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Dynamic 365: Beginners Guide to Dynamics 365: 2-in-1
Rating: 3.5 out of 5(13 ratings)
159 students
Created byPackt Publishing
Last updated 10/2018
English

What you'll learn

  • Discover the core components of the Dynamics 365 platform
  • Explore the concept of entities & modules
  • Implement and Unit Test complex business rules using C# Plugins & Workflows, Typescripts, and the WebAPI
  • Use Visual Studio Team Services to version control your code & metadata as well as implement continuous integration with the help from NuGet, npm and Gulp
  • Create Scheduled Jobs to perform repeating tasks
  • Integrate with external Web Services using Web-Hooks and Virtual Entities

Course content

2 sections • 102 lectures • 12h 19m total length

  • The Course Overview4:58

    This video provides an overview of the entire course.

  • Choosing the Right Solution2:55

    The aim of this video is to describe the available solutions comprising Dynamics 365, as well as identifying the customer engagement specific modules.

    • Look at the available solutions out of the box

    • Get the solutions overview

    • Select the solution you need

  • Combining Solutions3:11

    The aim of this video is to familiarize ourselves with the various ways in which Dynamics 365 offers its modules, as well as the ability to extend the platform further with other third party solutions.

    • Purchase pre-packaged solutions

    • Purchase individual modules

    • Extend functionalities with additional third party solutions

  • Extensibility Options and Limitations4:19

    The aim of this video is to describe the options available to extend Dynamics 365 Customer Engagement.

    • Extend by selecting new standard modules

    • Extend by selecting third party apps from the App Store

    • Extend by contracting an implementation partner to build a custom solution

  • Creating Your First 30-day Trial8:05

    The aim of this video is to describe the process to create a 30-day trial of Dynamics 365 Customer Engagement. The created trial will not be specific to any particular functionality, but will match the original Dynamics CRM navigational functionality.

    • Create your first trial

    • Look at the options to setup a trial

    • Identify one-time configurations that cannot be modified after instance creation

  • What is Dynamics 365 for Sales7:25

    In this video, we will be looking at the Dynamic 365 for Sales functional module.

    • Explore how to manage leads, opportunities, and customers

    • Track interact ions with the customers

  • Managing Your Customer3:33

    In this video, we will look at how we can manage our customers.

    • Explore how to record the customers

    • Explore how to track the customers

  • Managing the Sales Process3:00

    In this video, we will be exploring how to manage the sales process.

    • Explore how to interact with a process

    • Work with the records to manage the sales

  • Goal Tracking, Reporting, and Intelligence3:28

    In this video, we will be exploring goal tracking, reporting, and intelligence.

    • Explore the sales performance dashboard for goal tracking

    • Explore the parameters involved in setting a goal

  • What is Dynamics 365 for Customer Service3:19

    In this video, we will look at the Dynamics 365 for Customer Service functional module.

    • Learn how to manage issues raised by a customer

    • Aggregate information relevant to a particular customer

    • Present the information to provide best possible service or support

  • Case Management3:36

    In this video, we will delve into case management.

    • Walk through a typical case management process in a classical web interface

    • Check how to the fields in a specific case and how to resolve it

  • Interactive Service Hub2:08

    In this video, we will delve into Interactive Service Hub.

    • Learn how to work with the Customer Service Hub

    • Check out the fields, data, and tabs in the new UI

  • What is Dynamics 365 for Field Service1:49

    In this video, we will look at the Dynamics 365 for Field Service functional module.

    • Explore this newest service module

    • Explore the various feature of this module

    • Explore what the field service solution trying to achieve

  • Scheduling3:02

    In this video, we will cover scheduling.

    • Look at the scheduling capabilities for service appointments

    • Look at the scheduling engine

  • Inventory Management3:03

    In this video, we will look at inventory management.

    • Explore the warehousing inventory capabilities of this module

    • Explore the administration section

  • What is Dynamics 365 for Project Service Automation5:50

    In this video, we will explore the Dynamics 365 for Project Service Automation.

    • Delve into the Dynamics 365 for Project Service Automation functional module

    • Manage the project flow with PSA

    • Know the close correlation between field service module and PSA

  • Resource Management3:11

    In this video, we will explore resource management.

    • Explore how to go about resource management

    • Add and tweak the roles and human resources

  • Time and Expenses5:44

    In this video, we will explore time and expenses management.

    • Explore how to go about time reporting

    • Manage the expenses

  • Freedom to Choose4:38

    In this video, you will explore the various deployment models available with the platform.

    • Explore the features of online model

    • Explore the features of on-premise model

    • Explore the features of hosted and Hybrid deployment model

  • Factors to Consider5:31

    In this video, look at the factors to consider while selecting a deployment mode over another.

    • Explore the pros and cons of online model

    • Explore the pros and cons of on premise model

    • Explore the pros and cons of hosted model

  • The Main Components of the Platform7:13

    In this video, we will explore the main components of Dynamics 365 platform.

    • Explore the functional modules

    • Explore various entities

    • Explore various processes

  • The Main Components of the Platform (Continued)7:34

    In this video, we will explore the main components of Dynamics 365 platform.

    • Explore the various reports and dashboards

    • Explore about entity forms

    • Explore the data fields

  • What are Entities?4:28

    In this video, we will look at the concept of entities in detail.

    • Explore what entities are

    • Learn about entity classification

    • Learn about the various types of entities

  • Entity Relationships5:37

    In this video, we will look at the concept of entities relationships.

    • Know what are relationships

    • Look at the various relationship types

    • Learn relationship field mapping

  • Entity Elements8:52

    In this video, we will look at the entity properties.

    • Explore the core definition of an entity

    • Explore various entity forms and views, charts, fields, and keys

    • Explore the entity business rules

     

  • What are Functional Modules?3:19

    In this video, we will delve into functional modules.

    • Know what drives the need for functional modules

    • Know what functional module is

  • OOTB Functional Modules3:15

    In this video, we will delve into out of the box functional modules.

    • Know what they are

    • Check out each of them on the platform

  • Custom Functional Modules7:57

    In this video, we will delve into the concept of custom functional modules.

    • Know what they are

    • Edit the SiteMap

    • Create an app

Requirements

  • This course does not assume any prior knowledge and explains core concepts in an easy-to-understand manner.

Description

Microsoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size.

This learning path follows a practical approach and incremental approach that provides in-depth and comprehensive information on Dynamic 365 and its new features. It starts with learning about the core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. A complete hands-on to using new Unified User Interface, this course uses a sample application to show how to build complex extensions to the Dynamics 365 for Customer Engagement platform using C# Plugins/Workflow Activities as well as Typescripts generated web resources.

Similarly, you’ll then learn to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, Typescripts, and CSS using Knockout JS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability. This course also covers the considerations for mobile touch interfaces so that your feature rich extensions will work on all devices and formats.

 Contents and Overview

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

The first course, Getting Started with Dynamics 365 Customer Engagement focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components. By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.

The Second course, Designing and Building Custom Apps using Dynamics 365 demonstrate the new features released with Microsoft Dynamics 365 Customer Engagement. Using the new Unified User Interface, this course uses a sample application to show how to build complex extensions to the Dynamics 365 for Customer Engagement platform using C# Plugins/Workflow Activities as well as Typescripts generated web resources. Starting off, the course makes sure you have everything set up for fast and effective collaborative development and a mature Continuous Integration pipeline using Microsoft Team Services, npm, Nuget & Gulp. This includes automated unit testing of both server-side and client-side code as well as packaging and deploying of your solutions. It then teaches you a framework for effective data modeling of entities within Dynamics 365 and how functionality can be built up in iterations using user story mapping. You'll then learn to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, Typescripts, and CSS using KnockoutJS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability. This course also covers the considerations for mobile touch interfaces so that your feature rich extensions will work on all devices and formats.

About the Authors:

  • Nicolae Tarla is a Microsoft Dynamics 365 Consultant and Business Solutions MVP, specializing in solution architecture and technical presales. He has worked on various midsize to enterprise-level Dynamics 365 Customer Engagement, Dynamics 365 Finance and Operations, and Office 365 implementations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the platform. He has also published several books on Microsoft Dynamics CRM and has presented at conferences on this topic.

  • Scott 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. Scott 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 designed to introduce new users such as customer service representative, a project manager, a field service technician, or a business analyst to the core concepts and elements of this platform and to help existing users get a better understanding of the various components of this very flexible platform.

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