Microsoft Dynamics 365 Power Platform Customization and Configuration (55242)

Duration:  Three Days

About This Course

This course provides students with a detailed hands-on experience of setting up, configuring, customizing, extending and maintaining Microsoft Dynamics 365 Customer Engagement (CRM) Apps and Model-driven Apps using the Power Apps Maker Portal and the Power Platform Admin Center.

Attendees of this course will gain an in-depth understanding of configuring Environments through the Power Platform Admin Center, set up and maintaining Security, learn how to customize the Sales and Customer Service Apps, create custom Model-driven Apps using the Power Apps Maker Portal, make model customizations to the Dataverse, create and maintain Workflows and Power Automate Flows, and manage changes using Solutions to package and deploy customizations across multiple Environments.

By the end of this 3 day course, attendees will know how to design, create, customize and support business solutions and apps built on Microsoft Dynamics 365 Customer Engagement (CRM) and the Power Platform.

Audience Profile

This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 and the Power Platform.

Module 1: Introduction

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.


  • 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
  • Labs - Acme Enterprises Event Management Solution


Module 2: 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.


  • 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
  • AI Builder and Dynamics 365 AI
  • Environment Level Settings
  • Format Settings
  • Email Settings
  • Skype and Teams Integration
  • SharePoint Integration

Module 3: 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.


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


Module 4: Creating and Managing Tables

In this module we will start to look at customizing the data model of the Dataverse to build custom apps in Microsoft Dynamics 365. The model consists of Tables, Relationships and Columns which can be customized and extended using the Power Apps Maker portal.   This module serves as an introduction to the Data Modelling, including customizing Tables and configuring Table properties.


  • Introduction to the Data Modelling
  • System and Custom Tables
  • Create new Custom Tables
  • Tables Properties
  • Tables Type and Ownership
  • Custom Tables Security
  • Tables and Solutions

Module 5: Customizing Columns

Columns are used in Dynamics 365 Apps to capture data entered by the user. The Dataverse supports a number of different Column data types and formats, all of which are presented in this module. Special Column types such as Calculated Columns are also considered, as well as securing data using Column Level Security.



  • Introduction to Column
  • Understand the different Column Types
  • Column Data Types
  • Create a new Column
  • Columns and Solutions
  • Implement a Calculated Column
  • Configure Column Level Security


Module 6: Customizing Relationships and Mappings

Relationships associate an Table with another Table . This module provides an overview of the different types of Relationships that can be created in the Dataverse. We also look at Relationship Mappings and how they can be used to pass values between related Tables to reduce duplicate data entry.


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

Module 7: 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.


  • 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

Module 8: Model-driven Apps

This module looks at Model-driven apps in the Power Apps Maker Portal, including using the App Designer to create and customize Apps for Microsoft Dynamics 365 Customer Engagement.


  • Introduction to Model-driven Apps
  • The App Designer
  • Using the Sitemap Designer
  • Configuring Apps

Module 9: Workflows, Business Process Flows and Power Automate

In this module you will learn how to create and maintain Workflows, Business Process Flows and Power Automate Flows in Dynamics 365 and Power Apps.


  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Microsoft Power Automate

Module 10: Power BI Reports

In this module you will learn how to connect PowerBI to Dynamics 365, bring Dynamics 365 data into a PowerBI dataset, build custom PowerBI reports and dashboards, and surface PowerBI Dashboards inside Dynamics 365.


  • Objectives
  • Introduction to PowerBI
  • Connecting PowerBI to Dynamics Data
  • Building a dataset in PowerBI
  • Creating PowerBI Dashboards
  • Sharing and surfacing PowerBI Dashboards in Dynamics 365

Module 11: Solution Management

In this module you will learn how to create and manage Solutions in the Power Apps Maker Portal. Solutions act as a container for your customizations, allowing you to easily package, distribute and deploy changes across multiple Environments.


  • An introduction to Solution Management
  • How to add and administer components in a Solution
  • The differences between unmanaged and managed Solutions
  • How to export and import a Solution
  • How to set Managed Properties for a Solution
  • What happens when you delete a Solution
  • How to Clone a Solution Patch
  • How to Clone a Solution