MCSE-MB200 Dynamics 365 Power Platform Developer Bootcamp (5 Days)
This course helps you prepare for Exam MB-200: Customer Engagement Core and to earn the Exam MB-200 certification badge. The Exam MB-200 badge is a very important key prerequisite that opens a potential to earn four (4) Dynamics 365 for Customer Engagement (CRM) Associate Badges on the Business Applications Role Certification path. This class, Dynamics 365 Power Platform Developer Bootcamp, helps you prepare to earn the Exam MB-200 certification badge. This course also helps you prepare for Exam MB-200: Microsoft Dynamics 365 Customer Engagement Core.
To help prepare for passing exam MB-200 and earning the MB-200 exam badge, it is important to know how to implement a complete application lifecycle management (ALM) process for Dynamics 365 and the underlying Power Platform; how to migrate objects and data from external and legacy systems; how to leverage Power Platform to integrate and synchronize the Dynamics products; how to manage the Power Platform environment, and more - and this course teaches you this knowledge and helps you prepare for this exam.
The Power Platform accelerates your organization with PowerApps (also occasionally known as Power Apps), Microsoft Flow, and Automation of Business Process Flows and Business Processes, as well as integrations through connecting with other systems. You can also test and deploy custom apps quickly and easily.
This course covers the material from the following courses:
- MB-200T01-A Dynamics: Power platform fundamentals
- MB-200T02-A Dynamics Power platform automation
- MB-200T03-A Dynamics Power platform integrations
- MB-200T04-A Dynamics: Power platform test and deploy
Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Prerequisite
Familiarity of business applications and the desire to customize and implement them for your business.
Audience Profile
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.
At Course Completion
After completing this course, you will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Course Outline
Module 1: Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.
Lessons
- Sales overview
- Configuring Sales
Module summary
After completing this module, you will be able to:
- Install and configure the sales application.
- Identify common sales scenarios.
Module 2: Working with Opportunities
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
Lessons
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
Module summary
After completing this module, you will be able to:
- Create customer records.
- Use sales tooling.
Module 3: Quotes to Orders
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.
Lessons
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
Module summary
After completing this module, you will be able to:
- Create and use the product catalog.
- Add quotes to opportunities.
- Complete a sale with an order.
Module 4: Sales Analytics and Insights
In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.
Lessons
- Overview
- Power BI
- AI for Sales
Module summary
After completing this module, you will be able to:
- Create and use goals.
- Integrate with PowerBI.
- Enable Sales AI functionality.