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Mastering Microsoft Flow and PowerApps in Dynamics 365

This course takes an accelerated approach to covering all the major aspects of PowerApps and Microsoft Flow in a Dynamics 365 Sales and Customer Services environment.

Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support the creation of automated workflows between your favourite apps and services to get notifications, synchronize files, collect data, and more. The training would be of interest to sales managers, service schedulers, administrators, office managers, CEOs involved with streamlining specific business tasks and automating Dynamics 365 processes.

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Pre-Requisites

Before attending this course, students must have:


• General knowledge of Microsoft Windows
• General knowledge of Microsoft Office

Course Content

Module 1: Overview of PowerApps Training, Common Data Service, and Flow

- How to connect to Dynamics 365 - Scenarios for using with Dynamics 365

Module 2: Building Apps that Extend Dynamics 365

- Quickly build custom apps that combine  data and actions from multiple apps

- Build automation without code that spans multiple apps

- Common Data Service

- Store integration data needed by composition applications and  automation

Module 3: Common Data Service Overview

- Scalable  cloud data store

- Standard  schema through a set of standardized entities

- Model  is extending with custom entities and attributes

- Connectors

- Built-in  synchronization with Dynamics 365 and Office 365

Microsoft Flow Training


Module 4: Microsoft Flow Overview

- Build  process automation that spans systems

- Visual  designer to compose automations

- Connect  to services to access data

- Built  on top of Microsoft Azure Logic Apps

- On demand from PowerApps or triggered by event

Module 5: Creating flows using visual designer

- Creating Flows     

        

Module 6: Downloading and using flow templates

- Downloading and using Flow templates

Module 7: Sharing Flows

- Sharing Flows      

   

Module 8: Connecting Flow to other services (Social, SharePoint, Dynamics 365 and more!)

- Connecting Flow to other services

Module 9: Dynamics 365 Triggers  

- Trigger  on Create, Update or Delete from Customer Engagement Apps  

- No  triggers are currently available from Dynamics 365 for Operations

Module 11: Dynamics 365 Actions               

- Create  

- List  

- Delete  

- Get  

- Update

Module 12: Dynamics 365 Workflows vs. Microsoft Flow  

- Pros and Cons  

- How to choose        

   

PowerApps Training


Module 13: Overview

- Build web and mobile apps

- Visual designer to compose pages

- Connect to services to access data

- Shared with internal users or organization wide

- Simple publish, runtime player hosts application

Module 14: Visual Designer

- Overview of Designer

- Using Designer

Module 15: Creating mobile apps in PowerApps to run on all platforms

- Creating mobile apps to run on all platforms

- Creating mobile apps

- Creating mobile apps lab

- Automatically generating apps  

            

Module 16: Running Custom Apps              

- Using apps in browser via Dynamics 365               

- Using apps on mobile via the PowerApps App

Module 17: Combining Flow and PowerApps

- Combining Flows and PowerApps

Module 18: Administration

- Administering Apps and flows and Apps for different users               

- Administering Flows and Apps for Users Lab               

- Administering Apps and flows and Apps for different environments   

            

Module 19: What's New

- Customising the Common Data Service  database

- Employing data loss prevention policies

- Encapsulating applications via environments

- Pricing/Subscription structure             

- Provisioning CDS database             

- Using Environment Security roles

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