Languages: English
Audiences: IT Professionals
Technology Microsoft Dynamics 365
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
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