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>>
<<Work 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>>
<<Accounts and Contacts>>
<<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>>
<<SharePoint Integration>>
<<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>>