Dynamics 365 Customer Engagement Core (MB-200)

Level: Intermediate

Prepare for the official Microsoft Customer Engagement Core certification exam MB-200 in this 5-day Dynamics 365 course. Exam MB-200 is a starting point for four different Dynamics 365 Associate exams. 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.

Key Features of this Dynamics 365 Customer Engagement Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption

You Will Learn How To:

  • Identify platform components.
  • Effectively model data.
  • Build a basic model driven application on the Power Platform.
  • Identify when to use what automation.
  • Create and use Microsoft Flows.
  • Identify key integration scenarios.
  • Install third-party applications.

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In Class & Live, Online Training

  • 5-day instructor-led training course
  • Microsoft Certified training
  • SATV eligible
  • One-on-one after course instructor coaching
  • Pay later by invoice -OR- at the time of checkout by credit card
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Standard £2395

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In Class & Live, Online Training

Note: This course runs for 5 Days

  • 18 - 22 Nov 2:00 PM - 9:30 PM GMT Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

  • 2 - 6 Dec 2:00 PM - 9:30 PM GMT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 16 - 20 Dec 2:00 PM - 9:30 PM GMT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • 10 - 14 Feb 2:00 PM - 9:30 PM GMT Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

  • 24 - 28 Feb 2:00 PM - 9:30 PM GMT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 16 - 20 Mar 1:00 PM - 8:30 PM GMT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • 11 - 15 May 2:00 PM - 9:30 PM BST Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

  • 1 - 5 Jun 2:00 PM - 9:30 PM BST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 15 - 19 Jun 2:00 PM - 9:30 PM BST New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

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Dynamics 365 Customer Engagement Course Information

  • Requirements

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

  • Who Should Attend This Course

    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.

  • Microsoft Exam Information

    This course can help you prepare for the following Microsoft role-based certification exam — AI-100: Designing and Implementing an Azure AI Solution

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.

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Dynamics 365 Customer Engagement FAQs

  • Is this course one of the new releases under Microsoft’s role-based competencies?

    Yes, this Dynamics 365 Customer Engagement course is part of their new role-based competencies and certifications that shift the focus from product knowledge to a skills-based approach based on specific job roles.

  • What follow-on certifications does this Dynamics 365 Fundamentals certification lead to?

    This 1-day course is a helpful starting point for individuals just starting in technology or thinking about a career change & is an optional prerequisite to several Dynamics 365 Associate certifications.
  • Exam MB-200 is the initial exam for what four Dynamics 365 Certifications?

    Exam MB-200 is the starting point for the following Associate Certifications:

    • Sales Functional Consultant
    • Marketing Functional Consultant
    • Customer Service Functional Consultant
    • Field Service Functional Consultant
  • What is the Microsoft Power Platform?

    The Microsoft Power Platform helps organisations optimise their operations by automating routine tasks and standardising best practises.
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