The content of this exam was updated on July 23,
2021. Please download the skills measured document below to see what changed.
Languages: English, Japanese
Retirement date: none
This exam measures your ability to accomplish the following technical tasks:
Perform configuration, Manage core sales tables, Configure additional tools and
services.
Skills measured
The content of this exam was updated on July 23, 2021. Please download the
exam skills outline below to see what changed.
Perform configuration (25-30%)
Manage core sales tables (45-50%)
Configure additional tools and services (20-25%)
This exam was updated on July 23, 2021. Following the
current exam guide, we have included a version of the exam guide with Track
Changes set to “On,” showing the changes that were made to the exam on that
date.
The following exam guide shows the changes that were implemented on July 23,
2021.
Audience Profile
Candidates for this exam are Microsoft Dynamics 365 functional consultants with
sales expertise.
Candidates responsible for implementing solutions that support a sales life
cycle so that it can 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 organization. They identify opportunities to
use Power Apps to develop unified experiences for all devices, Power Automate
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 should have first-person
experience in one or more sales roles.
Skills Measured
NOTE: The bullets that follow each of the skills measured are intended to
illustrate how we are assessing that skill. This list is NOT definitive or
exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam
may contain questions on Preview features if those features are commonly used.
Perform configuration (25-30%)
Configure sales settings
configure sales territories and hierarchical sales territories
configure auto number settings for cases, orders, and
quotes
configure business settings including business
closures, currencies, and fiscal years
configure sales security roles and access team
templates
configure goal management components
create and manage sales collateral
Configure processes
configure duplicate detection rules
configure record creation rules
configure sales business process flows
create and manage playbooks
Create and configure sales visualizations
configure template apps for Power BI
configure sales dashboards
design and create sales charts
design sales Advanced Find, Power BI, FetchXML, and
Kanban reports, views, and visualizationsreports
Manage core sales entities tables
(45-50%)
Create and manage accounts and contacts
create and manage accounts
create and manage contacts
create and manage activities
Create and manage leads
create and search for leads
convert activities to leads
perform lead qualification
configure status reasons
Create and manage opportunities
manage opportunities
track stakeholders stakeholders,
sales team members, and competitors
add product line items to opportunities
customize the Opportunity Close form
configure status reasons
Create and manage quotessales order
processes
add quotes to opportunities
edit quotes in various stages
manage revisions to quotes
send quotes to customers
convert quotes to orders
manage orders
manage invoices
Create and manage sales order processing
manage orders
manage invoices
manage competitors
Create and manage products and product catalogs
create and manage products, product bundles, and product families
create and manage price pricing
lists
create and manage discount lists
create and manage unit groups
create and manage product lifecycles
Configure additional tools and services (20-25%)
Configure integration with external sales applications
implement Dynamics 365 Sales Insights
implement Relationship Sales
describe use cases for Customer Insights
describe use cases for Power Virtual Agents
describe use cases for AI Builder
implement Power BI template apps
Mange forecastingCreate and manage
goals and forecasts
configure and use forecasts
configure and use goals
define properties and scheduling
select a template
Create and configure playbooks
define playbook categories
Manage playbook
templatesImplement Sales Insights
configure standard Sales Insights features
configure premium features including Notes Analysis, Who Knows Whom, and
Conversation Intelligence
implement Sales Accelerator
implement premium forecasting
configure predictive scoring models
QUESTION 1
Note: This question is part of a series of questions that present the same
scenario. Each question in
the series contains a unique solution that might meet the stated goals. Some
question sets might have
more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to
it. As a result, these
questions will not appear in the review screen.
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead
form.
Solution: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer: B
QUESTION 2
A company uses Dynamics 365 for Sales. The company has not made changes to
any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
A. Delegate
B. Sales Person
C. Sales Manager
D. System Customizer
Correct Answer: D
QUESTION 3
You create an invoice with products and services for a customer.
You need to add pricing for a product that is not available in the product
catalog.
What should you do?
A. Add the product to the order and use Get Products
B. Add a write-in product
C. Add an existing product and change the name and price
D. Add the product to the quote and use Get Products
Correct Answer: B
QUESTION 4
You need to determine which fields are required when opportunities are
marked as lost.
Which fields are required?
A. Status and Stakeholders
B. Status and Contact
C. Status Reason and Competitor
D. Status Reason and Description
Correct Answer: C
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