Dynamics 365 Customer Engagement Core (MB-200)

Dynamics 365 Customer Engagement Course Outline

• Part 1: MB-200T01-A: 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 Modelling

  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
  • Internationalising
  • 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
  • Customising 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 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
  • Module summary
     

  After completing this module, you will be able to:

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

• Part 2:MB-200T02-A: 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.

• Part 3: MB-200T03-A: 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.

• Part 4:MB-200T04-A: 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 customisations 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 optimisation 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.