Skip to main content

Dynamics 365: Power Platform integrations

Enrollment in this course is by invitation only

About this course

The Microsoft Power platform helps organizations optimize their operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings.

Join our globally recognized experts as they guide you through the various integration options available, and how to use them in real-world scenarios.

What you'll learn

After completing this course, you will be able to:

  • Identify key integration scenarios
  • Configure and use integrated email
  • Configure and use Outlook integration
  • Configure and use additional Office integrations
  • Import and export data

Prerequisites

Before attending this course, students must have:

  • Familiarity of business applications and the desire to customize and implement them for your business.

Course Syllabus

Module 1: Introduction to Integrations

Description: In this module you will learn the basics of the Power platform integration capabilities. You will learn how to configure and use email integrations.

Brief objectives: After completing this module, you will be able to: Identify common integrations. Configure and use email integration.

  • Lesson 1: Overview of common scenarios
  • Lesson 2: Email integration
  • Lesson 3: Outlook integration
  • Lesson 4: Module summary

Module 2: Integration with Office

Description: In this module you will learn how to integrate with common Office products to include OneNote, Word and Excel.

Brief objectives: After completing this module, you will be able to: Configure and use integrations with Office products.

  • Lesson 1: Templates
  • Lesson 2: SharePoint
  • Lesson 3: Microsoft Teams
  • Lesson 4: Additional Integrations
  • Lesson 5: Module summary

Module 3: Managing Data

Description: In this module you will learn how to import and export data for the Power platform and create and use data maps.

Brief objectives: After completing this module, you will be able to: Import and export data. Create and use data maps. Perform bulk delete.

  • Lesson 1: Managing data overview
  • Lesson 2: Duplicate detection
  • Lesson 3: Importing data
  • Lesson 4: Exporting data
  • Lesson 5: Bulk delete
  • Lesson 6: Module summary

Course Staff

Julie Yack

Julie Yack

Microsoft MVP

Trainer. Author. Mentor. Learner. Advocate. Problem-solver. Photographer. Globetrotter. Julie Yack is a Microsoft Dynamics MVP serving clients around the globe. Julie is an accomplished author and publisher with several books on different technologies under her belt. Julie is a community leader; nationally, locally and online, serving on education committees and curriculum boards in Colorado, meeting with elected officials in Washington D.C., and as a founding member of SouthColorado.net and xRMVirtual online user group communities. Julie loves to spend her free time traveling with her husband and always looks forward to coming home to Colorado.

David Yack

David Yack

Microsoft MVP

David is the CTO of Colorado Technology Consultants based in Colorado. He is recognized as a Microsoft Regional Director and a Microsoft MVP. As a senior hands’ on technology and business consultant with over 20 years of industry experience, David enjoys developing applications on the Microsoft platforms, specializing in large system architecture and design. David focus is on helping clients migrate and build new applications on Microsoft technologies, as well as helping to mentor and train their staffs. David is a is a frequent speaker/trainer at user group, industry events and private company events around the world. Antarctica is the only continent David hasn't been on and he is accepting invitations. David has been on the author team of multiple .NET and Dynamics related books . He lives in Colorado with his wife. You can read his blogs at blog.davidyack.com.

Mark Smith

Mark Smith

Microsoft MVP

Mark also known as nz365guy has been a Microsoft Certified Trainer for over ten years. He is worked with Microsoft Business Applications for over 15 years in various countries around the world for companies large and small. Mark cares about the people in this industry and wants to do everything he can to see as many people skilled and enabled to maximise their lives and careers. He can be found online at https://nz365guy.com and is always open to helping anyone in the Microsoft Business Applications community to reach their full potential. Feel free to connect with him today.

George Doubinski

George Doubinski

Microsoft MVP

Architect. Coder. Author. Blogger. Speaker. Trainer. Specialist in all things difficult. If you cannot find George online committing code to github, writing for https://crmtipoftheday.com, talking on https://crm.audio, or presenting at a conference, it must be a rare occasion when he sleeps, spends time with the family or travels from A to B.