Course Curriculum
Introduction to Dynamics 365 CRM Technical Architecture
Dynamics 365 CRM Overview
Technical Consultant Role
Power Platform Overview
Environment Types and Architecture
CRM Technical Components
Environment Setup & Administration
Power Platform Admin Center
Environment Creation and Management
User Management
Security Concepts
Solution Management Overview
Dataverse Fundamentals
Microsoft Dataverse Architecture
Tables (Entities) and
Relationships
Columns (Fields) and Data Types
Business Units and Ownership
Data Modeling Best Practices
Hands-on Labs
Customization & Configuration
Creating Custom Tables
Forms Customization
Views and Dashboards
Business Rules
Model-Driven App Customization
Solution Components
Power Apps Development
Model-Driven Apps
Canvas Apps Overview
App Design Concepts
Navigation and User
Experience
App Deployment
Business Process Flows & Workflows
Business Process Flow Design
Workflow Configuration
Process Automation Concepts
Approval Processes
Business Logic Implementation
Power Automate Integration
Introduction to Power Automate
Automated Cloud Flows
Instant Flows
Scheduled Flows
Dynamics 365 CRM Connectors
Email Notifications and Approvals
Hands-on Exercises
JavaScript Customization
JavaScript Fundamentals
for CRM
Form Events
Client-Side Scripting
Field Validation
Ribbon and Command
Bar Customization
Practical Development
Exercises
Plug-ins Development
Introduction to CRM Plug-ins
Visual Studio Setup
Plug-in Registration Tool
Event Pipeline Concepts
Pre-Operation and Post-Operation Events
Exception Handling
Real-Time Business Logic Development
Custom Workflow Activities
Workflow Extensions
Custom Workflow
Activities
Deployment and
Registration
Business Use Cases
Integration & Web API
Dynamics 365 Web API
REST and OData Concepts
Postman Integration
External System Integration
Azure Integration Overview
API Authentication Methods
Security Model & Administration
Security Roles
Teams and Access Levels
Field-Level Security
Record Sharing
Auditing and Compliance
Data Migration & Deployment
Data Import and Export
Excel Templates
Data Migration
Strategies
Solution Export and
Import
Managed vs Unmanaged
Solutions
