Master The Dataverse With These 4 Power Platform Apps

This workshop gives you the skills to solve four common and potentially expensive business problems using Dataverse. All four solutions require no coding skills. Microsoft Lists are great but can only take you so far before they become a bottleneck to your business.

Suitable For

Beginners

Duration

5 Hours Recording

Format

Workshop

Presenter

Geoff Ables MVP

What you'll learn:

Blue Certified Solution
  • How to use Model Driven apps and the Dataverse to create a scalable Sales CRM App for your business
  • How to use a Canvas App integrated with the Dynamics 365 for Sales, the Dataverse and Excel to create a Financial Forecasting App
  • What the Dataverse is and the different apps that use it, along with some Governance best practices
  • How to create an Issue Reporting App using Dataverse for Microsoft Teams for safe and secure storage
  • How to leverage the functionality of Power App Portals to create external Customer facing sites
  • How to integrate Apps with Teams, SharePoint, Dynamics & more using the Dataverse to host your data
Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$97.00 USD
Or
Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.

Agenda:

Part 1: Dataverse for Teams - Build an Issue Reporting App

  • Getting started with a template - Issue Reporting App
  • No-Code: Creating a custom Issue Reporting App
  • Low-Code: Expanding your app with advanced features
  • Part 2: The Dataverse and Model-Driven Apps - Build a Sales CRM App

  • Model-Driven Power Apps: Getting started with a template - Innovation Challenge
  • No-Code: Creating a Sales Pipeline/CRM App
  • Low-Code: Extending the app with advanced features
  • Understanding Model-Driven Power Apps:
    • The Dataverse
    • The User Interface
    • Security
    • Outlook Integration
    • Mobility
    • Teams and SharePoint Integration
  • Part 3: Power App Portals - Build a Customer and Partner Portal

  • No-Code: Getting started with a template - customer self-service portal
  • Low-Code: Creating a custom portal to share the Sales Pipeline App externally
  • How Power App Portals integrate with the Dataverse
  • Use cases of other Power App Portals
  • Part 4: Canvas Power Apps - Build a Financial Forecasting App

  • No-Code: Creating a cash flow forecast report integrating the Sales Pipeline App and Excel
  • Low-Code: Extending the app with advanced features
  • Part 5: The Meta Dataverse - Understanding the Dataverses

  • Environments for your Dataverses
  • Understanding Dataverse for Teams versus Dataverse
  • Upgrading your Issue Reporting App
  • First party Dataverse applications (Dynamics 365 Customer Engagement)
  • Build vs Buy - Dataverse Advantages
  • Governance: Creating a Citizen Developer Center of Excellence
  • Description:

    You'll learn how to utilise Dataverse with Teams as well as how to create Model-Driven, Portal, and Canvas Power Apps that will help you take the no-code/low code revolution into your business.

    Here's what you will build:

    • A Sales CRM solution using a Model Driven App
    • Financial Forecasting App with Power Apps Canvas Apps
    • An issue reporting solution with Dataverse for Teams
    • Customer and Partner Portal with Power Apps Portals

    This training includes:

    • 5 hours of training
    • Access to the Collab365 Academy
    • Workshop Resources
    • Watch on Desktop or Mobile

    Thoughts from the Collab365 Team:

    Question: Do You Want to Accelerate Productivity In Your Organisation?

    And do you find topics like Dataverse and Power Apps intimidating?

    In this 5 hour workshop Geoff is going to show you how to create sophisticated applications using the Dataverse even if you have never written a line of code in your life!

    So the big question is .. would this Workshop benefit you? (Click 'Read more' to find out)

    Would this Workshop benefit me?

    If you can answer "YES!!!" to any of the questions below, you will get a lot of value by attending the Workshop!

    •  Are you and your team frustrated with your IT team never quite getting to your requests [Yes / No]
    • Are you an IT Team that wants to be able to deliver apps faster [Yes / No]
    • You already have Apps working but want a better, more secure and performant way to manage and store the related data [Yes / No]
    • Do you want to learn how to build a Sales CRM App using Dataverse and Model Driven Apps [Yes / No]
    • Do you want to know how to build a Customer Partner Portal using Power Apps Portals with Dataverse [Yes / No]
    • Do you want to know how to use a Canvas App and Dataverse to help build a Financial forecasting App [Yes / No]
    • Do you want help becoming a Power Platform and Dataverse expert [Yes / No]

    If you answered "Yes" to any of the above questions, scroll down below to see what we cover in the Workshop.

    100% Satisfaction guaranteed

    100% Guaranteed

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Meet your workshop host:

    Geoff Ables MVP

    Geoff Ables MVP

    Bestselling author, Microsoft MVP, MCT, and international keynote speaker, Geoff Ables is a thought leader on digital customer and employee engagement.

    Geoff co-authored the "Dynamics CRM 2011 Administrator Bible" and his most recent book, "The LUCK Principle," delivers fresh insight and inspiration into creating people-centric digital workplaces. Geoff is an avid motorcycle and wine enthusiast and has appeared as a guest on "The Impractical Jokers." 

    Frequently Asked questions:

    Can I get an invoice?

    As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

    Can I get refund?

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Can I buy a team or multi-user pass?

    Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

    Can I share the videos and ebooks?

    No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

    Who do I contact if there's a problem?

    Send us an email at hello@collab365.com and we can help. 

    Can I cancel my subscription?

    Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

    How do I get my certifications?

    If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

    What is included in the Platinum Plan?

    The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

    • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
    • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
    • Membership in an active community of 10,000 learners for peer support and networking.
    • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
    • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
    • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

    What is not included in the Platinum Plan?

    While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

    • One-on-one coaching sessions and personalized, coached training programs.*
    • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
    • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
    • External certifications or formal accreditation from third-party institutions.

    *Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

    Tell me more about the "Build Your Intranet" Program

    Availability for the 'Build Your Intranet Program' is strictly limited and allocation will be determined on a first-come, first-served basis. This promotional offer is exclusively available to purchasers of this All-Access Pass and is subject to the terms and conditions of sale. We reserve the right to modify or withdraw this offer at any time without prior notice.

    I have a Platinum Plan or Lifetime, Should I Buy This?

    If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)

    • Personal

    • Teams

    Purchase this training only:
    Get immediate access to this training content with a one-off purchase.
    $97.00 USD
    Or
    Subscribe to all of the training in the Collab365 Academy:
    Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.