
    • Manage Site Themes, Page Fragments, Templates, Layouts, and Pages
    • Upload and Manage Digital Assets Including Videos and Images
    • Set Focal Points and Attribute Values for Media Assets
    • Configure publish groups
  • Operate an E-Commerce Channel
    • Create E-Commerce Orders
    • Synchronise E-Commerce Orders
    • Moderate Ratings and Reviews
  • Configure Business-To-Business (B2B) E-Commerce
    • Describe Differences Between B2B and Business-To-Consumer (B2C) Solutions
    • Describe Use Cases for Organisational Modelling Hierarchies
    • Manage Business Partners and Business Partner, Users
    • Configure Product Quantity Limits

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Who Should Attend the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course?

The Microsoft Dynamics 365 Commerce Functional Consultant MB340 course is designed for professionals who want to specialise in implementing and configuring Dynamics 365 Commerce solutions for businesses. This course will benefit the following professionals:

  • Dynamics 365 Commerce Functional Consultants
  • Business Analysts
  • Retail Operations Managers
  • E-commerce Managers
  • Solution Architects
  • Retail IT Professionals

Prerequisites of the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course

There are no formal prerequisites to attend the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course. However, a strong understanding of unified commerce business operation will be beneficial.

Course Overview

Dynamic 365 Functional Consultant is responsible for engaging with subject matter experts and stakeholders, performing discovery, capturing requirements, translating requirements, and confirming the applications and solutions. Microsoft Dynamics 365 Commerce Functional Consultant configure Dynamics 365 Commerce headquarters, manage e-commerce, manage Point of Sale (POS), and configure prices, products, loyalty, affiliations, and discounts. Studying Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is helpful for learners to configure, deploy, and maintain Dynamics 365 Commerce. It will help organisations to manage and configure commerce call centres. This training will help learners expand their skills and undertake a variety of tremendous job opportunities in various international companies.

This 5-day Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course covers all necessary concepts to help delegates become thoroughly familiar with the dynamics 365 commerce functional consultant. During this training, they will learn about how to configure organisational hierarchies and hierarchy purposes. They will also learn about how to configure and manage gift cards, configure and assign order fulfilment groups, configure data distribution, configure warranty settings, configure category pricing rules, configure channel return policies, and many more. Our highly professional trainer with years of experience in teaching Microsoft courses will conduct this training course and will help you get a complete understanding of Microsoft dynamics 365 commerce.

This training will cover various essential topics, such as:     

  • Create email templates and email notification profiles
  • Configure payment methods and card types
  • Troubleshoot statement posting issues
  • Configure management rules and parameters
  • Configure continuity order batch jobs
  • Manage business partners and business partners, users

After attending Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course, they will be able to create and configure channel and sales order attributes. They will also be able to validate retail transactions by using the transaction consistency checker.

Show moredown

What’s included in this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

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

Module 1: Get Started with Dynamics 365 Supply Chain Management

  • Introduction
  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost Accounting
  • Cost Management
  • Inventory Management and Warehouse Management
  • Master Planning
  • Procurement and Sourcing
  • Vendor Collaboration
  • Sales and Marketing
  • Customer Portal
  • Product Information Management
  • Production Control
  • Intercompany Trade
  • Warehouse Management
  • Transportation Management
  • Lab - Explore Dynamics 365 Supply Chain Management

Module 2: Create Products and Product Masters in Dynamics 365 Supply Chain Management

  • Introduction
  • Product Information Workspace
  • Concept of a Product
  • Create Products
  • Set Up Unit Conversions
  • Batch Disposition Codes
  • Default Order Settings
  • Define Products as Not Stocked
  • Create Product Masters with Variants
  • Gain Productivity by Using the Variant Suggestions Page
  • Create and Set Up Category Hierarchies And Attributes
  • Set Up Item Pricing
  • Lab - Create a Product and Product Master

Module 3: Configure and Work with Inventory Management in Dynamics 365 Supply Chain Management

  • Introduction
  • Inbound Operations
  • Outbound Operations
  • Configure Inventory Dimensions
  • Configure Storage Dimensions
  • Configure Tracking Dimensions
  • Configure Serial and Batch Numbers
  • Allocate Batch and Serial Numbers
  • Configure Sites
  • Configure Warehouses
  • Transfer Orders
  • Set Up Bar Codes
  • Set Up Default Order Settings
  • Inventory Journals
  • Work with Journals
  • Inventory Journal Approval Workflows
  • Work with Reason Codes
  • Work with Consignment Inventory
  • Configure Item Groups and Item Model Groups
  • Inventory Cost Methodologies
  • Configure Inventory Policies
  • Inventory Closing and Adjustment
  • Archive Inventory Transactions
  • Work with Reason Codes for Inventory Counting
  • Lab - Work with Inventory Management

Module 4: Configure Warehouse Management in Dynamics 365 Supply Chain Management

  • Introduction
  • Roles in Warehouse Management
  • Set Up Warehouse Management
  • Configure the Warehouse Layout
  • Configure Catch Weight Processing for Warehouse Management
  • Warehouse Processes
  • Reservation Hierarchies
  • Lab - Configure Warehouse Management

Module 5: Create Bill of Materials in Dynamics 365 Supply Chain Management

  • Introduction
  • Work with the BOM Designer
  • BOM and Formula Versions
  • BOM Line Types
  • BOM Levels
  • Exercise - Create A BOM In the BOM Designer

Module 6: Set Up Versioned Products in Dynamics 365 Supply Chain Management

  • Introduction
  • Create an Engineering Organization
  • Create Nomenclature for Product Versions
  • Create Product Version Number Rules
  • Create Product Dimension Groups by Using the Version Dimension
  • Create Product Life Cycle States
  • Engineering Attributes
  • Product Readiness Policies
  • Product Release Policies
  • Create Engineering Categories
  • Exercise - Create a Product Readiness Policy

Module 7: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

  • Introduction
  • Enable Warehousing Telemetry
  • Warehouse Implementation Workspace
  • Wizard-Driven Setup of Warehouse Management Parameters
  • Wizard-Driven Warehouse Configuration
  • Simplified Query View of Location Directives

Module 8: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

  • Introduction
  • Inbound Operations
  • Inbound Advanced Shipping Notices
  • Cross Dock Products from Receiving Warehouse to Stores
  • Create A GTIN Code for a Product
  • Wizard-Driven Setup of Warehouse Management Parameters
  • Exercise - Register a Load Where Items are Missing

Module 9: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

  • Introduction
  • Outbound Operations
  • Warehouse Work
  • Cluster Picking
  • Packing and Containerization
  • Packing Containers with the Warehouse Management Mobile App
  • Transfer Orders and Replenishment
  • Exercise - Set Up a Cluster Profile

Module 10: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

  • Introduction
  • Cycle Counting
  • Material Handling Equipment Interface
  • Exercise - Create a Cycle Counting Plan

Module 11: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

  • Introduction
  • Global Mobile Device Parameters
  • Set Up and Deploy GS1 And QR Bar Codes
  • Set Up Work Type Menu Items
  • Set Up Mobile App Step Instructions
  • Set Up Detours for Steps in Mobile Device Menu Items
  • Exercise - Set Up a Detour for a Step in a Task Flow

Module 12: Work with the Costing Sheet in Dynamics 365 Supply Chain Management

  • Introduction
  • Costing Versions
  • Cost Groups
  • Calculation Groups
  • Costing Sheets
  • BOM Calculations
  • BOM Measurements
  • BOM Reports
  • Lab - Analyze BOM Costs by Using the Costing Sheet

Module 13: Configure and Use Agreements in Dynamics 365 Supply Chain Management

  • Introduction
  • Work with Trade Agreements
  • Create Sales Agreements
  • Create Purchase Agreements
  • Configure Trade Allowance Management
  • Configure Brokerage Contract Management
  • Configure Royalty Contract Management
  • Configure Vendor Rebates
  • Rebate Management Module
  • Exercise - Create a Purchase Agreement
  • Exercise - Generate and Process Customer Rebates
  • Exercise - Create Trade Agreements

Module 14: Use Inventory Reports in Dynamics 365 Supply Chain Management

  • Introduction
  • ABC Inventory Classification
  • Physical Inventory by Inventory Dimension Report
  • Inventory Value Report
  • Inventory On-Hand Report Storage
  • Inventory On-Hand Mobile Workspace
  • Exercise - Use the ABC Classification Report
  • Exercise - Use the Physical Inventory by Inventory Dimension Report
  • Exercise - Export a Report to Microsoft Excel

Module 15: Configure and Work With Quality Control And Quality Management In Dynamics 365 Supply Chain Management

  • Introduction
  • Configure Quality Management
  • Perform Quality Control and Management Processes
  • Describe Transactions Types and Create Quality Orders
  • Apply Inventory Blocking
  • Perform Quarantine Management
  • Exercise - Create and Process a Quality Order
  • Exercise - Create and Process a Nonconformance Order

Module 16: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • All Assets Page
  • Create an Asset
  • Multi-Level Assets
  • Copy an Asset or Asset Structure
  • Move, Remove, And Install an Asset
  • Create Assets Based on Purchase Orders
  • Asset Bills of Materials
  • Asset Event History
  • Asset View
  • Asset Attribute Overview
  • Lab - Work with Assets

Module 17: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • Maintenance Plans
  • Interval Types
  • Assign A Maintenance Plan to an Asset
  • Schedule Maintenance Plans
  • Maintenance Rounds
  • Maintenance Schedule
  • Maintenance Schedule Cost
  • Maintenance Downtime
  • Exercise - Create a Maintenance Plan
  • Exercise - Update the Maintenance Schedule

Module 18: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • Manually Create Work Orders
  • Maintenance Forecasts
  • Procurement of Work Order Purchase Requisitions
  • Bill Customers for Maintenance Work
  • Manual Update of Asset Counters
  • Automatic Update of Asset Counters
  • Maintenance Checklists
  • Maintenance Downtime
  • Add a Fault to a Work Order
  • Work Order Report
  • Work Order Pools
  • Active Work Order Maintenance Jobs Page
  • Work Order Management Workspace
  • Exercise - Create and Manage Work Orders

Module 19: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

  • Introduction
  • Configure Workers for Work Order Scheduling
  • Schedule and Dispatch Work Orders
  • Calculate Capacity Load on Scheduled Work Orders
  • Lab – Set Up a Preferred Worker, and Schedule a Work Order

Module 20: Configure and Perform the Procure-To-Purchase Process in Dynamics 365 Supply Chain Management

  • Introduction
  • Procurement Scenario
  • Overview of the Procure-To-Purchase Process
  • Set Up Procurement Categories
  • Use Procurement Catalogs
  • Create a Purchase Requisition
  • Create and Process a Request for Quotation
  • Create Purchase Orders
  • Vendor Categories and Catalogs
  • Evaluate a Vendor and Put a Vendor on Hold
  • Use Purchasing Policies
  • Lab - Work with Procure-To-Purchase Processes

Module 21: Process Purchase Orders in Dynamics 365 Supply Chain Management

  • Overview of the Purchase Order Process
  • Set Up Purchasing Parameters
  • Use Purchase Order Change Management
  • Use Item Arrivals and Arrival Overview
  • Manage Over/Under Delivery for Purchase Orders
  • Manage Charges for Purchase Orders
  • Create Vendor Returns
  • Lab - Create and Process a Purchase Order

Module 22: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management

  • Introduction
  • Purchase Order Statuses with Vendor Collaboration
  • Configure Vendor Collaboration
  • Maintain Vendor Certification
  • Set Up Vendor Collaboration Security Roles
  • Use the Vendor Collaboration Invoicing Workspace
  • Define Purchase Order Response Information
  • Work with Purchase Orders When Vendor Collaboration is Used
  • Purchase Order Statuses and Versions
  • Sharing Information About Consignment Inventory
  • Work with Request for Quotes
  • Purchase Order Confirmation Workspace
  • Accessing Vendor Master Data in the Vendor Information Workspace
  • Exercise - Set Up an External Role for a Vendor

Module 23: Configure Accounts Receivable in Dynamics 365 Finance

  • Introduction
  • Payment Schedule
  • Terms of Payment And Payment Days
  • Cash Discounts
  • Payment Fees
  • Set Up the Credit Card Payment Service
  • Methods of Payment And Payment Control
  • Set Up a Payment Calendar and Payment Calendar Rules
  • Create and Maintain Customers
  • Set Up Customer Posting Profiles
  • Configure Accounts Receivable Charges
  • Lab - Configure Customer Posting Profiles and Create a New Customer

Module 24: Convert Prospects in Dynamics 365 Sales to Customers in Dynamics 365 Supply Chain Management

  • Introduction
  • Prerequisites and Mapping Setup
  • Sales Quotations
  • Sales Orders
  • Dual-Write Solution for Sales
  • Invoices
  • Limitations
  • Demonstration - Create and Edit Sales Quotations

Module 25: Configure and Manage the Order to Cash Process in Dynamics 365 Supply Chain Management

  • Introduction - Order to Cash Process
  • Sales and Marketing Overview
  • Create and Confirm Sales Quotations
  • Create and Process Sales Orders
  • Sales Order Entry Scenarios
  • Sales Order Picking Processes
  • Configure Order Promising
  • Configure Order Hold Codes
  • Process Customer Returns
  • Sales Order Reservations
  • Configure and Use Commissions
  • Configure Customer and Item Search
  • Lab - Create A Sales Order and Work with Commissions

Module 26: Configure and Use Intercompany Trade in Dynamics 365 Supply Chain Management

  • Introduction
  • Intercompany Trading
  • Set Up Intercompany Trade
  • Process Intercompany Chain Orders
  • Set Up Intercompany Agreements and Direct Deliveries
  • Lab - Configure Intercompany Relations
  • Exercise - Process a Purchase Order-Initiated Intercompany Chain
  • Exercise - Process a Sales Order-Initiated Intercompany Chain
  • Exercise - Process Returns in Intercompany
  • Exercise - Process an Intercompany Direct Delivery

Module 27: Set up Landed Cost in Dynamics 365 Supply Chain Management

  • Introduction
  • Landed Cost Concepts and Terminology
  • Landed Cost Parameters
  • Set Up Voyages and Shipping Containers
  • Set Up Delivery Information
  • Set Up Multi-Leg Journeys
  • Set Up Shipping Information
  • Set Up Costing Parameter Values
  • General Ledger Integration Configuration
  • Vendor Settings for Landed Cost
  • Lab - Create a Voyage Leg

Module 28: Manage Transportation Management in Dynamics 365 Supply Chain Management

  • Introduction
  • Planning Transportation Management
  • Configure Transportation Management
  • Routing and Transportation Flows
  • Load Building Strategy
  • Transportation Management Engines
  • Bill of Lading
  • Plan Freight Transportation Routes with Multiple Stops
  • Reconcile Freight in Transportation Management
  • Lab - Explore Transportation Management

Module 29: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

  • Production Input Location
  • Production Output Location
  • Staging and Order Picking
  • Release BOM And Formula Lines to the Warehouse
  • Cross-Docking
  • Planned Cross Docking
  • Visibility into Material Exceptions
  • Lab - Work with Warehouse Management In Manufacturing

Module 30: Configure and Use Built-In Master Planning in Dynamics 365 Supply Chain Management

  • Introduction
  • Master Planning Considerations and Setup
  • Master Planning Parameters Page
  • Create a Master Plan
  • Demand Forecasting
  • Coverage Settings
  • Action Messages
  • Configure Intercompany Planning
  • Run Plans and Firm Planned Orders
  • Set Up and Use The Supply Schedule Page
  • Exercise - Firm a Planned Order
  • Exercise - Change a Planned Order Type
  • Exercise - Create and Run an Intercompany Master Plan

Module 31: Use Planning Optimization in Dynamics 365 Supply Chain Management

  • Introduction
  • Install the Planning Optimization Add-In
  • Integration and Fit Analysis
  • Apply Filters to a Plan
  • Master Planning with Demand Forecasts
  • Planning Optimization Support for Capability-Based Resource Allocation
  • Priority-Based Planning
  • Master Planning and Purchase Trade Agreements
  • Safety Margins
  • Coverage Time Fences
  • Approved Planned Orders
  • Generate Planned Production Orders
  • Analyze and Approve Planned Orders
  • Auto-Firming
  • Planning with Negative On-Hand Quantities
  • View History and Planning Logs
  • Cancel a Planning Job
  • Exercise - Set Up Purchase Trade Agreements for Planning Optimization
  • Exercise - Approve a Planned Order

Module 32: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

  • Introduction
  • Describe Costing Methods
  • Describe Item Arrival Journals and Cross-Docking
  • Describe Inventory Reservations, Picking and Packing, Replenishment, and Shipments
  • Describe Inventory Counting and Inventory On-Hand Concepts
  • Describe Quality Management Capabilities
  • Describe Use Cases for Warehouse Management Systems (WMS)
  • Describe Use Cases for Transportation Management Systems

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Who should attend this Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course?

The Microsoft Dynamics 365 Supply Chain Management Course is designed for professionals with the skills and knowledge required to utilise the Supply Chain Management capabilities of Dynamics 365 Supply Chain Management. This can be beneficial for a wide range of professionals, including:

  • Supply Chain Managers
  • Procurement Specialists
  • Inventory Managers
  • ERP Project Managers
  • IT Managers
  • Consultants
  • ERP Implementation Consultants

Prerequisites of the Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course

There are no formal prerequisites of the Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course. However, a basic understanding of Supply Chain Management concepts can be beneficial.

 

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

Microsoft Dynamics 365 Supply Chain Management is a solution developed to evolve manufacturing, trade, and supply chain processes. Organisations use Dynamics 365 for Supply Chain Management to automate and streamline their supply chain by modernising business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfilment. This training will help learners to increase their productivity and operational efficiency. Holding a proficient knowledge of Dynamics 365 Supply Chain Management will help individuals get the desired job roles as support supply chain management functional consultants in multinational companies.

This 5-day Microsoft Dynamics 365 Supply Chain Management MB330 Training course is designed to provide a thorough understanding of Microsoft Dynamics 365 Supply Chain Management and its important features and functionalities. During this training, delegates will learn how to configure costing versions for standard and planned costs, along with the techniques of implementing product information management to collect, handle, and integrate data sources. They will understand the use of non-conformance orders to repair an item or a faulty machine and how to run non-conformance reports. Our highly skilled trainer with years of teaching experience will conduct this course and equip delegates with a comprehensive knowledge of various supply chain management methods.

Course Objectives

  • To configure products for supply chain management
  • To learn how to implement common sales and marketing features
  • To understand the partial location cycle counting process
  • To know how to perform warehouse management processes
  • to adjust stock levels using the inventory adjustment journal
  • To run master plans and manage planned orders

After attending this Microsoft Dynamics 365 Supply Chain Management MB330 Training course, delegates will be able to manage and process inventory activities and implement inventory management. They will also be able to configure and perform warehouse management processes.

 

Show moredown

What’s included in this Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics 365 Fundamentals MB920 Course Outline

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

Module 1: Describe the Finance and Operations Apps

  • Introduction
  • Describe Enterprise Resource Planning (ERP)
  • Describe Finance and Operations Apps Use Cases
  • Describe the Finance and Operations Apps User Interfaces
  • Exercise: Navigate the Finance and Operations Apps

Module 2: Describe Reporting and Integration Capabilities in Finance and Operations Apps

  • Introduction
  • Describe Reporting Options
  • Describe How to Use Power BI to Analyse Data
  • Describe Options for Manipulating Data from Finance and Operations Apps Within Excel
  • Describe Microsoft Office 365 Integration Capabilities
  • Exercise: Excel Integration
  • Describe Options for Integrating Finance and Operations Apps with Microsoft Power Platform
  • Explore Business Events Integration Capabilities

Module 3: Describe Dynamics 365 Finance Core Capabilities

  • Introduction
  • Describe Finance Capabilities and Features
  • Describe Organisation and Legal Entities
  • Describe Number Sequence Functionality
  • Describe Tax Capabilities
  • Describe Cost Accounting Concepts

Module 4: Describe the General Ledger in Dynamics 365 Finance

  • Introduction
  • Describe the Chart of Accounts Functionality
  • Describe Financial Dimensions and Dimension Set Concepts
  • Describe Periodic Financial Processes
  • Describe Journaling Concepts
  • Exercise: Create a Main Account

Module 5: Describe Accounts Payable and Accounts Receivable in Dynamics 365 Finance

  • Introduction
  • Describe Core Accounts Payable Components
  • Describe Vendor Payments and Settlements
  • Describe Core Accounts Receivable Components
  • Describe Credit and Collection Processes
  • Describe Revenue Recognition

Module 6: Explore Expense Management, Fixed Asset Management, and Budgeting in Dynamics 365 Finance

  • Introduction
  • Describe Cash and Bank Management Concepts
  • Describe Expense Management
  • Describe Fixed Asset Management
  • Describe Budgeting Capabilities

Module 7: Describe the General Capabilities of Dynamics 365 Supply Chain Management

  • Introduction
  • Describe Supply Chain Management Capabilities and Features
  • Describe Product Master Records, Product Variants, and Product Dimensions
  • Exercise: Create a Product
  • Describe Pricing and Discounts in Relation to Trade Agreements
  • Describe the Procure-To-Pay Process
  • Exercise: Create A Purchase Order
  • Describe the Order-To-Cash Process

Module 8: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

  • Introduction
  • Describe Costing Methods
  • Describe Item Arrival Journals and Cross-Docking
  • Describe Inventory Reservations, Picking and Packing, Replenishment, and Shipments
  • Describe Inventory Counting and Inventory On-Hand Concepts
  • Describe Quality Management Capabilities
  • Describe Use Cases for Warehouse Management Systems (WMS)
  • Describe Use Cases for Transportation Management Systems

Module 9: Describe Manufacturing Strategies in Dynamics 365 Supply Chain Management

  • Introduction
  • Describe Manufacturing Types
  • Describe Manufacturing Strategies
  • Describe the Production Elements of a Production Process
  • Describe Item Tracking and Tracing Processes
  • Describe Manufacturing Execution
  • Describe Master Planning and Planning Optimisation
  • Exercise: Create a Production Order

Module 10: Describe Dynamics 365 Commerce Capabilities

  • Introduction
  • Describe Commerce Core Capabilities
  • Describe Commerce Channels
  • Describe Channel Management Concepts
  • Describe Distributed Order Management (DOM)
  • Describe Pricing and Discounts
  • Describe Product Hierarchies and Assortments
  • Exercise: Create a Product Assortment
  • Explore Store Commerce
  • Describe E-Commerce Capabilities

Module 11: Describe Dynamics 365 Commerce Clienteling Capabilities and Dynamics 365 Fraud Protection

  • Introduction
  • Describe Loyalty Programs
  • Describe How to Create Personalised Customer Experiences by Using Clienteling
  • Describe Fraud Protection

Module 12: Describe Dynamics 365 Human Resources Core Capabilities

  • Introduction
  • Describe Use Cases of Dynamics 365 Human Resources
  • Describe Workers and Positions
  • Describe the Hire-To-Retire Process
  • Describe Compensation and Benefits Capabilities
  • Describe Leave and Absence Capabilities
  • Describe Compliance Features

Module 13: Describe Personnel Management Capabilities in Dynamics 365 Human Resources

  • Introduction
  • Describe Self-Service Capabilities
  • Describe Employee Training and Certification Features
  • Describe Performance Management Capabilities

Module 14: Identify Project Life Cycle Management Capabilities in Dynamics 365 Project Operations

  • Introduction
  • Describe Dynamics 365 Project Operations Capabilities
  • Describe Project-Based Services and Project Types
  • Describe How Project Operations Supports Different Industries
  • Describe the Project Life Cycle
  • Describe Project Sales Capabilities
  • Describe Project Purchase Orders
  • Describe Project Contract Capabilities
  • Describe Project Pricing Capabilities

Module 15: Describe the Project Planning and Execution Capabilities of Dynamics 365 Project Operations

  • Introduction
  • Describe Project Planning
  • Describe Project Scheduling and Resourcing
  • Describe Work Breakdown Structures
  • Describe Project Invoicing
  • Describe Project Cost Tracking
  • Describe Project Budget Capabilities

Show moredown

Who should attend this Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course?

The Microsoft Dynamics 365 Fundamental MB920 Course is designed to provide professionals with a foundational understanding of the core concepts and capabilities of Microsoft Dynamics 365 for Enterprise Resource Planning (ERP). Below are some professionals who can have benefits from this course:

  • Business Analysts
  • ERP Implementation Consultants
  • Decision-makers
  • Project Managers
  • Operations Managers
  • IT Managers
  • Technical Project Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course. However, a basic understanding of financial principles, business operations, and cloud computing can be advantageous.

Microsoft Dynamics 365 Fundamentals MB920 Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform that consolidates parts of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) with artificial intelligence tools and productivity applications. It involves various cloud applications for different business processes from sales to operations to accounting. It gives practical tools to the worker who needs to be more dynamic, improves client relationships, and wins more marketing. This course outfits with all the information and specialised ability necessary for individuals to turn themselves into Directors of ERP Development, ERP Application Analysts, SAP Team Leaders, Directors of SAP Business Analysis, ERP Consultants, ERP Operations Directors, ERP Trainers, and ERP Training Managers in the reputed companies.

This 1-day Microsoft Dynamics 365 Fundamentals (ERP) MB-920 course covers all the important topics required to get fully proficient with the concept of Enterprise Resource Management (ERP). During this course, delegates will learn about the general capabilities, warehouse and inventory capabilities in Dynamics 365 supply chain management, product management, warehouse management, and many more. They will also learn about the fundamentals of Dynamics 365 finance, accounts payable, and accounts receivable. Our expert trainers, who have years of experience in teaching Microsoft training courses, will teach this specialised training course.

This training will also cover the following concepts, such as:

  • Warehouse management
  • Dynamics 365 fraud protection
  • Personnel management capabilities
  • General ledger
  • Human resources etc.

After attending this Microsoft Dynamics 365 Fundamentals (ERP) MB-920 training course, delegates will be able to use features of the finance and operations applications as well as will become capable of implementing them into their organisations. They will be able to manage inventory, manufacturing, and asset properly without facing any problem. They can also become efficient of identifying project lifecycle management capabilities in Dynamics 365 project operations.

Show moredown

What’s included in this Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

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

Module 1: Start your Free Dynamics 365 Business Central Trial

  • Introduction - Create Your Own Business Central Account
  • Sign in to Business Central
  • Use a Demo Database
  • Start a Trial with your Own Data
  • Extend Your Trial and Subscribe or Unsubscribe your Organisation
  • Exercise - Sign in to Business Central

Module 2: Introducing Microsoft Dynamics 365 Business Central

  • Introduction to Business Central
  • Identify Available Subscription Types for Business Central
  • Explore the Relationship Management Functionality
  • Use Dynamics 365 Sales with Business Central
  • Discover Supply Chain Management Capabilities
  • Process and Administer the Purchase Cycle
  • Process and Administer the Sales Cycle
  • Send Documents to Customers
  • Explore How to Administer Jobs
  • Discover Service Management Capabilities
  • Business Central Manufacturing Capabilities
  • Business Central Human Resources Capabilities
  • In Microsoft 365 Experience for Business Central
  • Exercises - Create a Customer and a New Office Furniture Item

Module 3: Customise Microsoft Dynamics 365 Business Central

  • Introduction - Cloud Architecture for Business Central
  • Tailor, Extend, And Build Applications

Module 4: Administer Dynamics 365 Business Central Online

  • Introduction - Get Started with the Cloud Solution Provider Program
  • Extend a Trial for a Customer
  • Access the Administration Center
  • Manage Sandbox and Production Environments
  • Set Up Tenant Notifications
  • Inspect Environment Telemetry and Troubleshoot Issues
  • Export Databases
  • Enable Features
  • Monitoring and Analyzing Telemetry
  • Analyze Performance Using the In-Client Performance Profiler

Module 5: Create New Companies in Business Central

  • Introduction - Create New Companies with Setup Data
  • Create New Companies Without Data
  • Create New Companies with Setup and Demo Data
  • Create New Companies with Demo Data for Manufacturing Scenarios
  • Create a New Company by Copying Data from an Existing Company
  • Set Up Company Information
  • Exercise - Create a Company with Demo Data

Module 6: Migrate Data to Business Central

  • Introduction - Data Migration Concepts
  • Use the Data Migration Assisted Setup
  • Work with Data Templates
  • Import Data from Excel
  • Create Journal Opening Balances
  • Import Business Data from Other Finance Systems
  • Set Up a Company with Rapidstart Services
  • Exercise - Create a New Customer Template

Module 7: Manage Users and Implement Security in Business Central

  • Introduction - Add Users
  • Create User Groups
  • Implement Permissions and Permission Sets
  • Configure User Access Times and Logging
  • Understand Users, Profiles, and Role Centers
  • Perform User-Specific Setup
  • Auditing Changes
  • Exercise - Add a New User

Module 8: Set up Email in Dynamics 365 Business Central

  • Introduction
  • Set Up Email Accounts
  • Compose and Send an Email
  • Send Documents by Email
  • Document Sending Profiles
  • Assign Email Scenarios
  • Send a Sales Document by Email

Module 9: Integrate Business Central with Outlook

  • Introduction
  • Set Up Email Logging
  • Set Up Outlook Integration
  • Use the Contact Insights Outlook Add-In
  • Creating Invoices from your Meeting Appointments
  • Do a Quick Document Lookup
  • Exercise - Set Up and Send Email

Module 10: Create Workflows in Dynamics 365 Business Central

  • Introduction
  • Create a Workflow Manually
  • Create a Workflow from Workflow Templates
  • Create a Power Automate Flow
  • Set Up Users
  • Set Up Notifications
  • Set Up Approval Workflows by Using Assisted Setup

Module 11: Use Approval Workflows in Dynamics 365 Business Central

  • Introduction
  • Request Approval of a Record
  • Cancel a Request for Approval
  • Approve or Reject a Request for Approval
  • Delegate a Request for Approval
  • Manage Overdue Approval Requests

Module 12: User Interface Essentials in Dynamics 365 Business Central

  • Introduction to the User Interface - The App Bar
  • App Launcher
  • Business Central Main Pages
  • Search for Page or the Tell Me Icon
  • My Settings
  • Get Help
  • Tour Business Central
  • Different Types of Pages in the User Interface
  • Use the Role Explorer
  • More User Interface Features
  • Exercise - Assign Another Role Center, Use the Search for Page Icon, and Find and Use Keyboard Shortcuts

Module 13: Personalise the Microsoft Dynamics 365 Business Central User Interface

  • Introduction - Personalise the Business Central User Interface
  • Personalise the Role Center
  • Personalise List and Card Pages
  • Personalise Document Pages and Add Fields
  • Exercise – Personalise the Customer List and Clear Personalisation

Module 14: Use Alternative Interfaces for Dynamics 365 Business Central

  • Introduction
  • Explore the User Interface on your Smartphone and Tablet
  • Use the Outlook Interface for Business Central
  • Use Microsoft Teams to Share Business Data
  • Exercise - Use Outlook as your Business Central Inbox

Module 15: Change How Documents Look in Business Central

  • Overview of Report and Document Layouts
  • Create and Modify a Custom Report or Document Layout
  • Update Report or Document Layouts
  • Change Which Layout is Currently Used on a Report
  • Implement Report Selections
  • Manage Saved Settings for Reports
  • Set Up Printers
  • Exercise - Change the Layout Currently Used on a Report

Module 16: Configure Business Central for Excel and Power BI

  • Create Web Services to Link Power BI and Business Central
  • Add Business Central as a Data Source in Power BI
  • Create List Data Power BI Reports to Display in Business Central
  • Configure Business Central Apps in Power BI
  • Work with Business Data in Excel
  • Analyse, Group, and Pivot Data on List Pages Using Data Analysis Mode
  • Exercise - Create a Business Central Web Service to Use as a Power BI Data Source

Module 17: Migrate On-Premises Data to Dynamics 365 Business Central

  • Introduction
  • End-To-End Process of Migrating Data
  • Run the Cloud Migration Tool
  • Address Common Questions and Issues with Migrations

Module 18: Set Up General Ledger Configuration Options in Dynamics 365 Business Central

  • Introduction
  • Set up the General Fasttab
  • Set up the Dimensions Fasttab
  • Set up the Background Posting Fasttab
  • Set up the Reporting Fasttab
  • Set up the Application Fasttab
  • Enable Data Check

Module 19: Set up Number Series and Trail Codes in Dynamics 365 Business Central

  • Introduction to Setting up Number Series
  • Assign Number Series and Number Series Relationships
  • Set Up Trail Codes
  • Exercise - Create a Number Series

Module 20: Set up Posting Groups in Dynamics 365 Business Central

  • Introduction - Set Up and Assign Specific Posting Groups
  • Set Up and Assign Inventory Posting Groups
  • General Posting Groups
  • Configure the General Posting Setup
  • Exercise - Set Up and Assign a Customer Posting Group

Module 21: Set up Dimensions in Dynamics 365 Business Central

  • Introduction - Set Up Dimensions and Dimension Values
  • Manually Enter Dimensions in a Sales Order
  • Set Up Global and Shortcut Dimensions
  • Set Up Default Dimensions
  • Set Up Default Dimensions for Account Types
  • Set Up Default Dimension Priorities
  • Set Up Dimension Combinations
  • Exercise - Set Up a Dimension with Dimension Values

Module 22: Set Up the Chart of Accounts in Dynamics 365 Business Central

  • Introduction to Setting Up G/L Accounts
  • Use the Chart of Accounts
  • Set Up Account Categories and Subcategories
  • Maintain the Chart of Accounts
  • Review General Ledger Entries

Module 23: Set Up General Journal Templates in Dynamics 365 Business Central

  • Introduction - Set Up General Journal Templates
  • Set Up General Journal Batches

Module 24: Create and Process Journal Entries in Dynamics 365 Business Central

  • Introduction - Create Journal Entries
  • Process Journal Entries
  • Use Standard Journals
  • Correct Journal Entries
  • Set Up Checking Documents and Journals While you Work
  • Exercise - Create and Post a Journal Entry

Module 25: Post Periodic Journal Entries in Dynamics 365 Business Central

  • Introduction to Recurring Journals
  • Allocate Amounts
  • Edit Recurring Journals in Excel
  • Exercise - Create and Post a Recurring Journal

Module 26: Work with Trade Master Data in Microsoft Dynamics 365 Business Central

  • Introduction
  • Set Up Units of Measure
  • Assign Characteristics to an Item
  • Set Up Item Categories
  • Manage Customers
  • Merge Customer Accounts
  • Manage Vendors
  • Merge Vendor Accounts
  • Manage Resources
  • Configure Salespeople and Purchasers
  • Use Templates to Create Master Data
  • Exercise - Create a New Item and A New Location and Link Them to a Vendor

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

  • Introduction
  • Purchases and Payables Setup
  • Set Up Locations
  • Inventory Setup

Module 28: Create Purchase Documents in Dynamics 365 Business Central

  • Introduction - Create A Purchase Quote
  • Create a Blanket Order
  • Manage Purchase Orders
  • Describe Responsibility Centers
  • Exercise - Create and Process a Purchase Order and Review the Posted Documents

Module 29: Receive and Invoice Items in Dynamics 365 Business Central

  • Introduction - Receive Items
  • Reverse a Receipt
  • Process Vendor Invoices
  • Review Posted Purchase Documents
  • Reverse or Correct a Posted Purchase Invoice

Module 30: Set Up Purchase Prices and Discounts in Dynamics 365 Business Central

  • Introduction - Set Up Purchase Prices
  • Use Special Prices in Purchase Orders
  • Set Up Line Discounts
  • Set Up Invoice Discounts

Module 31: Post Purchase Item Charges in Dynamics 365 Business Central

  • Introduction - Set Up Item Charges
  • Process Item Charges in a Purchase Order
  • Process Item Charges in a Purchase Invoice
  • Analyze the Direct Unit Cost of an Item

Module 32: Estimate Purchase Order Receipt Dates in Dynamics 365 Business Central

  • Introduction - Set Up Order Promising
  • Estimate Purchase Order Receipts

Module 33: Create Sales Documents in Dynamics 365 Business Central

  • Introduction - Create A Sales Quote
  • Create A Blanket Order
  • Manage Sales Orders
  • Configure Recurring Sales Lines
  • Offer Similar Products to Your Customers
  • Map Multiple References to an Item
  • Sell Catalog Items
  • Create Purchasing Codes
  • Process Drop Shipments
  • Process Special Orders
  • Exercise - Create a Sales Quote and Convert it to an Invoice, Create a Drop Shipment and Sell Catalog Items

Module 34: Ship and Invoice Items in Dynamics 365 Business Central

  • Introduction - Ship Items to Customers
  • Reverse a Shipment
  • Invoice Customers
  • Review Posted Sales Documents
  • Reverse or Correct a Posted Sales Invoice
  • Process Prepayment Invoices for Sales and Purchases

Module 35: Manage Sales Prices in Dynamics 365 Business Central

  • Introduction - Set Up Sales Prices for a Customer
  • Set Up Sales Prices for Customer Groups
  • Use Special Prices in Sales Orders
  • Create New Sales Prices
  • Bulk Edit the Unit Price on the Item Card
  • Exercise - Create a Special Price for a Customer

Module 36: Set Up Discounts for your Customers in Dynamics 365 Business Central

  • Introduction - Set Up Line Discounts
  • Use Line Discounts When Selling Items to Customers
  • Set Up Invoice Discounts
  • Use Invoice Discounts When Selling Items to Customers
  • Exercise - Set Up Invoice Discounts

Module 37: Promising Sales Order Delivery in Dynamics 365 Business Central

  • Introduction - Sales Order Promising Key Concepts
  • Set Up Order Promising
  • Promising Sales Order Delivery

Module 38: Set Up Returns Management in Dynamics 365 Business Central

  • Introduction - Set Up Sales Return Order Management
  • Set Up Purchase Return Order Management
  • Return Reasons

Module 39: Manage Customer Returns in Dynamics 365 Business Central

  • Introduction - Replace Wrong Items
  • Return Defective Items to Vendors
  • Exercise - Return Items in Dynamics 365 Business Central

Module 40: Manage Returns to Vendors in Dynamics 365 Business Central

  • Introduction - Register a Compensation Agreement with a Vendor
  • Apply Exact Cost Reversing

Module 41: Set up Cash Management in Dynamics 365 Business Central

  • Introduction - Create Bank Accounts
  • Describe Data Exchange Definitions
  • Configure Payment Methods
  • Set Up Customers and Vendors in Cash Management
  • Relationship Between Customer and Customer Ledger Entries
  • Relationship Between Vendor and Vendor Ledger Entries
  • Set Up Customer Bank Accounts
  • Set Up Vendor Bank Accounts
  • Set Up Payment Registration

Module 42: Enter Payments in the Cash Receipt Journal and the Payment Journal in Dynamics 365 Business Central

  • Introduction - Enter Payments
  • Apply Payments
  • Unapply Customer and Vendor Ledger Entries
  • Process Payment Registrations
  • Set Up Payment Tolerances
  • Set Up G/L Accounts for Payment Tolerances
  • Process Payment Tolerances When Posting Payments
  • Exercise - Register a Customer Payment

Module 43: Suggest Vendor Payments in Dynamics 365 Business Central

  • Introduction - Suggest Vendor Payments
  • Suggest Payments by Using Vendor Priority and Available Amounts
  • Pay Invoices on Their Due Date
  • Exercise - Suggest Vendor Payments for a Single Vendor

Module 44: Use Checks to Pay Vendors in Dynamics 365 Business Central

  • Introduction - Enter and Post Payables Checks
  • Print and Post Payables Checks
  • Void A Check

Module 45: Perform a Bank Reconciliation in Dynamics 365 Business Central

  • Introduction to and Completing the Reconciliation Process
  • Post the Bank Account Reconciliation
  • Import a Bank Statement
  • Undo a Bank Account Reconciliation

Module 46: Set Up Payment Reconciliation Journals in Dynamics 365 Business Central

  • Introduction to Setting Up Payment for Reconciliation Journals
  • Set Up Number Series
  • Set Up Automatic Payment Application and Payment Application Rules
  • Set Up Bank Statement File Import

Module 47: Use the Payment Reconciliation Journal in Dynamics 365 Business Central

  • Introduction - Import Bank Statements
  • Reconcile Payments by Using Automatic Applications
  • Map Text on Recurring Payments

Post and Reconcile the Payment Reconciliation

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Who should attend this Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course?

This Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course is designed to equip participants with the skills and knowledge needed to implement and configure Dynamics 365 Business Central, an ERP solution for small and medium-sized businesses. This course can benefit a wide range of professionals, including:

  • ERP Implementation Consultants
  • Business Consultants
  • Functional Consultants
  • Project Managers
  • Business Analysts
  • ERP Solution Architects
  • Application Support Specialists

Prerequisites of the Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course

There are no formal prerequisites for the Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course.

Microsoft Dynamics 365 Business Central Functional Consultant MB800​ Course Overview

Microsoft Dynamics 365 is a cloud-based business application service developed by Microsoft for maximum flexibility and extensibility. It combines modules of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM), along with high-productivity applications and Artificial Intelligence (AI) tools. It helps users to improve their customer relationships, streamline business activities and work more effectively. Dynamics 365 Functional Consultants are responsible for setting up processes for small or medium-sized businesses. 

This 4-day Microsoft Dynamics 365 Business Central Functional Consultant training course aims to provide delegates with an in-depth knowledge of business central, configuring sales, purchasing, configuring financials, and perform central business operations. Delegates will become familiar with how configuring master data for sales and purchasing.

The course will include the following essential topics:

  • Setting up core app functionality
  • Purchase and sell items
  • Configure financials
  • Set up dimensions
  • Configure financials
  • Process financial documents
  • How to configure the chart of accounts
  • Setup inventory

At the end of this training, delegates will be able to implement core application setup processes for small and large businesses. The Knowledge Academy's technical expert trainers will provide this training and help you to get the desired expertise and skills of how to configure master data for sales and purchasing, how to configure pricing and discounts, and how to perform basic tasks in Business Central effectively. Holding comprehensive knowledge and skills of Microsoft Dynamics 365 Business Central Functional Consultant help individuals to get their desired job roles.

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What’s included in this Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

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

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

Module 1: Describe the Foundations of Dynamics 365 Customer Engagement Apps

  • Introduction
  • Describe Customer Relationship Management
  • Describe Microsoft Power Platform and Dynamics 365 Customer Engagement Apps
  • Describe Microsoft Dataverse And Dynamics 365 Customer Engagement Apps
  • Describe Use Cases for Dynamics 365 Customer Engagement Apps
  • Navigate to and Within Dynamics 365 Customer Engagement Apps

Module 2: Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps

  • Introduction
  • Describe Customers and Activities
  • Exercise: Manage Customers and Activities
  • Describe Search Criteria and Filters
  • Describe Reporting Capabilities Including Charts, Dashboards, and Views
  • Describe Excel Integrations
  • Describe Microsoft Teams Integration
  • Describe Outlook Integration

Module 3: Explore Dynamics 365 Customer Insights – Journeys

  • Introduction
  • Describe Use Cases for Dynamics 365 Customer Insights - Journeys
  • Explore a Dynamics 365 Customer Insights - Journeys Business Scenario
  • Describe Email Marketing
  • Describe How to Target Customers by Using Marketing Lists and Segments
  • Describe Customer Journeys
  • Describe Lead Generation and Qualification
  • Describe Use Cases for Marketing Forms
  • Describe Event Management Features and Capabilities

Module 4: Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice

  • Introduction
  • Explore a Dynamics 365 Customer Insights - Data Business Scenario
  • Describe Use Cases for and Capabilities of Dynamics 365 Customer Insights - Data
  • Describe Use Cases for and Capabilities of Dynamics 365 Customer Voice

Module 5: Explore Dynamics 365 Sales

  • Introduction
  • Describe Use Cases for Dynamics 365 Sales
  • Review the Sales Lifecycle
  • Explore a Dynamics 365 Sales Business Scenario
  • Describe Leads and the Process for Qualifying Leads
  • Describe the Opportunity Management Process
  • Exercise: Lab: Work with Leads and Opportunities
  • Describe Dynamics 365 Sales Business Process Flows
  • Describe Sales Order Processing

Module 6: Describe Dynamics 365 Sales Capabilities and Related Apps

  • Introduction
  • Identify Additional Dynamics 365 Sales Capabilities and Related Apps
  • Explore a Dynamics 365 Sales Related Apps Business Scenario
  • Describe Sales Pipeline and Forecasting Concepts
  • Describe Use Cases for and Capabilities of Sales Insights
  • Describe Use Cases for and Capabilities of Linkedin Sales Navigator
  • Describe the Dynamics 365 Sales Mobile App
  • Describe Microsoft Sales Copilot

Module 7: Explore Dynamics 365 Customer Service

  • Introduction
  • Describe Use Cases for Dynamics 365 Customer Service
  • Explore a Dynamics 365 Customer Service Business Scenario
  • Describe the Case Lifecycle Including Service-Level Agreements (Slas) and Entitlements
  • Describe the Functionality for Workload Management
  • Describe Dynamics 365 Customer Service Business Process Flows
  • Describe Knowledge Management in Dynamics 365 Customer Service

Module 8: Describe Dynamics 365 Customer Service Capabilities and Related Apps

  • Introduction
  • Explore a Dynamics 365 Customer Service-Related Apps Business Scenario
  • Describe Omnichannel for Customer Service
  • Describe Reporting and Data Visualisation Options in Dynamics 365 Customer Service
  • Describe Dynamics Customer Voice Use Cases for Customer Service

Module 9: Explore Dynamics 365 Field Service

  • Introduction
  • Describe Use Cases for Dynamics 365 Field Service
  • Explore a Dynamics 365 Field Service Business Scenario
  • Describe the Work Order Lifecycle
  • Describe Inspections in Dynamics 365 Field Service
  • Describe the Dynamics 365 Field Service Mobile App

Module 10: Describe Dynamics 365 Field Service Scheduling Capabilities and Related Apps

  • Introduction
  • Describe Resource and Scheduling Processes
  • Explore a Dynamics 365 Field Service-Related Apps Business Scenario
  • Describe Asset Management and Customer Assets
  • Describe Connected Field Service for Dynamics 365

 

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Who should attend this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

This Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course is designed to provide professionals with a foundational understanding of the Dynamics 365 Customer Engagement application. Below are the professionals who can have benefit from this course:

  • Sales Professionals
  • Marketing Professionals
  • Customer Service Representatives
  • CRM Administrators
  • Customer Engagement Consultants
  • CRM Project Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. However, a basic knowledge of customer engagement principles, business operations, and cloud computing can be beneficial for delegates before pursuing this course.

Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course Overview

This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs.

What will you gain from taking this Microsoft training course?

  • Describe the capabilities and functionality of Dynamics 365 Marketing
  • Describe the capabilities and functionality of Dynamics 365 Sales
  • Describe the capabilities and functionality of Dynamics 365 Customer Service
  • Describe the capabilities and functionality of Dynamics 365 Field Service
  • Describe the core capabilities of Dynamics 365 customer engagement apps

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What’s included in this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Finance MB310 Course Outline

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

Module 1: Get Started with Dynamics 365 Finance

  • Introduction
  • Benefits of Dynamics 365 Finance
  • Overview
  • General Ledger
  • Cash and Bank Management
  • Tax
  • Accounts Payable
  • Accounts Receivable
  • Credit and Collections
  • Budgeting
  • Fixed Assets
  • Cost Accounting
  • Electronic Invoicing
  • Lab - Explore Dynamics 365 Finance

Module 2: Configure Currencies in Dynamics 365 Finance

  • Introduction
  • Set Up Currencies and Conversions
  • Configure and Import Currency Exchange Rates
  • Lab - Import Exchange Rates

Module 3: Create Fiscal Calendars, Years, and Periods in Dynamics 365 Finance

  • Introduction
  • Fiscal Calendars, Fiscal Years, and Periods
  • Create Fiscal Calendars, Years and Periods
  • Select a Fiscal Calendar
  • Define Budget Cycle Time Spans
  • Maintain Periods for your Organisation
  • Create Date Intervals
  • Lab - Work with the Fiscal Calendar, Year, And Periods

Module 4: Configure Chart of Accounts in Dynamics 365 Finance

  • Introduction
  • Plan Your Chart of Accounts
  • Multiple Chart of Accounts
  • Set Up Chart of Accounts
  • Main Account Categories
  • Main Account Information
  • Allocation Terms
  • Main Account Validation Options
  • Main Account Closing Options
  • Financial Tags
  • Accounts for Automatic Transactions
  • Define and Configure Financial Dimensions
  • Create a Custom Financial Dimension
  • Create an Entity-Backed Financial Dimension
  • Activate and Delete Financial Dimensions
  • Default Dimension Values
  • Derived Dimensions
  • Configure Financial Dimension Templates and Sets
  • Define and Configure Account Structures and Advanced Rules
  • Ledger Account Aliases
  • Lab - Create a Main Account Category in the Chart of Accounts, and an Advanced Rule Structure

Module 5: Set Up Ledgers and Journals in Dynamics 365 Finance

  • Introduction
  • Understand the Different Types of Journals and their Setup
  • Describe Use Cases for Periodic Journals
  • Configure Ledger and Journal Setup
  • Discover Options for Implementing Voucher Numbers in Journals
  • Set Up Journal Approvals
  • Configure and Use Journals
  • Reverse Journal Posting
  • Set Up Batch Transfer Rules
  • Lab - Configure Ledger and Journal Setup

Module 6: Perform General Ledger Daily Procedures in Dynamics 365 Finance

  • Introduction
  • Using Balance Control Accounts
  • Process a Journal Entry
  • Work with General Ledger Processes
  • Ledger Settlements
  • Create Templates to Edit Journals in Microsoft Excel
  • Create Voucher Templates
  • Set Up Journal Controls
  • Exercise - Create and Use a Voucher Template

Module 7: Intercompany Accounting in Dynamics 365 Finance

  • Introduction
  • Set Up Intercompany Accounting
  • Post Intercompany Journals
  • Trace an Intercompany Entry
  • Lab - Set Up and Use Intercompany Accounting

Module 8: Configure Ledger Allocations and Accruals in Dynamics 365 Finance

  • Introduction
  • Configure and Apply Accrual Schemes
  • Configure Ledger Allocation Rules
  • Exercise - Configure and Use Accrual Schemes
  • Exercise - Configure and Test Ledger Allocation Rules

Module 9: Configure and Perform Periodic Processes in Dynamics 365 Finance

  • Set Up the Financial Period Workspace and Closing Schedule
  • Bank Reconciliations
  • Year-End 1099 Reporting
  • Run Foreign Currency Revaluation Processes
  • Process End of Year Close
  • Perform Financial Consolidations

Module 10: Work with Analytics and Reporting in Finance and Operations Apps

  • Introduction
  • Understand Different Types of Reports and Inquiries
  • Financial Reporting
  • Find Inquiries and Reports
  • Generate and Consume Inquiries and Reports
  • Configure Finance and Operations Apps for Microsoft Power Platform
  • Lab - Work with Reports

Module 11: Configure Cash and Bank Management in Dynamics 365 Finance

  • Introduction
  • Understand Bank Transaction Types and Groups
  • Set Up Cash and Bank Management Parameters
  • Set Up the Single Euro Payments Area (SEPA) Direct Debit Mandate
  • Set Up International Bank Account Number (IBAN) Structures
  • Configure Banks and Bank Check Layout
  • Set Up Bank Accounts for Customers
  • Set Up Bank Accounts for Vendors
  • Deposit and Refund Checks
  • Understand Cash Flow Forecast and Reports
  • Configure Cash Flow Forecasting
  • Lab - Work with Cash and Bank Management

Module 12: Configure Taxes in Dynamics 365 Finance

  • Introduction
  • Configure Ledger Posting Groups
  • Exercise - Set Up Ledger Posting Groups for Sales Tax
  • Configure Sales Tax Authorities
  • Exercise - Set Up Sales Tax Authorities
  • Configure Sales Tax Settlement Periods
  • Exercise - Set Up Sales Tax Settlement Periods
  • Create Sales Tax Codes
  • Configure Sales Tax Groups and Item Sales Tax Groups
  • Exercise - Set Up Sales Tax Codes and Sales Tax Groups
  • Withholding Tax
  • Sales Tax Exemption
  • Conditional Sales Tax
  • Sales Tax on Transactions
  • Set Up Sales Tax Reporting Codes
  • Exercise - Set Up Sales Tax Reporting Codes and Withholding Tax
  • Exercise- View Posted Sales Tax Transactions
  • Prepare Periodic Filings

Module 13: Configure Accounts Receivable in Dynamics 365 Finance

  • Introduction
  • Payment Schedule
  • Terms of Payment and Payment Days
  • Cash Discounts
  • Payment Fees
  • Set Up the Credit Card Payment Service
  • Methods of Payment and Payment Control
  • Set Up a Payment Calendar and Payment Calendar Rules
  • Create and Maintain Customers
  • Set Up Customer Posting Profiles
  • Configure Accounts Receivable Charges
  • Lab - Configure Customer Posting Profiles and Create a New Customer

Module 14: Perform Accounts Receivable Daily Procedures in Dynamics 365 Finance

  • Introduction
  • Create Free Text Invoices
  • Recurring Free Text Invoices
  • Create and Handle Payments of Customer Invoices for Sales Orders
  • Settle Transactions and Undo Settlements
  • Revenue Recognition Overview
  • Define Revenue Schedules
  • Define Revenue Prices
  • Set Up Bundle Items
  • Exercise - Create and Process A Free Text Invoice
  • Exercise - Work with Invoices from Sales Orders
  • Exercise - Process an Invoice and Settle it Against a Payment

Module 15: Configure Credit and Collections in Dynamics 365 Finance

  • Introduction
  • Configure Accounts Receivables for Credit and Collections
  • Configure Credit and Collections Components
  • Set Up Interest Rates for an Interest Code
  • Waive, Reinstate, or Reverse Interest Fees
  • Set Up and Manage Collection Letters
  • Exercise - Set Up Credit and Collections in Finance
  • Exercise - Create a Write-Off Journal for a Customer

Module 16: Process Credit and Collections in Dynamics 365 Finance

  • Introduction
  • Customer Account Statement
  • Working with Collections
  • Manage Customer Credit and Collections
  • Credit Management
  • Lab - Work with Credit and Collections

Module 17: Configure Accounts Payable in Dynamics 365 Finance

  • Introduction
  • Configure the Payment Schedule
  • Configure Terms of Payment and Payment Days
  • Configure Cash Discounts
  • Set Up Payment Fees
  • Create Vendor Groups
  • Set Up Accounts Payable Posting Profiles
  • Create Vendors
  • Set Up Methods of Payment for Vendors
  • Set Up Electronic Payment Formats
  • Configure Accounts Payable Charges
  • Configure and Use Positive Pay
  • Lab - Configure Accounts Payable Components

Module 18: Perform Accounts Payable Daily Procedures in Dynamics 365 Finance

  • Introduction
  • Understand Invoice Types in Accounts Payable
  • Incoming Invoice Payments
  • Record Vendor Invoices
  • Modify Due Dates and Discount Dates
  • Work with Cash Discounts from Vendors
  • Create Vendor Payments
  • Reverse a Vendor Payment
  • Manage Prepayments and Prepayment Invoices
  • Exercise - Record an Invoice
  • Exercise - Record a Vendor Invoice That is Not Associated with a Purchase Order
  • Exercise - Process a Vendor Payment by Using A Payment Journal

Module 19: Work with Accounting Distributions, Invoice Validations and Settlements in Dynamics 365 Finance

  • Introduction
  • Settle Transactions and Undo Settlements
  • Distribute Funds by Using Accounting Distributions
  • Configure Invoice Validation Policies
  • Three-Way Matching Policies
  • Accounts Payable Invoice Matching
  • Invoice Totals Matching
  • Two-Way, Price Totals Matching
  • Two-Way, Net Unit Price Matching
  • Three-Way Matching
  • Vendor Invoice Workflow
  • Charges Matching
  • Lab - Work with Accounting Distributions, Invoice Validations, and Settlements

Module 20: Get Started with Expense Management in Dynamics 365 Project Operations

  • Introduction
  • Plan Expense Management
  • Intercompany Expenses
  • Financial Management
  • Per Diems
  • Journals and Accounts
  • Payment Methods
  • Taxes
  • Policies
  • Expense Categories and Shared Categories
  • Map Expense Categories to a Main Account

Module 21: Set Up and Configure Expense Management in Dynamics 365 Project Operations

  • Introduction
  • Expense Management Workspace
  • Expense Management Parameters
  • Expense Management Workflows
  • Expense Report Policies and Per Diem Rules
  • Evaluate Policies by Using Audit Workbench Cases
  • Set Up Mileage Expense Options
  • Intercompany Expenses
  • Personal Expenses on an Expense Report
  • Set Up Credit Card Transaction Processing and Import Credit Transactions
  • Expense Receipt Processing
  • VAT Recovery

Module 22: Create and Process Expense Reports in Dynamics 365 Project Operations

  • Introduction
  • Create an Expense Report
  • Intercompany Expenses
  • Itemise Expenses by Line
  • Distribute an Expense
  • Add Guests
  • Attach Receipts and Documents to an Expense Report
  • Submit an Expense Report to a Workflow
  • Approve an Expense Report
  • Delegate an Expense Report
  • Post an Expense Report
  • Reporting Options
  • Lab – Create an Expense Report and Submit it to a Workflow

Module 23: Work with Travel Requisitions in Dynamics 365 Project Operations

  • Introduction
  • Create a Travel Requisition
  • Exercise - Create a Travel Requisition
  • Approve a Travel Requisition
  • Create a Cash Advance
  • Update a Cash Advance

Module 24: Configure and Use Basic Budgeting and Budget Control in Dynamics 365 Finance

  • Introduction
  • Planning for Basic Budgeting and Budget Control
  • Budgeting Methodologies
  • Basic Budgeting Overview
  • Configure Basic Budgeting
  • Use Workspaces and Inquiry Pages to Track Budget Vs. Actuals
  • Budget Control Overview
  • Configure Budget Control
  • Configure Budget Control (Cont.)
  • Create and Manage Budget Register Entries
  • Use Inquires and Reports for Budget Analysis
  • Implement a Budget Register Workflow
  • Exercise - Configure Basic Budgeting Components
  • Exercise - Configure Budget Control Components
  • Exercise - Create a Budget Register Entry

Module 25: Configure and Use Budget Planning in Dynamics 365 Finance

  • Introduction
  • Configure Budget Planning Components
  • Exercise - Configure Budget Planning, Create, and Use a Planning Process

Module 26: Configure Fixed Assets Management in Dynamics 365 Finance

  • Introduction
  • Fixed Assets and Current Assets
  • Accounting for Fixed Assets
  • Relationships Between Fixed Assets Components
  • Configure Fixed Assets Components
  • Derived Books
  • Enable Fixed Asset Integration
  • Fixed Asset Transaction Options
  • Demonstration - Create a Fixed Asset
  • Lab - Work with Fixed Assets

Module 27: Manage Fixed Assets in Dynamics 365 Finance

  • Overview
  • Scenario - Customer Requirements for Fixed Assets
  • Set Up and Create Fixed Assets
  • Set Up Acquisitions
  • Acquire Assets Through Procurement
  • Manual and Automatic Methods to Create Fixed Assets
  • Transfer a Fixed Asset
  • Set Up Fixed Asset Groups
  • Split a Fixed Asset
  • Update Fixed Asset Information
  • Fixed Assets Roll Forward Report
  • Depreciation
  • Dispose and Lend Fixed Assets
  • Sell a Fixed Asset by Using a Free Text Invoice
  • Dispose of Fixed Assets as Scrap
  • Estimate and Eliminate a Project to a Fixed Asset
  • Asset Budgeting
  • Lab - Manage Fixed Assets

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Who should attend this Microsoft Dynamics 365 Finance MB310 Course?

The MB310 Course focuses on providing professionals with the knowledge and skills required to utilise the financial management capabilities of the Dynamics 365 Finance application. It can be beneficial for professionals, including:

  • Financial Managers
  • Accountants
  • Financial Analysts
  • Business Analysts
  • ERP Project Managers
  • IT Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Finance MB310 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Finance MB310 Course. However, having a basic knowledge of ERP and CRM concepts can be beneficial for delegates.

Microsoft Dynamics 365 Finance MB310 Course Overview

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality

What will you gain from taking this Microsoft training course?

  • Understand and perform financial duties in Dynamics 365 Finance

Show moredown

What’s included in this Microsoft Dynamics 365 Finance MB310 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Marketing MB220 Course Outline

Module 1: Set Up and Manage Dynamics 365 Customer Insights

  • Introduction to Dynamics 365 Customer Insights - Journeys
  • Start with a Trial of Dynamics 365 Customer Insights - Journeys
  • Purchase and Set Up Dynamics 365 Customer Insights - Journeys
  • Integrate Customer Insights - Journeys with a CMS System or Microsoft Power Pages
  • Re-run the Marketing Setup Wizard
  • Manage Environments
  • Keep the App Up to Date
  • Uninstall the Marketing Services

Module 2: Advanced Configuration for Dynamics 365 Customer Insights

  • Introduction
  • Overview
  • Email Marketing
  • Customer Engagement
  • Collaboration
  • Event Management
  • Lead Management
  • Data Management
  • Customer Insights Connector
  • Customise Dynamics 365 Customer Insights - Journeys

Module 3: Review Domain Authentication, Email Best Practices, and GDPR in Dynamics 365 Customer Insights

  • Introduction
  • Domain Authentication
  • Email Best Practices
  • Data Protection and Privacy and Personal Data Compliance

Module 4: Manage Assets and Content Settings in Dynamics 365 Customer Insights

  • Introduction
  • Upload Images
  • Manage Keywords
  • Create Reusable Content Blocks
  • Configure Content Settings

Module 5: Manage Customers in Dynamics 365 Customer Insights

  • Introduction
  • Manage Contacts
  • Manage Accounts
  • Account-Based Marketing
  • Manage Leads
  • Score and Qualify Leads

Module 6: Manage Forms and Pages in Dynamics 365 Customer Insights

  • Introduction
  • Create a Marketing Form
  • Add a Form to a Marketing Page
  • Embed Forms on External Websites
  • Create a Marketing Form Template
  • Create a Marketing Page
  • Set Up Marketing Page Personalisation
  • Create a Marketing Page Template
  • Exercise - Create a Marketing Form and Marketing Page

Module 7: Manage Emails, Segments, and Journeys in Dynamics 365 Customer Insights

  • Introduction
  • Create a Marketing Email
  • Deliver a Marketing Email with Send Now
  • A/B Testing for Email Marketing
  • Create an Email Template
  • Create and Manage Segments
  • Create a Segment Template
  • Market to Dynamics 365 Segments on LinkedIn
  • Use Segments from Dynamics 365 Customer Insights
  • Create a Customer Journey
  • Run A/B Testing from a Customer Journey
  • Generate Dynamic Behavioural Segments from Customer Journey Results
  • Create a Customer Journey Template
  • Exercise - Create a Customer Journey

Module 8: Manage Subscription Centers and Double Opt-In in Dynamics 365 Customer Insights

  • Introduction
  • Manage Subscription Centers
  • Set Up Global Double Opt-In
  • Set Up Double Opt-In on a Per-Form Basis

Module 9: Manage Website Visits, Redirect URLs, and Social Postings in Dynamics 365 Customer Insights

  • Introduction
  • Monitor Website Visits and Link Clicks
  • Marketing on Social Media

Module 10: Create an On-Site Event in Dynamics 365 Customer Insights

  • Introduction
  • Event Website Overview
  • Review the Event Business Process
  • Create the Event Record
  • Manage Sessions, Speakers, and Sponsorships
  • Configure Registration Options and Set Up Event Passes
  • Record Additional Information About the Event
  • Manage Event Logistics
  • Publish an Event
  • View the Event Website
  • Exercise - Create an On-Site Event

Module 11: Create a Webinar Event in Dynamics 365 Customer Insights

  • Introduction
  • Configure Webinar Settings
  • Create a Non-Teams Webinar Event
  • Create a Microsoft Teams Webinar Event
  • Build the Event Registration Form

Module 12: Promote Events, Manage Registration and Check-Ins, and Review Results in Dynamics 365 Customer Insights

  • Introduction
  • Promote Your Events
  • View and Manage Event Registrations
  • Book Hotel Rooms for Staff, Speakers, and Guests
  • View and Manage Event Attendance
  • Follow Up After the Event

Module 13: Advanced Event Management Features in Dynamics 365 Customer Insights

  • Introduction
  • Create and Manage Recurring Events
  • Create an Event Template

Module 14: Evaluate Marketing Initiatives with Analytics in Dynamics 365 Customer Insights

  • Introduction to Marketing Insights
  • Contact Insights
  • Lead Insights
  • Lead Scoring Insights
  • Account Insights
  • Segment Insights
  • Customer Journey Insights
  • Marketing Email Insights
  • Marketing Page and Form Insights
  • Website Insights
  • Social Insights
  • Redirect Insights

Module 15: Review the Marketing Calendar in Dynamics 365 Customer Insights

  • Introduction
  • Entity Level Calendars
  • Form-Level Calendars
  • Create and Customise Marketing Calendars

 

 

 

Show moredown

Who should attend this Microsoft Dynamics 365 Marketing MB220 Course?

The Microsoft Dynamics 365 Marketing Course is designed to provide professionals with the knowledge and skills required to use the marketing capabilities of the Dynamics 365 Marketing application. Below are the professionals best suited for this course:

  • Marketing Managers
  • Digital Marketing Specialists
  • Marketing Automation Specialist
  • CRM Administrators
  • Marketing Analysts
  • Customer Engagement Managers
  • Sales and Marketing Professionals

Prerequisites of the Microsoft Dynamics 365 Marketing MB220 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Marketing MB220 Course.

Microsoft Dynamics 365 for Marketing (MB220)​ Course Overview

This course explains configuring and managing advanced settings and core features within Dynamics 365 for Marketing. In this course, core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys and analytics. 

In Dynamics 365 for Marketing, you can turn prospects into business relationships. In this course, delegates will learn how to find and nurture more sales-ready leads by moving beyond basic email marketing. They will also acquire knowledge of how to connect sales and marketing, automate processes and make smarter decisions to maximise marketing ROI. This course explains the marketing application configuration needed to get started. This course also covers creating marketing forms and pages.

Delegates will learn how to break up leads and contacts through segmentation to help focus on marketing efforts. Also, delegates will gain an understanding of how to create email marketing messages using advanced designer functionality. In this 1-day course, delegates will acquire knowledge of how to view, understand and manage customer insights. Delegates will also learn all the settings and core functionality within Dynamics 365 for Marketing. In this course, delegates will acquire knowledge of how to manage event planning and execution in Dynamics 365 for Marketing.

Show moredown

 

What’s included in this Microsoft Dynamics 365 Marketing MB220 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Power Platform App Maker PL100 Course Outline

Module 1: Business Value of the Microsoft Power Platform

  • Introduction
  • Explore Microsoft Power Platform
  • Describe the Business Value of the Power Platform
  • Explore Connectors and Microsoft Dataverse
  • Describe How Power Platform Works with Microsoft 365 Apps and Services
  • Explore How Power Platform Works with Microsoft Teams
  • Describe How Power Platform Works with Microsoft Dynamics 365 Apps
  • Describe How Power Platform Solutions Consume Microsoft Azure Services
  • Explore How Microsoft Power Platform Apps Work Together

Module 2: Build Your First Model-Driven App with Dataverse

  • Introduction to Dataverse
  • Introduction to Model-Driven Apps
  • Model-Driven Apps, Powered by Microsoft Dataverse
  • Explore Sample Apps

Module 3: Create Tables in Dataverse

  • Introduction to Microsoft Dataverse
  • Table Characteristics
  • Exercise - Create a Microsoft Dataverse Table
  • Exercise - Import Data into Your Microsoft Dataverse Database
  • Table Relationships
  • Exercise - Create Table Relationships
  • Dataverse Logic and Security
  • Exercise - Create a custom Table and Import Data
  • Dataverse Auditing
  • Dual-Write Vs. Virtual Tables

Module 4: Get Started with Model-Driven Apps in Power Apps

  • Introducing Model-Driven Apps
  • Components of Model-Driven Apps
  • Design Model-Driven Apps
  • Exercise
  • Exercise - Control Security When Sharing Model-Driven Apps
  • Exercise - Create a Model-Driven App

Module 5: Create and Manage Columns within a Table in Dataverse

  • Define Columns in Microsoft Dataverse
  • Column Types in Microsoft Dataverse
  • Add a Column to a Table
  • Create a Primary Name Column
  • Restrictions that Apply to Columns in a Table
  • Create an Auto Numbering Column
  • Create an Alternate Key
  • Exercises

Module 6: Get Started with Security Roles in Dataverse

  • Introduction to Environment Roles
  • Understand Environment Roles
  • Adding or Disabling an Environment User
  • Understand Security Concepts in Dataverse
  • Understand User Security Roles and Security Role Defaults
  • Exercise - Create a Custom Role
  • Check the Roles that a User Belongs to
  • Configure Dataverse Teams for Security
  • Configure Dataverse Group Teams for Security

Module 7: Document and Test your Power Apps application

  • Create Test Plans
  • User Interface Testing
  • Performance Optimisation
  • Diagnostics and Analytics
  • Documentation and the Customer

Module 8: Get Started with Microsoft Dataverse for Teams

  • Introduction
  • Provision your First Dataverse Environment
  • Create your First Table to Store Data

Module 9: Build your First App with Power Apps and Dataverse for Teams

  • Introduction
  • Create your First App with the Hero Template
  • Customise your App with Power Apps Studio
  • Publish your App
  • Install Template Apps

Module 10: Create a Canvas App in Power Apps

  • Introduction to Power Apps
  • Power Apps Building Blocks
  • Exercise - Create your First App in Power Apps
  • Ways to Build Power Apps
  • Power Apps Related Technologies
  • Additional Power Apps Related Technologies
  • Designing a Power Apps app

Module 11: Navigation in a Canvas App in Power Apps

  • Understanding Navigation
  • navigation and Back Function
  • Lab - Create Navigation Functions
  • More Ways to Use the Navigation Function

Module 12: Build the UI in a Canvas App in Power Apps

  • Use Themes to Quickly Change the Appearance of Your App
  • Branding a Control
  • Icons
  • Images
  • Personalisation
  • Using the Tablet or Phone form Factors
  • Exercise - Create UI for a New Canvas App

Module 13: Use and Understand Controls in a Canvas App in Power Apps

  • Introduction to Controls
  • Core Properties of Controls
  • Entering and Displaying Data with Text Controls
  • Additional Controls for Enhancing your App's Usability
  • Media
  • Lab - Create a Canvas App with Unique Controls

Module 14: Get started with Power Automate

  • Introducing Power Automate
  • Exercise - Create Your First Flow
  • Exercise - Create Recurring Flows
  • Exercise - Monitor Incoming Emails
  • Exercise - Share Flows
  • Troubleshoot Flows

Module 15: Admin Center to Manage Environments and Data Policies in Power Automate

  • Administer Flows
  • Export and Import Flows
  • Learn How to Distribute Button Flows

Module 16: Introduction to Microsoft Power Platform Security and Governance

  • Introduction
  • Identify Microsoft Power Platform Environments
  • Data Loss Prevention Policies
  • Microsoft Power Platform Center of Excellence Starter Kit
  • Exercise - Create a Power Platform Environment

Module 17: Build your First Workflow with Power Automate and Dataverse for Teams

  • Introduction
  • Types of Workflows that Power Automate can Build in Dataverse
  • Exercise - Create a Workflow that Triggers When a New Message is Created
  • Exercise - Add a Flow to Your Power Apps app
  • Schedule a Flow

Module 18: Get Started Building with Power BI

  • Introduction
  • Use Power BI
  • Building Blocks of Power BI
  • Tour and Use the Power BI Service

Module 19: Get data with Power BI Desktop

  • Overview of Power BI Desktop
  • Explore Power BI Desktop
  • Connect to Data Sources
  • Get Data from Excel
  • Transform Data to Include in a Report
  • Combine Data from Multiple Sources
  • Clean Data to Include in a Report

Module 20: Create reports with Power BI and Dataverse for Teams

  • Introduction
  • Connect to and Transform Dataverse for Teams Data from Power BI
  • Create a Power BI Report
  • Publish the Report
  • Share the Data

Module 21: Get Started with AI Builder

  • Introduction to AI Builder
  • Choose an AI Capability
  • Create Your First Model
  • Ways to Use Your Models

Module 22: Create a Chatbot with Power Virtual Agents and Dataverse for Teams

  • Introduction
  • Create Your First Chatbot
  • Create and Modify Topics
  • Add Inputs, Variables, and Conditions
  • Call an Action to Pull in Dataverse for Teams Data
  • Publish and Share Your New Chatbot

Show moredown

Who should attend this Microsoft Power Platform App Maker PL100 Course?

The Microsoft Power Platform App Maker (PL100) Course is a comprehensive training cours that focuses on equipping participants with the skills and knowledge to create custom applications using the Microsoft Power Platform. This course can benefit a wide range of professionals, including:

  • Business Analysts
  • App Developers
  • Project Managers
  • IT Professionals
  • Department Heads
  • Entrepreneurs
  • Consultants

Prerequisites of the Microsoft Power Platform App Maker PL100 Course

There are no formal prerequisites for this Microsoft Power Platform App Maker PL100 Course. However, there a basic knowledge in certain subjects can prove beneficial to delegates. For instance, delegates can navigate comfortably through this course if they possess the following:

  • A basic understanding of data modelling, user experience design, requirements analysis, and process analysis.
  • A basic understanding of the operational requirement and the ability to envision the desired outcome. 

Microsoft Power Platform App Maker PL100 Course Overview

This course will teach you how to build apps with low-code techniques to simplify, automate, and transform business tasks and processes using Microsoft Power Platform.

What will you gain from taking this course?

  • Design apps and automate workflows
  • Create apps and automate workflows
  • Analyze and visualize data in context of an app or automated workflow

Show moredown

 

What’s included in this Microsoft Power Platform App Maker PL100 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Power Platform Functional Consultant PL200 Course Outline

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

Module 1: Describe the Business Value of the Microsoft Power Platform

  • Introduction
  • Explore Microsoft Power Platform
  • Describe the Business Value of the Power Platform
  • Explore Connectors and Microsoft Dataverse
  • Describe How Power Platform Works with Microsoft 365 Apps and Services
  • Explore How Power Platform Works with Microsoft Teams
  • Describe How Power Platform Works with Microsoft Dynamics 365 Apps
  • Describe How Power Platform Solutions Consume Microsoft Azure Services
  • Explore How Microsoft Power Platform Apps Work Together

Module 2: Get Started with Power Pages

  • Introduction to Power Pages
  • Get Started with Power Pages
  • Core Tools and Components of Power Pages
  • Overview of Power Pages Security
  • Overview of Power Pages Extensibility

Module 3: Create and Use Analytics Reports with Power BI

  • Introduction
  • Use Power BI
  • Building Blocks of Power BI
  • Tour and Use the Power BI Service

Module 4: Manage Workspaces and Datasets in Power BI

  • Introduction
  • Distribute a Report or Dashboard
  • Monitor Usage and Performance
  • Recommend a Development Life Cycle Strategy
  • Troubleshoot Data by Viewing its Lineage
  • Configure Data Protection

Module 5: Create Tables in Dataverse

  • Introduction to Microsoft Dataverse
  • Table Characteristics
  • Exercise - Create a Microsoft Dataverse Table
  • Exercise - Import Data into your Microsoft Dataverse Database
  • Table Relationships
  • Exercise - Create Table Relationships
  • Dataverse Logic and Security
  • Exercise - Create a Custom Table and Import Data
  • Dataverse Auditing
  • Dual-Write Vs. Virtual Tables

Module 6: Manage Tables in Dataverse

  • Identify Tables and Table Types in Dataverse
  • Create a Custom Table
  • Enable Attachments Within a Table
  • Licensing Requirements for Each Table Type
  • Lab - Create a New Custom Table and Enable Attachments

Module 7: Create and Manage Columns within a Table in Dataverse

  • Define Columns in Microsoft Dataverse
  • Column Types in Microsoft Dataverse
  • Add a Column to a Table
  • Create a Primary Name Column
  • Restrictions That Apply to Columns in a Table
  • Create an Auto Numbering Column
  • Create an Alternate Key
  • Exercises

Module 8: Create a Relationship Between Tables in Dataverse

  • Relate One or More Tables - Introduction
  • Relationship Types That are Available in Microsoft Dataverse
  • Create a One-To-Many Relationship Between Tables
  • Create a Many-To-Many Relationship Between Tables
  • Edit or Delete Relationships
  • Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Working with Choices in Dataverse

  • Define Choice Column
  • Standard Choices Column
  • Lab - Create a New Choice or Modify an Existing Choice

Module 10: Get Started with Security Roles in Dataverse

  • Introduction to Environment Roles
  • Understand Environment Roles
  • Adding or Disabling an Environment User
  • Understand Security Concepts in Dataverse
  • Understand User Security Roles and Security Role Defaults
  • Exercise - Create A Custom Role
  • Check the Roles That a User Belongs To
  • Configure Dataverse Teams for Security
  • Configure Dataverse Group Teams for Security

Module 11: Use Administration Options for Dataverse

  • Introduction to Microsoft Power Platform Admin Center Portal
  • Use Microsoft Power Platform Admin Center Portal
  • Tenant Storage Capacity
  • Advanced Customisation Options in Power Apps Portal
  • Enable and Disable Auditing

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

  • Introduction
  • Configure Role-Based Security
  • Manage Teams and Business Units
  • Explore Settings and Customisations
  • Knowledge Check
  • Exercise - Create A New Security Role

Module 13: Introduction to Microsoft Power Platform Security and Governance

  • Introduction
  • Identify Microsoft Power Platform Environments
  • Data Loss Prevention Policies
  • Microsoft Power Platform Center of Excellence Starter Kit
  • Exercise - Create a Power Platform Environment

Module 14: Get Started with Model-driven Apps in Power Apps

  • Introducing Model-Driven Apps
  • Components of Model-Driven Apps
  • Design Model-Driven Apps
  • Exercise
  • Exercise - Control Security When Sharing Model-Driven Apps
  • Exercise - Create a Model-Driven App

Module 15: Configure Forms, Charts, and Dashboards in Model-driven Apps

  • Forms Overview
  • Form Elements
  • Configure Multiple Forms
  • Use Specialised Form Components
  • Configure Views Overview
  • Configure Grids
  • Create and Edit Views
  • Configure Charts Overview
  • Dashboards Overview
  • Use Interactive Streams and Tiles

Module 16: Get Started with Power Apps Canvas Apps

  • Introduction to Power Apps
  • Power Apps Building Blocks
  • Exercise - Create Your First App in Power Apps
  • Ways to Build Power Apps
  • Power Apps Related Technologies
  • Additional Power Apps Related Technologies
  • Designing a Power Apps App

Module 17: Connect to Other Data in a Power Apps Canvas App

  • Overview of the Different Data Sources
  • Work with Action-Based Data Sources
  • Power Automate is a Companion to Power Apps

Module 18: How to Build the UI in a Canvas App in Power Apps

  • Use Themes to Quickly Change the Appearance of your App
  • Branding a Control
  • Icons
  • Images
  • Personalisation
  • Using the Tablet or Phone Form Factors
  • Exercise - Create UI for a New Canvas App

Module 19: Manage Apps in Power Apps

  • Exercise - Manage App Versions in Power Apps
  • Exercise - Share Apps in Power Apps
  • Exercise - Understand Environments in Power Apps
  • Power Apps Review

Module 20: Build your First App with Power Apps and Dataverse for Teams

  • Introduction
  • Create your First App with the Hero Template
  • Customise your App with Power Apps Studio
  • Publish your App
  • Install Template Apps

Module 21: Access Dataverse in Power Pages Websites

  • Introduction
  • Use Lists to Display Multiple Dataverse Records
  • Use Forms to Interact with Dataverse Data
  • Exercise - Use the List and Form Components

Module 22: Authentication and User Management in Power Pages

  • Introduction
  • Power Pages Authentication Settings
  • User Registration in Power Pages
  • Authentication Management for Power Pages Users
  • Power Pages Authentication Providers
  • Exercise - Use an Invitation to Register Users

Module 23: Power Pages Maintenance and Troubleshooting

  • Introduction
  • Power Pages Website Maintenance
  • Power Pages Website Troubleshooting
  • Exercise - Run the Portal Checker

Module 24: Define and Create Business Rules in Dataverse

  • Define Business Rules - Introduction
  • Define the Components of a Business Rule
  • Create a Business Rule
  • Exercise - Create a Business Rule

Module 25: Get Started with Power Automate

  • Introducing Power Automate
  • Exercise - Create Your First Flow
  • Exercise - Create Recurring Flows
  • Exercise - Monitor Incoming Emails
  • Exercise - Share Flows
  • Troubleshoot Flows

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

  • Administer Flows
  • Export and Import Flows
  • Learn How to Distribute Button Flow

Module 27: Use Dataverse Triggers and Actions in Power Automate

  • Introduction
  • Dataverse Triggers
  • Use Triggers
  • Work with Dataverse Actions

Module 28: Extend Dataverse with Powee Automate

  • Introduction
  • Set Up a Flow and Configure its Trigger
  • Email Dataverse Record
  • Add To-Do Items
  • Test and Run your Flow

Module 29: Introduction to Expressions in Power Automate

  • Introduction to Expressions
  • Get Started with Expressions
  • Notes Make Things Easier
  • Types of Functions
  • Write Complex Expressions
  • Exercise - Creating a Manual Flow and Using Expressions

Module 30: Build your First Power Automate for Desktop Flow

  • Introduction
  • Set Up the Environment
  • Explore Power Automate for Desktop
  • Create Your First Power Automate for Desktop Flow
  • Record Power Automate for Desktop Actions
  • Edit and Test Recorded Actions

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

  • Introduction
  • Set Up an Unattended Desktop Flow
  • Create a New Cloud Flow That Calls an Existing Flow in Unattended Mode
  • Perform a Test Run
  • Best Practices

Module 32: Optimise your Business Process with Process Advisor

  • Introduction
  • Get Familiar with Process Advisor
  • Create Your First Recording
  • Edit Recordings and Group Actions
  • Analyse Recordings and Interpret Results
  • Automation Recommendations

Module 33: Get Started with Power Virtual Agents Bots

  • Introduction
  • Get Started Working with Environments
  • Create Bots and Work with the Power Virtual Agents Interface
  • Create Topics
  • Test Bots
  • Publish Bots and Analyse Performance
  • Exercise - Build your First Chatbot

Module 34: Enhanced Power Virtual Agents Bots

  • Introduction
  • Use Power Automate to Add Actions
  • Transfer Conversations to Agents by Using Omnichannel for Customer Service
  • Create Topics for Existing Support Content
  • Analyse Bot Performance

Module 35: Manage Topics in Power Virtual Agents

  • Introduction
  • Work with Bot Topics
  • Branch a Topic
  • System Topics
  • Create Topics for Existing Support Content
  • Work with System Fallback Topics
  • Manage Topics

Module 36: Manage Power Virtual Agents

  • Introduction
  • Environments in Power Virtual Agents
  • Bot Topics Permissions
  • Bot Entities and Flow Permissions
  • Monitor and Diagnose
  • Administer and Manage
  • Export and Import Bots
  • Authentication

Module 37: Get Started Building with Power BI

  • Introduction
  • Use Power BI
  • Building Blocks of Power BI
  • Tour and Use the Power BI Service

Module 38: Get Data with Power BI Desktop

  • Overview of Power BI Desktop
  • Explore Power BI Desktop
  • Connect to Data Sources
  • Get Data from Excel
  • Transform Data to Include in a Report
  • Combine Data from Multiple Sources
  • Clean Data to Include in a Report

Module 39: Model Data in Power BI

  • Introduction to Modeling your Data
  • How to Manage your Data Relationships
  • Create Calculated Columns
  • Optimise Data Models
  • Create Measures
  • Create Calculated Tables
  • Explore Time-Based Data

Module 40: Use Visuals in Power BI

  • Introduction to Visuals in Power BI
  • Create and Customise Simple Visualisations
  • Create Slicers
  • Map Visualisations
  • Matrices and Tables
  • Create Scatter, Waterfall, and Funnel Charts
  • Modify Colors in Charts and Visuals
  • Page Layout and Formatting

Module 41: Explore Data in Power BI

  • Introduction to the Power BI Service
  • Quick Insights in Power BI
  • Create and Configure A Dashboard
  • Ask Questions of your Data with Natural Language
  • Create Custom Q&A Suggestions
  • Share Dashboards with your Organisation
  • Display Visuals and Tiles in Full Screen
  • Edit Tile Details and Add Widgets
  • Get More Space on Your Dashboard

Module 42: Publish and Share in Power BI

  • Introduction to Using Workspaces
  • Publish Power BI Desktop Reports
  • Print and Export Dashboards and Reports
  • Introducing Power BI Mobile
  • Create Workspaces in Power BI
  • Build Apps
  • Use Apps
  • Integrate Onedrive for Business with Power BI
  • Publish to Web

Module 43: Manage Solutions in Power Apps and Power Automate

  • Introduction
  • Add and Remove Apps, Flows, And Entities in a Solution
  • Edit a Solution-Aware App, Flow, And Table
  • Exercise - Import and Export Solutions
  • Build and Deploy a Complex Solution with Flows, Apps, and Entities
  • Automate Solution Management

Module 44: Load/Export Data and Create and Data Views in Dataverse

  • View Data in a Table
  • Create or Edit Views of Data in a Table
  • Load Data into a Table
  • Export Data from a Table
  • Add, Update, or Delete Data in a Table by Using Excel
  • Import Data Using Power Query
  • Generate a New Dataflow from an Excel Template
  • Dataflow and Azure Integration

Module 45: Get Started with AI Builder

  • Introduction to AI Builder
  • Choose an AI Capability
  • Create your First Model
  • Ways to Use Your Models

Module 46: Manage Models in AI Builder

  • Model Lifecycle
  • Manage Model Versions
  • Share your Models

Module 47: Use AI Builder in Power Automate

  • Introduction to AI Builder Usage in Power Automate
  • AI Builder in Power Automate Saves Time
  • Exercise - Use AI Builder Actions in Power Automate
  • Advanced Usage of AI Builder in Power Automate

Module 48: Functional Consultant Skills

  • Introduction
  • Create Entity Relationship Diagrams
  • Create and Document Mock-Ups
  • Document Functional Requirements and Artifacts
  • Complete Fit-Gap Analysis
  • Discuss Stakeholder Management Responsibilities
  • Understand Industry Accelerators
  • Define Application Lifecycle Management
  • Participate in Testing
  • Evaluate Options
  • Define Connectors
  • Understand Power Apps Component Framework

Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

  • Introduction
  • Key Considerations for ALM
  • Solutions
  • Configuration and Reference Data
  • Release Process
  • ALM With Azure Devops

Show moredown

Who should attend this Microsoft Power Platform Functional Consultant PL200 Course?

This Microsoft Power Platform Functional Consultant PL200 Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Microsoft Power Platform to design and create solutions that enhance business processes and data insights. It can benefit a wide range of professionals, including:

  • Functional Consultants
  • Business Analysts
  • Application Developers
  • Data Analysts
  • IT Professionals
  • Project Managers
  • Consultants

Prerequisites of the Microsoft Power Platform Functional Consultant PL200 Course

  • Delegates must have experience in working as an IT professional or student
  • A basic working knowledge of Microsoft Power Platform and it’s key components
  • Knowledge of Microsoft Dataverse (or general data modelling) and security concepts

Microsoft Power Platform Functional Consultant PL200 Course Overview

Microsoft Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster. In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft Power Platform solutions and apps. They will supplement their learnings with hands-on labs to create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations. Microsoft Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI, and Power Virtual Agents. In this course, we will cover these four applications in depth, with additional focus on Microsoft Dataverse, AI Builder, connectors, and portals.

What will you gain from taking this Microsoft training course?

  • Work with an organization to gather requirements and implement Microsoft Power Platform solutions.
  • Build model-driven, canvas, and portal apps.
  • Create Power Automate flows.
  • Design a simple chatbot using Power Virtual Agents.
  • Analyze data using Power BI visualizations and dashboards.

Show moredown

What’s included in this Microsoft Power Platform Functional Consultant PL200 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Customer Data Platform Specialty MB260 Course Outline

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

Module 1: Get Started with Dynamics 365 Customer Insights- Data

  • Introduction
  • Dynamics 365 Customer Insights
  • Work with Demo Data
  • Identify your Audience
  • Consume Customer Insights Data

Module 2: Ingest Data into Customer Insights-Data

  • Introduction
  • Import Data Sources Using Power Query
  • Clean, Transform, and Load Data
  • Connect to a Common Data Model
  • Connect to a Microsoft Dataverse
  • Work with Data Sets
  • Refresh Data Sources
  • Export Data

Module 3: Create a Unified Customer Profile in Dynamics 365 Customer Insights – Data

  • Introduction
  • Define Source Fields
  • Define Duplicate Record Settings
  • Define Matching Conditions
  • Create a Unified Customer Profile
  • Exercise - Create a Customer Insights Instance, Ingest Data, and Unify Data

Module 4: Work with Dynamics 365 Customer Insights – Data

  • Introduction
  • Configure Searching and Filtering Indexes
  • Define Relationships and Activities
  • Work with Measures
  • Segmentation
  • Get Suggested Segments
  • Segment Insights
  • Use Customer Insights for a Complete Solution

Module 5: Enrich Data and Predictions with Customer Insights – Data

  • Introduction
  • Enrich Data
  • Brand and Interest Enrichment
  • Use Enrichment Services
  • Work with Predictions
  • Predict Subscription Churn
  • Use Machine-Learning Models

Module 6: Manage External Connections with Customer Insights - Data

  • Introduction
  • Export Customer Insights Data
  • Display Customer Data in Dynamics 365 Applications
  • Use Customer Insights - Data with Microsoft Power Platform
  • Use Customer Insights - Data with Azure Synapse
  • Use Customer Insights Apis

Module 7: Configure and Administer Customer Insights – Data

  • Introduction
  • Create and Set Up Environments
  • System Process Status
  • Schedule System Refreshes
  • Set Up User Permissions

Show moredown

Who should attend this Microsoft Customer Data Platform Specialty MB260 Training?

The Microsoft Customer Data Platform Specialty MB260 Training is targeted towards professionals who are focused on leveraging customer data for actionable insights, personalised marketing, and enhanced customer experiences.

The following professionals will benefit from this course:

  • Customer Relationship Managers
  • IT Managers
  • Sales Managers
  • Database Administrators
  • Data Scientists
  • E-commerce Managers
  • Social Media Managers

Prerequisites of the Microsoft Customer Data Platform Specialty MB260 Training

Before attending this course, delegates must have:

  • Familiarity with Dynamics 365 Customer Insights.
  • Firsthand experience with one or more Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform.

Microsoft Customer Data Platform Specialty MB260 Course Overview

Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention. In this course, students will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This course begins with importing and transforming your customer data and culminates with extending your customer data platform solution into the Power Platform and Dynamics 365 applications.

What you will gain from taking this Microsoft training course:

  • Clean, transform, and ingest data into Dynamics 365 Customer Insights.
  • Create a unified customer profile.
  • Work with Dynamics 365 Customer Insights.
  • Enrich data and predictions.
  • Set up and manage external connections.
  • Administer and monitor Customer Insights.

Show moredown

 

What’s included in this Microsoft Customer Data Platform Specialty MB260 Training?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics 365 Sales MB210 Course Outline

Module 1: Set up and Configure Dynamics 365 Sales

  • Introduction
  • Set Up and Configure the Application
  • Use Customisation Options
  • Set Up Security Roles

Module 2: Manage Leads with Dynamics 365 Sales

  • Dynamics 365 Leads Overview
  • Create Dynamics 365 Leads
  • Lead Management Lifecycle
  • Lead Qualification

Lab: Work with Dynamics 365 Leads

Module 3: Manage Opportunities with Dynamics 365 Sales

  • Dynamics 365 Opportunity Overview
  • Create Dynamics 365 Opportunities
  • Account and Team Selling
  • Opportunity Management Lifecycle

Lab: Manage Opportunities in Dynamics 365

Module 4: Work with Dynamics 365 Sales Insights

  • Sales Insights Configuration Overview
  • Create Insight Cards with Assistant Studio
  • Work with Assistant Studio
  • Configure Productivity Intelligence
  • Configure Relationship Insights
  • Configure Predictive Models

Module 5: Manage and organise your product catalogue with Dynamics 365 Sales

  • Dynamics 365 Product Catalogue Overview
  • Currencies and Currency Management
  • Define Products
  • Product Families
  • Price Lists
  • Product Catalogue Settings

Lab: Set up the Product Catalogue

Module 6: Process Sales Orders with Dynamics 365 Sales

  • Sales Order Processing Overview
  • Quotes and Quote Management
  • Orders and Invoices

Lab: Sales Order Processing Lifecycle

Module 7: Manage Relationships with Relationship Selling in Dynamics 365 Sales

  • Overview
  • Sales Accelerator
  • Enforce Best Practices with Playbooks
  • Manage Relationship Health with Sales Insights
  • Sales Navigator

Lab: Manage Relationships with Playbooks and Sales Insights

Module 8: Analyse Dynamics 365 Sales Data

  • Analytical Options Overview
  • Search Tools
  • Out-of-Box Tools
  • Power BI
  • Use Power BI Templates

Lab: Analyse Data

Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service

  • Overview of Goals
  • Defining Individual Goals
  • Parent and Child Goals

Lab: Measuring Customer Success Using Goals

Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service

  • Overview
  • Fiscal Year Settings
  • Goal Metrics

Lab: Defining Goal Metrics

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Who should attend this Microsoft Dynamics 365 Sales MB210 Course?

The Microsoft Dynamics 365 Sales Course is designed to equip professionals with the knowledge and skills required to use the sales management capabilities of the Dynamics 365 Sales application. This course can be beneficial for the professionals, including:

  • Sales Managers
  • Business Development Managers
  • CRM Administrators
  • CRM Consultants
  • Account Managers
  • Sales Operations Analysts
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Sales MB210 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Sales MB210 Course. However, a basic understanding of business applications can prove beneficial for delegates.

Microsoft Dynamics 365 Sales MB210 Course Overview

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

What will you gain from taking this Microsoft training:

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

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What’s included in this Microsoft Dynamics 365 Sales MB210 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (2 days)

Online Self-paced (16 hours)

Microsoft Power Apps for End Users 55265AC Course Outline

Module 1: Introduction to PowerApps

  • What is PowerApps?
  • Benefits of Apps
  • How to Get PowerApps
  • Canvas Apps and Model-Driven Apps
  • License Options and Costs
  • Discover PowerApps with Templates
  • Lab: Introduction to PowerApps

Module 2: Getting Started with PowerApps

  • Building a New App from a Data Source
  • Add, Edit, and Remove Controls
  • Intro to Formulas
  • Testing an App
  • App Settings
  • Publish and Share Apps
  • Version History and Restore
  • PowerApps Mobile App
  • Lab: Getting Started

Module 3: Branding and Media

  • Less is More
  • Duplicate Screens
  • Fonts
  • Screen Colours and Matching Colours
  • Screen Backgrounds
  • Buttons and Icons
  • Hide on Timer
  • Size and Alignment by Reference
  • Show and Hide on Timer
  • Lab: Branding and Media

Module 4: PowerApps Controls

  • Text Controls for Data Entry, and Display
  • Controls - Drop Downs, Combo Box, Date Picker, Radio Button
  • Forms - Add and Edit Data in Underlying Data Sources Quickly
  • Charts - Present Information in Pie, Line, and Bar Charts
  • Lab: Build Apps from Blank

Module 5: Data Sources and Logic

  • Data Storage and Services
  • How do I Decide which Database to Use?
  • Connect to On-Premises Data - Gateway
  • What is Delegation?
  • Specific Data Examples
  • Displaying Data
  • Lab: Data Source and Logic

Module 6: Model-Driven Apps

  • What is a Model-Driven App?
  • Where will My Data be Stored?
  • How do Create a Model-Driven App
  • Canvas Vs Model-Driven Summary
  • Lab: Model-Driven App

Module 7: PowerApp Integration

  • Embed PowerApps in Teams
  • Embed PowerApps in SharePoint Online
  • Start a Flow from a PowerApp
  • Lab: PowerApp Integration

Module 8: Administration and Maintenance of PowerApps

  • Identify which Users have been Using Powerapps
  • Reuse an App in Another Location (Move from Testing or Development to Production)
  • Review App Usage
  • Prevent a User from Using Powerapps
  • Manage Environments
  • Lab: Administration and Maintenance

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Who Should Attend the Microsoft Power Apps for End Users 55265AC Course?

The Microsoft Power Apps for End Users 55265AC course is designed to empower individuals with the skills and knowledge needed to create custom business applications using Microsoft Power Apps. This course will benefit the following professionals:

  • Business Analysts
  • Power Users
  • IT Professionals
  • Process Owners
  • Project Managers
  • Data Analysts
  • Team Leaders

Prerequisites of the Microsoft Power Apps for End Users 55265AC Course

There are no formal prerequisites to attend the Microsoft Power Apps for End Users 55265AC Course. However, a basic understanding of Microsoft .NET and Visual Studio would be beneficial.

Microsoft Power Apps for End Users 55265AC Course Overview

Power Apps is a suite of services, apps, connectors, and data platforms that gives a fast development environment to create custom applications for business requirements. Power Apps created using strong business workflow and logic abilities to convert manual business operations into automated processes. It can swiftly build custom apps that link to data stored in the various online or underlying data platforms and on-premises data sources. It allows you to build mobile apps that effectively operate on iOS, Android, Windows, and Internet browsers. Studying this training will assist you in designing a solution from scratch even without needing to write codes successfully.

In this 2-day Microsoft PowerApps M55265 Training course, delegates will learn how to design, test, and publish new apps that work with various data sources. During this training, delegates will learn various concepts such as introduction to PowerApps, benefits of Apps, specific data examples, add, edit, remove controls, duplicate screens, discover PowerApps with templates, etc. Our highly professional trainer with years of experience in teaching Microsoft courses will conduct this training and help delegates get a comprehensive understanding of Microsoft PowerApps.

Delegates will also cover various concepts such as:

  • Introduction to PowerApps
  • Branding and media
  • What is delegation?
  • Duplicate screens
  • Model driven apps
  • Manage environments

At the end of this training, delegates will be able to build and deploy new applications for their business successfully. They will also be able to use advanced features of PowerApps, get its benefits in their business and apply various ways to build and access their apps for different devices.

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What’s included in this Microsoft Power Apps for End Users 55265AC Course?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

 

Module 1: Introduction

  • Versions of Microsoft Dynamics 365
  • Dynamics 365 Framework
  • Dynamics 365 Devices, Apps and Hubs
  • Tools for Dynamics 365 customisers
  • Overview of Solutions
  • Differences between Dynamics 365 Organisations and Environments
  • Review Further Reading and Resources
  • Set up the Lab Environment
  • Lab: Setting up your Lab environment

Module 2: Initial Setup and Configuration

  • Dynamics 365 Admin Center
  • Dynamics 365 Deployment Manager
  • Power Platform Admin Center
  • Review the System Settings Area
  • Configure Auto Save Settings
  • Configure Format Settings
  • Configure Email Settings
  • Configure Skype Integration
  • Configure SharePoint Integration
  • Configure OneNote Integration
  • Configure Auditing
  • Lab: Configure Dynamics 365 System Settings
  • Lab: Configure Dynamics 365 Audit Settings

Module 3: Security

  • Design and Configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security
  • Lab: Configure Users, Business Units, Security Roles and Access Levels
  • Lab: Configure Access Teams
  • Lab: Configure a Management Hierarchy

Module 4: Creating and Managing Entities

  • Introduction to the Dynamics 365 model
  • Review the different Entity Types
  • Create new Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions
  • Lab: Creating and Managing Entities

Module 5: Customising Fields

  • Introduction to Field Customisation
  • Understand the different Field Types
  • Review Field Formats
  • Create a new Field
  • Review Fields and Solutions
  • Implement a Calculated Field
  • Configure Field Level Security
  • Lab: Creating and Managing Fields
  • Lab: Creating a Calculated Field
  • Lab: Configuring Field Level Security

Module 6: Customising Relationships and Mappings

  • Introduction to Relationships
  • Review the different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behaviour
  • Implement a Hierarchy Relationship
  • Configure Field Mappings
  • Lab: Create Entity Relationships
  • Lab: Create a Hierarchical Relationship
  • Lab: Configure Field Mappings

Module 7: Customising Forms, Views and Visualisations

  • Process to create a New Form
  • Review the Different Form Types
  • Using the Form Designer
  • Customising the Main, Quick View, Quick Create and Card Forms
  • Configure Form Security
  • Review the Different View Types
  • Customising System Views
  • Configure the Editable Grid
  • Customising System Charts and Dashboards
  • Lab: Customising Forms
  • Lab: Configuring System Views
  • Lab: Configuring Charts and Dashboards

Module 8: Unified Client Interface (UCI)

  • Introduction to the UCI
  • App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions
  • Lab: Customising an existing UCI App
  • Lab: Build a custom Event Management UCI App

Module 9: Processes: Workflows, Business Process Flows and Custom Actions

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions
  • Lab: Create a Workflow
  • Lab: Create a Business Process Flow

Module 10: Solution Management

  • Introduction to Solution Management
  • How to Add and Administer Components in a Solution?
  • Differences between Unmanaged and Managed Solutions
  • How to Export and Import a Solution?
  • How to set Managed Properties for a Solution?
  • What happens when you Delete a Solution?
  • How to Clone a Solution Patch?
  • How to Clone a Solution?
  • Lab: Solution Management

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Who Should Attend the Microsoft Dynamics 365 Customisation and Configuration M55242 Course?

The Microsoft Dynamics 365 Customisation and Configuration M55242 course is designed for professionals aiming to specialise in customising and configuring Dynamics 365 solutions to meet specific business needs.

  • Dynamics 365 Consultants
  • Dynamics 365 Administrators
  • Solution Architects
  • Business Analysts
  • CRM Developers
  • Technical Consultants

Prerequisites of the Microsoft Dynamics 365 Customisation and Configuration M55242 Course

There are no formal prerequisites to attend the Microsoft Dynamics 365 Customisation and Configuration M55242 Course. However, a basic understanding of Microsoft Dynamics 365 would be beneficial.

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform that consolidates parts of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) with artificial intelligence tools and productivity applications. Microsoft Dynamics 365 Customisation and Configuration Training course will give you an in-depth understanding of customising, configuring, and maintaining the components of Microsoft Dynamics 365. Attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will provide the delegates with extensive hands-on expertise with installing, designing, configuring and managing Microsoft Dynamics 365 customer engagement components. The information obtained from this training will lead you to attain greater designations such as senior technical lead, Dynamics CRM Developer, data engineer, and many other designations.

The Knowledge Academy 3-day Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is sketched to familiarise the delegates with the tools for Dynamics 365 customisers. Delegates will understand the differences between dynamics 365 organisations and environments, configure and set up Dynamics 365 admin centre, configure user levels and access levels, etc. During this training course, delegates will also gain a comprehensive knowledge of customising fields, customising relationships and mappings, and more topics.

Other than the above topics, delegates will also learn the following concepts:

  • Set up the lab environment
  • How to export and import a solution
  • How to set managed properties for a solution
  • Review the different view types
  • Customising system views

Our highly expert trainer with abundant knowledge has curated this training course to provide delegates with the knowledge of customising and configuring the components of Microsoft 365.

At the end of this training course, delegates will be able to know the procedure to understand the steps to configure Skype, SharePoint, and OneNote integration. This training course will also enable the delegates to design and configure business units to provide security using the inbuilt tools in Microsoft Dynamics 365.

 

Please note the exam for this course has been retired by Microsoft

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What’s included in this Microsoft Dynamics 365 Customisation and Configuration M55242 Course?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Introduction to AL Programming in Dynamics 365 Business Central Training Course Outline

Module 1: Modern Development Environment

  • Getting Started with Visual Studio Code – Overview
  • Introduction to Visual Studio Code
  • Installing AL Support in Visual Studio Code
  • Logical Database and Its Objects
  • Extensions
  • Creating a New Extension
  • JSON Configuration Files
  • Build and Deploy an Extension
  • Using Code Snippets
  • Properties and Triggers
  • Object Properties and Triggers
  • Git and Team Development Features – Overview

Module 2: Tables

  • Using Code Snippets
  • Setting Properties, Keys, and Table Relations
  • Lab-Create a Table
  • What Is a Table?
  • Table Properties
  • Field Properties
  • Table Relations
  • Regular Table Relations
  • Filtered and Conditional Table Relations
  • Keys
  • Field Group: DropDown and Brick
  • Calculated Fields
  • Creating a Table

Module 3: Table Extension

  • What Is a Table Extension?
  • Table Extension Properties
  • Creating a Table Extension
  • Using Code Snippets
  • Lab-Create a Table Extension

Module 4: Pages

  • What Is a Page?
  • Page Types
  • Page Description
  • What are Page Properties?
  • Are Controls?
  • Control Areas
  • Control Types and Subtypes
  • Group and Repeater, Cue Group and Fixed Layout
  • Linking Pages and Page Parts
  • Creating Pages
  • What are Control Properties?
  • Are Actions?
  • Page Actions and Role Center Actions
  • Action Properties
  • Lab
    • Create a Card Page
    • Create a List Page

Module 5: Page Extensions

  • What Is a Page Extension?
  • Page Extension Properties
  • Creating a Page Extension
  • Using Code Snippets
  • Lab-Create a Page Extension

Module 6: Entitlements and Permission Sets

  • Get Started with Entitlements and Permissions Create
  • Create Entitlements and Permission Sets
  • Override Entitlements with Inherent Permissions

Module 7: Basics of AL Programming

  • Language
  • Assignment and Functions
  • Expressions (Operators)
  • Options
  • Enums and Enums Extension
  • Work with Collections
  • Frequently Used AL Procedures
  • Conditional Statements
  • Repetitive Statements
  • Error Handling
  • Publish and Subscribe to Events
  • Lab-Basics AL Operator

Module 8: Built-in Functions in Business Central

  • String Functions
  • Numeric
  • Round
  • Abs and Power Functions
  • Array Functions
  • List Functions
  • System Functions

Module 9: Debugging in Business Central

  • Dialog Function Debugging Techniques
  • Debugging with MESSAGE and CONFIRM
  • Debugging with DIALOG
  • Debugging with Text Output
  • Debugging with ERROR
  • Business Central Debugger
  • Activating the Debugger
  • Debugger Windows
  • SnapShot Debugging
  • Lab-Debugging in Visual Studio Code

Module 10: Files

  • Working with the File Object
  • Working with the TempBlob Object
  • Streaming
  • File Management - Reading and Writing
  • Files
  • File Management - Working with Streams and the Tempblob Table
  • Lab-Reading and Writing Files

Module 11: XMLPorts

  • What Is an XMLPort?
  • XMLPort Properties and Triggers
  • Designing XMLPorts
  • Creating XMLPorts
  • Working with Plain Text
  • Using XMLPorts in AL Code
  • Lab
    • Create an XMLPort to Export XML Data
    • Create an XMLport to Export Variable Text

Module 12: Queries

  • Query Design
  • Aggregating and Ordering Data and Date Methods
  • Creating a Query Example
  • Accessing Queries from AL
  • Advanced Query Concepts
  • Lab
    • Using a Query for a Chart
    • Using Queries in AL

Module 13: Reporting

  • Report Components
  • Report Design Process
  • Design the Data Model Report and Data Item Properties Data Model of a Report
  • Create an RDL Layout Report Overview
  • Create an RDL Layout Report
  • Grouping and Totaling Overview
  • Report Triggers and Functions
  • Report Triggers Flow
  • Processing Only Overview
  • Word Report Layouts Overview
  • Lab
    • Creating a Basic Report
    • Creating a Processing Only Report

Module 14: Power BI

  • Enabling Your Business Data for Power BI Overview
  • Using Microsoft Dynamics 365 Business Central as a Power BI Data
  • Lab- Use Microsoft Dynamics 365 Business Central as a Power BI Data Source

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Who should attend this Introduction to AL Programming in Dynamics 365 Business Central Training?

The Introduction to AL Programming in Dynamics 365 Business Central training course is designed for individuals who are interested in or have a role related to developing, customising, or configuring Dynamics 365 Business Central, which is Microsoft's ERP (Enterprise Resource Planning) solution. This course is particularly suitable for:

  • Dynamics 365 Business Central Developers
  • ERP Implementation Specialists
  • Business Analysts
  • Software Developers
  • IT Managers
  • Systems Architects
  • Systems Administrators

Prerequisites of the Introduction to AL Programming in Dynamics 365 Business Central Training

There are no formal prerequisites for attending this training. However, having prior knowledge of Dynamics 365 Business Central and its basic functionality and understanding of programming concepts would be beneficial for the delegates.

Introduction to AL Programming in Dynamics 365 Business Central Training Course Overview

The Knowledge Academy’s 1-day Introduction to AL Programming in Dynamics 365 Business Central Training course provides delegates with a comprehensive knowledge of AL Programming. They will gain knowledge of various concepts such as reusing code, complex data types, enum objects, unary operators, etc. This course covers essential concepts, syntax, and best practices to enable learners to develop and customise applications in Business Central using AL. Our highly experienced and professional trainer will conduct this training and provide delegates with the ins and outs of AL Programming.

Course Objectives:

  • Work with variables and define them in AL code
  • Use the different data types
  • Use options and enums
  • Work with collections
  • Use different types of expressions

After attending this training course, delegates will be able to discover intrinsic data types and complex data types. They will also be able to use assignments and different types of conversions in Dynamics 365.

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What's Included in this Introduction to AL Programming in Dynamics 365 Business Central Training?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Introduction to Microsoft Dynamics 365 55250A Training Course Outline

Module 1: Introduction

  • What is Dynamics 365?
  • Benefits of Dynamics 365
  • Sales Apps and Hubs
  • Customer Service Apps and Hubs
  • Marketing App
  • Dynamics 365 and PowerApps
  • Web Interface
  • Outlook Interface
  • Lists and Grids
  • Forms
  • Look ups and Related Records
  • Where to get Help
  • Further reading and resources
  • Lab: Setting up your lab environment
  • Lab: Dynamics 365 Orientation

Module 2: Records, Activities and Personal Options

  • Records and Relationships
  • Activities
  • Timeline Control
  • Relationship Assistant
  • Connections
  • Setting your Personal Options
  • Lab: Set Personal Options
  • Lab: Working with Activities

Module 3: Performing Work in Dynamics 365

  • Working with data and records
  • Security considerations
  • System Views and Personal Views
  • Creating a Record
  • Editing an existing Record
  • Deleting a Record
  • Related Records
  • Reassigning a Record to a new Owner
  • Sharing a record with another User or Team
  • Performing operations on multiple Records
  • Lab: Managing Records
  • Lab: Create a Personal View

Module 4: Searching in Dynamics 365

  • Introduction to searching in Dynamics 365
  • Global Search
  • Quick Find
  • Advanced Find
  • Lab: Using Global Find
  • Lab: Using Quick Find
  • Lab: Using Advanced Find

Module 5: Reports, Charts and Dashboards

  • Introduction to Reports, Charts and Dashboards
  • Default Reports
  • Reporting Wizard
  • Working with Charts
  • Working with Dashboards
  • Lab: Create a custom Report
  • Lab: Explore the Charts
  • Lab: Explore the Dashboards

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Who should attend this Introduction to Microsoft Dynamics 365 55250A Training? 

The Introduction to Microsoft Dynamics 365 55250A Training ideal for individuals in various professional roles who wish to enhance their understanding and proficiency in using Microsoft Dynamics 365. This training is suitable for:

  • Business Analysts
  • IT Managers
  • CRM Administrators
  • Sales Managers
  • Marketing Professionals
  • Customer Service Representatives
  • IT Support Specialists

Prerequisites of the Introduction to Microsoft Dynamics 365 55250A Training

To register in the Introduction to Microsoft Dynamics 365 55250A Training, participants are required to possess some proficiency in using Microsoft Office, including Microsoft Excel and Microsoft Outlook.

Introduction to Microsoft Dynamics 365 55250A Training Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform that combines Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) components, productivity apps, and artificial intelligence tools. It helps businesses incorporate their data, business logic, and processes that help automate and integrate the intelligent sales and marketing capabilities that efficiently connect, prioritise, and convert leads into paying customers. This training is intended to present common skills the end user requires to efficiently perform their work processes using Microsoft Dynamics 365.

In this 1-Day Introduction to Microsoft Dynamics 365 55250A Training course, delegates will learn how to work with records, create personal views, reassign records to a different owner, and share views and charts with other users. They'll also learn to search for and find information in Microsoft Dynamics customer engagement. They'll also gain end-user skills and knowledge to find information quickly and easily using out of the box tools, such as advanced find, the report wizard, charts and dashboards through the web browser and Dynamics 365 for Outlook. Our highly skilled and professional trainer, who has years of experience teaching Microsoft training courses, will conduct this training.

This course will also cover various essential concepts, such as:

  • Understand the differences between the Dynamics 365 Apps and PowerApps
  • Learn how to create, update, relate, assign and delete records in Microsoft Dynamics 365
  • Understand connections and use them to relate records together
  • Configure personal options to customise the user experience
  • Understand how to work with Lookups and related records
  • Work with views and create and save a personal view of records
  • Track Email and appointments in Outlook against records in Dynamics 365

After attending this training course, delegates will be able to use the Sales Hub, Customer Service Hub, and the Marketing App from Dynamics 365. They will also be able to work with records, create personal views, share records, and perform bulk operations.

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What's Included in this Introduction to Microsoft Dynamics 365 55250A Training?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

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