Dynamics 365 Customer Engagement Core (5 Days – Microsoft 365 Exam MB-200)

Dynamics 365 Customer Engagement Core (5 Days - Microsoft 365 Exam MB-200)

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings.

This course will provide you with a detailed hands-on experience of customizing the core features of Dynamics 365 Customer Engagement.
The focus is on learning the requirements to customize and deploy a Dynamics 365 implementation. You will use and understand how the platform tools that are provided can be leveraged to create custom objects, modify the user interface and other specific customizations.

Audience profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

This course is designed for persons who are aspiring to achieve the Dynamics 365 for Sales Functional Consultant Associate certification. Microsoft Dynamics 365 for Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics. This certification requires the completion of 2 exams - Exam MB-200: Dynamics 365 Customer Engagement Core & Exam MB-210: Dynamics 365 for Sales.

This class contains the following Microsoft Official Courseware and can help prepare you for the Exam MB-200: Dynamics 365 Customer Engagement Core.
Dynamics 365: Power Platform Applications (MB-200T01 – 2 Days)
Dynamics 365: Power Platform Automation (MB-200T02 – 1 Day)
Dynamics 365: Power Platform Integrations (MB-200T03 – 1 Day)
Dynamics 365: Power Platform Test and Deploy (MB-200T04 – 1 Day)

After completing this course, you will be able to:

  • Identify platform components.
  • Understand administrator options.
  • Effectively model data.
  • Build a basic model driven application on the Power Platform.
  • Build a basic canvas application on the Power Platform.
  • Manage user’s access to data and functionality using security.
  • Identify automation options available in the Power Platform.
  • Identify when to use what automation.
  • Create and use business rules.
  • Create and use workflows.
  • Create and use Microsoft Flows.
  • Create and use business process flows.
  • Identify key integration scenarios.
  • Configure and use integrated email.
  • Configure and use Outlook integration.
  • Configure and use additional Office integrations.
  • Import and export data.
  • Enable and update first-party applications.
  • Install third-party applications.
  • Configure managed and unmanaged solutions.
  • Update and patch solutions.
  • Distribute solutions.

Computers are Required
Each student must have their own Dynamics 365 application for the duration of the class. You will be provided with details on how to set up an environment prior to your class.
This training includes interactive lessons and hands-on labs, please have your PC ready with audio/video capabilities. We recommend using a modern browser for the richest hands-on experience.
Students should allow some time before or after class hours to continue hands-on labs (approx 1 hour daily).

Dynamics 365: Power Platform applications (MB-200T01)

Platform Overview

In this module you will learn the basics of the Power Platform. You will tour the various administrator portals and options as well as install applications.

Lessons

  • Overview
  • Configure Power Platform environments
  • Creating applications
  • Discovery and planning

After completing this module, you will be able to:
Identify common platform components and their uses.

Data Modeling

In this module you will learn how to model data effectively using the platform’s entities, attributes and relationships.

Lessons

  • Data model fundamentals
  • Relationships
  • Other entity options
  • Other field options
  • Internationalizing
  • Module summary

After completing this module, you will be able to:
Create and use relationships and entities.

Model Driven Apps

In this module you will learn about model driven applications and how to configure and use them.

Lessons

  • Configure model-driven apps
  • Configure model-driven forms
  • Configure views
  • Configure model-driven charts
  • Configure model-driven dashboards
  • Configure reports

After completing this module, you will be able to:
Create and modify forms, views, dashboards and other user experience components.

Canvas Apps

In this module you will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven.

Lessons

  • Application fundamentals
  • Working with data and services
  • Customizing the user experience
  • Integration with model-driven apps

After completing this module, you will be able to:

  • Create a canvas app
  • Work with CDS data.

Security

In this module you will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

  • Security overview
  • Business units
  • Manage security roles
  • Manage teams
  • Configure hierarchy security

After completing this module, you will be able to:

  • Create and use Business Units.
  • Create, modify and use Security Roles.

Dynamics 365: Power Platform automation (MB-200T02)

Duration: 1 Day

Platform Automation

In this module you will learn the basics of the Power Platform automation capabilities. You will learn the need for automation and how you can map the needs to the capabilities.
Lessons

  • Platform automation overview

After completing this module, you will be able to:
Identify common platform automation and their uses.

Business Rules

In this module you will learn how to build and use business rules and how they work alongside other platform automations.

Lessons

  • Introduction to business rules
  • Additional business rule details

After completing this module, you will be able to:
Create and use business rules.

Workflows

In this module you will learn how to build and use workflows and how they work alongside other platform automations.
Lessons

  • Introduction to workflows
  • Building workflows
  • Advanced workflow

After completing this module, you will be able to:
Create and use workflows.

Microsoft Flows

In this module you will learn how to build and use Microsoft Flows and how they work alongside other platform automations.
Lessons

  • Introduction to Microsoft Flow
  • Other flow concepts
  • Working with CDS
  • Building approval flows
  • Starting from apps
  • Flow deployment considerations
  • Module summary

After completing this module, you will be able to:
Create and use Microsoft Flows.

Business Process Flows

In this module you will learn how to build and use business process flows and how they work alongside other platform automations.
Lessons

  • Introduction to business process flows
  • Configure business process flows
  • Additional business process flows details

After completing this module, you will be able to:
Create and use business process flows.

Dynamics 365: Power Platform integrations (MB-200T03)

Duration: 1 Day

Introduction to Integrations

In this module you will learn the basics of the Power Platform integration capabilities. You will learn how to configure and use email integrations.

Lessons

  • Overview of common scenarios
  • Email integration
  • Outlook integration

After completing this module, you will be able to:
Identify common integrations.
Configure and use email integration.

Integration with Office

In this module you will learn how to integrate with common Office products to include OneNote, Word and Excel.

Lessons

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional Integrations

After completing this module, you will be able to:
Configure and use integrations with Office products.

Managing Data

In this module you will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

  • Managing data overview
  • Duplicate detection
  • Importing data
  • Exporting data
  • Bulk delete

After completing this module, you will be able to:
Import and export data.
Create and use data maps.
Perform bulk delete.

Dynamics 365: Power Platform test and deploy (MB-200T04)

Duration: 1 Day

Manage Instances and Applications

In this module you will learn how to enable and update first-party applications; install third-party apps and configure using admin portals.

Lessons

  • Overview
  • Manage applications

After completing this module, you will be able to:
Enable and update first-party apps.
Install third-party apps.

Manage Solutions

In this module you will learn how to create manage and deploy solutions.

Lessons

  • Solution concepts
  • Planning and creating solutions
  • Working with solution components
  • Distributing solutions
  • Working with managed solutions

After completing this module, you will be able to:
Create, manage and deploy customizations with solutions.

Additional Deployment Considerations

In this module you will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

  • Configure
  • Mobile configuration settings
  • Mobile configuration

After completing this module, you will be able to:
Configure for mobile.
Deploy components.

Documentation and Testing

In this module you will learn how to design test plans and perform performance tuning.

Lessons

  • Creating test plans
  • User interface testing
  • Performance optimization and tuning
  • Documentation
  • Engage with the customer
  • Module summary

After completing this module, you will be able to:
Create and use test plans.
Locate performance tuning tools.

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