I'm trying to study for the MB-200 exam and I'm using the Microsoft Learn resource to study. I'm currently working through the Apply goal management to Microsoft Dynamics 365 for Customer Engagement. In the Exercise - Measuring customer success using goals it says:
In your Dynamics 365 Instance, go to Settings > Data Management.
I don't have an instance of Dynamics 365.
So my question is, is there a ready-made sandbox environment where everything is already setup, with the correct licenses and roles and security applied?
If no such sandbox is available, does this means I have to learn how to configure a Dynamics 365 instance before I can attempt the MB-200 exam? As without a Dynamics 365 instance, it seems I can't do the exercises to study for MB-200.
Any pointers on how I should go about doing this will be greatly appreciated as I have tried creating a trial Dynamics 365 for Customer Service account, but it seems that is not enough, I need to configure licenses, and users, and roles before I can actually use the Customer Service app in Dynamics 365 trial.
It may be that I need to work towards a different exam before the MB-200 which helps me learn how to configure a Dynamics 365 instance. If that is the case, could someone please let me know which exam that is. Also, from the Microsoft Learn website, which learning path or module should I start to learn how to configure a Dynamics 365 instance for Customer Services before I can attempt the MB-200 exam? I can't seem to find a learning path or module for configuring a Dynamics 365 instance from the Microsoft Learn website which is obvious.
Its really easy to provision a trial here:
https://trials.dynamics.com/
You just need to provide a URL and username and password (write them down!), and you have a fully working instance of Dynamics - You might want to provision just the Customer Service First party app for this particular exam.
Make sure you click on 'Are you signing up on behalf of a customer or using this trial for development purposes?' link.
You'll have a pre-configured Customer Engagement portal for 30 days (you'll automatically have admin access), after which you have the option to purchase it or delete it - No credit card details are needed. In addition you may go to the envrironment page and add any additional modules you may need in addition to the base install.
Good luck in your exam.
I am not an expert but you should start from PL-900 which is most suitable for you as a beginer
https://learn.microsoft.com/en-us/learn/paths/power-plat-fundamentals/
https://learn.microsoft.com/en-us/learn/certifications/exams/pl-900
then you should go for pl-400 ( old name MB-400 )
https://learn.microsoft.com/en-us/learn/certifications/exams/pl-400
Exam PL-400: Microsoft Power Platform Developer
there some awesome resource to learn theoretically or in some case they provide you sandbox as well after completing all those certifications then I suggest you pl-200 (old name MB-200)
here you can get a trial which will help you learn practically but there are so many things which you need professional license
https://trials.dynamics.com/
long story short dynamics 365 is a big platform that you can not learn just from trials or theoretical knowledge you have to do some internship or job to get a professional expericance which will help you to pass certifications.
Related
I realize that Omnichannel is currently only associated with the Customer Service module for 365. However we have had a request from a client to provide Omnichannel for a sales process on a web site which links into a sales CE 365 organization (so in other words an agent to guide the user through the sales process via a chat if need be).
Is it possible to add in the Omnichannel module for sales in any way and if not any sort of alternate solutions we could follow for this requirement?
No, Omnichannel is built on top of Customer Service so having this first-party app installed is a requirement detailed in the documentation. I recommend you to contact your MS Account Manager and discuss this topic with them as depending on your requirements you might also need Power BI/Customer Voice/Power Virtual Agent licenses as well so maybe it's worth to explore some cross-application licensing.
There're alternative solutions in AppSource like CafeX LiveAssist and a few others, please make sure you filter by application to make sure they will work with Sales.
Since Dynamics 365 version 9 upgrade, we have observed new workflows automatically created on CRM instance namely- ManageContractLineState, ManageContractState, ManageEntitlementState.
As I can see from the ManageEntitlementState workflow, it is to handle the status of entitlements in CRM. But earlier this was not done using CRM workflows.
Now each workflow instance will be running for each entitlement in our system which is a huge problem since it puts unnecessary load on our machine.
Is anyone else able to see these workflows on their instances? And why is MS adding these workflows?
October 2018 Release notes talks about deeper integration of entitlements between D365 offerings namely Field service & Sales (work order). There may be background automations happening to achieve this & Workflow is part of it.
Entitlement management
With this release, the Field Service application includes the ability to define entitlements and associate
them with work orders in field service scenarios. Entitlements help
service agents understand the service terms that customers are
eligible for.
This capability helps service organizations ensure
customers receive the appropriate on-site support that aligns with
their allowed entitlements, and that customers are charged according
to their negotiated terms.
We have a business requirement (more financial compliance requirement) to monitor our production instance for any updates/releases/changes. This is to meet audit obligations so that we can prove that all changes were performed only inside of established release processes ie. no one is making changes to the CRM instance outside of this.
To be clear we already have an established release management process, but the question is being asked if there was a way to monitor the CRM instance to prove that indeed no changes are being made outside of release management. We have a Dynamics 365 online instance. I've searched for something suitable but am not able to find anything so the question here is posed to get pointers / ideas on potential solutions to this problem or even pointers to where I could begin my research into potential solutions.
As a background, the CRM application has financial data and hence we have 'over the top' financial controls/legal obligations to meet and hence the requirement.
You can explore this Change Tracking Solution from MS Labs, basically to track all the Publish/Publish All from CRM org.
The Change Tracking solution helps in tracking down the details of changes on who updated an entity, JavaScript, assemblies and processes along with the time of update. This solution is built on Dynamics 365 and as well works on Dynamics CRM 2016 (Online/ On premises)
I never tried this, but this was from a team which I worked earlier in MS internally.
If this not fits you, you can implement a custom plugin on Publish and PublishAll messages yourself. Read more
I have a logic question regarding the capabilities of automatically resolving Microsoft Dynamics 365 CRM (or similar platforms) cases. I utilize an Access database to create emails to send to customers with specific data, while copying my team email to keep track of communications in Microsoft CRM. This action creates a new case in my CRM, which I then need to "Work On" case, add my specific operational catalogs and affected contacts, then finish case as Resolved just to ensure tracking in the CRM system.
My team is currently testing out the capabilities of XML coding in the email which allows the CRM to automatically capture the case specifics described above, however they still need to go in and resolve each case at the end of the day.
After some research, I see that a workflow may be able to do this job of automatically Resolving cases. Is this a possible function for a workflow or plugin to do? Alternatively I have been told by my IT department that we need to have a robot built to complete this task, but I would like to keep this as efficient (and cost savvy) as possible. Any input or suggestions are greatly valued and appreciated.
Thank you!
There are two ways you can solve your problem.
If you want to close all the "CASES" by the day end you can schedule
a "System Workflow" that will execute daily at a specific time and
"Close/Resolve" all the open CASES in your system. Please find below
link on how to setup a "Schedule Workflow" in Dynamics CRM Create
Recursive or Scheduled Workflows in CRM
You can resolve specific cases on Dynamics CRM using C#. Please find below link on how to resolve case using C#.How to close cases in crm 2011 programmatically
Yes. Workflows can be used to close Case records in CRM
If you have the resources (staff) available to write CRM code, you can do it via Code (C#) as well
I want to create several VM's from this Image automatically.
When I'm getting redirected to the Portals Website I can choose the option "Want to deploy programmatically? Get started-->". Yes, I want to, but in this Windows it seems like my Subscription isn't enabled for this option.
(Picture) So it's just a button to enable my Subscription, isn't it? Otherwise the status was "Enabled" or "Disable" to disable my Subscription. If I click the "Enable"-Button, nothing happens.
Does anyone of you have an idea how to enable my Subscription? Well, perhaps my thinking is wrong?
Thank you in advance!
Well, This Enable option is Accepting the Terms of use as blow in advance:
By enabling programmatic purchases for the subscriptions selected
below, I (a) agree to the legal terms and privacy statement(s)
associated with each offering above, (b) for Azure subscriptions
purchased from Microsoft, authorize Microsoft to charge or bill my
current payment method for the fees associated with my use of the
offering(s), including applicable taxes, with the same billing
frequency as my Azure subscription, until I discontinue use of the
offering(s), and (c) agree that Microsoft may share my contact
information, and transaction details associated with my purchase of
the above offering(s), with any third-party vendors, if listed above.
Microsoft does not provide rights for third-party products or
services. See the Azure Marketplace Terms for additional terms.
When you use Azure portal to create Data Science Virtual Machine - Windows 2016:
In the last step, you will agree the Terms of user by clicking "Create":
But When you use Powershell or API to create Data Science Virtual Machine - Windows 2016:
It will aslo need to agree this Terms of user by UI, but if you want to approach automation without UI, you need to agree the Terms of user in Advance for your Subscription.
So, you can see the difference between the Enabled and NOT Enabled subscritpion Status of this Marketplace image:
Enabled:
NOT Enabled
Hope this helps!
I "solve" the Problem: There wasn't any. You can only enable/disable Subscriptions if you have more than one.