D365 CE

Dynamics 365 CE/CRM System Administrator Training

Need to learn the Dynamics 365 Online CE system administrator ropes? Take this comprehensive course that will teach you solution management best practices, configuring business settings for your organization, how to build a security model, how to work with and create new system views, how to work with and create new fields and forms, how to modify entity and global search settings, creating model-driven apps, how to implement Dynamics 365 App for Outlook and working with custom controls on tables (entities), views and fields.

More than 7 video tutorials and a dozen online user guides and exercises progress students through this amazing foundational material that all CRM administrators should know.

Instructor or Instructors Name: Heidi Neuhauser
Heidi is a Microsoft Dynamics CRM, Dynamics 365, Power Platform, CDS, Power Automate, user adoption expert, project management and solution training expert

Hours of recorded course content: 1:55
Expected hours to complete course: 3:00
Program/Course Level: Basic
Prerequisites: None
Course Delivery Method: QAS Self Study/Online eLearning

Student Access: To promote learning progression, students are given 30 days to complete this course content. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

  • Chapter 1: Solution Management & make.powerapps.com Fundamentals
  • Spin up a Trial Environment
  • Introduction to Solution Management
  • Getting started with good solution management (10:06)
  • make.powerapps.com Fundamentals: How to use solution files in Power Apps (06:50)
  • Chapter 1 Quiz
  • Chapter 2: Business Settings
  • Chapter 2: Business Settings
  • Business Administration Settings (10:05)
  • Chapter 2 Quiz
  • Chapter 3: Security Model
  • Chapter 3: Security Modeling
  • Video learning: Security Model (19:56)
  • Chapter 3 Quiz
  • Chapter 4: System Views
  • Chapter 4: System Views
  • Creating New System Views in Power Apps
  • Changing System Views in Power Apps
  • Working with Views: Edit Existing & Add New
  • Chapter 5: Columns and Forms
  • Chapter 5: Fields (Columns) & Forms
  • Working with Columns in Power Apps (06:56)
  • Make updates to columns in your trial environment
  • Chapter 6: Search for Tables & Global
  • Chapter 6: Search: Table (Entity) & Global
  • Add Fields to an Entity (Table) Search
  • Adding or removing tables (entities) from Global Search in Dynamics 365 (07:40)
  • Update Search in your Demo Organization
  • Chapter 7: Model-Driven Apps
  • Chapter 7: Model-driven apps
  • Video: Getting started with model-driven apps in PowerApps (02:45)
  • Security Considerations when building a model-driven app in PowerApps
  • Model-driven apps in PowerApps: Using the App Designer
  • Model-driven apps in PowerApps: Site Map
  • Model-driven apps in PowerApps: Components
  • Model-driven Apps in PowerApps: Managing Properties
  • Model-driven Apps: Benefits to Your Users
  • Make a model-driven app
  • Quiz: Model-driven apps
  • Chapter 8: Dynamics 365 App for Outlook
  • Chapter 8: Dynamics 365 App for Outlook
  • How to Implement the Dynamics 365 App for Outlook
  • Adding a Custom Table to the Dynamics 365 App for Outlook
  • Chapter 9: UI Controls for Tables, Views & Columns
  • Chapter 9: UI Controls
  • Dynamics 365 Online System Admin Training: Chapter 9 (11:36)
  • Toggle Control for Power Apps
  • Setting up the Input Mask UI Control in Dynamics 365
  • Chapter 9 Quiz
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever