Exam Name: Microsoft Dynamics 365 Fundamentals (CRM)
Certification Provider: Microsoft
Corresponding Certification: Microsoft Dynamics 365 Fundamentals
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Retirement date: none
This exam measures your ability to describe the following: Dynamics 365 Marketing; Dynamics 365 Sales; Dynamics 365 Customer Service; Dynamics 365 Field Service; Project Operations; and shared features.
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Microsoft MB-910 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Describe Dynamics 365 Marketing (10-15%) | |
| Identify Dynamics 365 Marketing capabilities | - describe how to target customers by using segments and subscription lists - describe the lead generation and qualification process including lead scoring - describe customer journeys - describe event management features and capabilities |
| Describe related marketing apps | - describe the capabilities of LinkedIn Campaign Manager - describe the capabilities of Dynamics 365 Customer Voice - describe the capabilities of Dynamics 365 Customer Insights including audience insights and experience insights |
Describe Dynamics 365 Sales (15-20%) | |
| Describe the Dynamics 365 Sales lifecycle | - describe leads and the process for qualifying leads - describe the opportunity management process - describe the quote lifecycle - describe use cases for orders and invoices - describe processes and tools used for forecasting sales |
| Describe related sales apps | - describe capabilities of Dynamics 365 Sales Insights - describe capabilities of LinkedIn Sales Navigator |
Describe Dynamics 365 Customer Service (15-20%) | |
| Describe Dynamics 365 Customer Service components | - describe cases, queues, and entitlements - describe Knowledge Management - describe service-level agreements (SLAs) |
| Describe related customer service apps | - describe Omnichannel for Customer Service - describe Connected Customer Service - describe Customer Service Insights |
Describe Dynamics 365 Field Service (15-20%) | |
| Describe the work order lifecycle | - describe the lifecycle of a work order including work order creation - describe sources for work orders including cases, opportunities, IoT device sensor alerts, and agreements - describe capabilities for the Inspections feature |
| Describe scheduling capabilities | - describe resource management capabilities including skills, and proficiency models - identify available Universal Resource Scheduling (URS) scheduling options including Schedule Assistant, Resource Schedule Optimization (RSO), and geolocation for technicians - describe how Dynamics 365 Field Service uses artificial intelligence (AI) to help organizations become more efficient |
| Describe inventory and asset management capabilities | - describe inventory management transaction types - describe customer asset management and preventive maintenance processes - describe options for performing proactive customer asset maintenance by implementing IoT |
Describe Project Operations (15-20%) | |
| Identify Project Operations capabilities | - describe project components including contracts, stages, assignments, and fixed price versus time and material estimates versus retainer contracts - identify views and reports that aid a project service company in making decisions |
| Describe project sales capabilities | - describe the process for converting leads into projects - describe opportunity management and quote management for project-based and product-based quotes - describe use cases for project contracts |
| Describe project planning and resource management capabilities | - describe allocation methods, tasks, subtasks, and assignments - describe time and expenses entry, and entry approvals - describe resource skills and proficiency models - identify Interactive Gantt charts, Kanban boards, Resource Utilization boards, and Schedule boards |
Describe shared features (15-20%) | |
| Identify common customer engagement features | - describe customers and activities - describe the product catalog - describe price lists, discounts, and currencies - describe cases - describe resources |
| Describe reporting capabilities | - describe built-in reporting capabilities including dashboards, charts, views, and Report Wizard - describe options for exporting data to Microsoft Excel - describe options for analyzing data by using Power BI |
| Describe integration options | - describe Microsoft Teams integration capabilities - describe use cases for integrating with Microsoft Excel and Microsoft Word - describe options for managing documents by using SharePoint Online - describe email integration capabilities |
Reference: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-910
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