Exam MB-200: Microsoft Dynamics 365 Customer Engagement Core
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.
Skills measured
- Perform discovery, planning, and analysis
- Manage user experience design
- Manage entities and data
- Implement security
- Implement integration
- Perform solutions deployment and testing
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Module 1: Perform discovery, planning, and analysis (5-10%)
- Lesson 1: Create and validate documentation (Create and validate documentation)
- Lesson 2: Create high-level entity relationship diagram
- Lesson 3: Create and document mock-ups
- Lesson 4: Identify document data for migration and integration
- Lesson 5: Determine out of the box (OOB) functionality
- Lesson 6: Validate functional requirements
- Lesson 7: Select artifacts necessary for a proof of concept (POC) of functional solution designs
- Lesson 8: Perform continuous collaboration with customer (Perform continuous collaboration with customer )
- Lesson 9: Perform an audit
- Lesson 10: Identify artifacts to be recorded in change logs
- Lesson 11: Select between managed and unmanaged solutions
- Lesson 12: Identify components for entities
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Module 2: Manage user experience design (20-25%)
- Lesson 1: Configure settings to meet minimal capabilities (Create and configure apps)
- Lesson 2 : Configure out of the box and custom items to meet minimal capabilities specified
- Lesson 3: Create and configure dashboards
- Lesson 4: Create and configure forms
- Lesson 5: Create and configure charts
- Lesson 6: Create and manage reports
- Lesson 7: Create and configure views
- Lesson 8: Design site map
- Lesson 9: Export or import field translation
- Lesson 10: Configure mobile settings
- Lesson 11: Identify available templates in Dynamics 365 (Create and configure templates)
- Lesson 12: Create email templates
- Lesson 13: Create Excel templates
- Lesson 14: Create Word templates
- Lesson 15: Configure a business rule (Create and manage processes)
- Lesson 16: Configure a business process flow
- Lesson 17: Configure a workflow
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Module 3: Manage entities and data (15-20%)
- Lesson 1: Create new or an modify existing entity (Modify an existing data model)
- Lesson 2: Create new or modify existing relationships
- Lesson 3: Create new or modify existing fields
- Lesson 4: Manage accounts and contacts
- Lesson 5: Import data by using the import data wizard (Import and export data)
- Lesson 6: Export data from Dynamics 365
- Lesson 7: Create data templates
- Lesson 8: Design site map
- Lesson 9: Identify source fields to Dynamics 365 Fields mapping
- Lesson 10: Save mappings to template
- Lesson 11: Perform data cleanup (Manage data)
- Lesson 12: Mitigate data loading risks
- Lesson 13: Mitigate excessive database growth
- Lesson 14: Configure bulk record deletion
- Lesson 15: Configure duplicate detection setting
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Module 4: Implement security (5-10%)
- Lesson 1: Identify Dynamics 365 security role assignments (Configure security in Office 365)
- Lesson 2: Add users to security group administration
- Lesson 3: Manage security roles (Configure security settings)
- Lesson 4: Manage users
- Lesson 5: Manage teams
- Lesson 6: Create and manage field security profiles
- Lesson 7: Configure hierarchy security
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Module 5: Implement integration (15-20%)
- Lesson 1: Identify required client software requirements (Configure Outlook add-in)
- Lesson 2: Identify required server software requirements
- Lesson 3: Configure server-side sync
- Lesson 4: Develop a plan to deploy outlook app to users
- Lesson 5: Perform unit testing
- Lesson 6: Identify minimum application and operation system environments
- Lesson 7: Configure email mailboxes (Configure email integration)
- Lesson 8: Configure email protocols
- Lesson 9: Configure email settings
- Lesson 10: Enable server-side synchronization
- Lesson 11: Enable dynamics 365 app for outlook
- Lesson 12: Determine enabled Office 365 capabilities (Integrate with Office 365)
- Lesson 13: Design sharepoint online folder configuration architecture
- Lesson 14: Create sharepoint sites and document locations
- Lesson 15: Integrate onenote, integrate onedrive for Business
- Lesson 16: Configure integration with the Office 365 toolset
- Lesson 17: Validate integrity of data in sharepoint
- Lesson 18: Integrate data by using Excel data online
- Lesson 19: Create service connections (Create, configure, and maintain Microsoft Flows)
- Lesson 20: Configure source and target fields
- Lesson 21: Create, validate, and execute Microsoft Flow logic
- Lesson 22: Share flows with other users
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Module 6: Perform solutions deployment and testing (25-30%)
- Lesson 1: Determine whether to use managed or unmanaged solution (Manage environments)
- Lesson 2: Determine subcomponents to include in solution
- Lesson 3: Create or use a custom publisher
- Lesson 4: Migrate from sandbox environments
- Lesson 5: Administer environments
- Lesson 6: Configure environments
- Lesson 7: Manage applications using the dynamics 365 administration center (Manage applications)
- Lesson 8: Manage dynamics 365 applications using solutions
- Lesson 9: Configure connection rolesson
- Lesson 10: Configure language and locales
- Lesson 11: Configure currencies
- Lesson 12: Configure subjects
- Lesson 13: Configure custom help
- Lesson 14: Configure session and inactivity timeouts
- Lesson 15: Manage global audit settings
- Lesson 16: Configure audit user access
- Lesson 17: Manage audit logs
- Lesson 18: Manage entity and field auditing
- Lesson 19: Configure relevant search
- Lesson 20: Configure quickfind settings
- Lesson 21: Configure categorized search
- Lesson 22: Create system, performance, unit, and regression testing scripts
- Lesson 23: Perform performance tuning
- Lesson 24: Perform optimization testing
- Lesson 25: Verify network capacity and throughput by using the dynamics 365 diagnostics tool
- Lesson 26: Perform data query performance
- Lesson 27: Create solutions (Manage solutions)
- Lesson 28: Create solutions
- Lesson 29: Export solutions
- Lesson 30: Import solutions
- Lesson 31: Distribute solutions and patches
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