microsoftlearning/mb-910t00a-microsoft-dynamics-365-fundamentals-customer-engagement-apps

MB-910: Microsoft Dynamics 365 Fundamentals (CRM)

MB-910T00A: Microsoft Dynamics 365 Fundamentals (CRM)

• Download Latest Student Handbook and AllFiles Content
• Are you a MCT? - Have a look at our GitHub User Guide for MCTs
• Need to manually build the lab instructions? - Instructions are available in the MicrosoftLearning/Docker-Build repository

What are we doing?

• To support this course, we will need to make frequent updates to the course content to keep it current with the Azure services used in the course. We are publishing the lab instructions and lab files on GitHub to allow for open contributions between the course authors and MCTs to keep the content current with changes in the Azure platform.

• We hope that this brings a sense of collaboration to the labs like we've never had before - when Azure changes and you find it first during a live delivery, go ahead and make an enhancement right in the lab source. Help your fellow MCTs.

How should I use these files relative to the released MOC files?

• The instructor handbook and PowerPoints are still going to be your primary source for teaching the course content.

• These files on GitHub are designed to be used in conjunction with the student handbook, but are in GitHub as a central repository so MCTs and course authors can have a shared source for the latest lab files.

• It will be recommended that for every delivery, trainers check GitHub for any changes that may have been made to support the latest Azure services, and get the latest files for their delivery.

What about changes to the student handbook?

• We will review the student handbook on a quarterly basis and update through the normal MOC release channels as needed.

How do I contribute?

• Any MCT can submit a pull request to the code or content in the GitHub repro, Microsoft and the course author will triage and include content and lab code changes as needed.

• You can submit bugs, changes, improvement and ideas. Find a new Azure feature before we have? Submit a new demo!

Notes

Classroom Materials

It is strongly recommended that MCTs and Partners access these materials and in turn, provide them separately to students. Pointing students directly to GitHub to access Lab steps as part of an ongoing class will require them to access yet another UI as part of the course, contributing to a confusing experience for the student. An explanation to the student regarding why they are receiving separate Lab instructions can highlight the nature of an always-changing cloud-based interface and platform. Microsoft Learning support for accessing files on GitHub and support for navigation of the GitHub site is limited to MCTs teaching this course only.

mb-910t00a-microsoft-dynamics-365-fundamentals-customer-engagement-apps's Issues

https://home.dynamics.com is a broken link

Module: 1

Lab/Demo: 1.2

Task: 00

Step: 00

Description of issue
https://home.dynamics.com is a broken link
Repro steps:
navigate to https://home.dynamics.com
We get
The resource you are looking for has been removed, had its name changed, or is temporarily unavailable.
What is the alternative path for the lab

OLD issue - needs to be reopened -

PLEASE SEE BELOW THE DESCRIPTION OF THE OLD ISSUE AND RESPONSES.

I AM CURRENTLY TEACHING THE COURSE ON GODEPLOY AND NOTICED THE INSTRUCTIONS WERE NOT UPDATED FOR STUDENTS, SO STUDENTS CAN STILL NOT CARRY OUT THIS LAB!

Lab/Demo: 5.1
Task: 1
Step: 10
Description of issue
when completing the work order details, please note you need values for all mandatory fields.
Also the field Taxable is not visible in the form.

Step: 17
Description of issue
default work order type must be set on the incident type before you can convert to a work order.

Step: 19 &20
Description of issue
the inspect system health and inspect range of motion services were not added to the work order -- i suspect the required records were not fully set up for this lab to show the requested result (there are no work order services or tasks in the system).

ephiax20 reacted with thumbs up emoji
@ephiax20
Contributor
ephiax20 commented on Apr 5
Unable to replicate past Step 6, "Incident Type" is not available.

image

@chaast
Author
chaast commented on Apr 5
that's correct. I created a record from scratch for "unit overheating"? but did not know which parameters to set when creating the record -- that's probably why we are getting errors later in the lab.

thank you for confirming Ephiax20.

This potentially requires a pull request maybe?

@CeleneA
Collaborator
CeleneA commented on Apr 11
chaast - did you follow the instructions in the TrainerPrepGuide?
Setup Requirements for Field Service Module

Make Sure that all Users have the Field Service App Access Security Role.
Deploy Field Service Demo Data
a. Locate the FS_Demo_Data.zip file available in the class resources.
b. Right click the FS_Demo_Data.zip file, and choose Unblock (It may not be there and that is OK)
@chaast
Author
chaast commented on Apr 19 •
Hi Celene, Thank you for your comment. I am grateful you were able to come back to me.

These instructions should be part of the lab set up... or at least part of the set up for the lab provider.... I cannot see anywhere within my lab environment (which is provided by Skillable) an option to access the zip file you mention.

I have read the Training File you refer to, this has a link to a demo video -- but that link does not resolve the lab problems -- the instructions in steps 6, 10, 17, 19 and 20 are not resolved.

This lab needs a revision with correct instructions - or least clarity on how to download the sample data directly into the lab environment when this is provided by Skillable.

thank you for your support.

@CeleneA
Collaborator
CeleneA commented on Apr 19
Chaast - the lab has been updated and now also includes a link to the demo data.

Title of demo

Module: 5

Demo: 3

The demo DEMO[MB-910]_M05_D5.3_Asset_Management_and_Connected_Field_Service.md is for the Field Service module not Customer Service. Need to change the module name at the top of the file

Dynamics Interface Changes to Module 5

Module: 5: Learn the Fundamentals of Dynamics 365 Project Operations

Lab/Demo: 53. Dynamics 365 Project Operations capstone lab

##Exercise 2: Manage a project

Task: 3: Define a Project Schedule

Step: 00

Description of issue

I believe the "schedule tab" has been replaced by the schedule board. This section may need rewritten. Previous parts of the series make use of the schedule board. I'm not sure why the lab is using the schedule tab still. It no longer exists.

Marketing defaults to Real-time marketing

Module: 2

Lab: 2.1/2.2

Task: 1

Step: 1

Description of issue

Dynamics 365 Marketing app defaults to the Real-time marketing. The instructions need to tell students to click on the Area selector in the bottom left and choose Outbound marketing before creating the segment as real-time segments and outbound segments are different

Lab 2.2 should also include these instructions

Issue in Practice Lab 1.1 - Validate lab environment - module 1

Module 1: Learn the Fundamentals of Dynamics 365 Marketing

Practice Lab 1.1 - Validate lab environment

Task 2 – Access the Dynamics 365 application

Step: 01 - Expand the App Launcher domino button at the top left of the screen, directly to the left of **Power Platform admin center. Select the Dynamics 365 Marketing app to launch it.

Description of issue
as per the step 1 , its asked to expand the app launcher domino button at the top left of the screen as shown in the screenshot below

and then select the dynamics 365 marketing app to launch it, but not able to find the specific task as mentioned.

Return call incorrect name

Module: 4

Lab: 4.2

Task: 1

Step: 18

Description of issue

The phone call is Return call to Alfonso, not Return call to Patrick

Lead and Company names need initials appended

Module: 3

Lab: 3.1

Task: 1

Step: 4

Description of issue

When running the course, students will get different experience if they are not the first to qualify the lead.
Last name, company name, phone number, and email addresses should be unique for each student otherwise the duplicate detection is triggered and a Matched account and a Matched contact is displayed

LAb 1.1 create a simple customer journey -- incorrect instructions

Module: 02

Lab/Demo: 2.1

Task: 1

Step: 05

Description of issue

• Fargo customer segment does not exist -- the previous exercise that created this is no longer in the lab content.

Step: 07

Description of issue

• the previous exercise that created the email is no longer in the lab content.

Issue in Practice Lab 1.1 - Validate lab environment - module 1 (would like to reopen it, but not sure how)

Module: 01

Lab/Demo: 1.1

Task: 02

Step: 01

Description of issue

Same issue still experienced as detailed in #8 but I am not sure how to reopen it. Please see my comment there.

Competitor name need initials appended

Module: 3

Lab: 3.2

Task: 1

Step: 17

Description of issue

Competitor names need to be unique as otherwise will have multiple competitors with the same name

.

Knowledge articles can take several minutes to be available in cases

Module: 4

Lab: 4.2

Task: 1

Step: 16

Description of issue

The knowledge article created in Lab 4.1 takes several minutes to appear in the knowledge search

Lab 4.1 - create and manage cases in D365 customer service - incorrect instructions

Module: 4

Lab/Demo: 4.1

Task: 01

Step:1

Description of issue
the student should not open D365 customer service workspace to get to the case records, but instead should open customer service hub.

Step: 6

Description of issue
contact record for patrick sands does not exist.

Step:16

Description of issue
we did not create a knowledge article in earlier labs. there are no knowledge article results found.

DEMO[MB-910]_M04_D4.3_Asset_Management_and_Connected_Field_Service.md

Module: 04

Lab/Demo: DEMO[MB-910]_M04_D4.3_Asset_Management_and_Connected_Field_Service.md

Task: 00

Step: 00

Description of issue:
the below sentence clearly is missing some parts, it's not understandable as it is.

"Customers often have physical assets that require work and maintenance to be performed. These assets are often installed initially typically will have preventative maintenance contracts opened against them Dynamics 365 Field Service Includes Asset Management functionality that works hand-in-hand with Connected Field Service Functionality"

Lab 5.1 and 5.2 in MD format

Module: 05

Lab/Demo: 5.1

Task: all

Step: all

Description of issue
This lab, along with lab 5.2, is only available in the MD format. This means that some of the instructions are not visible on the page as the format is wider than the screen size.
Please re-format these two labs as per the other labs.

Repro steps:

Lab 3.1 steps not accurate

Learning Path 3 - Module 1

Step 8 says to select Qualify but after this you are not able to complete step 9 and 10 as per the instructions. Selecting the drop down arrow next to the owner field does not show "Est. Close Date" or "Est Revenue".

Steps:

8. On the Command bar, select the Qualify button.
9. On the Opportunity Header at the top of the record, select the down arrow next to the Owner field.
10. Complete as follows:

• Est. Close Date: Two days from today
• Est Revenue: $50,000

Out of sequence content in Module 5

Module: 5

Hello,
I have noticed that Mod 5, part 2 contains the instruction as "Module 4, lab 4.2".
Can you please confirm if this is intentional or a mistake?

Thanks!

Lab 5.1 explore d365 field service - incorrect instructions

Module: 05

Lab/Demo: 5.1

Task: 1

Step: 10

Description of issue
when completing the work order details, please note you need values for all mandatory fields.
Also the field Taxable is not visible in the form.

Step: 17

Description of issue
default work order type must be set on the incident type before you can convert to a work order.

Step: 19 &20

Description of issue
the inspect system health and inspect range of motion services were not added to the work order -- i suspect the required records were not fully set up for this lab to show the requested result (there are no work order services or tasks in the system).

FS_Demo_Data uses old XRM Tooling connections from 2017

Module: 00

Lab/Demo: Setup Requirements for Field Service Module

Task: 2

Description of issue

The FS_Demo_Data icnludes very old Package Deployer connection dlls

The files in the FS_DemoData folder need to be replaced with the PackageDeployer files from the core Nuget tools https://www.nuget.org/packages/Microsoft.CrmSdk.CoreTools

Field Service labs - missing instructions

Module: 05

Lab/Demo: 5.1

Task: 01

Step: 03

Module: 05

Lab/Demo: 5.2

Task: 01

Step: 04

Description of issue

• No mention of which work order type to fill in. Only mention of primary incident type in the steps. Should the reference to "primary incident type" actually be "work order type"?

Additional errors in 5.2

• step 6 - need to tell delegates to select the newly created work order in the view, so that the book button appears.
• step 7 - i don't have a record for Ryan Brim to select him as the resource.. instead i took Christa Geller, but people can also book against any contact they have created themselves.
• step 13 - tell people of "unscheduled work orders" does not appear on the bottom of the screen, they need to click on "new schedule board - on" (top right hand side of the screen).
• step 16 - i have no resources available for this requirement - need to adjust the filters... please advise which necessary adjustments to make so that resources appear for selection.

Publish pane on knowledge articles appears automatically when click on Finish in the Business Process Flow

Module: 4

Lab: 4.1

Task: 2

Step: 13

Description of issue

When you click on the Finish button on the Publish stage in the business process flow, the Publish pane opens automatically so step 13 is unecessary

Missing content

Description of issue
Despite no articles being shown, the instructions just have you view existing articles, but dont actually have you interact with any of them. the following steps show how to create a new one, and the lab can still be completed

Segment name need initials appended

Module: 2

Lab: 2.1

Task: 1

Step: 9

Description of issue

Students should append their initials to the segment name

Only one student can go live on marketing email

Module: 2

Lab: 2.2

Task: 1

Step: 4

Description of issue

The environment is shared and there is only one marketing email titled Introduction to Chairs

Students should clock Save as to create a copy of the marketing email with their initials and then View record and then Go Live

GitHub Pages missing

The GitHub pages for MB-910 i.e., user-friendly lab instructions is not linked on the main repo page under about
Please add https://microsoftlearning.github.io/MB-910T00A-Microsoft-Dynamics-365-Fundamentals-Customer-Engagement-Apps/

Demos contain a demo for Project Operations

The demo DEMO[MB-910]_M05_D5.4_Schedule_Items.md is for Project Operations which has been removed from the course.