Your Roadmap to Dynamics 365 Customer Engagement Partner Competency

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Achieving a Microsoft Partner competency for Dynamics 365 Customer Engagement is a significant milestone that demonstrates your organization's expertise. At Readynez, we specialize in guiding companies through this process. As a globally recognized training provider and a five-time winner of the Microsoft Learning Partner of the Year award, we have the experience to help your team succeed.

Below, we outline the key requirements for obtaining both Silver and Gold competencies. Let's explore your path to certification.

Understanding the Competency Framework

Earning a Microsoft competency involves two main pillars: meeting performance-based revenue targets and demonstrating your team's technical skills through certification exams. The specific thresholds for each pillar vary between the Silver and Gold levels.

Meeting Performance & Revenue Benchmarks

Your company must first meet certain revenue thresholds within a trailing twelve-month period. These figures are based on your Cloud Revenue from the Dynamics 365 Customer Engagement Plan, its related applications, and the Dynamics 365 Enterprise Team Member.

  • Gold Competency: Earn at least US $300,000 in New Billed Revenue. For partners in Developing Markets, the threshold is US $150,000.
  • Silver Competency: Earn at least US $100,000 in New Billed Revenue. For partners in Developing Markets, the threshold is US $50,000.

It's important to note how customer acquisition is credited. All customers acquired before March 29, 2019, are counted via Digital Partner of Record association. Any new customers acquired after that date must be associated with your organization through the incentives claims process.

Building Your Team's Core Certification Foundation

The first step on the certification journey for your team is the mandatory core exam. The number of certified individuals required depends on the competency level you are targeting.

  • Silver Level: 5 individuals must pass.
  • Gold Level: 15 individuals must pass.

This core requirement is met by passing: Exam MB-200: Microsoft Dynamics 365 Customer Engagement Core. The link is the same for both Silver (Exam MB-200) and Gold paths.

Specializing with Functional Consultant Exams

After completing the core exam, the same group of individuals must each pass one of the following functional specialization exams. This allows your team to demonstrate expertise in a specific area of Customer Engagement.

Choose one from the list below:

Demonstrating Advanced Technical Proficiency

Finally, a subset of your certified team must pass a technical exam to prove their capabilities in customization and configuration. This demonstrates a deeper level of expertise within your organization.

  • Silver Level: 2 of the 5 certified individuals must pass.
  • Gold Level: 5 of the 15 certified individuals must pass.

The required exam is: Exam MB2-716: Microsoft Dynamics 365 Customization and Configuration (The link is the same for the Gold path: MB2-716).

Important Information on Exam Transitions

Please be aware that Microsoft updates its certification paths. The following retired exams maintained their validity for competencies for a limited time:

  • Exams MB2-717 and MB2-877 were valid until June 30, 2020.
  • Exams MB2-718 and MB2-719 were valid until August 31, 2020.

If you have any questions about your team's current certifications or the right path forward, please contact us via chat or by calling +45 88 18 43 20. For a broader overview of Microsoft certifications, you might find our role-based roadmap helpful: Readynez Microsoft Certification Poster.

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What is Dynamics 365 for Customer Engagement?

Microsoft Dynamics 365 Customer Engagement (CE) is designed to help you manage your client relationships by streamlining your processes, centralizing client information, providing analysis, and enabling responsive customer service. As a leading cloud-based business solution, this application is built to enhance the efficiency of your sales and marketing teams with data analysis, intelligent insights provided by business intelligence, and campaign management.

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At Readynez we are committed to you, our customers, and you're in safe hands even if you should fail your first attempt. With the certification guarantee, you can join the course again, for free, and only pay for accommodation and exam.

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