Search Results: ML (3430)

Are you a D365UG CE/CRM Black Belt or experienced administrator looking for ways to deepen your skills?

Join trainer Gus Gonzalez, 8-time Microsoft MVP, to learn the best practices and skills needed to operate as an administrator at the highest level.

Learning Objectives:

•Manage multiple Dynamics 365 instances seamlessly across the organization
•Configure Dynamics 365 for Maximum Performance
•Manage data effectively and maintain data quality and integrity
•Configure Dynamics 365 to provide the best user experience and adoption
Agenda:

1. Working with Dynamics 365 Instances

•Sandbox vs. Production
•Resource Utilization
•Backups
•Minimal and Full Copy
•Administration Mode
2. Dynamics 365 Solutions

•Solution Types
•Patching
•Application Lifecycle Management
•Solution Packager
3. Improving User Experience

•UI Best Practices
•Creating Custom Apps
•Organization wide settings for Users
4. Performance Deep Dive

•What affects Dynamics 365 performance?
•Troubleshooting performance
•Top performance killers and how to stay away from them
•3rd-Party Admin Tools
Instructor: Gus Gonzalez

Audience: D365UG CE/CRM Black Belts, D365 CE/CRM Administrators with real-world experience

Level:  Advanced

Prerequisites:  Students will use their laptop to access their organization’s environment and explore how the concepts learned during the class can benefit their organization.  Come prepared with access.

Calling all Dynamics 365 specialists, Power App makers and citizen developers! 

This practical, hands-on Power Apps Portal In a Day class will equip you to extend Common Data Service (CDS) based Power Apps (including Dynamics 365 apps) to external stakeholders and guide you to build a working portal application.

Agenda

1. Class Introduction Overview

•Meet the Power Platform
•Provision a Power Apps Portal
2. Power Apps Portals Overview

•Power Apps Portals Architecture
•Power Apps Portals Components
•Hands-on Lab 1 – Add Portal web pages and content
3. Power Apps Portals and the Common Data Service

•Power Apps Portals Common Data Service (Including Dynamics 365)
•Hands-on Lab 2 – Build a Power Apps Portal (Entity Lists and Entity Forms)
4. Power Apps Portals Authentication and Security

•Power Apps Portals Authentication and Security
•Hands-on Lab 3 – Configure Portal Authentication and Security
5. Power Apps Portals Advanced Customization using Liquid

•Advanced Customization Using Liquid
•Hands-on Lab 4 – Build a custom web template using Liquid
6. Advanced Power Apps Portals Topics

•Other Power Apps Portals Features
•Hands-on Lab 5 – Portal Branding and Styling
Prerequisites: You should be familiar with building model-driven Power Apps (Working with Entities, Forms, Views, Fields, Workflows, etc) or have experience with configuring Dynamics 365 for Customer Engagement. 

Preparation: You do not need to be a developer or web designer but some basic familiarity with HTML, CSS and JavaScript would be beneficial.  You will need to bring a internet capable Windows-based laptop for the labs.

Level: Intermediate to advanced

Learn how to use the robust Approval engine in Power Automate to streamline your business process approvals. Power Automate allows an approver to “take action” in a variety of ways including from the Power Automate mobile app and from within Outlook. It couldn’t be more convenient. 

In this session, we’ll start by building a simple approval process (one manager) and work our way up to sequential multi-stage approvals (more than one manager); and we’ll review parallel approvals too. If you have anything that requires approvals, this will make your life easier and save you money.

Session Level: Basic

Does the document management system you’re using (or considering) come up short as transaction volumes increase and workflows become more complex? 

Are you constantly switching among ERP, CRM, and other systems looking for documents, email, and other electronic files? 

Have you ever screamed WTF (where’s the file…or email) in frustration?

Join the Datahaven team as we highlight how Datahaven 365 and its advanced scanning, OCR, and workflow approval solutions streamline paperless processes for:

•AP automation
•procure-to-pay and
•quote-to-cash
And these are just some of the solutions we offer. 

With its patented virtual folder structure, Datahaven 365 is the only embedded document management solution available across a full range of Microsoft applications and platforms, including 

•Finance & Operations
•Customer Engagement
•Business Central
•Power Apps
•Outlook and 
•Teams
By attending our session, we will automatically register you for our Summitland giveaway, a $250 Amazon gift card!

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