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Microsoft Dynamics 365 Fundamentals (CRM)
Course Description
Overview
This exam measures your ability to describe the following: Dynamics 365 Marketing; Dynamics 365 Sales; Dynamics 365 Customer Service; Dynamics 365 Field Service; and shared features.This exam covers the customer engagement features and capabilities of Dynamics 365 apps. Candidates of this exam should have a fundamental understanding of customer engagement principles, business operations, and general computer skills.
You may be eligible for ACE college credit if you pass this certification exam.
Passing score: 700
Objectives
Topics
- Describe the process for generating and scoring leads by using marketing forms and pages
- Describe how to target customers by using segments and subscription lists
- Describe email marketing concepts and processes
- Describe the process of automating marketing activities by using customer journeys
- Describe event management features and capabilities including Microsoft Teams webinar
- Describe the capabilities of Dynamics 365 Customer Insights including Audience Insights and
- Describe the capabilities of Dynamics 365 Customer Voice
- Describe leads and the process for qualifying leads
- Describe the opportunity management process
- Describe the quote lifecycle
- Describe sales pipeline forecasting concepts
- Describe capabilities of Dynamics 365 Sales Insights
- Describe capabilities of LinkedIn Sales Navigator
- Describe Knowledge Management
- Describe the case lifecycle including service-level agreements (SLAs) and entitlements
- Describe how to use queues to manage work
- Describe the work order lifecycle
- Describe capabilities of the Inspections feature
- Describe customer asset management and preventive maintenance processes
- Describe resource and scheduling processes
- Describe scheduling options including Schedule Assistant and Resource Schedule Optimization (RSO)
- Describe how to enable proactive customer asset maintenance by using Connected Field Service
- Describe Microsoft Dataverse as the foundation for Dynamics 365 apps
- Describe built-in reporting capabilities including dashboards, charts, and views
- Describe customers and activities
- Describe Microsoft Teams integration capabilities
- Describe email capabilities including App for Outlook
- Describe how Microsoft Excel and Microsoft Word can be used with Dynamics 365 apps
- Describe options for analyzing data by using Power BI
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Vouchers expire 12 months from the date they are issued, unless otherwise specified in the terms and conditions. Voucher expiration dates cannot be extended. All sales are final.Please refer to the full terms and conditions here.
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