Exam MB-901: Microsoft Dynamics 365 Fundamentals (beta)
Languages: English
Retirement date: none
This exam measures your ability to understand Microsoft Dynamics 365; artificial intelligence (AI); mixed reality (MR); the Power Platform; cloud concepts; cloud security; role-based security in Dynamics 365; Common Data Service; data management framework; Dynamics 365 reporting; Dynamics 365 integrations; and cloud deployment.
This exam will cover the positioning and benefits of adopting Dynamics 365.
Candidates should have a functional understanding of Dynamics 365 capabilities and Microsoft cloud computing.
Candidates of this exam should have general knowledge or relevant working experience in an Information Technology (IT) environment. Candidates should also have a basic understanding of business scenarios and experience in addressing business, legal, and security requirements for IT projects.
Audience Profile
This exam will cover the positioning and benefits of adopting Dynamics 365.
Candidates should have a functional understanding of Dynamics 365 capabilities and Microsoft cloud computing.
Candidates of this exam should have general knowledge or relevant working experience in an Information Technology (IT) environment. Candidates should also have a basic understanding of business scenarios and experience in addressing business, legal, and security requirements for IT projects.
Skills Measured
NOTE: The bullets that appear below each of the skills measured are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
NOTE: In most cases, exams do NOT cover preview features, and some features will only be added to an exam when they are GA (General Availability).
Identify Microsoft platform components for Dynamics 365 (30-35%)
Describe integration capabilities
• integration across Dynamics 365 apps
• integration across Microsoft products
• integration with third-party apps
• custom integrations in Dynamics 365
Describe Dynamics 365 cloud security
• encryption
• authentication
• data ownership
• data center access
• SSO
• Data loss protection (DLP)
• industry standard certifications (GDPR, etc)
Understand the benefits of role based security
• app role-based security
• leveraging security roles
• streamlined user experience
• out-of-the-box security roles
Identify the business value of the Microsoft cloud
• Azure features used by Dynamics 365
• PaaS
• Life Cycle Services (LCS)
Understand the use of Power Platform in Dynamics 365
• Power Apps
• Power BI
• Power Automate
• AI Builder
• Common Data Service
Understand the benefits of the Common Data Service
• analytics
• extensibility
• interoperability
• consistency
Identify Dynamics 365 reporting capabilities
• built in reporting
• role-based reporting
• extensible reporting
Understand AI and Mixed Reality for Dynamics 365 (10-15%)
Leverage AI for data insights
• fraud protection
• virtual agents
• sales insights
• customer insights
• relationship insights
• customer service insights
Leverage mixed reality
• remote assist
• guides
• layouts
Understand model-driven apps (25-30%)
Understand the capabilities of Dynamics 365 Sales
• dynamics 365 sales automation
• pipeline management
• contact management
• customer requests and follow up
• LinkedIn Sales Navigator
Understand the capabilities of Dynamics 365 Marketing
• lead generation and qualifications
• customer journey
• surveys
• landing pages
• segmentation
• event management
• dynamics 365 for marketing
Understand the capabilities of Dynamics 365 Field Service
• Resource Scheduling Optimization (RSO)
• Connected Field Service
• service resource scheduling
• proactive customer service
• Field Service Mobile
Understand the capabilities of Dynamics 365 Customer Service
• account management
• omni channel service
• case life cycle
• knowledge articles
Understand Finance and Operations apps (25-30%)
Understand the capabilities of Dynamics 365 Finance
• General Ledger
• Accounts Payable
• Accounts Receivable
• project accounting
• budgeting
• global attributes
• end to end business processes
• real time cash flow visibility
• enterprise asset management
Understand the capabilities of Dynamics 365 Human Resources
• employee self-service
• personnel management
• benefits management
• employee development
Understand the capabilities of Dynamics 365 Business Central
• finance
• supply chain
• project management
• sales and service
• budgeting
• when to use Business Central vs other Dynamics 365 products
Understand the capabilities of Dynamics 365 Supply Chain Management
• project accounting
• modernize operations
• procurement and sourcing
• manufacturing
• warehouse management
• master planning
• product information
Understand the capabilities of Dynamics 365 Commerce
• retail capability
• Channel Management
• Point of Sale (POS)
• mobile commerce
QUESTION 1
You are implementing Dynamics 365 Customer Service.
Company executives need to decide whether to put the data on-premises or in the cloud.
You need to explain the data security benefits of the cloud.
What should you communicate to the executives?
A. Active Directory keeps data secure.
B. Data is in a government cloud.
C. Data on-premises is encrypted by default.
D. Data online is encrypted by default.
Correct Answer: D
QUESTION 2
A company uses Microsoft Exchange Online.
Sales team members want to use Microsoft Outlook to view items that were created in Dynamics 365 Sales.
Which three components are synchronized between Dynamics 365 Sales and Outlook?
Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Tasks
B. Appointments
C. Phone calls
D. Accounts
E. Contacts
Correct Answer: A,B,E
QUESTION 3
A company uses Dynamics 365 Sales. You plan to use Power Apps to create a customized app that allows
sales team members to enter data for customer, leads, and opportunities.
Sales team members must be able to enter the information from desktops, laptops, tablets, and mobile
devices. All salespeople need access to the same forms, views and reports.
What is the minimum number of Power Apps that you must create?
A. 1
B. 2
C. 3
D. 4
Correct Answer: A
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