Mastering Dynamics 365 Automation for Future-Proof Business Solutions
You're not just managing workflows. You're being counted on to future-proof operations, reduce cost overruns, and deliver measurable performance - all in real time. The pressure is on. Manual processes are failing. Stakeholders are demanding automation. And if you don’t act now, someone else will. Uncertainty around integrations, process design, and governance is costing your team momentum. But what if you could move from confusion to clarity in under 30 days? What if you had a complete, battle-tested system to build Dynamics 365 automation solutions that board members instantly trust and IT teams deploy with confidence. Mastering Dynamics 365 Automation for Future-Proof Business Solutions is that system. This course gives you a structured, step-by-step path to go from scattered requirements to a fully documented, tested, and governance-compliant automation architecture - all within 30 days. One recent learner, Priya M., a Senior Process Architect at a Fortune 500 manufacturing firm, used this methodology to design a lead-to-cash automation that cut cycle time by 62% and reduced manual intervention by over 200 hours per month. Her solution was fast-tracked for enterprise rollout and became the model for their digital transformation playbook. This isn’t just about tools. It’s about recognition. It’s about becoming the go-to expert in your organisation for scalable, auditable, future-ready automation. No more guesswork. No more stalled projects. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand Access with Lifetime Updates
This course is designed for professionals who need control, clarity, and continuity. You’ll get self-paced access the moment your registration is processed, with no fixed start dates, no deadlines, and no time pressures. You decide when and where you learn - whether it’s 6 AM in Singapore or during lunch breaks in Berlin. Typical learners complete the core workflow design and automation blueprint in 14 to 21 days. Many apply their first solution in over 5 business units within the first month. Your progress is tracked automatically, and you'll know exactly where you stand at every stage. Full Lifetime Access – No Hidden Fees, No Expiry
You gain full, unrestricted access to all materials for life. That means every future update, new template, and evolving best practice is included at zero additional cost. Microsoft evolves. So do we. Your access evolves with the platform. - 24/7 global access across devices
- Mobile-friendly interface – learn on your phone, tablet, or desktop
- Downloadable blueprints, process maps, and configuration guides
- Searchable knowledge base with context-specific support
Direct Instructor Access and Expert Guidance
You are not alone. You’ll receive direct access to certified Dynamics automation architects with over 15 years of implementation experience in regulated sectors. Ask specific questions, submit your workflow designs for feedback, and get strategic guidance on governance, exception handling, and system integration. Support is provided through a secure messaging system within the learning platform. Responses are typically delivered within 24 business hours, often faster. This is not chatbot support - it’s human expertise when you need it. Industry-Recognised Certificate of Completion
Upon finishing the course and submitting your final automation design project, you’ll receive a Certificate of Completion issued by The Art of Service. This credential is globally recognised, verifiable, and increasingly required in RFPs and compliance frameworks. It carries weight because The Art of Service has trained over 120,000 professionals in process excellence, automation, and digital transformation. Hiring managers in consulting, IT, and operations know the standard - and they expect it. Transparent, One-Time Payment – Zero Risk
Pricing is straightforward. There are no hidden fees, subscriptions, or surprise charges. What you see is what you pay - one time, with full access. We accept Visa, Mastercard, and PayPal. Transactions are processed through a PCI-compliant payment gateway, ensuring complete financial security. 90-Day Satisfied or Refunded Guarantee
If you complete the first four modules and don’t feel your confidence, clarity, and capability have dramatically improved, simply request a full refund. No questions. No hassle. You’re protected. What Happens After You Enroll?
After enrollment, you’ll receive a confirmation email with instructions. Your course access details will be sent separately within 24 hours, once your learner profile is finalised and the materials are provisioned. “Will This Work for Me?” – We’ve Got You Covered
You might be thinking: “I’ve tried courses before. They were too theoretical. Or too basic. Or they didn’t fit my actual job.” This works even if you’re not a developer. Even if you’ve only used Dynamics 365 for basic CRM. Even if your last automation attempt failed due to governance pushback or integration errors. Why? Because this course is built by practitioners for practitioners. For: - Business analysts who need to translate requirements into deployable logic
- Functional consultants preparing for a Power Automate certification
- Operations leads automating order management, service cases, or approvals
- IT managers overseeing compliance, audit trails, and system interdependencies
Social proof: “I was stuck explaining automation to non-technical stakeholders. This course gave me the framework, templates, and confidence to present a unified design. My CIO approved the budget the same week.” – Daniel R., Process Innovation Lead, UK financial services firm.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Dynamics 365 Automation - Understanding the Dynamics 365 ecosystem and service stack
- Identifying automation opportunities in sales, service, marketing, and operations
- Legacy vs intelligent automation: Knowing the difference
- Key components: Entities, forms, views, and business rules
- Role of Power Platform in the broader automation strategy
- Licensing requirements for automation workflows
- Determining user access and security roles for automation
- Common automation failure points and how to avoid them
- Introduction to solution layers and managed solutions
- Setting up a test environment for safe experimentation
Module 2: Workflow Design Principles for Business Outcomes - Mapping business processes to automation use cases
- As-is vs to-be process analysis using SIPOC models
- Identifying trigger events and business logic
- Using swimlane diagrams to visualise handoffs
- Defining SLAs and escalation paths in design
- Minimising manual intervention points
- Prioritising use cases based on ROI and complexity
- Stakeholder alignment strategies for automation scope
- Introducing process mining concepts for data-driven design
- Designing for auditability and compliance from day one
Module 3: Power Automate Core Architecture - Cloud flows vs desktop flows: Choosing the right type
- Understanding trigger types: Automated, instant, scheduled
- Using premium connectors in enterprise environments
- Setting up conditions and branching logic
- Looping through collections and handling arrays
- Using expressions and the built-in expression editor
- Passing data between steps using variables
- Handling date and time conversions in flows
- Configuring error handling and timeout settings
- Using scope actions to organise complex workflows
Module 4: Data Integration and Entity Management - Understanding Dataverse tables and relationships
- Creating custom entities for domain-specific automation
- Using lookup fields to link records across entities
- Importing and exporting data using data templates
- Configuring duplicate detection rules
- Working with option sets and global option sets
- Using calculated and rollup fields effectively
- Mapping external data sources to Dynamics entities
- On-premise data gateway setup and configuration
- Securing data access with field-level security
Module 5: Advanced Automation Patterns - Building recursive workflows safely
- Using parallel branches to improve performance
- Calling child flows and modularising logic
- Using HTTP actions to integrate third-party systems
- Calling Azure Functions from Power Automate
- Using SharePoint lists as intermediate data stores
- Architecting workflows for high-volume transaction handling
- Handling status transitions in case management
- Automating follow-up tasks based on user behaviour
- Building feedback loops into automation processes
Module 6: Error Handling and Operational Resilience - Common failure modes in automation workflows
- Configuring run after settings for fault tolerance
- Setting up retry policies and backoff intervals
- Using Apply to each with error prevention checks
- Logging errors to external systems for monitoring
- Sending alerts to teams or individuals on failure
- Using condition blocks to validate input data
- Preventing unintended loops with flag fields
- Designing rollback mechanisms for failed processes
- Creating a central error tracking dashboard
Module 7: Security, Governance, and Compliance - Implementing least privilege access for automation
- Understanding data loss prevention policies (DLP)
- Classifying connectors by sensitivity level
- Using environments for dev, test, and production separation
- Creating an automation governance council model
- Documenting workflows for audit purposes
- Version control for flows using solution exports
- Approval workflows for production deployments
- Managing shared flows and ownership transfers
- Audit logging and monitoring active flows
Module 8: User Experience and Citizen Development - Designing automation that supports end-user adoption
- Using Power Apps to trigger or complement flows
- Building approval experiences with adaptive cards
- Creating user-friendly notifications via email and Teams
- Reducing cognitive load in automated processes
- Training non-technical users to co-create solutions
- Setting up a Centre of Excellence (CoE) toolkit
- Managing citizen developer enablement at scale
- Establishing naming conventions and documentation standards
- Using templates to accelerate development
Module 9: Monitoring, Optimisation, and Performance - Using Power Platform admin center to monitor flows
- Analysing run history and identifying bottlenecks
- Reducing execution time through optimisation
- Setting up flow analytics with Power BI
- Tracking KPIs: Success rate, duration, throughput
- Archiving old runs to manage storage
- Automating flow health checks
- Identifying and disabling unused flows
- Benchmarking performance across departments
- Optimising API call efficiency to reduce throttling
Module 10: Integration with Enterprise Systems - Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
Module 1: Foundations of Dynamics 365 Automation - Understanding the Dynamics 365 ecosystem and service stack
- Identifying automation opportunities in sales, service, marketing, and operations
- Legacy vs intelligent automation: Knowing the difference
- Key components: Entities, forms, views, and business rules
- Role of Power Platform in the broader automation strategy
- Licensing requirements for automation workflows
- Determining user access and security roles for automation
- Common automation failure points and how to avoid them
- Introduction to solution layers and managed solutions
- Setting up a test environment for safe experimentation
Module 2: Workflow Design Principles for Business Outcomes - Mapping business processes to automation use cases
- As-is vs to-be process analysis using SIPOC models
- Identifying trigger events and business logic
- Using swimlane diagrams to visualise handoffs
- Defining SLAs and escalation paths in design
- Minimising manual intervention points
- Prioritising use cases based on ROI and complexity
- Stakeholder alignment strategies for automation scope
- Introducing process mining concepts for data-driven design
- Designing for auditability and compliance from day one
Module 3: Power Automate Core Architecture - Cloud flows vs desktop flows: Choosing the right type
- Understanding trigger types: Automated, instant, scheduled
- Using premium connectors in enterprise environments
- Setting up conditions and branching logic
- Looping through collections and handling arrays
- Using expressions and the built-in expression editor
- Passing data between steps using variables
- Handling date and time conversions in flows
- Configuring error handling and timeout settings
- Using scope actions to organise complex workflows
Module 4: Data Integration and Entity Management - Understanding Dataverse tables and relationships
- Creating custom entities for domain-specific automation
- Using lookup fields to link records across entities
- Importing and exporting data using data templates
- Configuring duplicate detection rules
- Working with option sets and global option sets
- Using calculated and rollup fields effectively
- Mapping external data sources to Dynamics entities
- On-premise data gateway setup and configuration
- Securing data access with field-level security
Module 5: Advanced Automation Patterns - Building recursive workflows safely
- Using parallel branches to improve performance
- Calling child flows and modularising logic
- Using HTTP actions to integrate third-party systems
- Calling Azure Functions from Power Automate
- Using SharePoint lists as intermediate data stores
- Architecting workflows for high-volume transaction handling
- Handling status transitions in case management
- Automating follow-up tasks based on user behaviour
- Building feedback loops into automation processes
Module 6: Error Handling and Operational Resilience - Common failure modes in automation workflows
- Configuring run after settings for fault tolerance
- Setting up retry policies and backoff intervals
- Using Apply to each with error prevention checks
- Logging errors to external systems for monitoring
- Sending alerts to teams or individuals on failure
- Using condition blocks to validate input data
- Preventing unintended loops with flag fields
- Designing rollback mechanisms for failed processes
- Creating a central error tracking dashboard
Module 7: Security, Governance, and Compliance - Implementing least privilege access for automation
- Understanding data loss prevention policies (DLP)
- Classifying connectors by sensitivity level
- Using environments for dev, test, and production separation
- Creating an automation governance council model
- Documenting workflows for audit purposes
- Version control for flows using solution exports
- Approval workflows for production deployments
- Managing shared flows and ownership transfers
- Audit logging and monitoring active flows
Module 8: User Experience and Citizen Development - Designing automation that supports end-user adoption
- Using Power Apps to trigger or complement flows
- Building approval experiences with adaptive cards
- Creating user-friendly notifications via email and Teams
- Reducing cognitive load in automated processes
- Training non-technical users to co-create solutions
- Setting up a Centre of Excellence (CoE) toolkit
- Managing citizen developer enablement at scale
- Establishing naming conventions and documentation standards
- Using templates to accelerate development
Module 9: Monitoring, Optimisation, and Performance - Using Power Platform admin center to monitor flows
- Analysing run history and identifying bottlenecks
- Reducing execution time through optimisation
- Setting up flow analytics with Power BI
- Tracking KPIs: Success rate, duration, throughput
- Archiving old runs to manage storage
- Automating flow health checks
- Identifying and disabling unused flows
- Benchmarking performance across departments
- Optimising API call efficiency to reduce throttling
Module 10: Integration with Enterprise Systems - Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Mapping business processes to automation use cases
- As-is vs to-be process analysis using SIPOC models
- Identifying trigger events and business logic
- Using swimlane diagrams to visualise handoffs
- Defining SLAs and escalation paths in design
- Minimising manual intervention points
- Prioritising use cases based on ROI and complexity
- Stakeholder alignment strategies for automation scope
- Introducing process mining concepts for data-driven design
- Designing for auditability and compliance from day one
Module 3: Power Automate Core Architecture - Cloud flows vs desktop flows: Choosing the right type
- Understanding trigger types: Automated, instant, scheduled
- Using premium connectors in enterprise environments
- Setting up conditions and branching logic
- Looping through collections and handling arrays
- Using expressions and the built-in expression editor
- Passing data between steps using variables
- Handling date and time conversions in flows
- Configuring error handling and timeout settings
- Using scope actions to organise complex workflows
Module 4: Data Integration and Entity Management - Understanding Dataverse tables and relationships
- Creating custom entities for domain-specific automation
- Using lookup fields to link records across entities
- Importing and exporting data using data templates
- Configuring duplicate detection rules
- Working with option sets and global option sets
- Using calculated and rollup fields effectively
- Mapping external data sources to Dynamics entities
- On-premise data gateway setup and configuration
- Securing data access with field-level security
Module 5: Advanced Automation Patterns - Building recursive workflows safely
- Using parallel branches to improve performance
- Calling child flows and modularising logic
- Using HTTP actions to integrate third-party systems
- Calling Azure Functions from Power Automate
- Using SharePoint lists as intermediate data stores
- Architecting workflows for high-volume transaction handling
- Handling status transitions in case management
- Automating follow-up tasks based on user behaviour
- Building feedback loops into automation processes
Module 6: Error Handling and Operational Resilience - Common failure modes in automation workflows
- Configuring run after settings for fault tolerance
- Setting up retry policies and backoff intervals
- Using Apply to each with error prevention checks
- Logging errors to external systems for monitoring
- Sending alerts to teams or individuals on failure
- Using condition blocks to validate input data
- Preventing unintended loops with flag fields
- Designing rollback mechanisms for failed processes
- Creating a central error tracking dashboard
Module 7: Security, Governance, and Compliance - Implementing least privilege access for automation
- Understanding data loss prevention policies (DLP)
- Classifying connectors by sensitivity level
- Using environments for dev, test, and production separation
- Creating an automation governance council model
- Documenting workflows for audit purposes
- Version control for flows using solution exports
- Approval workflows for production deployments
- Managing shared flows and ownership transfers
- Audit logging and monitoring active flows
Module 8: User Experience and Citizen Development - Designing automation that supports end-user adoption
- Using Power Apps to trigger or complement flows
- Building approval experiences with adaptive cards
- Creating user-friendly notifications via email and Teams
- Reducing cognitive load in automated processes
- Training non-technical users to co-create solutions
- Setting up a Centre of Excellence (CoE) toolkit
- Managing citizen developer enablement at scale
- Establishing naming conventions and documentation standards
- Using templates to accelerate development
Module 9: Monitoring, Optimisation, and Performance - Using Power Platform admin center to monitor flows
- Analysing run history and identifying bottlenecks
- Reducing execution time through optimisation
- Setting up flow analytics with Power BI
- Tracking KPIs: Success rate, duration, throughput
- Archiving old runs to manage storage
- Automating flow health checks
- Identifying and disabling unused flows
- Benchmarking performance across departments
- Optimising API call efficiency to reduce throttling
Module 10: Integration with Enterprise Systems - Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Understanding Dataverse tables and relationships
- Creating custom entities for domain-specific automation
- Using lookup fields to link records across entities
- Importing and exporting data using data templates
- Configuring duplicate detection rules
- Working with option sets and global option sets
- Using calculated and rollup fields effectively
- Mapping external data sources to Dynamics entities
- On-premise data gateway setup and configuration
- Securing data access with field-level security
Module 5: Advanced Automation Patterns - Building recursive workflows safely
- Using parallel branches to improve performance
- Calling child flows and modularising logic
- Using HTTP actions to integrate third-party systems
- Calling Azure Functions from Power Automate
- Using SharePoint lists as intermediate data stores
- Architecting workflows for high-volume transaction handling
- Handling status transitions in case management
- Automating follow-up tasks based on user behaviour
- Building feedback loops into automation processes
Module 6: Error Handling and Operational Resilience - Common failure modes in automation workflows
- Configuring run after settings for fault tolerance
- Setting up retry policies and backoff intervals
- Using Apply to each with error prevention checks
- Logging errors to external systems for monitoring
- Sending alerts to teams or individuals on failure
- Using condition blocks to validate input data
- Preventing unintended loops with flag fields
- Designing rollback mechanisms for failed processes
- Creating a central error tracking dashboard
Module 7: Security, Governance, and Compliance - Implementing least privilege access for automation
- Understanding data loss prevention policies (DLP)
- Classifying connectors by sensitivity level
- Using environments for dev, test, and production separation
- Creating an automation governance council model
- Documenting workflows for audit purposes
- Version control for flows using solution exports
- Approval workflows for production deployments
- Managing shared flows and ownership transfers
- Audit logging and monitoring active flows
Module 8: User Experience and Citizen Development - Designing automation that supports end-user adoption
- Using Power Apps to trigger or complement flows
- Building approval experiences with adaptive cards
- Creating user-friendly notifications via email and Teams
- Reducing cognitive load in automated processes
- Training non-technical users to co-create solutions
- Setting up a Centre of Excellence (CoE) toolkit
- Managing citizen developer enablement at scale
- Establishing naming conventions and documentation standards
- Using templates to accelerate development
Module 9: Monitoring, Optimisation, and Performance - Using Power Platform admin center to monitor flows
- Analysing run history and identifying bottlenecks
- Reducing execution time through optimisation
- Setting up flow analytics with Power BI
- Tracking KPIs: Success rate, duration, throughput
- Archiving old runs to manage storage
- Automating flow health checks
- Identifying and disabling unused flows
- Benchmarking performance across departments
- Optimising API call efficiency to reduce throttling
Module 10: Integration with Enterprise Systems - Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Common failure modes in automation workflows
- Configuring run after settings for fault tolerance
- Setting up retry policies and backoff intervals
- Using Apply to each with error prevention checks
- Logging errors to external systems for monitoring
- Sending alerts to teams or individuals on failure
- Using condition blocks to validate input data
- Preventing unintended loops with flag fields
- Designing rollback mechanisms for failed processes
- Creating a central error tracking dashboard
Module 7: Security, Governance, and Compliance - Implementing least privilege access for automation
- Understanding data loss prevention policies (DLP)
- Classifying connectors by sensitivity level
- Using environments for dev, test, and production separation
- Creating an automation governance council model
- Documenting workflows for audit purposes
- Version control for flows using solution exports
- Approval workflows for production deployments
- Managing shared flows and ownership transfers
- Audit logging and monitoring active flows
Module 8: User Experience and Citizen Development - Designing automation that supports end-user adoption
- Using Power Apps to trigger or complement flows
- Building approval experiences with adaptive cards
- Creating user-friendly notifications via email and Teams
- Reducing cognitive load in automated processes
- Training non-technical users to co-create solutions
- Setting up a Centre of Excellence (CoE) toolkit
- Managing citizen developer enablement at scale
- Establishing naming conventions and documentation standards
- Using templates to accelerate development
Module 9: Monitoring, Optimisation, and Performance - Using Power Platform admin center to monitor flows
- Analysing run history and identifying bottlenecks
- Reducing execution time through optimisation
- Setting up flow analytics with Power BI
- Tracking KPIs: Success rate, duration, throughput
- Archiving old runs to manage storage
- Automating flow health checks
- Identifying and disabling unused flows
- Benchmarking performance across departments
- Optimising API call efficiency to reduce throttling
Module 10: Integration with Enterprise Systems - Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Designing automation that supports end-user adoption
- Using Power Apps to trigger or complement flows
- Building approval experiences with adaptive cards
- Creating user-friendly notifications via email and Teams
- Reducing cognitive load in automated processes
- Training non-technical users to co-create solutions
- Setting up a Centre of Excellence (CoE) toolkit
- Managing citizen developer enablement at scale
- Establishing naming conventions and documentation standards
- Using templates to accelerate development
Module 9: Monitoring, Optimisation, and Performance - Using Power Platform admin center to monitor flows
- Analysing run history and identifying bottlenecks
- Reducing execution time through optimisation
- Setting up flow analytics with Power BI
- Tracking KPIs: Success rate, duration, throughput
- Archiving old runs to manage storage
- Automating flow health checks
- Identifying and disabling unused flows
- Benchmarking performance across departments
- Optimising API call efficiency to reduce throttling
Module 10: Integration with Enterprise Systems - Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Integrating Dynamics 365 with Office 365 services
- Connecting to SAP via Azure Logic Apps
- Automating invoice processing with SharePoint and Excel
- Using Common Data Service to unify data models
- Synchronising customer data with marketing tools
- Pushing service case updates to ERP systems
- Building bidirectional sync workflows
- Using Azure Event Grid for event-driven architectures
- Creating webhook endpoints for external systems
- Handling API versioning and deprecation
Module 11: Automation in Sales and Customer Service - Automating lead qualification and assignment
- Routing cases based on severity and skill set
- Updating opportunity stages with milestone triggers
- Sending follow-up emails after sales calls
- Triggering quotes based on proposal approvals
- Automatically logging calls and emails to records
- Creating follow-up tasks after case resolution
- Escalating overdue service requests
- Nurturing leads with conditional content
- Generating renewal reminders based on contract expiry
Module 12: Finance and Operations Automation - Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Automating purchase requisition approvals
- Matching invoices to purchase orders
- Updating inventory levels based on shipment data
- Syncing project time entries with billing systems
- Generating monthly financial reports automatically
- Flagging expense reports for audit review
- Notifying managers of budget overruns
- Automating intercompany transaction routing
- Updating asset records during procurement
- Triggering year-end close checklists
Module 13: Advanced Scenario Workshops - End-to-end lead-to-cash automation design
- Employee onboarding automation across HR and IT
- Field service dispatch and scheduling integration
- Automated customer feedback collection and analysis
- Regulatory compliance reporting automation
- Marketing campaign performance aggregation
- Supply chain disruption alerting system
- Automated knowledge base article creation
- Real-time dashboards for executive visibility
- Multi-stage approval workflow with fallback logic
Module 14: Implementation Strategy and Change Management - Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles
Module 15: Certification, Career Advancement, and Next Steps - Preparing for the Microsoft Power Platform Functional Consultant certification
- Building a portfolio of automation projects
- Documenting your role in delivered solutions
- Using your Certificate of Completion in LinkedIn and resumes
- Joining professional communities and networks
- Accessing exclusive job boards for automation specialists
- Negotiating higher rates or promotions with new credentials
- Transitioning to automation architect or consultant roles
- Staying current with monthly update summaries
- Submitting your final automation design for feedback and certification
- Phased rollout planning for automation
- Identifying pilot departments and champions
- Preparing training materials for end users
- Communicating automation benefits to stakeholders
- Managing resistance to change in operations
- Conducting post-implementation reviews
- Measuring success with before/after metrics
- Scaling automation across business units
- Integrating automation into BAU operations
- Establishing continuous improvement cycles