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If you’re a functional consultant, a professional working with Microsoft Dynamics 365 Sales, or a developer looking to hone your consulting skills, this certification could help give your career a boost. It lets you market yourself more effectively for projects and shows your organization that you can use Dynamics 365 Sales to empower the sales force.
As a candidate for this certification, you have experience configuring Microsoft Power Platform and you know Dynamics 365 model-driven applications and data-modeling principles. You work with an organization’s stakeholders to gather requirements and implement Dynamics 365 Sales solutions. You manage leads, opportunities, quotes, and orders, and you configure product catalogs and price lists. Additionally, you configure Dynamics 365 Sales to match your organization's unique business process, and you model Dynamics 365 Sales data. You even extend Dynamics 365 solutions using Power Platform components, such as Power Automate and Power Apps.
If you need more experience before you try to earn this certification, here are some suggestions:
Candidates for this exam perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft Power Platform solutions and apps. They create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations.
Candidates implement the design provided by and in collaboration with a solution architect and the standards, branding and artifacts established by User Experience Designers. They design integrations to provide seamless integration with third party applications and services.
Candidates actively collaborate with quality assurance team members to ensure that solutions meet functional and non-functional requirements. They identify, generate, and deliver artifacts for packaging and deployment to DevOps engineers, and provide operations and maintenance training to Microsoft Power Platform administrators.
Microsoft Power Platform functional consultants should be familiar with using Microsoft Power Platform components to extend and customize Microsoft apps and services such as Teams, Dynamics 365, Excel, and Word.
Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise. Candidates are 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.
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