This course is designed for citizen developers and technical users, providing the skills required to gain insights into data held within the Dataverse, create custom reports, custom visualizations and implement the Artificial Intelligence features in Microsoft Dynamics 365 and the Power Platform.
This module introduces the concept of building an analytics environment for gaining insights into data held within Microsoft Dynamics 365 and the Dataverse. You will learn about the tools and resources that are available as well as best practice methodologies and fundamentals.
Lab 1: Analytics Orientation
This module presents the various options available in Dynamics 365 and the Power Platform for analyzing data.
Lab 1: Exploring analytics in Dynamics 365
In this module you will learn about the process to create custom reports, how to configure your reporting environment and how to use the different tools available for building custom SQL reports that connect to data in the Dataverse.
Lab 1: Set up your Reporting Environment
Lab 2: Create a custom Report
In this module you will learn how to connect Power BI to Dynamics 365, bring data from the Dataverse into Power BI, build custom Power BI reports and dashboards, and surface Power BI Dashboards inside Dynamics 365 Apps and Power Apps.
Lab 1: Set up your Power BI Environment
Lab 2: Build a Power BI dashboard
This module introduces you to the AI features of Dynamics 365. You will learn how to configure Sales Insights and Customer Service Insights for Dynamics 365. This module also introdcues Copilot, a new AI tool built into Dynamics 365 that can help organizations leverage next generation AI features and natural language processing to increase effciencies.
Lab 1: Set up Sales Insights
Lab 2: Set up Customer Service Insights
This module introduces you to the AI Builder in the Power Platform. You will learn how to utilize the AI Builder to build AI Models that showcase practical implementation of Document processing, Object Detection, Prediction, Text Classification and Entity Extraction.
Lab 1: Implement Document Processing
Lab 2: Implement Object Detection
Lab 3: Implement Prediction
Lab 4: Implement Text Classification
Lab 5: Implement Entity Extraction
Students should have an existing working knowledge of Microsoft Dynamics 365, Microsoft .Net and Microsoft SQL Server. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.