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MB-200: Microsoft Dynamics 365 Customer Engagement Core Course Outline

 (5 days)

Overview
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.

Join our globally recognized experts as they share with you the foundational knowledge to prepare you to build apps on the Power Platform.

Prerequisites
This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Familiarity of business applications and the desire to customize and implement them for your business.

Related Certifications
Microsoft Certified: Dynamics 365 for Marketing Functional Consultant Associate
Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate
Microsoft Certified: Dynamics 365 for Customer Service Functional Consultant Associate
Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

Who should attend
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.

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire

At Course Completion
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 userís 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.

Course Outline

MB-200T01: Dynamics 365: Power Platform applications

Module 1: 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
Module summary
After completing this module, you will be able to:
Identify common platform components and their uses.

Module 2: Data Modeling
In this module you will learn how to model data effectively using the platformís 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.

Module 3: 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
Module summary
After completing this module, you will be able to:
Create and modify forms, views, dashboards and other user experience components.

Module 4: 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
Module summary
After completing this module, you will be able to:
Create a canvas app.
Work with CDS data.

Module 5: Security
In this module you will learn how the platformís security model manages usersí experiences and access to both data and functionality.
Lessons
Security overview
Business units
Manage security roles
Manage teams
Configure hierarchy security
Module summary
After completing this module, you will be able to:
Create and use Business Units.
Create, modify and use Security Roles.

MB-200T02: Dynamics 365: Power Platform automation

Module 1: Platform Automation Overview
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
Module summary
After completing this module, you will be able to:
Identify common platform automation and their uses.

Module 2: 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
Module summary
After completing this module, you will be able to:
Create and use business rules._

Module 3: 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
Module summary
After completing this module, you will be able to:
Create and use workflows.

Module 4: 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.

Module 5: 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
Module summary
After completing this module, you will be able to:
Create and use business process flows.

MB-200T03: Dynamics 365: Power Platform integrations

Module 1: 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
Module summary
After completing this module, you will be able to:
Identify common integrations.
Configure and use email integration.

Module 2: 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
Module summary
After completing this module, you will be able to:
Configure and use integrations with Office products.

Module 3: 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
Module summary
After completing this module, you will be able to:
Import and export data.
Create and use data maps.
Perform bulk delete.

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

Module 1: 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
Module summary
After completing this module, students will be able to:
Enable and update first-party apps.
Install third-party apps.

Module 2: 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
Module summary
After completing this module, students will be able to:
Create, manage and deploy customizations with solutions.

Module 3: 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
Module summary
After completing this module, students will be able to:
Configure for mobile.
Deploy components.

Module 4: 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, students will be able to:
Create and use test plans.
Locate performance tuning tools.

View outline in Word

AMB200

Attend hands-on, instructor-led MB-200: Microsoft Dynamics 365 Customer Engagement Core training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

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