Course

As a candidate for this certification, you're a Microsoft Dynamics 365 customer experience analyst who has:

Participated in or plans to participate in Dynamics 365 Sales implementations.
An understanding of an organization's sales process.
An understanding of the seller's perspective (user experience).
An understanding of how AI and intelligence features increase seller efficiency.
The ability to demonstrate Dynamics 365 Customer Insights - Data and Customer Insights - Journeys capabilities.
You’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process. You use your knowledge of customer experience capabilities in Dynamics 365 Sales and Microsoft Power Platform to inform the following design and implementation tasks:

Configure Dynamics 365 Sales standard and premium features.
Implement collaboration features.
Configure the security model.
Perform Dynamics 365 Sales customizations.
Extend Dynamics 365 Sales with Microsoft Power Platform.
Deploy the Dynamics 365 App for Outlook.
Set up journeys to support sales-related processes using Dynamics 365 Customer Insights - Journeys.
Create Dynamics 365 Customer Insights - Data unified profiles from different data sources.
As a candidate, you need:

Experience configuring model-driven apps in Microsoft Power Apps.
An understanding of accounts, contacts, and activities.
An understanding of leads and opportunities.
An understanding of the components of model-driven apps, including forms, views, charts, and dashboards.
An understanding of model-driven app personal settings.
Experience working with Dataverse solutions.
An understanding of Dataverse, including tables, columns, and relationships.
Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions.
An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing.
An understanding of the Dynamics 365 Sales Insights and Copilot functions that enhance, guide, and support the sales process.
An understanding of how Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data can personalize and support sales activities.