It’s been a while that I’ve done a Microsoft certification exam. Just recently Microsoft released their new role-based certifications for Dynamics 365 and I decided to take a shot at them.

At the time of writing, the role-based certification exams are still in BETA and as a result, finding the right training material was a bit tricky. In this blog post I share my preparation notes (which are basically links to the relevant topics). In the past I was heavily using DLP (Dynamics Learning Portal) to prepare for an exam but I get the feeling that Microsoft is stepping away from DLP and going for a more open (and modern) learning platform, Microsoft Learn. I can only encourage this move and see more training material to be added there in the future. Be sure to check it out!

When preparing for an exam, I always take a detailed look at the topics covered in content section. They are the baseline used in this blog post. I advice you to create your own trial environment and to actually perform the steps you have learned. Hope it helps you in preparing for the exam.

Skills meaured in MB-200

Perform Discovery, Planning, and Analysis (5-10%)

Create and Validate Documentation

• Plan for deployment and administration

Perform continuous collaboration with customer

• Collaborate with your team
• Deliver web engagement experience with portal capabilities for Dynamics 365 for Customer Engagement
• Engage with communities by using the community portal
• Audit data and user activity for security and compliance
• Audit entity data changes
• Enable and use Activity Logging
• Managed and unmanaged solutions

Manage user experience design (20-25%)

Create and Configure Apps

• Design custom business apps by using the app designer
• Create or edit dashboards
• Create and design forms
• Create or edit a chart
• Overview of reports
• Reporting and Analytics Guide for Dynamics 365 for Customer Engagement apps
• Understand views (lists)
• Create a site map for an app using the site map designer
• Customize SiteMaps
• Translate customized entity and field text into other languages
• User Guide (Dynamics 365 for phones and tablets)
• Setup overview for mobile apps

Create and Configure Templates

• Using templates
• Work with templates

Create and manage processes

• Create business rules and recommendations to apply logic in a form
• Business process flows overview
• Create business process flows with Dynamics 365 Customer Engagement
• Get started with workflows in Dynamics 365 for Customer Engagement

Manage Entities and Data (15-20%)

Modify an existing data mode

• Create or edit entities (record types)
• Create and edit relationships between entities
• Create and edit fields (attributes)
• Work with accounts and contacts in Customer Engagement apps

Import and export Data

• Manage your Dynamics 365 Customer Engagement data

Manage Data

• Manage your data
• Delete data

Implement Security (5-10%)

Configure security in Office 365

• Create users in Dynamics 365 for Customer Engagement apps and assign security roles

Configure security settings

• Security concepts

Implement Integration (15-20%)

Configure Outlook add-in

• Outlook integration

Configure email integration

• Email integration

Integrate with Office 365

• Integrate Office and Dynamics 365 for Customer Engagement

Create, configure, and maintain Microsoft Flows

• Get started with Microsoft Flow
• Use the Admin center to manage environments and data policies in Microsoft Flow

Perform Solutions Deployment and Testing (25-30%)

Manage environments

• Design Microsoft Power Platform Dynamics 365 Deployments
• Solutions overview

Manage applications

• Use the Office 365 admin center to manage your subscription

Perform system administration

• Business management entities
• Connection entities
• Enable additional languages
• Regional and language options for your organization
• Manage transactions with multiple currencies
• Define subjects to categorize cases, products, and articles
• Customize the Help experience
• Security enhancements: User session and access management
• Configure Relevance Search to improve search results and performance

Perform quality assurance

• Document and test your PowerApps application
• Performance tuning and optimization

Manage solutions

• Import, update, and export solutions
• Use segmented solutions and patches to export selected entity assets
• Solution Lifecycle Management: Dynamics 365 for Customer Engagement apps

Good luck!