Dynamics 365 CRM + PowerApps Developer Course - Part 3

Automate processes in Dynamics 365 CRM using Workflows, Business Rules, BPFs, Actions and Solutions

Ratings: 3.95 / 5.00




Description

COURSE OVERVIEW

This video course is focused on implementing automation in Microsoft Dynamics 365 CRM ( Customer Engagement ) application. This is the 3rd course in the Dynamics 365 CRM + PowerApps developer course series.

As part of the OOB customization practices, developers can automate business processes of the customers so that repetitive tasks be preformed easily. Dynamics 365 CRM application provides many UI tools to implement automation. those are known as Processes.

This course is discussing processes in detail and would be your guide to develop automation the Dynamics 365 CE application. You will be learning the basics of automaton in Dynamics 365 CRM, the tools used for automation and how to implementing each of them.


WHAT IS AUTOMATION

Automation is the process of automating repetitive tasks and complex business processes so that lesser manual intervention is required and achieve better ROI and accuracy of the process.

Use you can implement automation in Dynamics 365 Customer Engagement using Out of the Box (OOB) tools such workflows, dialogs, business processes and actions.


4 Processes Types:

Processes in Dynamics 365 CE can be broadly classified into 4  as given below.

  1. Workflows

  2. Dialogs

  3. Business Process

  4. Actions


WHAT YOU WILL LEARN

  • What is Automation

  • Understanding processes and process types

  • Understanding workflows

  • Creating Synchronous and Asynchronous workflows

  • Business Process Flows

  • Creating events using Actions

  • Solution Management


WHO SHOULD ATTEND THIS COURSE

This course is for Dynamics 365 CRM developers and administrators who want to sharpen their development skills using automation in Dynamics 365 CRM/CE application.

  • Dynamics 365 CRM developer

  • .NET Programmers who want to switch.

  • IT Managers

  • Administrators

  • Software Architects


JOB OPPORTUNITIES

• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers

• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.


COURSE CONTENTS

This course includes 7 sessions and 50+ chapters. The following are the 8 sessions includes in the Dynamics 365 CE + PowerApps developer Beginner course.


Section 1 - Course Overview

Section 2 – Understanding Processes

Section 3 – Implementing Workflows

Section 4 – Implementing Business Rules

Section 5 - Business Process Flows

Section 6 – Building Actions using Actions

Section 7 – Solution Management


PREREQUITIES TO ATTEND THIS COURSE:

  • Basic customization knowledge on Dynamics 365 CRM

  • Understanding of Sales, Customer service functionality.

  • Highly recommend:  Dynamics 365 CRM + PowerApps developer Course Part 1 and Part 2.


What You Will Learn!

  • How to work with Processes in Dynamics 365 CRM
  • How to design workflows, dialogs and BPFs
  • Working with Business Process flows (BPFs) and design them
  • Learn to develop Business rules and use them instead of JavaScript on forms

Who Should Attend!

  • Developers
  • Functional consulants
  • CRM administrators
  • Archiects