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Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

Microsoft Dynamics 365 for Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.

Required exams: Exam MB-200 and Exam MB-210

Optional prerequisite: 1 exam | See details

Skills measured

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 artifacts necessary for a proof of concept (POC) of functional solution designs

Perform continuous collaboration with customer

  • identify collaboration tools
  • perform an audit
  • identify artifacts to be recorded in change logs
  • select between managed and unmanaged solutions
  • identify components for entities

Manage user experience 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

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

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

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

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

Perform configuration

Configure sales settings

  • configure sales territories
  • configure default revenue type
  • configure auto number settings
  • configure business closures
  • configure fiscal year
  • configure currencies
  • configure sales team roles
  • configure sales security roles
  • configure goal management components
  • create and manage sales collateral
  • configure relationship cards

Configure processes

  • configure record creation rules
  • configure out of the box sales business process flows

Create and configure sales visualizations

  • configure sales content pack for Power BI
  • configure sales dashboards
  • design and create sales charts
  • execute and analyze sales reports

Configure integration with external sales applications

  • implement Sales Insights
  • implement social selling assistant
  • implement LinkedIn Sales Navigator

Manage core sales entities

Create and manage leads

  • create and search for leads
  • convert activities to leads
  • perform lead qualification
  • configure status reasons

Create and manage opportunities

  • create and search for opportunities
  • close opportunity as won or lost
  • track stakeholders and sales team
  • add product line items to opportunity
  • configure status reasons

Manage sales entities

Create and manage quotes

  • add quotes to opportunities
  • edit quotes in various stages
  • send quotes to customers
  • convert quotes to orders
  • create a template from a quote

Create and manage sales order processing

  • create and manage orders
  • create and manage invoices
  • create and manage competitors

Create and manage product and product catalog

  • configure product families, bundles, and products
  • configure price lists
  • configure discount lists
  • configure unit groups
  • configure product lifecycle

Optional prerequisite

A helpful starting point for individuals just starting in technology or thinking about a career change.

Microsoft Certified Dynamics 365 Fundamentals

Prove that you understand the apps available in Microsoft Dynamics 365, deployment and release management, and the fundamentals of Dynamics 365 licensing, onboarding, and support.

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Exam MB-200

Exam MB-200: Microsoft Dynamics 365 Customer Engagement Core

This exam measures your ability to accomplish the following technical tasks: perform discovery, planning, and analysis; manage user experience design; manage entities and data; implement security; implement integration; and perform solutions deployment and testing. Learn more.

Schedule exam

Exam MB-210

Exam MB-210: Microsoft Dynamics 365 for Sales

This exam measures your ability to accomplish the following technical tasks: perform configuration, manage core sales entities, and manage sales entities. Learn more.

Schedule exam

*Pricing does not reflect any promotional offers or reduced pricing for Microsoft Imagine Academy program members, Microsoft Certified Trainers, and Microsoft Partner Network program members. Pricing is subject to change without notice. Pricing does not include applicable taxes. Please confirm exact pricing with the exam provider before registering to take an exam.

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