A Strategic Guide to the Dynamics 365 Customer Engagement Competency

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Achieving a Microsoft Partner Competency is a significant differentiator for any UK technology business. It formally recognises your organisation's expertise and unlocks a new level of benefits and opportunities. This guide provides a clear roadmap for meeting the requirements for the Dynamics 365 Customer Engagement competency.

As a globally recognised, 5-time winner of the Microsoft Learning Partner of the Year award, Readynez is perfectly positioned to support your team's development. Let's explore the path ahead.

The Two Tiers of Partner Competency

The journey is structured into two levels: Silver and Gold. Each tier has specific requirements covering both the certified skills within your team and commercial performance benchmarks. Silver represents a strong foundational capability, while Gold signifies a deeper, more extensive level of expertise and market success.

Achieving Silver Competency: Your First Milestone

To attain Silver status, your organisation must meet criteria for both staff certification and revenue.

Staff Certification Requirements (Silver)

A minimum of 5 individuals in your company must pass the required exams. The structure for these five people is as follows:

Performance Requirements (Silver)

Your company must also meet a performance threshold of at least $100,000 in Cloud Revenue (New Billed Revenue) within the preceding twelve months. For partners in developing markets, this threshold is $50,000. This revenue must originate from the Dynamics 365 Customer Engagement Plan, its associated applications, and the Dynamics 365 Enterprise Team Member.

Elevating to Gold Competency: The Elite Tier

Advancing to Gold status demonstrates the highest level of capability and requires a greater commitment to certification and revenue generation.

Staff Certification Requirements (Gold)

The team requirement increases significantly to 15 individuals who must meet the exam criteria:

Performance Requirements (Gold)

The revenue target for Gold Competency is $300,000 in Cloud Revenue (New Billed Revenue) over the trailing twelve-month period. For partners in developing markets, the requirement is $150,000.

Important Administrative Information

Please note the following rules regarding customer association and exam validity. New customers acquired from 29th March 2019 onwards must be linked to your organisation via the incentives claims process to count towards your revenue. Customers acquired before this date will continue to be credited through a Digital Partner of Record association.

Regarding retired exams, MB2-717 and MB2-877 remain valid for competency until 30th June 2020. Similarly, the retired exams MB2-718 and MB2-719 will be valid until 31st August 2020.

Ready to Begin Your Competency Journey?

Navigating the Microsoft certification landscape can be complex, but we are here to help. If you have any questions, please contact us via the chat function or by calling +45 88 18 43 20. For a broader overview of certification paths, you can also download our comprehensive role-based Microsoft course roadmap: https://www.readynez.com/media/41xb0umb/readynez-microsoft-certification-poster.pdf.

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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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