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Welcome to the Course

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In this course, we’ll be covering automation within the Power platform. This includes building automations used by the custom apps you create as well as many of the pre-built Dynamics 365 apps that run on the Power platform. By automating actions that would normally be completed by users manually, you can help them be more productive. Automations can take repetitive tasks and do them for the user, leaving more time for the user to focus on their primary goals, which might be closing a deal or closing a service case. Automation can help ensure consistency. For example, while the user could do the repetitive task you’ve automated, the user might not consistently perform the steps to accomplish the task.
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Often, when users perform the same task over and over again, they take shortcuts that they may feel accomplish the same thing. Automation doesn’t take shortcuts. Automation, like business process flows, can help guide the user through a business process, like closing a sale. These flows break up complex processes into stages, each having their own milestones that can track and guide a user to the end goal. Other automations can be built to help integrate the Power platform application within your internal systems and even external providers. Using Microsoft Flow and the available connectors, you can build automations that span multiple systems. The Power platform has multiple capabilities that allow you to build automations.
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In this course, we’ll be covering the following automations, business rules, workflows using the classic common data service for apps workflow engine, workflows using Microsoft Flow, and business process flows. Using business rules, you can build automation that runs client-side and model-driven forms. These same rules can also be configured to run server-side, enforcing the rules for all users of the entity. Business rules package up common tasks, like setting a field to required when another field has a specific value and allows them to be enforced without having to write code. Rules are defined using a visual editor. Business rules can also be used to set default values as well as perform basic formulas on entity data.
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These rules are all created without code that would need to be maintained or expensive development resources. The classic common data service for apps, workflows, runs within the CDS runtime and provides support for running real time, where users see results immediately, and background, where users see results eventually, when it completes. Existing Dynamics 365 deployments heavily use these capabilities to deploy automation as part of the project. For real time workflows, this workflow engine is the only way to implement this style of automation in the platform. For automations that can run in the background, newer deployments also have the option of using Microsoft Flow.
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Microsoft Flow is an online workflow service that automates events known as workflows across the most common apps and services. Microsoft Flow differs from CDS classic workflow engine by using connectors to work with different services that are available. There are more than 200 connectors that make it easy for application builders to connect to both Microsoft and third party services, from Dynamics 365 to Dropbox. These connectors allow flows to easily use application programming interfaces, also known as API services, without any developer knowledge. Common connectors can also be configured to allow the use of APIs that aren’t covered by the public connectors.
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Business process flows are used to track a business process that might involve up to five different CDS entities and help guide the user to complete the process. Most commonly, business process flows are interactive with the user in a model-driven app, like Dynamics 365 for Sales, Dynamics 365 for Service, or your own custom model-driven app. You can simply use the out of the box provided flows or create your own to match your unique needs. You can automate assignment of a particular process to a record or allow the user to manually control which processes are active. You can even have multiple concurrent processes running against the same record, supporting concurrent business process needs.
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Solutions built on the Power platform really use just one of these automation capabilities. But we’ll use several of them. When used together, users of the app can be more productive. In some cases, more than one automation can fit for how you would implement a business requirement. Where possible, in this course, we will help you understand the benefits of using each automation type. As a project team, with your solution architect, you should agree which automation type to use to meet your specific requirements.

Welcome to the Dynamics 365: Working with Power Platform Automation course.

In this course, we’ll be cover automation within the Power Platform. Please note that at the time of the writing of this course, Microsoft Flow was the correct term for Power Platform. This may be updated in the future.

This includes building automation used by the custom apps you create as well as many of the prebuilt Dynamics 365 apps that run on the Power Platform.

By automating actions that would normally be completed by users manually, you can help them be more productive. Automations can take repetitive tasks and do them for the user, leaving more time for the user to focus on their primary goals, which might be closing a deal or closing a service case.

Automation can help ensure consistency. For example, while the user could do the repetitive tasks you’ve automated, the user might not consistently perform the steps to accomplish the task.

Often when users perform the same task over and over again, they take shortcuts so that they may feel accomplish the same thing.

Automation doesn’t take shortcuts. Automation, like business process flows, can help guide the user through a business process like closing a sale. These flows break up complex processes into stages, each having their own milestones that can track and guide a user to the end goal.

Other automations can be built to help integrate the Power Platform application within your internal systems and even external providers. Using Microsoft Flow and the available connectors, you can build automation that spans multiple systems.

The Power Platform has multiple capabilities that allow you to build automations. In this course, we’ll be covering the following automation – business rules, workflows using the classic Common Data Service for Apps workflow engine, workflows using Microsoft Flow and business process flows.

Using business rules, you can build automation that runs client-side in model-driven forms. These same rules can also be configured to run server-side, enforcing the rules for all users of the entity.

Business rules package up common tasks like setting a field to required when another field has a specific value and allows them to be enforced without having to write code. Rules are defined using a visual editor.

Business rules can also be used to set default values as well as perform basic formulas on entity data. These rules are all created without code that would need to be maintained or expensive development resources.

Course Content

  • Platform Automation & Business Rules
  • Microsoft Workflows & Working with CDS
  • Business Processes Flows & Apps

Who is the course for?

This course provides a thorough introduction to the Microsoft Power Platform and is aimed at general business users. Learners will learn how to use the Power Platform to gain insights from their data and to use these insights to automate their business processes.

The Microsoft Power platform helps organisations optimise their operations by automating routine tasks and standardising best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings.

Course Schedule

This course is set up in a self-paced format. You can listen to the lectures and attempt the quizzes at your pace. You should aim to complete this course in 5 hours per week for 3 weeks, or around 15 hours.

Course Prerequisites

We use OpenCV, a popular Open Source Image Processing Library. And as we move into the later activities, we will be using the Microsoft Quantum Toolkit.

You’ll need a computer running Windows, Mac OSX or Linux, and a web browser.

Course Subscription

Your CloudSwyft Online Hands-On Lab Session for this FutureLearn ExpertTrack course is free to use for 2 hours for your first 7 days with us on this learning journey.

Subscribe now (if you have not already) for this ExpertTrack and you will get an additional 12 Lab hour credits for this course for 1 month along with your certificate of completion. You will get 12 hours more for another month of subscription thereafter.

We hope you’ll have an enriching and engaging learning experience!

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Dynamics 365: Working with Power Platform Automation

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