Microsoft Dynamics 365 CRM
1. CRM Introduction ▶
- Create CRM Trial Version
- Create Power Apps Trial Version
-
Different types of CRM
- CRM Environments
2. Solutions ▶
- Entities
- Form
- Fields
- Views
- Business Rules
- Relationships
1. CRM Introduction ▶
- Create CRM Trial Version
- Create Power Apps Trial Version
-
Different types of CRM
- CRM Environments
2. Solutions ▶
- Entities
- Form
- Fields
- Views
- Business Rules
- Relationships
3. Security ▶
- Users
- Security Roles
- Field Level Security Profiles
- Teams
- Business Unit
4. Customization ▶
- Publishers
- Solutions
- Developer Resource
- Customization System
5. Administration ▶
6. Data Management ▶
- Data Import
- Bulk Record Deletion
7. Email Configuration ▶
8. Auditing ▶
9. Document Management ▶
10. Process ▶
- Workflows
- Business Process Flows
- Dialogue
- Actions
11. Advance Find ▶
12. Quick Create ▶
13. Ribbon Workbench ▶
14. CRM Rest Builder ▶
15. JavaScript ▶
16. Plugins ▶
- Download SDK
- Configure Plugin Registration Tool
- Configure XrmToolBox
- Event Execution Pipeline
- Developing Plugins
- Deploying Plugins
- Debugging Plugins
- Impersonation
- Plugin Execution Order
- Handling Exceptions
- Filtering Attributes
- Depth
- Isolation Mode
- Execution Order
- Event Pipeline
- Execution Mode
- Synchronous vs Asynchronous
17. Solutions (Import/Export) ▶
- Solution Import and Export
- Solution Types
18. Sales Module ▶
- Sales Life Cycle
- Lead Record Creation
- Complete Sales Life Cycle
Power Apps (Canvas App)
Canvas App Course Content ▶
- Introduction to Power Apps
- Power Platform Environments
- Creating Environments in Power Platform
- Solutions in Power Platform
- Creating Your First Canvas App
- Controls in Canvas App
- Difference Between Dropdown and ComboBox
- Adding Functionality to Controls
- Variables in Canvas App
- Collections in Canvas App
- Connecting Online / Cloud Data Sources
- Connecting On-Prem SQL Server
- Designing Responsive UI
- Containers (Horizontal & Vertical)
- Gallery Controls
- Text, Math, Logical & Date Functions
- Delegation in Canvas App
- Pagination (Client & Server Side)
- Security in Canvas App
- Components
- ALM (Application Lifecycle Management)
- Environment Variables
- Virtual Tables
- Integrating Copilot Agent
Power Automate
Power Automate Basics ▶
- Power Automate Overview
- License Requirements
- Connectors & Connections
- Types of Flows
- Triggers & Actions
- Build Flow from Scratch
- Sending Emails & Teams Messages
- Input Parameters
- Expressions – Basics
- Error Handling
- Debugging Flows
Advanced Power Automate ▶
- Variables (String, Int, Float, Bool, Array, Object)
- Conditions & Switch
- Apply to Each, Do Until, Scope
- OData Filtering
- Pagination & Threshold Limits
- Parse JSON
- Approvals & Approval Outcomes
- HTTP Trigger
- Secure Inputs & Outputs
- Monitoring & Run History
- Environment Variables
Real-Time Use Cases ▶
- Calling Flows from Canvas Apps
- Passing Parameters
- Returning Output to Canvas Apps
- Preventing Recursive Triggers
- Approval Workflow Automation
- Status-Based Automation
- SLA Reminder Automation
- Power Automate Interview Questions
- Real-Time Scenario Questions
Power Pages
Power Pages Essentials ▶
- Power Pages introduction & architecture
- Forms, lists & page navigation
- Metadata configuration & validation rules
- Web templates & Liquid basics
- Theme customization & branding
- Multistep forms & multilingual setup
Advanced Customization & Integration ▶
- PCF controls in Power Pages
- Web API for custom CRUD operations
- Azure AD B2C authentication
- Power BI integration
- Security, permissions & access rules
- Embedding Copilot / chatbot
Deployment & Performance ▶
- Deployment using CLI & solutions
- XrmToolBox portal migration
- CDN configuration for performance
- PWA support for portals
- Production best practices
Copilot Studio
Getting Started with Copilot Studio ▶
- Introduction to Copilot Studio & use cases
- Builder vs Developer streams
- Creating your first Copilot
- Topics, trigger phrases & conversation flow
- Publishing to Teams & websites
- Analytics, sessions & performance metrics
Conversation Design & AI Content ▶
- Conditional logic, variables & entities
- Redirects & looping conversations
- Generative answers from websites & documents
- SharePoint & OneDrive integrations
- Rich content: cards, images & adaptive cards
- Fallback topics & message variations
Automation, Dataverse & Advanced Scenarios ▶
- Power Automate integration with Copilot
- Calling actions with dynamic inputs
- Dataverse for storing chatbot data
- End-to-end business scenarios
- Security, limitations & exception handling
- Deployment, branding & performance tracking