Identify Microsoft Platform Components for D365 Flashcards
Integration capabilities across MS products
Outlook - view information about Dynamics 365 contacts and leads while you’re working in Outlook. It allows you to view the information in the context of email messages, meetings, or appointments. For example, view phone numbers, company name, last and next activities, and recent records from Dynamics 365.
Word - generate standardized documents about Dynamics 365 records using Microsoft Dataverse data. You can create organizational templates to simplify document generation.
Excel - share Dataverse data with individuals or organizations that don’t have a Power Platform license.
Excel templates allow users to create up-to-date Excel reports without needing knowledge of Excel formulas, charts, or pivot tables.
D365 Cloud Security
encryption - TLS encryption (transport layer security) between customers and MS DCs. Model-driven apps use SQL cell level encryption for sensitive entities. Helps orgs achieve FIPS 140-2. MS Dataverse uses SQL Server Transparent Data Encryption (TDE)
authentication - Azure AD conditional access enforces organisational policies
data ownership- will only use data in agreed way, will not give to advertisers or mine. Will get rid of data if you leave service
data center access - layered approach, physical security of DCs
Single Sign On (SSO) - adds security and convenience
Data loss protection (DLP) - prevent accidental sharing of sensitive information
industry standard certifications (including GDPR)
Benefits of role-based security
app role-based security
leveraging security roles
streamlined user experience
out-of-the-box security roles
Business value of MS Cloud
Cost Global Performance Scalable, elastic, and flexible Productivity Reliability
Dynamics Lifecycle Services (LCS) helps you manage the application lifecycle of your Microsoft Dynamics 365 Finance or Microsoft Dynamics 365 Supply Chain Management implementations. LCS is an Azure-based collaboration portal that provides an environment and a set of regularly updated services.
For the following Dynamics 365 applications, you should use LCS for deployment:
Dynamics 365 Finance
Dynamics 365 Supply Chain Management
Dynamics 365 Commerce
Dynamics 365 Human Resources
For other Dynamics 365 business applications, such as the following list, your primary deployments will be online using a standard development-test-production set of environments:
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Marketing
Dynamics 365 Field Service
Azure DevOps helps your team release Dynamics 365 projects in a more efficient, cooperative, and stable manner.
Use cases for power platform in D365
Power Apps - app development
model-driven apps - based on the data model, component-focused approach, system determines layout
canvas apps - drag elements on a canvas, integrate business data from different sources. excel like expressions. Designer has control over layout
Power BI - business analytics Power Automate - process automation, no code/low code e.g. send all POs to manager for approval AI Builder - predict outcomes Power Virtual Agents - bots Common Data Model
Benefits of Common Data Service
The standard table design in a Dataverse database is based on an open data model standard called Common Data Model
analytics - Dataverse allows you to connect to your data using Power BI Desktop to create reports and publish them to Power BI. From Power BI, you can use reports in dashboards, share reports to other users, and access cross platform reports on Power BI mobile apps.
extensibility - You can adapt and extend the Common Data Model schema easily using the same metadata system to describe tables, relationships, and semantic meaning. Use the open source standard definitions alongside your customized schema to meet your unique business need.
interoperability - Dataverse integrates data from multiple sources into a single store. You can use the store in Power Apps, Power Automate, and Power BI along with data already available from your Dynamics 365 applications.
consistency - You store data within Dataverse in a set of tables. By defining a set of over 200 standard business tables, the Common Data Model makes it easier for both you and third parties to build apps. You can tailor the model to your specific business needs by extending with custom tables and columns.
Common Data Model - The standard table design in a Dataverse database is based on an open data model standard called Common Data Model. Common Data Model is a logical design that includes a set of standardized, extensible data tables and relationships that Microsoft and its partners have published in an industry-wide initiative called the Open Data Initiative.
The Common Data Model provides a standard common language and data model with the goal of unified, intelligent, and enhanced data that communicates across channels, environments, and business processes.
D365 Reporting Capabilities
built in reporting
role-based reporting - Views, charts, dashboards, reports (based on security role access)
extensible reporting- standard way of financial reporting
integration capabilities across Dynamics 365 apps
For model-driven apps - The Data Integrator is a point-to-point integration service used to integrate data into Dataverse. It supports integrating data from multiple sources including:
Dynamics 365 Finance and Supply Chain Management.
Dynamics 365 Sales.
Salesforce.com.
Integration capabilities with third-party apps
Microsoft AppSource - find apps to add to your business solutions
D365 Customer Insights - flexible customer data platform. Bring data together from different sources with connectors
Adobe Experience Cloud - Marketing Cloud, Analytics cloud, advertising cloud. Integrate with data from model-driven apps