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Templates Overview

This step will introduce us to the use of templates within the certain Microsoft Office products, which allows us to automatically integrate data from the Common Data Service (CDS) in …

Demonstration: Integrated Apps

In the previous step, we were given a brief overview of a few integrations which Dynamics 365 can have with the Microsoft product family. In this step, we are going …

Overview: Email Integration

In the previous activity, we were given a brief introduction to some of the integrations available for Dynamics 365 and Power Platform with the Microsoft product family. In this step, …

Configure Folder Tracking

Expanding on the functionality discussed in the previous step, this step takes us beyond the standard tracking of emails’ subjects and senders, as Common Data Service (CDS) environments allow for …

Welcome to the Course

Welcome to the Dynamics 365: Implementing Power Platform Integrations course. The Microsoft Power Platform helps organisations optimise their operations by automating routine tasks and standardising best practices. This training provides …

Common Uses

This step will cover common scenarios where the bulk deletion feature could be useful. The bulk deletion feature helps you to maintain data quality and manage the consumption of system …

Configure Bulk Delete Jobs

This step will guide us through how to properly configure a Bulk Delete job, as well as some considerations to make during configuration. From time to time you may need …

Export to SQL

This step will discuss options for accessing the database directly using SQL commands, allowing for a variety of interactions other than that offered by Dynamics 365 and Power platform. This …

Data Import Wizard

Often data originating in another system needs to be brought into Dynamics 365. The import functionality makes it easy for a business user or system administrator to import records. Records …

Export to Excel

While we covered automated integration with Excel through templates last week, the user will need to create ad-hoc reports or analyse data in a new way than planned. In this …

Duplicate Detection

As users are creating records, they may not be aware that the record they are creating already exists in the system. This step will guide us through the out-of-the-box duplicate …

Common Data Challenges

When bringing data into Common Data Service for Apps environments there are a number of common challenges users may face during the process, and this step will guide us through …

Sample Data

Some sample data is provided with your Power Platform subscription to get familiar with the system and help with training and on-boarding. This step will show you how to enable …

Monitoring Storage

This step will cover the ability and need to monitor storage capacity on Power platform. Your capacity varies with your level of subscription, with the ability to expand storage as …

Introduction to Week 3

This week’s activities will focus primarily on the management of the data within Dynamics 365. The integrity and accuracy of the data in our Common Data Service (CDS) are of …