Length
3 Days
Price
$2,650
Audience
Information Worker \ Power User
This Revision
55945
Technology
Microsoft Dynamics 365 and Power Platform
Delivery Method
Online Live Class and On Demand
On Demand
On Demand Version Available
Language
English

55297: Microsoft Dynamics 365 Artificial Intelligence and Insights

In this course students will learn how to configure and deploy the AI features of Microsoft Dynamics 365 including Sales Insights, Customer Insights and Customer Service Insights.

Module 1: Introduction

This module introduces the concept of building an analytics environment for Microsoft Dynamics 365 and Power Apps. You will learn about the tools and resources that are available as well as best practice methodologies and fundamentals.

Lessons

  • Objectives
  • Analytics Overview
  • Tools and Possibilities
  • SQL Reports
  • Power BI
  • Dynamics 365 Artificial Intelligence
  • The AI Builder

Lab 1: Analytics Orientation

  • Set up your Lab
  • Configure your Analytics environment

 

Module 2: Analytics Options

This module presents the various options available in Dynamics 365 and Power Apps for analyzing data.

Lessons

  • Objectives
  • SQL Reports and the Common Data Service
  • Connecting Power BI to the Common Data Service
  • Sales Insights
  • Customer Service Insights
  • The AI Builder

Lab 1: Exploring analytics in Dynamics 365

  • Explore Reporting capabilities
  • Explore Insights
  • Explore the Power BI integration
  • Explore the AI Builder in Power Apps

 

Module 3: SQL Reports

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 the Common Data Service.

Lessons

  • Objectives
  • Introduction to custom Reporting
  • The TDS Endpoint
  • Setting up the environment
  • Building custom Reports in SQL

Lab 1: Set up your Reporting Environment

  • Configure the Environment
  • Connect to the Common Data Service using the TDS Endpoint

Lab 2: Create a custom Report

  • Create a custom SQL report

 

Module 4: Power BI Reports and Dashboards

In this module you will learn how to connect Power BI to Dynamics 365, bring data in the Common Data Service into a Power BI dataset, build custom Power BI reports and dashboards, and surface Power BI Dashboards inside Dynamics 365 Model-driven Apps.

Lessons

  • Objectives
  • Introduction to Power BI
  • Connecting Power BI to the Common Data Service
  • Building a dataset in Power BI
  • Creating Power BI Dashboards
  • Sharing and surfacing Power BI Dashboards in Dynamics 365

Lab 1: Set up your Power BI Environment

  • Configure Power BI and connect to the Common Data Service

Lab 2: Build a Power BI dashboard

  • Build your Power BI Dataset
  • Create a custom dashboard
  • Share and surface in Dynamics 365 Model-driven App

 

Module 5: Dynamics 365 Artificial Intelligence

This module introduces you to the AI features of Dynamics 365. You will learn how to configure Customer Insights, Sales Insights and Customer Service Insights in Dynamics 365.

Lessons

  • Objectives
  • Introduction to Dynamics 365 Insights
  • Configuring Customer Insights
  • Configuring Sales Insights
  • Configuring Customer Service Insights

Lab 1: Set up Sales Insights

  • Configuring the Sales Insights Dashboards

Lab 2: Set up Customer Service Insights

  • Configuring the Customer Service Insights Dashboards

 

Module 6: The AI Builder

This module introduces you to the AI Builder in Power Apps. You will learn how to configure the AI Builder by building AI Models that showcase practical implementation of Form processing, Object Detection, Prediction, Text Classification and Entity Extraction.

Lessons

  • Objectives
  • Introduction to the AI Builder
  • Form Processing
  • Object Detection
  • Prediction
  • Text Classification
  • Entity Extraction

Lab 1: Implement Form Processing

  • Configuring the AI Builder
  • Build a Form Processing AI Model

Lab 2: Implement Object Detection

  • Configuring the AI Builder
  • Build an Object Detection AI Model

Lab 3: Implement Prediction

  • Configuring the AI Builder
  • Build a Prediction AI Model

Lab 4: Implement Text Classification

  • Configuring the AI Builder
  • Build a Text Classification AI Model

Lab 5: Implement Entity Extraction

  • Configuring the AI Builder
  • Build an Entity Extraction AI Model

Prerequisites

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’.