-
Automate processes in Dynamics 365 CRM using Workflows, Business Rules, BPFs, Actions and Solutions
What you'll learn:- How to work with Processes in Dynamics 365 CRM
- How to design workflows, dialogs and BPFs
- Working with Business Process flows (BPFs) and design them
- Learn to develop Business rules and use them instead of JavaScript on forms
COURSE OVERVIEW
This video course is focused on implementing automation in Microsoft Dynamics 365 CRM ( Customer Engagement ) application. This is the 3rd course in the Dynamics 365 CRM + PowerApps developer course series.
As part of the OOBcustomization practices, developers can automate business processes of the customers so that repetitive tasks be preformed easily. Dynamics 365 CRM application provides many UI tools to implement automation. those are known as Processes.
This course is discussing processes in detail and would be your guide to develop automation the Dynamics 365 CE application. You will be learning the basics of automaton in Dynamics 365 CRM, the tools used for automation and how to implementing each of them.
WHAT IS AUTOMATION
Automation is the process of automating repetitive tasks and complex business processes so that lesser manual intervention is required and achieve better ROI and accuracy of the process.
Use you can implement automation in Dynamics 365 Customer Engagement using Out of the Box (OOB) tools such workflows, dialogs, business processes and actions.
4 Processes Types:
Processes in Dynamics 365 CE can be broadly classified into 4 as given below.
Workflows
Dialogs
Business Process
Actions
WHAT YOU WILL LEARN
What is Automation
Understanding processes and process types
Understanding workflows
Creating Synchronous and Asynchronous workflows
Business Process Flows
Creating events using Actions
Solution Management
WHO SHOULD ATTEND THIS COURSEThis course is for Dynamics 365 CRM developers and administrators who want to sharpen their development skills using automation in Dynamics 365 CRM/CEapplication.
Dynamics 365 CRM developer
.NET Programmers who want to switch.
IT Managers
Administrators
Software Architects
JOB OPPORTUNITIES
• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers
• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.
COURSE CONTENTS
This course includes 7 sessions and 50+ chapters. The following are the 8 sessions includes in the Dynamics 365 CE + PowerApps developer Beginner course.
Section 1 - Course OverviewSection 2 – Understanding Processes
Section 3 – Implementing Workflows
Section 4 – Implementing Business Rules
Section 5 - Business Process Flows
Section 6 – Building Actions using Actions
Section 7 – Solution Management
PREREQUITIES TO ATTEND THIS COURSE:
Basic customization knowledge on Dynamics 365 CRM
Understanding of Sales, Customer service functionality.
Highly recommend: Dynamics 365 CRM + PowerApps developer Course Part 1 and Part 2.
Overview
