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Microsoft

Design Dynamics 365 Solutions

Microsoft via Microsoft Learn

Overview

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  • Discover skills and techniques to be an effective Dynamics 365 functional consultant by understanding your customer.

    In this module, you will:

    • Discover various ways of getting to know your customer and their industry.
    • Learn how a roadmap helps give vision to a project.
    • Get testimonies from industry professionals about their experiences with customers.
  • Explore the importance of accessibility in technology, learn about Microsoft's approach, and discover tools for improvement.

    In this module, you'll:

    • Explore how accessibility can impact users and makers.
    • Learn how Dynamics 365 and other Microsoft products handle accessibility.
    • Discover how minor changes can make a substantial difference for accessibility.
    • Learn more about tools that can help determine accessibility.
  • Discover effective techniques for collecting and evaluating project requirements to enhance solution building for Dynamics 365.

    In this module, you will:

    • Discover the benefits of good project requirements.
    • Learn how to evaluate requirements to fit with Dynamics 365 apps.
    • Identify and refine poorly constructed requirements.
  • Discover how to implement business applications effectively, using techniques like shadowing and mapping processes into Dynamics 365.

    In this module, you will:

    • Learn about the processes by using the shadowing technique.
    • Learn how to identify the milestones in a process.
    • Explore the different options for mapping a process into Dynamics 365.
    • Learn from industry professionals about their experiences with customer business processes.
  • Discover how to accurately capture customer needs, lead requirement sessions, and identify functional and non-functional requirements for Microsoft Power Platform and Dynamics 365.

    In this module, you will:

    • Learn about leading requirement capture sessions.
    • Learn about functional and non-functional requirements.

Syllabus

  • Get to know your Dynamics 365 customers
    • Introduction
    • Basic company information
    • Talk the talk
    • Listen
    • Ask good questions
    • Make a roadmap for your customer
    • Assignment
    • Check your knowledge
    • Summary
  • Design for accessibility in Dynamics 365
    • Introduction
    • Accessibility in Dynamics 365 products
    • Accessibility for makers
    • Accessibility for your clients
    • Exercise - Accessibility Insights for Web
    • Check your knowledge
    • Summary
  • Evaluate requirements for Dynamics 365 projects
    • Introduction
    • Techniques
    • Map requirements
    • Improve requirements
    • Conflicting requirements
    • Security requirements
    • Assignment
    • Check your knowledge
    • Summary
  • Business process mapping for Dynamics 365
    • Introduction
    • Shadow a user
    • Understand a business process
    • Map a process with branches and conditions
    • Assignment
    • Check your knowledge
    • Summary
  • Work with requirements for Microsoft Power Platform and Dynamics 365
    • Introduction
    • Lead requirement capture sessions
    • Identify functional requirements
    • Identify non-functional requirements
    • Confirm and finalize requirements
    • Check your knowledge
    • Summary

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