D365 & Power Platform
Training Tracks
Hands-on, role-aligned training covering every layer of the Microsoft ecosystem — from CRM development to integration architecture.
D365 CRM Development
Customise, extend and integrate Dynamics 365 at the platform level
A developer-focused programme covering the full customisation stack — from dataverse data modelling and plugin development to client-side scripting and CI/CD pipelines. Learners leave confident building production-grade CRM solutions.
1
Platform Foundations & Dataverse Architecture
Understand the Power Platform environment hierarchy, Dataverse schema design, table relationships, column types, and security roles. Hands-on: build a custom solution with multiple related tables.
2
Model-Driven App Customisation
Configure forms, views, charts, dashboards, and business rules. Work with main, quick-create, and card forms. Apply column-level security and field-level business logic without code.
3
Client-Side Development — JavaScript & TypeScript
Write form scripts, ribbon commands, and web resources using the Xrm object model. Implement field validation, dynamic UI behaviour, and grid customisations. Introduction to TypeScript compilation and bundling.
4
Server-Side Development — Plugins & Custom Workflow Activities
Build and register synchronous and asynchronous plugins using the Plugin Registration Tool. Implement pre/post images, shared variables, and tracing. Create custom workflow activities (CWAs) reusable across Power Automate flows.
5
PCF Controls & Custom Components
Develop Power Apps Component Framework (PCF) controls using React. Package, deploy, and version-control controls within a managed solution. Best practices for responsive and accessible field controls.
6
Solution Lifecycle Management & ALM
Structure managed vs. unmanaged solutions, use environment variables and connection references, and automate deployments with Azure DevOps pipelines and Power Platform Build Tools.
DataversePlugins (.NET)JavaScript / TSPCF ControlsAzure DevOps ALMPower Platform CLI
D365 CRM Administration
Configure, govern, and maintain the D365 environment estate
Equips system administrators with the skills to manage users, environments, security, and platform health — without requiring a development background. Emphasis on governance, compliance, and operational best practices.
1
Environment & Tenant Management
Create and manage Power Platform environments (Dev/Test/Prod), configure environment-level settings, allocate storage, and understand tenant-level policies via the Power Platform Admin Centre.
2
Security Model & Access Control
Design and apply business units, security roles, teams, and field-level security profiles. Understand Azure AD group teams, licensing assignment, and the principle of least privilege in Dataverse.
3
Data Management & Compliance
Import/export data using Excel and the Configuration Migration Tool. Configure auditing, duplicate detection rules, and data retention policies. Understand GDPR/compliance obligations inside D365.
4
Customisation & Configuration (No-Code)
Manage forms, views, dashboards, and system charts through the maker portal. Configure email server profiles, queues, SLAs, and entitlements without code.
5
Monitoring, Diagnostics & Capacity
Use the Analytics dashboards, Dataverse capacity reports, and Azure Application Insights integration to monitor health. Triage plugin trace logs and workflow error notifications.
6
Solution & Release Management
Import managed solutions, apply patches, and govern maker access with DLP policies. Coordinate release windows and rollback strategies across environments.
Admin CentreSecurity RolesDLP PoliciesAudit & LoggingGDPRCapacity Planning
Power Pages Development
Build secure, data-connected external portals and websites
A practitioner-level programme for developers and designers building external-facing portals connected to Dataverse. Covers the full design-to-deployment pipeline including authentication, Liquid templating, and web API access.
1
Power Pages Studio & Site Architecture
Navigate the Pages, Styling, and Data workspaces. Understand site maps, page templates, and web roles. Create a new site from a template and configure basic site settings and metadata.
2
Authentication & Identity Management
Configure local and Azure AD B2C identity providers. Set up self-registration, profile management, and invitation workflows. Apply web roles to control access to pages and Dataverse records.
3
Liquid Templating & Dynamic Content
Write Liquid tags, filters, and objects to render dynamic Dataverse data on pages. Build reusable page templates, web templates, and content snippets. Implement conditional display logic using Liquid control structures.
4
Forms, Lists & Data Interaction
Configure basic forms and multistep forms (previously "web forms") for data capture. Customise list views, enable column filtering and sorting, and implement entity permissions for row-level security.
5
Custom JavaScript, CSS & Bootstrap Theming
Inject custom JavaScript and CSS via web files. Override Bootstrap variables in the Theme editor. Integrate third-party libraries and write client-side validation without breaking portal security headers.
6
Portals Web API, Testing & Go-Live
Call the Portals Web API from JavaScript for live CRUD operations. Configure site checker recommendations, enable WAF rules, and perform pre-launch validation including GDPR consent banners and performance profiling.
Liquid TemplatesAzure AD B2CEntity PermissionsPortals Web APIBootstrap 5Multistep Forms
Canvas App Development
Low-code apps with full layout control using Power Apps
Teaches makers to design, build, and publish pixel-perfect canvas applications connected to Dataverse, SharePoint, SQL, and hundreds of connectors — with proper formula-driven logic, responsive layouts, and performance patterns.
1
Canvas Studio, Screens & Controls
Understand the Canvas App maker portal, screen navigation patterns, and the full control library. Add, configure, and theme controls using the properties panel. Set up named formulas and app-level variables.
2
Power Fx Formulas & Logic
Master Power Fx syntax including collections, local and global variables, If/Switch, Filter, LookUp, Patch, and Collect. Implement delegation-aware patterns for large datasets and understand the delegation warning system.
3
Data Sources & Connectors
Connect to Dataverse, SharePoint Lists, SQL Server, and custom connectors. Apply table-level and column-level filtering. Understand connector throttling, call limits, and offline caching strategies.
4
Responsive Design & Component Library
Build layouts that adapt to phone and tablet breakpoints using container controls. Create and publish reusable components with custom input/output properties. Manage shared component libraries across an organisation.
5
Performance, Error Handling & Testing
Profile apps with the Performance Monitor. Implement error handling with IfError and Notify. Write test cases using the Test Studio built into the maker portal. Identify and resolve delegation and concurrency issues.
6
Publishing, Sharing & ALM
Package canvas apps into solutions, set up environment variables for endpoint URLs, and publish through a CI/CD pipeline. Configure sharing, group assignment, and usage analytics via the Admin Centre.
Power FxDataverse ConnectorDelegationResponsive LayoutsComponent LibraryTest Studio
Power Automate Development
Automate business processes across the Microsoft 365 & D365 ecosystem
Covers cloud flows, desktop flows (RPA), and Dataverse-triggered automations from beginner patterns through to enterprise-grade exception handling, governance, and integration patterns.
1
Flow Types & Trigger Patterns
Understand automated, instant, scheduled, and desktop flows. Configure Dataverse row-event triggers, SharePoint triggers, HTTP request triggers, and recurrence schedules. Evaluate trigger conditions to reduce unnecessary runs.
2
Core Connectors & Actions
Work with Dataverse, Outlook, Teams, SharePoint, and OneDrive connectors. Use approval actions, adaptive card prompts, and response steps. Apply dynamic content and expression functions (formatDateTime, addDays, concat, json).
3
Control Flow — Conditions, Loops & Scopes
Build nested conditions, Apply to Each loops, Do Until patterns, and Switch blocks. Use Scope containers for structured error handling (Configure Run After). Understand concurrency control for parallel branches.
4
Variables, Expressions & JSON Manipulation
Initialise and update flow variables. Write advanced expressions using the workflow() and outputs() functions. Parse and compose JSON payloads with Schema generation. Use Select, Filter Array, and Union/Intersection actions.
5
Power Automate Desktop (RPA)
Record and edit desktop flows for legacy system automation. Trigger desktop flows from cloud flows via an on-premises data gateway. Handle UI selectors, error recovery, and screen-based conditional logic.
6
Governance, Monitoring & ALM
Use DLP policies to restrict connector usage. Monitor flow runs, configure email alerts on failure, and set up CoE Starter Kit dashboards. Package flows in solutions, set connection references, and automate deployments.
Cloud FlowsDesktop Flows / RPAApprovalsError HandlingDLP & CoE KitJSON / Expressions
Power BI Development
From data modelling to published, embedded reports and dashboards
A complete Power BI track covering data preparation, semantic model design, DAX measures, visual design, and enterprise deployment — including embedding reports inside D365 and Power Apps.
1
Power BI Desktop & Data Sources
Install and navigate Power BI Desktop. Connect to Dataverse, SQL, Excel, SharePoint, and REST APIs using Get Data. Understand DirectQuery vs. Import mode trade-offs and gateway requirements for on-premises sources.
2
Power Query (M Language) & Data Transformation
Shape data using the Power Query Editor — filter, merge, pivot, unpivot, add custom columns, and split columns. Write basic M expressions. Apply query folding principles to push transformation work to the source.
3
Data Modelling & Relationships
Build a star schema with fact and dimension tables. Configure relationships (one-to-many, bidirectional, weak), manage cross-filter direction, and understand role-playing dimensions and inactive relationships.
4
DAX Measures & Calculated Columns
Write CALCULATE, FILTER, ALL, RELATED, RANKX, and time-intelligence functions (SAMEPERIODLASTYEAR, TOTALYTD). Understand evaluation context, row vs. filter context, and iterator patterns. Build a reusable measure table.
5
Report Design, Visuals & Accessibility
Apply a corporate theme. Build bar, line, matrix, KPI, and map visuals. Configure drill-through, bookmarks, dynamic titles, and conditional formatting. Test report accessibility against WCAG 2.1 standards.
6
Publishing, Row-Level Security & Embedding
Publish to Power BI Service, configure row-level security (RLS) roles, and set up scheduled refresh. Embed reports in D365 dashboards and canvas apps using the Power BI visual. Manage workspaces and deployment pipelines.
Power Query / MDAXStar SchemaRow-Level SecurityDeployment PipelinesD365 Embedding
Integration with D365
Connect Dynamics 365 to ERPs, APIs, and external systems
An advanced technical programme on building reliable, scalable integrations between D365 and external systems — using the Dataverse Web API, Azure Integration Services, and the Power Platform connector framework.
1
Dataverse Web API & OData Fundamentals
Authenticate with OAuth 2.0 client credentials and delegated flows. Perform CRUD operations, batch requests ($batch), and execute bound/unbound actions. Apply OData query options: $filter, $select, $expand, $orderby, and $top.
2
Event-Driven Architecture — Webhooks & Service Bus
Configure Dataverse webhooks and Azure Service Bus topics as messaging endpoints. Register plugin steps on entity events to fire outbound messages. Handle retry, dead-letter queues, and idempotency for reliable messaging.
3
Azure Logic Apps & API Management
Build enterprise integration flows in Azure Logic Apps using the D365 and Dataverse connectors. Front integrations with Azure API Management for versioning, throttling, and security policies. Compare Logic Apps vs. Power Automate for integration scenarios.
4
Custom Connectors & Virtual Tables
Create custom connectors from an OpenAPI specification for use in Power Platform. Configure Virtual Tables (Virtual Entities) to surface data from external systems inside D365 without data replication.
5
ERP & Third-Party System Integration Patterns
Implement data synchronisation patterns for Finance & Operations, SAP, and Salesforce. Cover change-data-capture (CDC), canonical data models, conflict resolution, and error alerting strategies for bidirectional sync.
6
Monitoring, Security & Integration Governance
Monitor integration health with Azure Monitor and Application Insights. Apply connection reference governance in Power Platform. Document integration architecture using the C4 model and maintain an integration inventory register.
Dataverse Web APIAzure Service BusLogic AppsCustom ConnectorsVirtual TablesAPI ManagementOAuth 2.0
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What's included
Every track includes
Structured labs, reference materials, certification guidance, and a post-training Q&A session.
Step-by-step lab exercises
Sandbox environment access
Slide decks & reference guides
Microsoft certification alignment
30-day post-training support
Certificate of completion