The content of this exam was updated on July 23, 2021. Please download the skills measured document below to see what changed.

Languages: English, Japanese
Retirement date: none
This exam measures your ability to accomplish the following technical tasks: Perform configuration, Manage core sales tables, Configure additional tools and services.

Skills measured
The content of this exam was updated on July 23, 2021. Please download the exam skills outline below to see what changed.
Perform configuration (25-30%)
Manage core sales tables (45-50%)
Configure additional tools and services (20-25%)

This exam was updated on July 23, 2021. Following the current exam guide, we have included a version of the exam guide with Track Changes set to “On,” showing the changes that were made to the exam on that date.

The following exam guide shows the changes that were implemented on July 23, 2021.

Audience Profile
Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise.

Candidates responsible for implementing solutions that support a sales life cycle so that it can 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 organization. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate 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 should have first-person experience in one or more sales roles.

Skills Measured
NOTE: The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. This list is NOT definitive or exhaustive.
NOTE: Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.

Perform configuration (25-30%)

Configure sales settings

 configure sales territories and hierarchical sales territories
 configure auto number settings for cases, orders, and quotes
 configure business settings including business closures, currencies, and fiscal years
 configure sales security roles and access team templates
 configure goal management components
 create and manage sales collateral

Configure processes
 configure duplicate detection rules
 configure record creation rules
 configure sales business process flows
 create and manage playbooks

Create and configure sales visualizations

 configure template apps for Power BI
 configure sales dashboards
 design and create sales charts
 design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizationsreports

Manage core sales entities tables (45-50%)
Create and manage accounts and contacts
 create and manage accounts
 create and manage contacts
 create and manage activities

Create and manage leads
 create and search for leads
 convert activities to leads
 perform lead qualification
 configure status reasons

Create and manage opportunities
 manage opportunities
 track stakeholders stakeholders, sales team members, and competitors
 add product line items to opportunities
 customize the Opportunity Close form
 configure status reasons

Create and manage quotessales order processes
 add quotes to opportunities
 edit quotes in various stages
 manage revisions to quotes
 send quotes to customers
 convert quotes to orders
 manage orders
 manage invoices

Create and manage sales order processing
 manage orders
 manage invoices
 manage competitors

Create and manage products and product catalogs
 create and manage products, product bundles, and product families
 create and manage price pricing lists
 create and manage discount lists
 create and manage unit groups
 create and manage product lifecycles

Configure additional tools and services (20-25%)
Configure integration with external sales applications
 implement Dynamics 365 Sales Insights
 implement Relationship Sales
 describe use cases for Customer Insights
 describe use cases for Power Virtual Agents
 describe use cases for AI Builder
 implement Power BI template apps

Mange forecastingCreate and manage goals and forecasts
 configure and use forecasts
 configure and use goals
 define properties and scheduling
 select a template

Create and configure playbooks
 define playbook categories

Manage playbook templatesImplement Sales Insights
 configure standard Sales Insights features
 configure premium features including Notes Analysis, Who Knows Whom, and
Conversation Intelligence
 implement Sales Accelerator
 implement premium forecasting
 configure predictive scoring models

QUESTION 1
Note: This question is part of a series of questions that present the same scenario. Each question in
the series contains a unique solution that might meet the stated goals. Some question sets might have
more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these
questions will not appear in the review screen.
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?

A. Yes
B. No

Correct Answer: B

QUESTION 2
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?

A. Delegate
B. Sales Person
C. Sales Manager
D. System Customizer

Correct Answer: D

QUESTION 3
You create an invoice with products and services for a customer.
You need to add pricing for a product that is not available in the product catalog.
What should you do?

A. Add the product to the order and use Get Products
B. Add a write-in product
C. Add an existing product and change the name and price
D. Add the product to the quote and use Get Products

Correct Answer: B

QUESTION 4
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?

A. Status and Stakeholders
B. Status and Contact
C. Status Reason and Competitor
D. Status Reason and Description

Correct Answer: C

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