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Bulk Delete Overview

This activity will introduce us to the Bulk Delete function and discuss the advantages it holds over the Advanced Search function when it comes to removing stale or unneeded data …

Week 3 Summary

In this week, we looked at managing data and storage capacity on the Power Platform. This video will serve as a reminder of the topics covered, to help you prepare …

Configuration Migration Tool

This step will introduce us to the configuration migration tool, and discuss the need for and value of it. Overview When organisations need to move data to another Dynamics 365 …

Demonstration: Configuration Migration Tool

Having been introduced to the Configuration Migration tool in the previous step, we will now be shown a demonstration of it in use Using the Configuration Migration Tool 1. Create …

Using Power Query

In this step, we are going to build on our previous discussions on importing data into the common data service and look at using Power Query to be able to …

Exporting Data Overview

This step will guide us through options for external usage of data on Power Platform, whether through exporting or through external applications connecting and drawing data using SQL and third-party …

Importing Data Overview

This step will focus on considerations and tools when importing data into the Power platform. Data import Considerations Focus on importing only essential data Generally, it is easier to clean …

Week 2 Summary

In this week’s activities, we covered our office integrations, Word templates, Excel templates and Email templates. The use of templates which can draw automatically from the Common Data Service (CDS) …

Managing Data Overview

This activity will cover managing data on the Power Platform. Assuring the integrity of the data on the platform is crucial, and thus there are many tools and information available …

Additional Integrations Overview

In this activity, Mark & Julie will be exploring some integration possibilities with other products in the Microsoft family. These may be less commonly used programmes, but for those who …

Teams Overview

In this activity, we will explore the advantages of and possibilities for integrating Dynamics 365 with Microsoft Teams, further enabling and promoting collaborative work. Microsoft Teams is a business-oriented messaging …

Demonstration: Teams

In this step, we will be shown the two ways to initiate a collaboration on Teams with a Dynamics 365 record. In the next step you’ll have the ‘Enable Teams’ …

SharePoint Overview

In this step, we will be looking at the value and need to potentially integration SharePoint and Dynamics 365. As the video will discuss and demonstrate, the two platforms solve …

Overview: Outlook Integration

Having dealt with general email integration in the previous activities, this activity will look at specifics of the integration between Dynamics 365 and the Outlook applications, starting with an overview …

Week 1 Summary

This week, we covered the integration possibilities for email enabled by Dynamics 365. The aim of these integrations is to enable interaction with Dynamics 365 and the Common Data Service …