I have been completing a series of posts to help people prepare for the MB 200 certification (Microsoft Power Platform + Dynamics 365 Core). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB 200 exam.
The MB 200 certification is not easy! But it is an important exam, as it is a prerequisite in gaining any of the Functional Consultant Associate certifications.
Additionally, the MB 200 (being the core exam) has quite a wide focus, meaning you will have lots to revise. Hopefully that will be a fun process, but you will need to be prepared to cover a significant number of topics.
Also, Microsoft have begun a process of regular revisions to the skills measured. Therefore I suggest you double check their latest information to ensure you revise all of the required topics!
Introduction
Perform discovery, planning and analysis |
Create and validate documentation
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- 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 artefacts necessary for a proof of concept (POC) of functional solution designs
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Perform continuous collaboration with customer
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- Identify collaboration tools
- Perform an audit
- Identify artefacts to be recorded in change logs
- Select between managed and unmanaged solutions
- Identify components for entities
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Revision Guides
Discovery, Planning and Analysis
Entity Relationship Diagrams
Managed and Unmanaged Solutions
Entity Components
Manage user experience and design |
Create and configure apps
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- 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
- Implement App Designer
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Create and configure templates
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- Identify available templates in Dynamics 365
- Create email templates
- Create Excel templates
- Create Word templates
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Create and manage processes |
- Configure a business rule
- Configure a business process flow
- Configure a workflow
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Revision Guides
Dashboards
Charts
Views
Forms
App Designer / Site Map
Email Templates
Excel Templates
Word templates
Language Translations
Business Rules
Business Process Flows
Workflows
Manage entities and data |
Modify an existing data model
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- Create new or an modify existing entity
- Create new or modify existing relationships
- Create new or modify existing fields
- Manage accounts and contacts
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Import and export data
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- 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
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Manage data
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- Perform data cleanup
- Mitigate data loading risks
- Mitigate excessive database growth
- Configure bulk record deletion
- Configure duplicate detection setting
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Revision Guides
Entities
Fields
Calculated Fields
Rollup Fields
Entity Relationships
Hierarchical Relationships
Import Data
Data Management
Implement security |
Configure security in Office 365
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- Identify Dynamics 365 security role assignments
- Add users to security group administration
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Configure security settings
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- Manage security roles
- Manage users
- Manage teams
- Create and manage field security profiles
- Configure hierarchy security
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Revision Guides
Dynamics 365 Security
Field Security
Office 365 Security
Implement integration |
Configure Outlook add-in
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- 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
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Configure email integration
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- Configure email mailboxes
- Configure email protocols
- Configure email settings
- Enable server-side synchronization
- Enable Dynamics 365 App for Outlook
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Integrate with Office 365
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- 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
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Create, configure, and maintain Microsoft Flows
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- Create service connections
- Configure source and target fields
- Create, validate, and execute Microsoft Flow logic
- Share flows with other users
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Revision Guides
Email Integration
Document Management (SharePoint and OneDrive)
OneNote Integration
Microsoft Flow
Perform solutions deployment and testing |
Manage environments
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- 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
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Manage applications
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- Manage applications using the Dynamics 365 Administration Center
- Manage Dynamics 365 applications using solutions
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Perform system administration
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- 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
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Perform quality assurance
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- 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
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Manage solutions |
- Create solutions
- Export solutions
- Import solutions
- Distribute solutions and patches
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Revision Guides
Solutions
Currencies
Subjects
Relevance / Category search
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Hi Neil
Since MS have depricated the MB200 will you be rehashing this guide for the PL200?
Regards
Ben
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Thanks Ben, I will probably alter for PL200 at some point. Although much of the content is probably still applicable. (Although I might create a revision guide for another exam first!)
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