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Microsoft Dynamics 365 for Sales
Published: February 21, 2017
Audiences: IT professionals, Developers
Technology: Microsoft Dynamics 365 Enterprise
Credit toward certification: Specialist
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.
Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.
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Create a Customer Organizational Structure (20% - 25%)
Manage customer records
Create and maintain a current customer base organizational structure; identify potential sales opportunities by utilizing core records such as accounts, contacts and customers
Manage the sales process
Create and maintain sales transactional records; track the sales progression; manage the sales process from lead generation through quote, order, and invoice creation
Manage customer communication
Create and manage social engagement sources, identify opportunities and generate leads
Manage sales literature and competitors
Create and maintain a sales literature repository, create an organized methodology for identifying and tracking competitors
Manage Leads and Opportunities (15% - 20%)
Identify leads and track them throughout the conversion process, reactivate or delete disqualified leads
Identify and manage opportunities
Identify opportunities to track throughout the sales workflow, create opportunities with a defined status, create records within the opportunity form, assign opportunities to designated sales staff
Utilize opportunity functionality
Close and document opportunities as won or lost, use Quick Create to add new information, connect opportunities to other record types, apply connections to a data structure
Manage opportunity relationships
Analyze lost sales opportunities through resolution activities, utilize multiple opportunity views
Manage Relationship and Sales Analysis (10% - 15%)
Manage relationship intelligence
Provision and configure Relationship Insights to integrate with Exchange, create and prioritize actions and tasks, track interactions, manage sales communication
Manage relationship analysis
Provision and configure relationship intelligence, create actionable and productivity cards by using Relationship Assistant
Integrate email with Dynamics 365 Sales
Track interactions with a specific email; manage sales relationships through statistical analysis of email activity, untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics and Auto-capture
Manage sales by using sales analysis tools
Improve sales tracking by using Advanced Find, editable grids and built-in reports; export data to Excel in both static and dynamic processes; export Excel templates
Manage the Sale Process (10% - 15%)
Manage the business process flow
Manage the tasks required of each state in the Business Process Flow, create territories and assign them to managers and sales staff, configure currency and exchange rates
Manage Products by using the Product Catalog
Manage prices lists, discount lists and unit groups; create, maintain and clone products; manage the product lifecycle
Manage price structures
Create price lists, create discount list models, assign currencies to products
Manage product relationships
Identify product relationships, differentiate product relationships by family units, customize properties for all products, identify and bundle related products
Manage sales transactional records
Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products; manage the quote lifecycle; create and manage quotes, orders, and invoices
Improve Sales Performance (10% - 15%)
Create manageable and measurable goals, delineate goals by fiscal periods, specify definitions and goal metric records, analyze individual and organizational progress by creating goal hierarchies, use rollup queries
Manage visual tools with Sales Analysis
Create documents and templates, integrate charts and dashboards
Manage Customer Information (15% - 20%)
Operate Dynamics 365 sales functions
Identify and define the functional areas of Dynamics 365 Sales, model relationships and records in Microsoft Dynamics 365, access Dynamics 365 Sales through various client access methods, utilize the help center
Perform data management
Create customers and contacts within 365 Sales, enforce customer relationship by using activity types, use views and global searches
Perform lifecycle management
Utilize leads, convert leads into customers in the lead life cycle, perform opportunity management, manage cases
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