Mastering Dynamics 365 End to End Automation and Optimization for Enterprise Success
You're under pressure. Deadlines are tightening, stakeholders demand faster results, and your team is still wrestling with fragmented processes, repetitive tasks, and inconsistent data across departments. You know Dynamics 365 holds the key, but you're not using it to its full potential - and that gap is costing your organisation time, trust, and traction. Instead of being seen as a strategic enabler, you feel like you're just keeping the lights on. Manual handoffs, disconnected workflows, and blind spots in customer and operational data are eroding confidence in your digital transformation journey. You're missing the opportunity to lead with precision, agility, and measurable impact. What if you could shift from being reactive to visionary - from managing systems to driving enterprise-wide outcomes? The Mastering Dynamics 365 End to End Automation and Optimization for Enterprise Success course is your guided, no-fluff blueprint to achieving rapid, board-ready transformation using the full power of the Dynamics 365 platform. This is not theoretical. One senior business analyst at a global logistics firm applied this methodology to automate quote-to-cash cycles, reducing processing time by 68% and eliminating 11 manual touchpoints within 4 weeks of completing the course. Today, her process is scaled across three continents and cited as a best practice in her organisation’s annual innovation report. You'll go from uncertain and stuck to funded, recognised, and future-proof - delivering a fully optimised, automated Dynamics 365 solution in as little as 30 days, complete with a professional-grade implementation plan, audit-ready documentation, and a Certificate of Completion issued by The Art of Service that validates your expertise to leadership and peers alike. Here’s how this course is structured to help you get there.COURSE FORMAT & DELIVERY DETAILS Learn on Your Terms - With Zero Time Conflicts
This course is self-paced, with immediate online access the moment you enrol. There are no fixed dates, calendars to block, or mandatory sessions to attend. You control when, where, and how fast you progress - ideal for busy professionals juggling enterprise projects, cross-functional responsibilities, and delivery timelines. Most learners complete the core content in 4 to 6 weeks with 4–6 hours of focused work per week. However, you can see tangible results - like designing your first fully automated workflow or optimising a legacy process - in as little as 10 hours of engagement. Lifetime Access, Continuous Updates, Real-World Relevance
You receive lifetime access to all course materials, including future updates at no additional cost. As Microsoft releases new capabilities, integrations, or best practices for Dynamics 365, your course content evolves with them - ensuring your knowledge stays current, compliant, and competitive for years to come. Access is 24/7 and fully mobile-friendly. Whether you're on a tablet during a site visit, reviewing workflows from a remote office, or refining a process on your phone during transit, the learning environment adapts to your workflow, not the other way around. Expert Guidance with Real Accountability
You are not learning in isolation. You receive direct, responsive instructor support throughout your journey. Ask questions, submit process diagrams for feedback, and get guidance on complex automation scenarios. This isn’t automated chat - it’s human expertise, tailored to your real-world challenges and organisational context. A Globally Recognised Credential That Opens Doors
Upon successful completion, you earn a Certificate of Completion issued by The Art of Service - a credential trusted by over 120,000 professionals in 147 countries. This certification is not a participation badge. It's a verified mark of mastery in Dynamics 365 automation, process optimisation, and enterprise integration strategy, recognised by hiring managers, consulting firms, and internal promotion boards. No Risk. No Hidden Fees. No Guesswork.
The pricing is straightforward, with no hidden fees, subscription traps, or upsells. What you see is what you pay - one-time access, lifetime value. We accept all major payment methods, including Visa, Mastercard, and PayPal, with secure processing and encrypted transactions. If for any reason this course doesn’t meet your expectations, you’re covered by our 100% money-back guarantee. You can request a full refund within 30 days, no questions asked. Your only risk is not taking action - and we’ve eliminated even that. Instant Confirmation, Seamless Onboarding
After enrollment, you’ll receive a confirmation email. Once the course materials are prepared and reviewed for quality, your access details will be sent in a follow-up communication. This ensures every learner receives a polished, up-to-date experience without delays or technical hiccups. Designed for Every Role - And Every Level of Experience
This works even if you've only used Dynamics 365 in a limited capacity, come from a non-technical background, or have struggled with previous automation attempts. The structure is role-agnostic, with practical tools and frameworks that apply equally to: - Functional consultants building client solutions
- Business analysts streamlining operations
- IT managers integrating systems at scale
- Project leads driving digital transformation
- And decision-makers validating ROI
One Dynamics 365 solution architect with 8 years of experience told us: “I thought I knew automation - until I applied the workflow governance model from Module 5. It helped me uncover a critical performance bottleneck that had been slowing deployments across three major clients.” This course works because it’s not about what you already know - it’s about what you can prove you can deliver. With clear frameworks, step-by-step methodologies, and real-case templates, you’ll build confidence with every completed section. You’re not just learning. You’re producing. And you’re doing it with complete safety, total clarity, and unmatched support.
Module 1: Foundations of End-to-End Automation in Dynamics 365 - Understanding the enterprise automation maturity model
- Mapping business processes to Dynamics 365 capabilities
- Defining automation scope and boundaries
- Identifying high-impact processes for automation
- Establishing success metrics and KPIs
- Role-based access control and security foundations
- Data governance principles in automated workflows
- Integration readiness assessment
- Preparation of test environments and sandboxes
- Change management planning for automation rollouts
Module 2: Core Architecture of Dynamics 365 Automation - Deep dive into Power Automate and cloud flows
- Logic Apps vs. Power Automate use cases
- Common Data Service and Dataverse architecture
- Entity relationship modelling for automation
- Business process flows vs. workflow automation
- Designing state machines and decision trees
- Understanding execution contexts and triggers
- Error handling and retry mechanisms
- Concurrency and flow throttling limits
- Monitoring automation health and performance
Module 3: Optimising Customer Engagement Workflows - Automating lead-to-opportunity conversion
- Customer journey mapping in Dynamics 365 Sales
- Real-time notifications and alerts
- Synchronising communication across channels
- Automated case assignment in Customer Service
- Service level agreement (SLA) automation
- Conversation intelligence for follow-up actions
- Automated knowledge article suggestions
- Feedback loop integration from surveys
- Customer sentiment tracking via automation
Module 4: Streamlining Finance and Operations Processes - Automating purchase requisition approvals
- Invoice processing with OCR and AI
- Cash application workflow automation
- Automated financial reporting cycles
- Fixed asset lifecycle management
- Vendor onboarding and compliance checks
- Expense report validation workflows
- General ledger reconciliation triggers
- Revenue recognition rule automation
- Period-end close task coordination
Module 5: Supply Chain and Inventory Automation - Demand forecasting triggers and data sync
- Stock reorder automation rules
- Warehouse task assignment workflows
- Shipment tracking and status updates
- Vendor lead time integration
- Automated quality inspection scheduling
- Serial and batch number tracking flows
- Return material authorisation (RMA) processing
- Transportation cost validation
- Customs document generation automation
Module 6: HR and Talent Management Automation - Employee onboarding workflow orchestration
- Automated equipment provisioning
- Probation review scheduling
- Leave balance tracking and approvals
- Performance review cycle automation
- Training compliance reminders
- Offboarding checklist execution
- Skill gap analysis workflows
- Succession planning triggers
- Employee engagement survey automation
Module 7: Sales and Marketing Process Integration - Lead scoring automation from marketing data
- Automated nurture campaign triggers
- Deal stage progression validation
- Competitive analysis data collection
- Proposal generation from templates
- Contract approval routing flows
- Revenue forecasting data aggregation
- Customer churn risk detection
- Upsell opportunity identification
- Sales coaching task generation
Module 8: Project and Service Delivery Automation - Project initiation checklist automation
- Resource allocation scheduling
- Time entry validation workflows
- Expense approval workflows
- Project milestone reminders
- Risk and issue escalation protocols
- Change request management flows
- Budget variance alerts
- Client feedback collection
- Post-implementation review automation
Module 9: Advanced Integration and API Strategies - Connecting Dynamics 365 to ERP systems
- CRM integration with external databases
- Using Azure API Management for scalability
- OAuth and service principal authentication
- Handling large data volumes with paging
- Webhooks and real-time data sync
- Batch processing vs. real-time integrations
- Handling API rate limits and failures
- Secure key storage with Azure Key Vault
- Logging and audit trail for integrations
Module 10: AI and Cognitive Services in Automation - Text analytics for customer emails
- Entity recognition in service cases
- Sentiment analysis integration
- Form processing with AI Builder
- Predictive lead scoring models
- Document understanding workflows
- Object detection in field service
- Topic classification for support tickets
- Language translation automation
- AI-driven decision branching
Module 11: Governance, Monitoring, and Compliance - Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Understanding the enterprise automation maturity model
- Mapping business processes to Dynamics 365 capabilities
- Defining automation scope and boundaries
- Identifying high-impact processes for automation
- Establishing success metrics and KPIs
- Role-based access control and security foundations
- Data governance principles in automated workflows
- Integration readiness assessment
- Preparation of test environments and sandboxes
- Change management planning for automation rollouts
Module 2: Core Architecture of Dynamics 365 Automation - Deep dive into Power Automate and cloud flows
- Logic Apps vs. Power Automate use cases
- Common Data Service and Dataverse architecture
- Entity relationship modelling for automation
- Business process flows vs. workflow automation
- Designing state machines and decision trees
- Understanding execution contexts and triggers
- Error handling and retry mechanisms
- Concurrency and flow throttling limits
- Monitoring automation health and performance
Module 3: Optimising Customer Engagement Workflows - Automating lead-to-opportunity conversion
- Customer journey mapping in Dynamics 365 Sales
- Real-time notifications and alerts
- Synchronising communication across channels
- Automated case assignment in Customer Service
- Service level agreement (SLA) automation
- Conversation intelligence for follow-up actions
- Automated knowledge article suggestions
- Feedback loop integration from surveys
- Customer sentiment tracking via automation
Module 4: Streamlining Finance and Operations Processes - Automating purchase requisition approvals
- Invoice processing with OCR and AI
- Cash application workflow automation
- Automated financial reporting cycles
- Fixed asset lifecycle management
- Vendor onboarding and compliance checks
- Expense report validation workflows
- General ledger reconciliation triggers
- Revenue recognition rule automation
- Period-end close task coordination
Module 5: Supply Chain and Inventory Automation - Demand forecasting triggers and data sync
- Stock reorder automation rules
- Warehouse task assignment workflows
- Shipment tracking and status updates
- Vendor lead time integration
- Automated quality inspection scheduling
- Serial and batch number tracking flows
- Return material authorisation (RMA) processing
- Transportation cost validation
- Customs document generation automation
Module 6: HR and Talent Management Automation - Employee onboarding workflow orchestration
- Automated equipment provisioning
- Probation review scheduling
- Leave balance tracking and approvals
- Performance review cycle automation
- Training compliance reminders
- Offboarding checklist execution
- Skill gap analysis workflows
- Succession planning triggers
- Employee engagement survey automation
Module 7: Sales and Marketing Process Integration - Lead scoring automation from marketing data
- Automated nurture campaign triggers
- Deal stage progression validation
- Competitive analysis data collection
- Proposal generation from templates
- Contract approval routing flows
- Revenue forecasting data aggregation
- Customer churn risk detection
- Upsell opportunity identification
- Sales coaching task generation
Module 8: Project and Service Delivery Automation - Project initiation checklist automation
- Resource allocation scheduling
- Time entry validation workflows
- Expense approval workflows
- Project milestone reminders
- Risk and issue escalation protocols
- Change request management flows
- Budget variance alerts
- Client feedback collection
- Post-implementation review automation
Module 9: Advanced Integration and API Strategies - Connecting Dynamics 365 to ERP systems
- CRM integration with external databases
- Using Azure API Management for scalability
- OAuth and service principal authentication
- Handling large data volumes with paging
- Webhooks and real-time data sync
- Batch processing vs. real-time integrations
- Handling API rate limits and failures
- Secure key storage with Azure Key Vault
- Logging and audit trail for integrations
Module 10: AI and Cognitive Services in Automation - Text analytics for customer emails
- Entity recognition in service cases
- Sentiment analysis integration
- Form processing with AI Builder
- Predictive lead scoring models
- Document understanding workflows
- Object detection in field service
- Topic classification for support tickets
- Language translation automation
- AI-driven decision branching
Module 11: Governance, Monitoring, and Compliance - Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Automating lead-to-opportunity conversion
- Customer journey mapping in Dynamics 365 Sales
- Real-time notifications and alerts
- Synchronising communication across channels
- Automated case assignment in Customer Service
- Service level agreement (SLA) automation
- Conversation intelligence for follow-up actions
- Automated knowledge article suggestions
- Feedback loop integration from surveys
- Customer sentiment tracking via automation
Module 4: Streamlining Finance and Operations Processes - Automating purchase requisition approvals
- Invoice processing with OCR and AI
- Cash application workflow automation
- Automated financial reporting cycles
- Fixed asset lifecycle management
- Vendor onboarding and compliance checks
- Expense report validation workflows
- General ledger reconciliation triggers
- Revenue recognition rule automation
- Period-end close task coordination
Module 5: Supply Chain and Inventory Automation - Demand forecasting triggers and data sync
- Stock reorder automation rules
- Warehouse task assignment workflows
- Shipment tracking and status updates
- Vendor lead time integration
- Automated quality inspection scheduling
- Serial and batch number tracking flows
- Return material authorisation (RMA) processing
- Transportation cost validation
- Customs document generation automation
Module 6: HR and Talent Management Automation - Employee onboarding workflow orchestration
- Automated equipment provisioning
- Probation review scheduling
- Leave balance tracking and approvals
- Performance review cycle automation
- Training compliance reminders
- Offboarding checklist execution
- Skill gap analysis workflows
- Succession planning triggers
- Employee engagement survey automation
Module 7: Sales and Marketing Process Integration - Lead scoring automation from marketing data
- Automated nurture campaign triggers
- Deal stage progression validation
- Competitive analysis data collection
- Proposal generation from templates
- Contract approval routing flows
- Revenue forecasting data aggregation
- Customer churn risk detection
- Upsell opportunity identification
- Sales coaching task generation
Module 8: Project and Service Delivery Automation - Project initiation checklist automation
- Resource allocation scheduling
- Time entry validation workflows
- Expense approval workflows
- Project milestone reminders
- Risk and issue escalation protocols
- Change request management flows
- Budget variance alerts
- Client feedback collection
- Post-implementation review automation
Module 9: Advanced Integration and API Strategies - Connecting Dynamics 365 to ERP systems
- CRM integration with external databases
- Using Azure API Management for scalability
- OAuth and service principal authentication
- Handling large data volumes with paging
- Webhooks and real-time data sync
- Batch processing vs. real-time integrations
- Handling API rate limits and failures
- Secure key storage with Azure Key Vault
- Logging and audit trail for integrations
Module 10: AI and Cognitive Services in Automation - Text analytics for customer emails
- Entity recognition in service cases
- Sentiment analysis integration
- Form processing with AI Builder
- Predictive lead scoring models
- Document understanding workflows
- Object detection in field service
- Topic classification for support tickets
- Language translation automation
- AI-driven decision branching
Module 11: Governance, Monitoring, and Compliance - Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Demand forecasting triggers and data sync
- Stock reorder automation rules
- Warehouse task assignment workflows
- Shipment tracking and status updates
- Vendor lead time integration
- Automated quality inspection scheduling
- Serial and batch number tracking flows
- Return material authorisation (RMA) processing
- Transportation cost validation
- Customs document generation automation
Module 6: HR and Talent Management Automation - Employee onboarding workflow orchestration
- Automated equipment provisioning
- Probation review scheduling
- Leave balance tracking and approvals
- Performance review cycle automation
- Training compliance reminders
- Offboarding checklist execution
- Skill gap analysis workflows
- Succession planning triggers
- Employee engagement survey automation
Module 7: Sales and Marketing Process Integration - Lead scoring automation from marketing data
- Automated nurture campaign triggers
- Deal stage progression validation
- Competitive analysis data collection
- Proposal generation from templates
- Contract approval routing flows
- Revenue forecasting data aggregation
- Customer churn risk detection
- Upsell opportunity identification
- Sales coaching task generation
Module 8: Project and Service Delivery Automation - Project initiation checklist automation
- Resource allocation scheduling
- Time entry validation workflows
- Expense approval workflows
- Project milestone reminders
- Risk and issue escalation protocols
- Change request management flows
- Budget variance alerts
- Client feedback collection
- Post-implementation review automation
Module 9: Advanced Integration and API Strategies - Connecting Dynamics 365 to ERP systems
- CRM integration with external databases
- Using Azure API Management for scalability
- OAuth and service principal authentication
- Handling large data volumes with paging
- Webhooks and real-time data sync
- Batch processing vs. real-time integrations
- Handling API rate limits and failures
- Secure key storage with Azure Key Vault
- Logging and audit trail for integrations
Module 10: AI and Cognitive Services in Automation - Text analytics for customer emails
- Entity recognition in service cases
- Sentiment analysis integration
- Form processing with AI Builder
- Predictive lead scoring models
- Document understanding workflows
- Object detection in field service
- Topic classification for support tickets
- Language translation automation
- AI-driven decision branching
Module 11: Governance, Monitoring, and Compliance - Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Lead scoring automation from marketing data
- Automated nurture campaign triggers
- Deal stage progression validation
- Competitive analysis data collection
- Proposal generation from templates
- Contract approval routing flows
- Revenue forecasting data aggregation
- Customer churn risk detection
- Upsell opportunity identification
- Sales coaching task generation
Module 8: Project and Service Delivery Automation - Project initiation checklist automation
- Resource allocation scheduling
- Time entry validation workflows
- Expense approval workflows
- Project milestone reminders
- Risk and issue escalation protocols
- Change request management flows
- Budget variance alerts
- Client feedback collection
- Post-implementation review automation
Module 9: Advanced Integration and API Strategies - Connecting Dynamics 365 to ERP systems
- CRM integration with external databases
- Using Azure API Management for scalability
- OAuth and service principal authentication
- Handling large data volumes with paging
- Webhooks and real-time data sync
- Batch processing vs. real-time integrations
- Handling API rate limits and failures
- Secure key storage with Azure Key Vault
- Logging and audit trail for integrations
Module 10: AI and Cognitive Services in Automation - Text analytics for customer emails
- Entity recognition in service cases
- Sentiment analysis integration
- Form processing with AI Builder
- Predictive lead scoring models
- Document understanding workflows
- Object detection in field service
- Topic classification for support tickets
- Language translation automation
- AI-driven decision branching
Module 11: Governance, Monitoring, and Compliance - Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Connecting Dynamics 365 to ERP systems
- CRM integration with external databases
- Using Azure API Management for scalability
- OAuth and service principal authentication
- Handling large data volumes with paging
- Webhooks and real-time data sync
- Batch processing vs. real-time integrations
- Handling API rate limits and failures
- Secure key storage with Azure Key Vault
- Logging and audit trail for integrations
Module 10: AI and Cognitive Services in Automation - Text analytics for customer emails
- Entity recognition in service cases
- Sentiment analysis integration
- Form processing with AI Builder
- Predictive lead scoring models
- Document understanding workflows
- Object detection in field service
- Topic classification for support tickets
- Language translation automation
- AI-driven decision branching
Module 11: Governance, Monitoring, and Compliance - Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Establishing an automation COE (Center of Excellence)
- Flow approval and version control
- Monitoring with Power Platform Admin Center
- Alert configuration for failed flows
- Compliance with GDPR and data residency
- PII handling in automated processes
- Audit trail configuration
- Role-based approval hierarchies
- Backup and recovery for flows
- Change request documentation templates
Module 12: Performance Optimisation and Troubleshooting - Identifying slow-running flows
- Reducing API call overhead
- Optimising conditional logic structures
- Using variables efficiently
- Parallel branches vs. sequential flows
- Minimising data retrieval scope
- Testing with large datasets
- Simulating production environments
- Root cause analysis for failures
- Escalation protocols for critical issues
Module 13: Change Management and Stakeholder Adoption - Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Communicating automation benefits to leadership
- Creating training materials for end users
- Conducting walkthroughs and demos
- Managing resistance to process change
- Gathering feedback loops
- Adjusting workflows post-launch
- Measuring user adoption rates
- Recognition programs for early adopters
- Documentation of new standard operating procedures
- Establishing support channels
Module 14: Building Enterprise-Grade Automation Solutions - Designing reusable automation components
- Template libraries for common workflows
- Parameterisation for multi-tenant use
- Environment migration strategies
- Solution packaging and deployment
- Testing in different regions and locales
- Multi-currency and multi-language support
- Localisation of automated messages
- Time zone handling in scheduling
- Disaster recovery planning
Module 15: Real-World Capstone Project and Certification - Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement
- Selecting a real organisational process to automate
- Conducting a current-state assessment
- Designing the future-state flow
- Building the automation in a sandbox
- Documenting assumptions and decisions
- Testing with real data samples
- Validating business outcomes
- Preparing a presentation for stakeholders
- Submitting the project for review
- Receiving feedback and finalising documentation
- Earning your Certificate of Completion issued by The Art of Service
- Adding the credential to your LinkedIn profile
- Accessing alumni resources and community forums
- Next steps for advanced certifications
- Creating a personal automation roadmap
- Leveraging the credential in job applications
- Using the project as a portfolio piece
- Sharing results with your network
- Setting up periodic review cycles
- Planning for continuous improvement