MB-200: Microsoft Power Platform + Dynamics 365 Core

Learn the basics of AI Builder usage in Power Automate and how it can benefit your organization. 

Power Automate is an online workflow service that automates actions across the most common apps and services.

Power Automate is an online workflow service that automates actions across the most common apps and services. In this module, you’ll build more advanced flows to streamline your business, save time, and work more efficiently.

Tenant and environment admins use the Power Automate Admin center to manage data policies and environments for Power Automate deployments.

Automate your approval processes, infuse intelligence, and integrate legacy apps with Power Automate, UI flows, and AI Builder, which are all part of Microsoft Power Platform.

Extend Common Data Service interaction to external and internal audiences such as customers, partners, and employees. Use portals to set up an interactive, web-based sales, services, support, and social engagement application platform to connect with customers, engage with communities, manage site content, and empower your channel partners. Empower anyone inside or outside your organization to interact with Common Data Service data by using portals.

This module focuses on the Power Apps portals architecture, such as how the various components work together to build a portal. Additionally, it explains how the components are installed and come to together in a working portal. The module also describes the maker and configuration tools that you can use to build and customize Power Apps portals.

Dynamics 365 starter portals are pre-configured portal solutions that are available to help accelerate deployment. Typical portal projects will have unique requirements, but a starter portal provides an environment that is immediately suitable for specific scenarios and audiences.

Portal makers spend the majority of their time configuring portals by using Microsoft Power Apps portals Studio. It is important that portal makers have a full understanding of the capabilities and also the limitations of using portals Studio. This module will focus on understanding and using Power Apps portals Studio to create and customize portal websites. Power Apps portals Studio allows makers to add and configure webpages, layout components, static content, custom CSS files, entity lists, and entity forms.

Power Apps portals provide a common set of core features to app makers to build powerful portal applications. Numerous Power Apps features map directly to Microsoft Dynamics 365 apps that are specific to particular business requirements and external audiences. Other Dynamics 365 applications, such as Marketing and Supply Chain Management, also use components of portals or alternate technologies.

Create custom Power Apps portal web templates.

The ability to easily surface and interact with Common Data Service data on a website is one of the core benefits for implementing a Power Apps portal. There are several methods to surface and display Common Data Service data and having an understanding of the different options will result in successful portal implementations. This module will focus on the techniques and methods to display and interact with Common Data Service data on the Power Apps portal.

The world of business software applications has embraced a movement toward building apps using low-code/no-code methods. This is one of the pillars of the Power Platform including Power Apps portals. However, in many projects there is often a set of functionality or features that can only be addressed with advanced software development techniques. This module will focus on understanding and extending portal functionality using software development as well as the use of Application Lifecycle Management (ALM) techniques to deploy portals.

Do you want to quickly build apps with little to no code? This module will focus on the building blocks of Common Data Service and model-driven apps. These key components will help you build quick business apps in your organization.

Common Data Service lets you securely store and manage data that’s used by business applications. Standard and custom entities within Common Data Service provide a secure and cloud-based storage option for your data.

Model-driven app design is an approach that focuses on quickly adding components to your apps. These components include dashboards, forms, views, and charts. With little or no code, you can make apps that are simple or complex.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

In this module, you’ll learn about forms, grids, views, charts and dashboards that can be used in model driven apps.

Learn the basics of Power Apps and how you can use it in your organization.

Learn how to customize an app by adding controls, images, and logic.

Manage app versions, app sharing, and environments in Power Apps.

How can you find, collect, and clean data from different sources? Power BI is a tool for making sense of your data. You will learn tricks to make data-gathering easier.

Learn what Power BI is, including its building blocks and how they work together.

Connect Power BI to multiple data sources to create reports. Define the relationship between your data sources.

Create and customize visuals to present data in compelling and insightful ways.

Turn your business intelligence data into data insights by creating and configuring Power BI dashboards.

Publish and share your Power BI reports and dashboards to teammates in your organization or to everyone on the web.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Extend the Dynamics 365 Customer Engagement apps such as sales, customer service, marketing, field service, project service automation, and Dynamics 365 custom apps to external and internal audiences such as customers, partners, and employees. Use portals to set up an interactive, web-based sales, services, support, and social engagement application platform to connect with the customers, engage with communities, manage site content, and empower your channel partners. Implementation of a portal solution requires a broad understanding of the capabilities of Dynamics 365 Portals, their structure and components. Dynamics 365 Portals are designed for interaction with the internal and external audiences, there are additional requirements for content management and design, as well as the need to secure the content.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Dynamics 365 Starter portals are pre-configured portal solutions available to accelerate deployment. Typical portal projects will have unique requirements but a starter portal provides an environment immediately suitable for specific scenarios and audiences.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Administration and support functions of the Dynamics 365 Administration Center are used to provision and maintain portals. In addition to managing portal and assisting customizers with portal troubleshooting, administrator’s responsibility may include migration of the portal configuration between the Dynamics 365 instances.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Dynamics 365 portals provide a powerful option to surface content and Common Data Service data to an external audience. Understanding on how portals extend and work within context of Dynamics 365 and how the components work together will assist users in planning, designing and troubleshooting portal implementations.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

As an individual, the external user may have a number of identities from which to choose when registering and accessing a portal. It is important to understand the different ways to onboard portal users and the options that can be made available to portal users for validating their identity and maintaining their profiles.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Create engaging content for the internal and external audiences using Dynamics 365 portals content management system. Explore the CMS of Dynamics 365 portals to design, create, and publish static content as part of a portal implementation. Learn the requirements for content management and design, and the need to secure the content.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Dynamics 365 portals include capabilities to secure access to different parts of the portal content based on the target audience and relationship to the content. Portal security governs both visibility and management of specific content such as individual pages or the entire sections of the site.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Design and deploy Microsoft Dynamics 365 apps on the Microsoft Power Platform. Best Practices during this process will decrease the chances of technical issues in the future related to poor application lifecycle management process and storage limitations. The first step before the customization and configuration of the solution takes place is the configuration of your online tenant and online environment

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Many organizations implementing Dynamics 365 Customer Engagement apps on the Microsoft Power Platform are unaware of the amazing capabilities included with their subscription. By default, your subscription includes Microsoft Portals, Gamification, and Voice of the Customer surveys, in addition to technical capabilities like backup and restore, and integrated planning for updates and upgrades. This module focuses on showcasing the great default capabilities you have access to.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Manage every Microsoft Dynamics 365 user with access to all the functionality and data included on their solution through a client. Let’s focus on the pros and cons of every client and best practices when deploying these clients.

Important
Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

As the world becomes more mobile, understanding Microsoft Power Platform mobile capabilities allows functional consultants not only ensure seamless access from mobile devices, but also take advantage of its unique form factor when implementing Dynamics 365 solutions.