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Microsoft Dynamics 365

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  • Technology:
    Microsoft Dynamics 365

Microsoft Dynamics 365 for Sales (beta)

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    Part of requirements for Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

    With Microsoft Certification, technology professionals are more likely to get hired, demonstrate clear business impact, and advance their careers.

    About the certification
* 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.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

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Perform configuration (40-45%)
  • Configure sales settings
    • May include but is not limited to: 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
    • May include but is not limited to: Configure record creation rules, configure out of the box sales business process flows
  • Create and configure sales visualizations
    • May include but is not limited to: 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
    • May include but is not limited to: Implement Sales Insights, implement social selling assistant, implement LinkedIn Sales Navigator
Manage core sales entities (20-25%)
  • Create and manage leads
    • May include but is not limited to: Create and search for leads, convert activities to leads, perform lead qualification, configure status reasons
  • Create and manage opportunities
    • May include but is not limited to: 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 (35-40%)
  • Create and manage quotes
    • May include but is not limited to: 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
    • May include but is not limited to: Create and manage orders, create and manage invoices, create and manage competitors
  • Create and manage product and product catalog
    • May include but is not limited to: Configure product families, bundles, and products, configure price lists, configure discount lists, configure unit groups, configure product lifecycle

Who should take this exam?

Candidates for this exam are Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Candidates are responsible for configuring and expanding the core functionality of Leads, Contacts, Accounts, Opportunities and supporting entities to map to the sales processes in place at the company. They identify opportunities to use PowerApps for mobile applications, Microsoft Flow for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the "lead to cash journey."

Candidates must have strong business knowledge and preferably first-person experience in the sales world in one or more sales roles.

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Preparing for an exam

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See the Microsoft Certification exam overview for information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see the Microsoft Certification exam policies and FAQs.


This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.

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