Microsoft Dynamics 365: Customizing with Power Apps
Dynamics 365 offers powerful functionality out of the box, but what if you need to make changes to the platform? This course will guide you through how to get started with that, customizing, and configuring the system to fit your specific needs.
What you'll learn
Today more than ever, companies need innovative and engaging ways to attract new customers and service existing customers. That’s what Dynamics 365 is all about. And the platform offers powerful functionality out of the box, but what if you need to make changes or extend the platform to make it “just right” for your business?
In this course, Microsoft Dynamics 365: Customizing with Power Apps, we will guide you through how to get started with that, customizing, and configuring the platform to fit your specific needs. First, you’ll learn how to create, and customize your data schema, including entities, fields, and relationships. Next, you’ll explore ways to customize the UI--updating forms and views, creating charts and dashboards, and seeing how to do basic styling and branding. Finally, you'll learn what happens behind the scenes with flows, processes, business rules, security and settings.
When you’re finished with the course, you’ll have a foundational understanding of how to maximize Dynamics 365 through customization with Power Apps and the Common Data Service.
Table of contents
- Module Introduction 1m
- Forms 3m
- Demo: Editing a Form 3m
- Views 2m
- Demo: Editing a View 5m
- Dashboards, Charts, and Reports 1m
- Demo: Dashboards, Charts, and Reports 7m
- Themes and Logos 1m
- Demo: Updating Themes and Logos 2m
- The App and Site Map Designer 1m
- Demo: Creating a Custom App 1m
- Key Points to Remember 1m
- Module Introduction 1m
- Users and Teams 2m
- Demo: Creating Users and Teams 4m
- Security Roles 3m
- Demo: Creating a Security Role 3m
- Business Units 3m
- Hierarchy Security 1m
- Field-level Security 1m
- Demo: Setting up Field-level Security 3m
- Overview of Settings 1m
- Auditing 1m
- Data Management 1m
- System Settings 1m
- Key Points to Remember 1m
About the author
Amber has been a software developer and technical trainer since the early 2000s. She holds certifications for AWS and a variety of Microsoft technologies. In recent years, she has focused on AWS, Machine Learning, Azure, Power Apps, Dynamics 365, SharePoint and .NET, teaching students around the world. She also works to bridge the gap between developers, designers and businesspeople with her expertise in visual communication, user experience and business/professional skills.