Certification
Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.
At a glance
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Overview
As a candidate for this certification, you're a Microsoft Dynamics 365 customer experience analyst who has:
- Participated in or plans to participate in Dynamics 365 Sales implementations.
- An understanding of an organization's sales process.
- An understanding of the seller's perspective (user experience).
- The ability to demonstrate Dynamics 365 Customer Insights - Data and Customer Insights - Journeys capabilities.
You’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process. You use your knowledge of customer experience capabilities in Dynamics 365 Sales and Microsoft Power Platform to inform the following design and implementation tasks:
- Configure Dynamics 365 Sales standard and premium features.
- Implement collaboration features.
- Configure the security model.
- Perform Dynamics 365 Sales customizations.
- Extend Dynamics 365 Sales with Microsoft Power Platform.
- Deploy the Dynamics 365 App for Outlook.
As a candidate, you need:
- Experience configuring model-driven apps in Microsoft Power Apps.
- An understanding of accounts, contacts, and activities.
- An understanding of leads and opportunities.
- An understanding of the components of model-driven apps, including forms, views, charts, and dashboards.
- An understanding of model-driven app personal settings.
- Experience working with Dataverse solutions.
- An understanding of Dataverse, including tables, columns, and relationships.
- Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions.
- An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing.
Skills measured
- Implement Dynamics 365 Sales
- Configure and customize Dataverse and model-driven apps
- Implement the Dynamics 365 App for Outlook
- Implement security and customizations in Dynamics 365 Sales
- Demonstrate Dynamics 365 Customer Insights capabilities
- Extend and enhance Dynamics 365 Sales capabilities
Prepare for the exam
Practice for the exam
Exam Sandbox
Experience demo
Experience the look and feel of the exam before taking it. You'll be able to interact with different question types in the same user interface you'll use during the exam.
Take the exam
You will have 100 minutes to complete this assessment.
Exam policy
This exam will be proctored, and is not open book. You may have interactive components to complete as part of this exam. To learn more about exam duration and experience, visit: Exam duration and exam experience.
If you fail a certification exam, don’t worry. You can retake it 24 hours after the first attempt. For subsequent retakes, the amount of time varies. For full details, visit: Exam retake policy.
Need accommodations?
We offer a variety of accommodations to support you.
This exam is offered in the following languages:
English
Schedule through Pearson Vue
Schedule exam
Price based on the country or region in which the exam is proctored.
Certification resources
Focus your studies as you prepare for the exam. Review the study guide to learn about the topics the exam covers, updates, and additional resources.
Check out an overview of fundamentals, role-based, and specialty certifications.
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