Build No-Code Software Solutions with Microsoft Dynamics 365

This lecture explains the methodology of the course, where an imaginary non-profit organization needs a software solution, and the process of requirements gathering, analysis, design, and customization to provide that solution.  It also explains the nature of the imaginary non-profit organization, so you as the learner understand the nature of "our" client.  In this lecture we begin the requirements gathering process, and then we provide a brief overview of Microsoft Dynamics 365.  We also introduce some fundamental data relationship concepts.

In this lecture we walk through the process of branding the solution using the Themes feature in Microsoft Dynamics 365.  Branding is important in the beginning because stakeholders who log into the system you are building for their early testing will feel more comfortable if the solution is branded to reflect their organization.

In this lecture we start with identifying the entities that we will need to be creating to meet the requirements for Neighborhood Assistance Programs (NAP). The entities are first identified, but before we build we must understand the relationships between the entities that we will be building.  In this lecture we introduce the concept of an entity relationship diagram to carefully document how entities are related with each other.  And we walk through the simple steps to create our first entity, as well as important considerations when creating an entity, such as Ownership.

In this lecture, we discuss and demonstrate the customizations we have completed on standard entities, such as Contacts. We also discuss certain types of customizations, such as Calculated and Rollup fields.