(Dynamics 365 Customer Engagement Core (MB-200

מק"ט: #22906 | משך קורס: 40 שעות אק'
| מספר מפגשים: 5

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 for Dynamics 365 Customer Engagement Core covers the following topics:

  • Dynamics 365: Power Platform applications (MB-200T01)
  • Dynamics 365: Power Platform automation (MB-200T02)
  • Dynamics 365: Power Platform integrations (MB-200T03)
  • Dynamics 365: Power Platform test and deploy (MB-200T04)

Relevant certification exam: MB-200.

*שדות חובה
PDF version

מטרות

  • 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. 

קהל יעד

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.

תנאי קדם

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.

נושאים

Day 1 & 2 - Dynamics 365: Power Platform applications (MB-200T01)

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.

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

Module 2: Data Modeling

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

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

Module 3: Model Driven Apps

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

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

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.

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

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.

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

 

Day 3 - Dynamics 365: Power Platform automation (MB-200T02)

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.

  • Platform automation overview
  • Module summary

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.

  • Introduction to business rules
  • Additional business rule details
  • Module summary

Module 3: Workflows

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

  • Introduction to workflows
  • Building workflows
  • Advanced workflow
  • Module summary

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.

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

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.

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

 

Day 4 - Dynamics 365: Power Platform integrations (MB-200T03)

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.

  • Overview of common scenarios
  • Email integration
  • Outlook integration
  • Module summary

Module 2: Integration with Office

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

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional Integrations
  • Module summary

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.

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

 

Day 5 - Dynamics 365: Power Platform test and deploy (MB-200T04)

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.

  • Overview
  • Manage applications
  • Module summary

Module 2: Manage Solutions

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

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

Module 3: Additional Deployment Considerations

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

  • Configure
  • Mobile configuration settings
  • Mobile configuration
  • Module summary

Module 4: Documentation and Testing

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

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

 

 

תגיות