Microsoft Dynamics 365 courses

Customer Engagement Apps (CRM) Certifications Overview

Build stronger relationships, track leads and deliver actionable data.

Fundamentals

Dynamics 365 Fundamentals: Customer Engagement Apps (CRM)

The customer engagement apps fundamentals certification validates broad exposure to the customer engagement capabilities of Dynamics 365, building on a foundational understanding of business operations, IT, and customer relationship management.

Skills required:

• Identify Microsoft platform components for Dynamics 365

• Describe artificial intelligence and mixed reality in Dynamics 365

• Describe model-driven apps

• Describe finance and operations apps

Role-Based

Dynamics 365 Sales Functional Consultant Associate

The sales functional consultant associate focuses on customer engagement and implements solutions that support a sales lifecycle to meet revenue targets, business strategies, and company objectives.

Skills rrquired:

• Perform configuration

• Manage core sales entities

• Manage sales entities

Dynamics 365 Marketing Functional Consultant Associate

The marketing functional consultant associate focuses on customer engagement, has marketing experience, and implements solutions that attract and convert leads, build brand awareness, and standardise omnichannel messaging.

Skills required:

• Configure marketing applications

• Manage segments and lists

• Create and manage marketing forms and pages

• Manage leads

• Create and manage marketing emails

• Manage customer journeys

• Manage events and webinars

• Configure and analyze customer responses

Dynamics 365 Customer Service Functional Consultant Associate

The customer service functional consultant associate builds CX solutions that are fast and agile and that leverage AI to drive actionable insights that anticipate customer needs.

Skills required:

• Perform configuration

• Manage cases and the knowledge base

• Manage queues, entitlements, and SLAs

• Configure Forms Pro

Dynamics 365 Field Service Functional Consultant Associate

The field service functional consultant associate configures the field service application and manages its lifecycle.

Skills required:

• Configure field service applications

• Manage work orders

• Schedule and dispatch work orders

• Manage field service mobility

• Manage inventory and purchasing

• Manage assets and agreements

Finance and Operations Apps (ERP) Certifications Overview

Fundamentals

Dynamics 365 Fundamentals: Finance and Operations Apps (ERP)

The finance and operations apps fundamentals certification validates broad exposure to the enterprise resource planning capabilities of Dynamics 365, building on a foundational understanding of financial principles and business operations.

Skills required:

• Identify Microsoft platform components for Dynamics 365

• Describe artificial intelligence and mixed reality in Dynamics 365

• Describe model-driven apps

• Describe finance and operations app

Role-based

Dynamics 365 Finance Functional Consultant Associate

The finance functional consultant associate unifies global financials and automates tasks and workflows.

Skills required:

• Set up and configure financial management

• Manage and apply common processes

• Implement and manage accounts payable and receivable

• Manage budgeting and fixed assets

Dynamics 365 Supply Chain Management Manufacturing Functional Consultant Associate

The supply chain management manufacturing functional associate implements manufacturing business solutions to meet customer business requirements.

Skills required:

• Set up and configure manufacturing

• Create and manage production and lean orders

• Create, process, and manage production batch orders

Dynamics 365 Supply Chain Management Functional Consultant Associate

The supply chain management functional consultant implements supply chain management practices, including procurement, trade, logistics, warehouse management, and transportation management.

Skills required:

• Implement product information management

• Implement inventory management

• Implement and manage supply chain processes

• Implement warehouse management and transportation management, and perform business processes

Dynamics 365 Finance and Operations Apps Developer Associate

The finance and operations apps developer associate designs, develops, secures, and extends Dynamics 365 implementations.

Skills required:

• Plan architecture and solution design

• Apply developer tools

• Design and develop AOT elements

• Develop and test code

• Implement reporting

• Integrate and manage data solutions

• Implement security and optimize performance

Dynamics 365 Business Central Functional Consultant Associate

Dynamics 365 Business Central Functional Consultants are responsible for implementing core application setup processes for small and medium businesses.

Skills required:

• Identify solution requirements

• Design solution components

• Define solution testing and management strategies

Dynamics 365 Finance and Operations Apps Solution Architect Expert

The finance and operations apps solution architect expert is a trusted advisor who provides information technology solutions to meet business needs.

Skills required:

• Identify solution requirements

• Design solution components

• Define solution testing and management strategies