MB 200: Microsoft Dynamics 365 Customer Engagement Core – Introduction

Earlier this year Microsoft released a new set of Dynamics 365 exams, the new exams are broadly similar to the older ones but include updated content and have a slightly different focus.

The old exams used to “simply” test our knowledge of Dynamics 365 these newer exams additionally attempt to test our abilities to be a Dynamics 365 consultant. That means not just regurgitating a set of facts about Dynamics 365 but demonstrating real insight into how the product is used and implemented in the real world. This is reflected in a new set of certifications, as by passing multiple exams we can gain a “Dynamics 365 Functional Consultant Associate” certificate.

There are multiple associate certifications, including being an associate for sales, service, marketing and more. Each certification requires you to pass a core exam and a related specialism. For example, to become a Functional Consultant Associate for Sales, you need the sales exam (MB 210) and the core exam (MB 200).

If you’ve passed Dynamics 365 exams previously you may want to be aware that the core exam (MB 200) has a great deal in common with the older MB2-716 exam. But it will additionally cover new topics. These include new features like Microsoft Flow and new concepts around systems implementation. (Such as discovery, planning and analysis tasks.)

I have created multiple revision guides in the past, but this one will be a first for me! As I normally create these guides as I actually revise for the exam. In this case I’ve already taken and passed the MB 200 exam. But many people have contacted me requesting that I still publish a revision guide …. Hence this introduction to the revision guide I am about to retrospectively create.

My normal practice at this point is to print the skills measured statement and take time to very carefully review every bullet point. I painstakingly highlight each one that I m not 100% confident on and plan my revision accordingly.

As already mentioned, I have already passed this exam … hence no painstaking preparation! The approach I followed (this time) was very different and not one I can recommend! I had limited time available and an exam voucher burning a hole in my pocket so, I just booked the exam and took it half expecting to fail. It turned out that I was lucky and passed.

One of the reasons I did this was to experience the new style of questions. With past exams the questions were simply multiple choice. Meaning we selected one or sometimes two correct answers from a list. Traditional multiple choice questions do still exist, but you’ll find a greater variety of question formats. Examples include sequencing possible steps in a process, clicking on screen a shot or selecting possible answers to a statement from a pick list. If you haven’t experienced the new style questions, I should stress I don’t believe they are anything to worry about. I liked the varied question formats and often found them more logical.

But this has raised a question in my mind …. “why do I take these exams?“. Passing the exam (for me) is simply a piece of paper the main benefit is always the actual studying process and gaining new knowledge. It’s that knowledge that will enhance my career by hopefully making me a better consultant. Passing the exam is simply confirmation of what I’ve learnt. Obtaining a pass without deeply learning all of the content possibly misses the real reason I take the exams.

Any consultant working with Dynamics 365 will be aware that the product evolves rapidly. For me keeping certified helps ensure my knowledge is kept current. Therefore, I have come to understand that the process of learning is my primary goal. Passing the exams is simply a by product of my learning process.

I hope (like me) your reason for preparing for the MB 200 exam is to be a better consultant and that means learning new things. And having completed your learning journey the exam will “just” be a final confirmation step.

With that said, I encourage you to start your learning journey by very closely reviewing the skills measured statements and painstakingly highlighting everything you need to learn. A copy is shown below ….

Perform discovery, planning and analysis
Create and validate documentation
  • Create high-level entity relationship diagram
  • Create and document mock-ups
  • Identify document data for migration and integration
  • Determine out of the box (OOB) functionality
  • Validate functional requirements
  • Select arifacts necessary for a proof of concept (POC) of functional solution designs
Perform continuous collaboration with customer
  • Identify collaboration tools
  • Perform an audit
  • Identify artifacts to be recorded in change logs
  • Select between managed and unmanaged solutions
  • Identify components for entities
Manage user experience and design
Create and configure apps
  • Configure settings to meet minimal capabilities
  • Configure out of the box and custom items to meet minimal capabilities specified
  • Create and configure dashboards
  • Create and configure forms
  • Create and configure charts
  • Create and manage reports
  • Create and configure views
  • Design site map
  • Export or import field translation
  • Configure mobile settings
Create and configure templates
  • Identify available templates in Dynamics 365
  • Create email templates
  • Create Excel templates
  • Create Word templates
Create and manage processes
  • Configure a business rule
  • Configure a business process flow
  • Configure a workflow

Manage entities and data
Modify an existing data model
  • Create new or an modify existing entity
  • Create new or modify existing relationships
  • Create new or modify existing fields
  • Manage accounts and contacts
Import and export data
  • Import data by using the import data wizard
  • Export data from Dynamics 365
  • Create data templates
  • Choose file types to upload into system
  • Identify source fields to Dynamics 365 Fields mapping
  • Save mappings to template
Manage data
  • Perform data cleanup
  • Mitigate data loading risks
  • Mitigate excessive database growth
  • Configure bulk record deletion
  • Configure duplicate detection setting
Implement security
Configure security in Office 365
  • Identify Dynamics 365 security role assignments
  • Add users to security group administration
Configure security settings
  • Manage security roles
  • Manage users
  • Manage teams
  • Create and manage field security profiles
  • Configure hierarchy security
Implement integration
Configure Outlook add-in
  • Identify required client software requirements
  • Identify required server software requirements
  • Configure server-side sync
  • Develop a plan to deploy Outlook App to users
  • Perform unit testing
  • Identify minimum application and operation system environments
Configure email integration
  • Configure email mailboxes
  • Configure email protocols
  • Configure email settings
  • Enable server-side synchronization
  • Enable Dynamics 365 App for Outlook
Integrate with Office 365
  • Determine enabled Office 365 capabilities
  • Design SharePoint online folder configuration architecture
  • Create SharePoint sites and document locations
  • Integrate OneNote, integrate OneDrive for Business
  • Configure integration with the Office 365 toolset
  • Validate integrity of data in SharePoint
  • Integrate data by using Excel data online
Create, configure, and maintain Microsoft Flows
  • Create service connections
  • Configure source and target fields
  • Create, validate, and execute Microsoft Flow logic
  • Share flows with other users
Perform solutions deployment and testing
Manage environments
  • Determine whether to use managed or unmanaged solution
  • Determine subcomponents to include in solution
  • Create or use a custom publisher
  • Migrate from sandbox environments
  • Administer environments
  • Configure environments
Manage applications
  • Manage applications using the Dynamics 365 Administration Center
  • Manage Dynamics 365 applications using solutions
Perform system administration
  • Configure connection roles
  • Configure language and locales
  • Configure currencies
  • Configure subjects
  • Configure custom help
  • Configure session and inactivity timeouts
  • Manage global audit settings
  • Configure audit user access
  • Manage audit logs
  • Manage entity and field auditing
  • Configure relevant search
  • Configure QuickFind settings
  • Configure categorized search
Perform quality assurance
  • Create system, performance, unit, and regression testing scripts
  • Perform performance tuning
  • Perform optimization testing
  • Verify network capacity and throughput by using the Dynamics 365 Diagnostics Tool
  • Perform data query performance
Manage solutions
  • Create solutions
  • Export solutions
  • Import solutions
  • Distribute solutions and patches

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