Implement Dynamics 365 Sales (30–35%)
Configure core functionality of Dynamics 365 Sales
Enable and configure predictive lead and opportunity scoring
Configure the lead qualification experience
Configure the opportunity pipeline view
Interpret the Sales Pipeline chart
Configure and deploy the Sales mobile app
Configure Copilot in Sales capabilities
Demonstrate sales order processing, including quotes, orders, and invoices
Configure lead and opportunity status reasons
Configure opportunity close
Configure automatic creation rules for leads
Create and manage sales territories
Set up the product catalog
Configure product catalog settings
Differentiate the product catalog components
Manage the product lifecycle, including creating, revising, cloning, and retiring
Customize the enhanced experience for adding products
Create product bundles
Create product families
Create price lists, discount lists, and product pricing
Configure goals and forecasting
Create and edit goals
Configure rollup queries
Manage forecasts
Build forecasts from templates
Configure and use Sales Insights
Configure and use the assistant
Differentiate standard and premium Sales Insights features
Configure relationship analytics and improve relationship health
Recommend conversation intelligence settings
Configure sales engagement
Configure the Sales accelerator for an organization and users
Customize the workspace
Manage the sales pipeline by using the work list
Configure the Sales accelerator record types
Create and manage sequences
Create and manage assignment rules
Configure lead and opportunity segments
Configure Work assignment
Connect sequences to records
Configure and customize Dataverse and model-driven apps (35–40%)
Perform tasks and manage settings in the Power Platform Environment Settings app
Create and manage email templates
Create and manage Word templates
Create and manage Excel templates
Configure duplicate detection
Configure Dataverse table components
Create or modify a table
Create or modify fields
Configure relationship behaviors
Configure auditing of data
Configure connections and connection roles
Implement business logic
Configure business rules
Configure formula and rollup columns
Implement business process flows
Use the Dataverse connector in a cloud flow
Customize the user experience
Differentiate form and view types
Configure the timeline control
Embed Power BI dashboard, reports, and tiles
Create and configure model-driven apps
Differentiate between types of Power Apps
Create and configure visualizations for model-driven apps
Manage security
Implement hierarchy security
Manage security roles
Create and manage owner and access teams
Share a model-driven app
Evaluate security privileges by using access checker
Manage Microsoft Entra ID groups in Dataverse
Diagnose user access issues
Create and manage column security profiles and column-level security
Demonstrate Dynamics 365 Customer Insights capabilities (10–15%)
Configure core functionality of Dynamics 365 Customer Insights - Journeys
Create and personalize marketing emails by using templates and email editor
Create a journey
Create marketing forms
Create and manage text messages in journeys
Create marketing segments
Create journeys using unified profiles and segments from Dynamics 365 Customer Insights - Data
Configure consent management including Compliance Profiles and Consent Center
Differentiate segments in Dynamics 365 Sales, Customer Insights - Journeys, and Customer Insights - Data
Create and manage events
Create an event
Create and manage event registration forms
Manage registration, waitlists, and attendees
Extend and enhance Dynamics 365 Sales capabilities (10–15%)
Implement collaboration features
Configure document management
Configure Teams calling and dialer
Configure Teams collaboration
Manage sales data and interactions in Outlook
Perform common tasks including tracking records, creating records, adding sales literature and knowledge articles, and applying email templates
Customize the Dynamics 365 App for Outlook
