MB-200: Microsoft Dynamics 365 Customer Engagement Core

  

 

Duración: 25 horas lectivas

Audiencia

Un consultor funcional de Dynamics 365 Customer Engagement es responsable de realizar el descubrimiento, capturar requisitos, involucrar a expertos en la materia y partes interesadas, traducir los requisitos y configurar la solución y las aplicaciones. El Consultor Funcional implementa una solución usando extensibilidad sin código, integraciones de aplicaciones y servicios.

Requisitos previos

No se requieren requisitos previos para realizar este curso

Objetivos

Microsoft Power Platform ayuda a las organizaciones a optimizar sus operaciones al automatizar las tareas de rutina y estandarizar las mejores prácticas. Esta capacitación proporciona una descripción general de alto nivel de las capacidades de Microsoft Dynamics 365 y Power Platform y proporciona una base para otras ofertas de capacitación de Microsoft Dynamics 365 y Power Platform.

Temario

Module 1: Platform Overview

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

Module 2: Data Modeling

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

Module 3: Model Driven Apps

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

Module 4: Canvas Apps

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

Module 5: Security

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

Module 6: Platform Automation Overview

  • Platform automation overview

Module 7: Business Rules

  • Introduction to business rules
  • Additional business rule details

Module 8: Workflows

  • Introduction to workflows
  • Building workflows
  • Advanced workflow

Module 9: Microsoft Flows

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

Module 10: Business Process Flows

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

Module 11: Introduction to Integrations

  • Overview of common scenarios
  • Email integration
  • Outlook integration

Module 12: Integration with Office

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional Integrations

Module 13: Managing Data

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

Module 14: Manage Instances and Applications

  • Overview
  • Manage applications

Module 15: Manage Solutions

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

Module 16: Additional Deployment Considerations

  • Configure
  • Mobile configuration settings
  • Mobile configuration

Module 17: Documentation and Testing

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

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