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Application Development with Dynamics 365: 2-in-1
Rating: 4.3 out of 5(216 ratings)
1,570 students

Application Development with Dynamics 365: 2-in-1

Leverage the power of Dynamics 365 to build and support enterprise scale business applications with Dynamics 365
Created byPackt Publishing
Last updated 4/2018
English

What you'll learn

  • Understand the basics of Microsoft Dynamics 365 and how to quickly analyze CRM data to get a holistic view of your entire business
  • Integrate with the entire Microsoft Office Suite and work with Dynamics CRM data
  • Build, test, and maintain consistent custom HTML user interface with Dynamics 365 Unified UI for all devices and formats
  • Analyze data using dashboards, charts, and reports
  • Work with Dynamics CRM using mobile and tablet applications
  • Explore new and advanced features of Microsoft Dynamics 365 Customer Engagement

Course content

2 sections • 95 lectures • 12h 52m total length

  • The Course Overview5:22

    This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course.

  • What is CRM and Why it is needed?2:49
    This video covers the concept of Customer Relationship Management and why it is mandatory for your business.
  • Introduction to Microsoft Dynamics 3652:21
    This video introduces you to Microsoft Dynamics 365 and all its components.
  • Setting Up a Trial Instance of Dynamics 3655:00

    This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system.

  • Moving around in Microsoft Dynamics 3658:18

    This video walks through various screens of Dynamics 365 and helps the user understand basic navigation.

  • Personalize Dynamics to Suit Your Needs5:16

    This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats.

  • How Does Dynamics CRM Data Model look?2:52

    This video explores how the Dynamics CRM data is organized and helps understand its data model.

  • Play with Records (CRUD Operations)5:47

    This video demonstrates how we can work with records and perform various operations such as Create, Update, Retrieve, and Delete.


  • Import/Export data in CRM8:40

    This video will walk through the steps that would be required to prepare and import your data in CRM and also look at how to export it.

  • Typical Sales Cycle - Demo16:39

    This video is a demonstration of a complete sales cycle from lead generation to order fulfilment in CRM.

  • Advanced Find – Strongest Search Tool9:10

    In this video, we’ll look at one of the strongest search tool that is available right within dynamics CRM to search for records—Advanced  Find.

  • Create Views4:14
    In this video, we are going to look at how to create views or lists for a quick summary of all our data.
  • Explore Trends with Charts7:12

    In this video, we will try to explore trends with charts in Dynamics CRM and various features such as drill-down

  • Need 360 View of Business9:10
    This video will focus on exploring dashboards and how they can be handy to provide you 360 view on your business.
  • Working with Reports12:18

    In this video, we will see how to work with Reports in Dynamics CRM.

  • Go Mobile with Dynamics CRM Mobile Client13:51

    In this video, we’ll quickly walk through dynamics CRM’s companion app for smart phones and explore its feature set.

  • Go Mobile with Dynamics CRM Tablet Client11:16

    In this video, we’ll quickly walk through dynamics CRM’s companion app for Tablets and 2-in-1 Laptops and explore its feature set.

  • Exploring How Well Dynamics CRM Talks to Outlook11:37

    Microsoft Outlook needs no introduction, almost all of you practically use this applications for managing all your e-mails. In this video, we’ll see how can we connect Outlook to Dynamics CRM to further increase our productivity.

  • Ease Up the Sales Document Writing9:55

    Explore document generation capabilities with Dynamics 365 for all those redundant documents that you must prepare for completing a sale.

  • Start Analyzing Data with Excel Templates7:05

    In this video, we will quickly see how we can go about creating excel template containing some specific customizations such as charts and pivots, which you need every month or quarter to make sure the business is indeed going in the right track.

  • Do More with Dynamics 3655:10
    In this video, we’ll try to summarize what you learned so far and then see what more can be done with Dynamics.
  • Test Your Knowledge

Requirements

  • No prior knowledge of Microsoft Dynamics 365 required.

Description

Microsoft Dynamics 365 is a business application that combines CRM and ERP capabilities to help you empower your employees, engage customers, and optimize operations. To build dynamic and incisive business solutions with Dynamics 365, you’ll need to have basic understanding of the Microsoft Dynamics CRM platform.

This comprehensive 2-in-1 course contains in-depth content balanced with tutorials that put theory into practice. It’s focus is on giving you both the understanding and the practical examples that will allow you indulge in the world of Microsoft Dynamics 365.

This training program includes 2 complete courses, carefully chosen to give you the most comprehensive training possible.

The first course, Start Up Guide For Microsoft Dynamics 365, course starts off with setting up a Dynamics CRM trial instance and understanding its basic navigation. You will then learn to perform CRUD operations on CRM records. You will also learn to analyse data using dashboards, charts, and reports. Next, you will learn to import and export data from Dynamics CRM. You will work with Dynamics CRM using Outlook.

The second course, Designing and Building Custom Apps using Dynamics 365, course starts off with setting up fast and effective collaborative development and a mature Continuous Integration pipeline using Microsoft Team Services, npm, Nuget, and Gulp. You will then learn a framework for effective data modelling of entities within Dynamics 365 and how functionality can be built up in iterations using user story mapping. You will also learn about base currencies to ensure that your custom apps do not run into any challenges as they grow in complexity and usage. Next, you will see how logical and physical architecture of integration with external systems is examined using the new Web-Hooks and Virtual Entity features, allowing data to be both consumed and output in a robust and efficient fashion. You will learn about the new Xrm client API features of the Unified Client provide exciting new ways of extending your forms and grids which are demonstrated using the sample application being built. Further, you'll learn how to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, TypeScript, and CSS using KnockoutJS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability.

By the end of this Learning Path, you’ll be able to build and support enterprise scale business applications with Dynamics 365.

About the Authors:

Piyush Paliwal has been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, he has helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365. In his spare time, he usually prefers to go for a drive.

Scott Durow is a Microsoft Business Solutions MVP specializing in Dynamics 365. He is a committed and passionate software architect & technologist with a successful track record of realizing business vision through enterprise/application architectures that are tightly aligned with budget and timescales. By combining his detailed technical knowledge with a clear grasp of the wider commercial issues, Scott can identify and implement practical solutions to real business problems. He is an excellent communicator and technical author, regularly speaking at conferences in the UK and abroad. Scott’s software career spans more than 20 years where he has moved from assembly language device driver programming, industrial control software and then into enterprise business applications. His experience covers work in Europe, North America, and Japan. He is also the author of the Ribbon Workbench for Dynamics CRM and SparkleXRM.

Who this course is for:

  • This Learning Path is for new users of the Microsoft Dynamics CRM platform, as well as existing users who want to learn more and become more proficient.

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