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Microsoft

Extend Dynamics 365 Sales with AI and Power Platform tools

Microsoft via Microsoft Learn

Overview

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  • Learn about the Dynamics 365 Sales mobile app.

    This module explains these concepts

    • Learn how to deploy and use the Dynamics 365 Sales mobile app.
    • Manage records.
    • Customize form views.
    • Set up push notifications.
  • Learn how to use Microsoft 365 services with Power Apps model-driven apps and Dynamics 365 customer engagement apps.

    This module explains how to:

    • Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps.
    • Examine server-side synchronization and learn why it matters in Power Platform implementations.
    • Review and set up document management options that are available through Microsoft SharePoint.
    • Learn about the app for Outlook and how to deploy it.
    • Tailor the app for Outlook.
  • Learn how to unlock the full potential of Dynamics 365 Sales, Customer Service, Contact Center, Customer Insights, and Field Service by extending them with Power Automate, Power Apps, Power BI, Power Pages, Copilot Studio, and Model Context Protocol.

    After completing this module, you'll be able to:

    • Describe how to embed Power Automate flows in Dynamics 365 apps to automate business processes.
    • Identify when to use embedded Power Apps canvas apps, PCF controls, or custom pages in Dynamics 365 apps.
    • Explain how embedded Power BI reports surface contextual analytics in Dynamics 365 apps.
    • Describe how Power Pages enables external users to interact with Dynamics 365 data securely.
    • Summarize how Copilot Studio agents extend the AI capabilities of Dynamics 365 customer experience apps.
    • Evaluate use cases for connecting Dynamics 365 apps to AI agents using Model Context Protocol (MCP).

Syllabus

  • Get started with the Dynamics 365 Sales mobile app
    • Introduction
    • Deploy the mobile app
    • Use the mobile app
    • Manage records
    • Customize form views
    • Set up push notifications
    • Knowledge check
    • Summary
  • Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
    • Introduction
    • Set up mailboxes
    • Server-side sync
    • Document management options
    • Document management
    • Deploy the app for Outlook
    • Set up Dynamics 365 App for Outlook
    • Integrate with Microsoft Teams
    • Check your knowledge
    • Summary
  • Extend Dynamics 365 apps with Power Platform and Copilot Studio
    • Introduction
    • Extend Dynamics 365 with Copilot Studio agents
    • Evaluate AI data connectivity options with MCP
    • Streamline workflows with Power Automate
    • Embed custom experiences with Power Apps
    • Surface contextual insights with Power BI
    • Enable customer portals with Power Pages
    • Module assessment
    • Summary

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