MB-200: Microsoft Dynamics 365 Customer Engagement Core – Revision Guide

I have been completing a series of posts to help people prepare for the MB 200 certification (Microsoft Dynamics 365 Customer Engagement 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.

Note: This guide is a work in-progress, please keep checking back for updates. (Links to items in red will be added later!)

Introduction

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 artefacts necessary for a proof of concept (POC) of functional solution designs
Perform continuous collaboration with customer
  • Identify collaboration tools
  • Perform an audit
  • Identify artefacts to be recorded in change logs
  • Select between managed and unmanaged solutions
  • Identify components for entities

Revision Guides

<<Overall Project Approach>>

<<Project Artefacts>>

<<Requirements Gathering>>

Entity Relationship Diagrams

<<Customer Collaboration>>

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

Revision Guides

Dashboards

Charts

Views

<<Forms>>

<<Apps / Site Map>>

<<Mobile>>

Email Templates

Excel Templates

Word templates

<<Language Translations>>

Business Rules

Business Process Flows

Workflows

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

Revision Guides

Entities

Fields

Calculated Fields

Rollup Fields

Entity Relationships

Hierarchical Relationships

<<Export / Import Data>>

<<Data Management>>

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

Revision Guides

<<User Creation>>

<<Security Roles>>

<<Teams>>

<<Field Security>>

<<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

Revision Guides

<<Outlook add-in>>

<<Email Integration>>

Document Management (SharePoint and OneDrive)

OneNote Integration

Microsoft Flow

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

Revision Guides

<<Environments>>

<<Solutions>>

Currencies

<<Subject Tree>>

<<Custom Help>>

<<Session and inactivity timeouts>>

<<Auditing>>

<<Relevance / Category search>>

<<Performance>>

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