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).
- 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.
Skills measured
- Implement Dynamics 365 Sales
- Configure and customize Dataverse and model-driven apps
- Implement the Dynamics 365 App for Outlook
- Implement security and customizations in Dynamics 365 Sales
- Demonstrate Dynamics 365 Customer Insights capabilities
- Extend and enhance Dynamics 365 Sales capabilities
Prerequisites
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.
Recommended training for this certification
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Exams
Exam Details:
- Exam MB-280: Microsoft Dynamics 365 Customer Experience Analyst (beta)
- $165 USD
- Languages: English
- This exam measures your ability to accomplish the following technical tasks: implement Dynamics 365 Sales; configure and customize Dataverse and model-driven apps; implement the Dynamics 365 App for Outlook; implement security and customizations in Dynamics 365 Sales; demonstrate Dynamics 365 Customer Insights capabilities; and extend and enhance Dynamics 365 Sales capabilities.