2 Month/20 Hours Price:90,~~000~~

80,000

Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate

As a candidate for this certification, you have experience configuring Microsoft Power Platform and you know Dynamics 365 model-driven applications and data-modeling principles. You work with an organization’s stakeholders to gather requirements and implement Dynamics 365 Sales solutions. You manage leads, opportunities, quotes, and orders, and you configure product catalogs and price lists. Additionally, you configure Dynamics 365 Sales to match your organization’s unique business process, and you model Dynamics 365 Sales data. You even extend Dynamics 365 solutions using Power Platform components, such as Power Automate and Power Apps.

Skills measured

Perform configuration
Manage core sales tables
Configure additional tools and services
Configure Microsoft Dataverse
Create apps by using Microsoft Power Apps
Create and manage Microsoft Power Automate
Implement Microsoft Power Virtual Agents chatbots
Integrate Microsoft Power Apps with other apps and services
Manage solutions

Course Outline

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
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 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

Create and manage opportunities

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

Create and manage sales 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 products and product catalogs

create and manage products, product bundles, and product families
create and manage pricing lists
create and manage discount lists

Configure integration with external sales applications

implement Relationship Sales
describe use cases for Customer Insights
implement Power BI template apps

Create and manage goals and forecasts

configure and use forecasts
configure and use goals

Implement 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

Manage a data model

assign a type for a table including standard, activity, or virtual
configure tables ownership
create new tables or modify existing tables
determine which type of relationships to implement including 1: N and N: N
configure table relationship behaviors including cascading rule
create new relationships or modify existing relationships
create new columns or modify existing columns
create alternate keys for tables
configure table properties
configure connection roles
create and configure views

Create and manage logic

define requirements for business rules
define and implement business rule logic
define the scope for business rules
configure and test business rules
configure a synchronous classic workflow

Configure Dataverse

configure Relevance Search
configure auditing
perform data management tasks including import, export, and bulk detection
configure duplicate detection settings
configure privacy preferences

Configure security settings

create and manage business units
create and manage security roles
create and manage users and teams
create and manage column securit
configure hierarchy security
configure Azure AD group teams

Create model-driven apps

create and configure forms
create and configure views
create and configure charts
create and configure dashboard
configure site maps
select applicable assets for an app including tables, forms, views, business process flows, dashboards, and charts
share a model-drive app
apply organizational branding by using themes

Create canvas apps

create a canvas app
configure Dataverse as a data source for an app
create canvas app screens
implement form navigation, formulas, variables and collections, and error handling
build reusable components and component libraries
configure offline capabilities for apps
run Power Automate flows based on actions that occur in a canvas app
interpret App Checker results and resolve identified issues including accessibility issues
manage apps
monitor app analytics data

About The Exam

This exam measures your ability to complete the following tasks: configure Microsoft Dataverse; create apps by using Microsoft Power Apps; create and manage Microsoft Power Automate; implement Microsoft Power Virtual Agents chatbots; and integrate Microsoft Power Apps with other apps and services.

International student Fee 750$

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