Dynamics 365 for Sales Functional Consultant Associate

Module 1: Introduction to the Power Platform Lessons

Power Platform component - Power Apps, Power Automate, Power BI, Power Virtual Agents

Creating applications with Power Apps

The role of a functional consultant

Identify business requirements

Discovery and planning

Common Data Service

Identify data sources

Differences between canvas apps and model-driven.

Lab

Set up the Power Platform tenant and create the environment

Create a canvas app with Make from data template

Create a canvas app from blank with phone layout

Module 2: The Functional Consultant Role Lessons

Consultant skills overview

Identify business requirements

Create and validate documentation

Rapid design of prototypes

Engage stakeholders

Perform quality assurance

Participate in ALM and testing

Configure integrations

Module 3: Work with the Common Data Service Lessons

Creating the data model

Determine required entities and Relationships

Other entity options

Create and manage processes - Business rules and workflows

Work with AI Builder

Data Storage requirements

Importing and exporting data

Tabular reporting options

Security requirements

Internationalizing

Lab

Create a model-driven app

Create entities and fields

Create One-to-Many parental relationship

Enable auditing for fields

Module 4: Make Power Apps Lessons

Make model-driven apps

Connecting Power Apps to data

Configure model-driven forms

Configure views

Configure model-driven charts

Configure model-driven dashboards

Configure reports

Design navigation and other user experience components

Differences between canvas apps and model-driven

Make portal apps

Lab

Adding canvas apps to the solution

Create a canvas app to list records from the Accounts entity

Create a model-driven app

Edit the Site Map and add components to forms and views

Validate the app and check for dependencies

Modifying views

Add a chart and test with data

Create dashboards

Module 5: Build Power Automate Flows Lessons

Automating business processes, tasks, activities

Connect to data in Power Automate

Event driven flows

Logic and error handling

Build flows

Build business process flows

Build UI flows

Lab

Create users

Create security role

Configure a new business rule

Advanced business rules

Create a flow

Build approval flow

Build a business process flow

Add branching to business process flow

Module 6: Platform Automation Overview Lessons

Create a chatbot

Configure topics

Automate and integrate

Configure entities and variables

Integrate with Omnichannel for Customer Service

Work in the PVA interface

Test and publish chatbots

Lab

Create a chatbot

Module 7: Analyze data with Power BI

Lessons

Get started with Power BI

Model data in Power BI

Create visualizations

Create dashboards

Publish and share in Power BI

Lab

Build a Word template

Build an Excel template

Duplicate detection

Import data

Export data

Bulk delete

Module 1: Sales Overview

Sales Overview

Configuring Sales

Module summary

After completing this module, you will be able to:

Install and configure the sales application.

Identify common sales scenarios.

Module 2: Working with Opportunities

Manage customers

Working with opportunities

Embedded intelligence

Playbooks

Integrated sales tools

Module summary

After completing this module, you will be able to:

Create customer records.

Use sales tooling.

Module 3: Quotes to Orders

Order processing overview

Manage product catalogue

Create and manage quotes

Create and manage orders and invoices

Module summary

After completing this module, you will be able to:

Create and use the product catalogue.

Add quotes to opportunities

Complete a sale with an order.

Module 4: Sales Analytics and Insights

Overview

Power BI

AI for Sales

Module summary

After completing this module, you will be able to:

Create and use goals.

Integrate with PowerBI.

Enable Sales AI functionality.