Using Power Automate with CDS

ABOUT THE COURSE

In this course David Yack shares his experience building real world automations using Power Automate and the Common Data Service. You will quickly get up to speed on how to efficiently trigger flows based on CDS business data modifications, on a schedule, or on demand. The real magic starts to happen as you query and navigate data relationships. Using flow execution controls and expressions you will implement business logic like an expert. David also will cover advanced concepts like transactions and invoking custom developer created business logic using actions. After taking this class you will be ready to use Power Automate on your projects.

Who is this for

  • Anyone building projects with Common Data Service
  • Dynamics 365 consultants moving from Classic Workflow

What you will learn

  • All the basics in case you are new to building flows
  • How to choose the right CDS connector to use
  • How to configure and optimize your flows triggers
  • How to query data, including advanced query examples
  • All the details on using Create, Update and Delete
  • How to do transactional work with flow
  • How to navigate relationships and connect data
  • Use advanced actions to invoke developer business logic
  • Include your existing classic workflow activities in flow steps
  • How to develop an ALM strategy to move your flows between environments

What's included in the course

  • Work at your own pace - There are nine modules with high-definition videos. Take the class at the pace you want, when you have time available.
  • Gain hands on experience - Learn by doing the hands on labs to practice what you learned from the videos. We also provide support if you run into a problem completing our hands on labs.
  • FAQs - Most modules have a FAQ that we regularly update with new items.
  • Test your knowledge - Take the quiz at the end of each module to reinforce your learning.
  • Latest updates - Regular updates to content as Power Automate evolves.
  • Ask me anything - Got a question related to the content we don't cover, ask me.

COURSE INSTRUCTOR

David Yack

David Yack

David is the CTO of Colorado Technology Consultants based in Colorado and is recognized as a Microsoft MVP


Course Module Details

01 - Course Overview
  • Overview
    7 Minutes 
  • Lab - Setup Environment
    20 Minutes 
  • Vocabulary Updates for CDS/Dataverse Preview
    10 Minutes 
02 - The Basics
  • Overview
    12 Minutes 
  • Connector Actions
    4 Minutes 
  • Variables and Compose
    4 Minutes 
  • Conditions
    4 Minutes 
  • Loops
    4 Minutes 
  • Expression Basics
    4 Minutes 
  • Editing Tips
    2 Minutes 
  • FAQ
    10 Minutes 
  • Lab - Build a flow
    30 Minutes 
  • Test your knowledge
    10 Minutes 
03 - CDS Trigger Deep dive
  • Overview
    17 Minutes 
  • Run As
    7 Minutes 
  • Triggers in middle
    5 Minutes 
  • FAQ
    10 Minutes 
  • Test your knowledge
    10 Minutes 
04 - Querying Data
  • Get a Record
    11 Minutes 
  • List Record Basics
    7 Minutes 
  • List Records - FetchXML
    5 Minutes 
  • FetchXML Paging
    3 Minutes 
  • Filter Query Examples
    10 Minutes 
  • FAQ
    5 Minutes 
  • Lab - Query and Triggers
    45 Minutes 
  • Test your knowledge
    10 Minutes 
05 - Create, Update, Delete
  • Create,Update,Delete
    6 Minutes 
  • Execute Changeset
    4 Minutes 
  • FAQ
    10 Minutes 
  • Lab - Update
    30 Minutes 
  • Test your knowledge
    10 Minutes 
06 - Working with Relationships
  • Overview
    15 Minutes 
  • Lab - Relationships
    45 Minutes 
  • Test your knowledge
    10 Minutes 
07 - Using Actions
  • Actions
    8 Minutes 
  • Custom Workflow Activites
    4 Minutes 
  • Custom Actions
    5 Minutes 
  • Lab - Actions
    30 Minutes 
  • Test your knowledge
    10 Minutes 
08 - Moving from Classic
  • Moving from classic
    13 Minutes 
  • FAQ
    5 Minutes 
09 - ALM
  • ALM Overview
    17 Minutes 
  • Environment Vars
    5 Minutes 
  • Lab - Environment Vars
    30 Minutes