Module 1: Manage leads and opportunities with Dynamics 365 Sales
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lesson

Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales

Lab 1.1: Manage customers

After completing this module, you will be able to:

Create customer records.
Use sales tooling.
Create leads and opportunities.

Module 2: Manage orders and the product catalog with Dynamics 365 Sales
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lesson

Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales

After completing this module, you will be able to:

Create and use the product catalog.
Add quotes to opportunities.
Complete a sale with an order.

Module 3: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

Lesson

Define and track individual goals with Dynamics 365 Sales
Use goal metrics in Dynamics 365 Sales

After completing this module, you will be able to:

Use rollup columns to define sales metrics.
Track individual goals for sales and teams.

Module 4: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Lesson

Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

Set up survey projects to organize and create surveys
Create a survey with variables and entities
Send Dynamics 365 Customer Voice surveys using multiple modalities

Module 5: Introduction to Dynamics 365 Customer Engagement
This module provides the attendee with an introduction to the concept of creating custom Apps for Microsoft Dynamics 365 Customer Engagement. The concept of the Power Platform and Power Apps is presented, together with an initial overview of the Power Apps Maker portal and the Power Platform Admin Center.

Lessons

Introduction to Microsoft Dynamics 365 Customer Engagement (CE)
The Microsoft Power Platform
The Power Apps Maker Portal
The Power Platform Admin Center
Power Platform Environments
Solutions Overview
As introduction to Release Wave Updates
Review further reading and resources

Module 6: Setup and Configuration
This module presents some of the most common features and areas that require configuration when provisioning and managing Dynamics 365 Apps and Power Platform Environments. This module guides you through the different portals and interfaces as well as common configuration Environmental Settings.

Lessons

The Microsoft 365 Admin Center
The Power Platform Admin Center
The Dynamics 365 Admin Center
The Power Apps Maker Portal
Dynamics 365 Classic
Microsoft Power Automate
Microsoft Power BI
Environment Level Settings
Format Settings
Email Settings
Skype and Teams Integration
SharePoint Integration

Lab 1: Configure Environment Settings

Configure Environment Settings
Configure Formatting Settings

Lab 2: Configure Audit Settings

Enable Auditing
Enable Auditing for an Entity
Configure Auditing for a Field

After completing this module, students will be able to:

Understand where to configure Users, Security and Licenses
Understand the different admin interfaces and portals in the Microsoft Power Platform
Work with the Power Platform Admin Center
Be able to configure Environment Settings
Be aware of integration with SharePoint, Skype, Teams and Outlook
Configure Auditing

Module 7: Security
This module highlights the importance of maintaining a robust security model in Microsoft Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.

Lessons

Design and configure Business Units
Configure Security Roles
Manage Users and Teams
Implement Access Teams
Configure Hierarchy Security

Lab 1: Configure Users, Business Units, Security Roles and Access Levels

Create new Users in Microsoft 365
Add Users to an Environment and assign Security Roles
Create new Business Units
Copy a Security Role and Configure Access Levels
Assign Users to Security Roles

After completing this module, students will be able to:

Manage Security in Power Platform Environments
Configure Business Units, Security Roles, Access Levels, Users and Teams
Know the difference between Teams and Access Teams
Configure Manager and Position Hierarchy Security

Module 8: Creating and Managing Entities
In this module we will start to look at customizing the data model of the Common Data Service (CDS) to build custom apps in Microsoft Dynamics 365. The model consists of Entities, Relationships and Fields which can be customized and extended using the Power Apps Maker portal. This module serves as an introduction to the Data Modelling, including customizing Entities and configuring Entity properties.

Lessons

Introduction to the Data Modelling
System and Custom Entities
Create new Custom Entities
Entity Properties
Entity Type and Ownership
Custom Entity Security
Entities and Solutions

Lab 1: Creating and Managing Entities

Creating a Solution
Creating Custom Entities
Add existing System Entities to a Solution
Configure permissions for Custom Entities
Create a Model-driven App

After completing this module, students will be able to:

Understand Common Data Service and modelling fundamentals
Know the different Entity Types
The process to create new Custom Entities
Manage Entity Properties
Configure Entity Security
Manage Entity customizations with Solutions

Module 9: Customizing Fields
Fields are used in Dynamics 365 Apps to capture data entered by the user. The Common Data Services (CDS) supports a number of different Field data types and formats, all of which are presented in this module. Special Field types such as Calculated Fields are also considered, as well as securing data using Field Level Security.

Lessons

Introduction to Field
Understand the different Field Types
Field Data Types
Create a new Field
Fields and Solutions
Implement a Calculated Field
Configure Field Level Security

Lab 1: Creating and Managing Fields

Creating Fields
Create a Global Option Set

Lab 2: Creating a Calculated Field

Creating a Calculated Field
Add Fields to an Entity Form

Lab 3: Configuring Field Level Security

Enable a Field for Field Level Security
Configure a Field Security Profile

After completing this module, students will be able to:

Understand the process to customize Fields in the Common Data Service
Know the different Field Types and Formats
Be able to manage Field customizations using Solutions
Create a Calculated Field
Configure Field Level Security
Use the Business Rule Designer to configure Field validation

Module 10: Customizing Relationships and Mappings
Relationships associate an Entity with another Entity. This module provides an overview of the different types of Relationships that can be created in the Common Data Services. We also look at Relationship Mappings and how they can be used to pass values between related Entities to reduce duplicate data entry.

Lessons

Introduction to Relationships
Relationship Types
Create a Relationship
Relationships and Solutions
Understand Relationship Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings

Lab 1: Create Entity Relationships

Create a 1 to Many Relationship

Lab 2: Create a Hierarchical Relationship

Configure a Hierarchical Relationship

Lab 3: Configure Field Mappings

Configure Field Mappings

After completing this module, students will be able to:

Understand the different Relationship Types
Be able to create a 1 to Many and Many to Many Relationship
Know how to manage Relationship customizations using Solutions
Understand how to configure Relationship Behaviour
Know how to create a Hierarchical Relationships
Be able to configure Field Mappings

Module 11: Customizing Forms, Views and Visualizations
In this module you will learn how to customize and create the different Form types that exist in Dynamics 365 Model-driven Apps, as well as control access to forms using Form Level Security. The process to configure the different View types is also presented, as well as creating custom Charts and Dashboards.

Lessons

Creating a new Form
Form types
Using the Form Designer
Customizing the Main, Card, Quick View and Quick Create Forms
Configure Form Security
Review the different View types
Customizing Views
Customizing Charts and Dashboards

Lab 1: Customizing Forms

Customising Forms
Create a Quick Create Form
Embed a Quick View Form

Lab 2: Configuring System Views

Create Custom Views

Lab 3: Configuring Charts and Dashboards

Configure Charts
Construct a Dashboard

After completing this module, students will be able to:

Know the various Form Types for Model-driven Apps
Be able to customize existing Forms and create new custom Forms
Configure Form Security
Be able to customize Views and create new Custom Views
Be able to customize Charts and create new Custom Charts
Be able to customize Dashboards and create new Custom Dashboards

Module 12: Processes: Workflows, Business Process Flows and Power Automate
In this module you will learn how to create and maintain Workflows, and Business Process Flows.

Lessons

Introduction to Processes
Workflow
Business Process Flows
Building Flows in Power Automate

Lab 1: Create a Workflow

Create a Workflow
Define when a Workflow Starts
Adding Workflow Steps
Activating a Workflow

Lab 2: Create Business Process Flows

Create a Business Process Flow
Add Stages to a Business Process Flow
Add Data and Action Steps to a Business Process Flow
Configure Branching Logic in a Business Process Flow

CDC-101: Microsoft Dynamics 365 Sales Techno Functional Workshop