NEW

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.

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Recommended approach

Step 1: Review the skills and knowledge required to certify.

Step 2: Train for certification exams.*

Step 3: Take a practice exam.

  • Microsoft Official Practice Tests are coming soon

Step 4: Schedule your exam and get certified.

*Classroom and online training options will be added when available.

Required exams

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Exam MB-200: Dynamics 365 Customer Engagement Core

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Exam MB-210: Dynamics 365 for Sales

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Skills and knowledge

Candidates who earn a Dynamics 365 for Sales Functional Consultant certification are verified by Microsoft to have the following skills and knowledge.

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
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
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
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
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
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
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
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
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