• Microsoft Dynamics 365 For Sales Enterprise Edition
• Dynamics 365 For Sales Enterprise

Prepare and practice for a Microsoft Dynamics 365 certification exam

Microsoft Dynamics 365 for Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics. Explore Dynamics 365 Sales capabilities Sell smarter with contextual insights Improve conversion and win rates with lead and opportunity scoring based on advanced scoring models to identify customers most likely to convert and buy. About this course. Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. Dynamics 365 for Sales Artificial Intelligence. Sell smarter with a platform that guides you through the sales cycle. Engage Better. Strengthen business relationships by leveraging tools like LinkedIn Sales Navigator. Increase Productivity. A boost in productivity is a boost in revenue.

Microsoft Dynamics 365 Customer Engagement Core

Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. With Microsoft Dynamics 365 for Sales, your sales employees can work more effectively. An optional mobile app makes it possible to record activities and offers, obtain an overview of your potential customers, and quickly compile informative reports yourself, directly from an e-mail application. Microsoft Dynamics 365 CRM is the foundation for a suite of productivity applications for your business. This innovative solution breaks down the silos between CRM, ERP and productivity to offer one system for everyone.

Exam MB-200

This exam is a prerequisite for role-based Microsoft Dynamics 365 certifications such as Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate and Microsoft Certified: Dynamics 365 for Customer Service Functional Consultant Associate, as well as other Microsoft Dynamics 365 certifications that are coming soon. As a functional consultant, the candidate for this exam is aware of bundled versions of features but does not primarily work with these bundled products. Candidates are primarily responsible for configuring the system to meet client needs, performing design tasks related to implementing new features and functionality, and implementing and testing system changes. Candidates plan the functional design for solutions, implement an application lifecycle management (ALM) process, migrate data and objects from legacy and external systems, integrate Power Platform with other systems, and manage the Power Platform environment.

Microsoft Dynamics 365 for Sales

Exam MB-210

This exam is for the Microsoft Dynamics 365 for Sales Functional Consultant role and the Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate certification. Candidates for this exam are Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle to 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 company. They identify opportunities to use PowerApps for mobile applications, Microsoft Flow 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 preferably first-person experience in the sales world in one or more sales roles.

Microsoft Dynamics 365 For Sales Enterprise Edition

Microsoft Dynamics 365 for Marketing

Exam MB-220

This exam is for Microsoft Dynamics 365 Customer Engagement functional consultants with Marketing expertise and the Microsoft Certified: Dynamics 365 for Marketing Functional Consultant Associate certification. Candidates are responsible for implementing solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights. Candidates are responsible for configuring and expanding the core marketing application to include email marketing, setup, interactive customer journeys, leads nurturing with personalized experiences, LinkedIn integration, Events, Voice of the Customer, Landing Pages, segmentation and scoring, and maintaining General Data Protection Regulation (GDPR) compliance. Candidates should have some knowledge of marketing principles and the Marketing application's role in relationship to the Microsoft Dynamics 365 suite of applications, including integration with Microsoft Dynamics 365 and Office 365 applications. Candidates should understand industry terminology, priorities, common initiatives, standards, methodologies, and best practices.

Microsoft Dynamics 365 for Customer Service

Exam MB-230

This exam is for the Microsoft Dynamics 365 for Customer Service Functional Consultant role and the Microsoft Certified: Dynamics 365 for Customer Service Functional Consultant Associate certification. Candidates for this exam are Dynamics 365 Customer Engagement functional consultant with customer service expertise. Candidates are responsible for implementing omnichannel solutions that focus upon service, quality, reliability, efficiency, and customer satisfaction. Candidates design and implement service management visualizations and reports provided by and in collaboration with the Solution Architect. Candidates collaborate with the Customer Engagement administrator to implement and upgrade Power platform components, including knowledge base, and Voice of the Customer.

Candidates must have strong applied knowledge meeting user needs through the Dynamics 365 Customer Service, including in-depth understanding of cases, knowledge base, queues, entitlements, Service Level Agreements (SLAs), visualizations, and Unified Service Desk. Candidates should understand industry terminology, priorities, standards, methodologies, customer service operations, and best practices. Candidates should include a comprehensive understanding of the Customer Service application’s role in relationship to the Dynamics 365 suite of applications along with a basic understanding of the solution architecture and quality assurance.

Microsoft Dynamics 365 for Field Service

Exam MB-240

This exam is for Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise and the Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate certification. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle. Candidates implement the field service processes designed in collaboration with internal and external teams. This collaboration includes configuring the default administration areas of the Field Service application, deploying the Connected Field Service (IoT) solution and the mobile application, and implementing any additional needed customizations. Candidates are responsible for the configuration and deployment of the Field Service application in conjunction with the core customer service application. Candidates must have knowledge of how to configure and customize components of the Field Service application, including configuring services, resources, characteristics, incidents, inventory integration, service agreements, resource scheduling, work orders, service tasks, field service user roles, field service settings, the Connected Field Service (IoT) solution, and configuration of the Field Service Mobile app.

Microsoft Dynamics 365 Unified Operations Core

Exam MB-300

This exam is a prerequisite for role-based Microsoft Dynamics 365 certifications such as Microsoft Certified: Dynamics 365 for Finance and Operations, Financials Functional Consultant Associate; Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultant Associate; and Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultant Associate. Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements. Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts. Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.

Microsoft Dynamics 365 for Finance and Operations, Financials

Exam MB-310

This exam is for Microsoft Certified: Dynamics 365 for Finance and Operations, Financials Functional Consultant Associate certification. Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements. Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts. Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management. Candidates must have knowledge of basic accounting principles and practices.

Microsoft Dynamics 365 for Finance and Operations, Manufacturing

Exam MB-320

This exam is for Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultant Associate certification. Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements. Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts. Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management. Utorrent for mac os 10.6.8. Candidates must have some knowledge of manufacturing practices.

Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management

Exam MB-330

This exam is for Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultant certification. Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements. Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts. Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management. Candidates must have some knowledge of supply chain management practices, including procurement, trade, logistics, warehouse management, and transportation management.

Dynamics 365 For Sales Enterprise

Microsoft Dynamics 365 Fundamentals

Exam MB-900

This exam is for candidates looking to demonstrate foundational knowledge of Microsoft Business Applications services and the cloud computing model. Candidates who successfully pass this exam will earn the Microsoft Certified Dynamics 365 Fundamentals certification. This exam will cover the considerations and benefits of adopting Microsoft Business Applications and cloud services in general. It will also cover the available options for implementing software in a service cloud model. This exam can be taken as a precursor to Business applications-based certifications and training.
Candidates of this exam should have general knowledge or relevant working experience in an Information Technology (IT) environment. Candidates should also have a basic understanding of business scenarios and experience in addressing business, legal, and security requirements for IT projects.

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Welcome to Dynamics 365 Sales!

Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities

Available anywhere, on any device

The My Apps page shows the apps based on the logged in user's security role.

Here are the flavors Dynamics 365 Sales is available in:

• The Sales Hub app is built on the Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. With Dynamics 365 for Customer Engagement apps version 9.0.2, the Sales Hub app is optimized to work on mobile devices as well as desktops.

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• The Sales app is designed for the legacy web client and is the full-featured, desktop-optimized web client app for sales scenarios.

  Important

  With the April 2019 release, any new subscription to Dynamics 365 for Sales will not have the Sales app (web client). The existing organizations where the Sales app was available will show a notification prompting users to update their legacy web client apps to Unified Interface. More information: Update your apps to Unified Interface, Enable Unified Interface Only mode

• The Sales Professional app is similar to the Sales Hub app, but the entities included in the Sales Professional app are a subset of the entities included in the Sales Enterprise.

  Note

  For mobile devices, you'll also need to install Dynamics 365 for phones and tablets.

The following image shows the menu of the Sales Hub app, which is the Unified Interface app for Dynamics 365 for Sales.

The following image shows the menu for the Sales app or the Sales module in the Dynamics 365 - custom app.

What Dynamics 365 for Sales offers

Dynamics 365 Sales offers great benefits, whether you're using a desktop, phone, or tablet.

Benefits for sales people

• Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs.

• Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).

• Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Office 365 apps, which makes it easier to get going more quickly:

  • Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.

  • Open sales data in Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications.

• Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.

• Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.

Benefits for sales managers

• Accelerate your team's performance by using real-time analytics based on historical data and predictive information.

• Monitor results, and provide feedback and coaching, in real time.

• Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 Sales.

See also

User Guide (Sales and Sales Hub)
Business process flows overview
Set up a product catalog
Set up sales territories