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Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.
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About the exam
Languages
Some exams are localized into other languages. You can find these in the Schedule Exam section of the Exam Details webpage. If the exam isn’t available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of September 24, 2025
Audience profile
As a candidate for this exam, you configure solutions using Microsoft Dynamics 365 customer experience apps. You understand:
An organization’s sales processes and the seller’s perspective.
AI-driven features to enhance seller efficiency.
End-to-end marketing functions and how they support sales.
You streamline business processes, improve automation, and accelerate sales operations. You are responsible for:
Configuring the standard and premium features of Dynamics 365 Sales.
Implementing collaboration tools to enhance teamwork.
Managing the security model.
Tailoring Dynamics 365 Sales to business needs.
Extending functionality with Microsoft Power Platform.
Supporting sales processes using Dynamics 365 Customer Insights - Journeys.
You should have proficiency in Dynamics 365 Sales and are familiar with:
Microsoft Dataverse
Microsoft Power Apps
Microsoft Power Automate cloud flows
Dynamics 365 Customer Insights - Journeys
Dynamics 365 Customer Insights - Data
Skills at a glance
Implement Dynamics 365 Sales (30–35%)
Configure and customize Dataverse and model-driven apps (35–40%)
Demonstrate Dynamics 365 Customer Insights capabilities (10–15%)
Extend and enhance Dynamics 365 Sales capabilities (10–15%)
Implement Dynamics 365 Sales (30–35%)
Configure core functionality of Dynamics 365 Sales
- Enable and configure predictive lead and opportunity scoring
Configure the lead qualification experience
Configure the opportunity pipeline view
Interpret the Sales Pipeline chart
Configure and deploy the Sales mobile app
Configure Copilot in Sales capabilities
Demonstrate sales order processing, including quotes, orders, and invoices
Configure lead and opportunity status reasons
Configure opportunity close
Configure automatic creation rules for leads
Create and manage sales territories
Set up the product catalog
Configure product catalog settings
Differentiate the product catalog components
Manage the product lifecycle, including creating, revising, cloning, and retiring
Customize the enhanced experience for adding products
Create product bundles
Create product families
Create price lists, discount lists, and product pricing
Configure goals and forecasting
Create and edit goals
Configure rollup queries
Manage forecasts
Build forecasts from templates
Configure and use Sales Insights
Configure and use the assistant
Differentiate standard and premium Sales Insights features
Configure relationship analytics and improve relationship health
Recommend conversation intelligence settings
Configure sales engagement
Configure the Sales accelerator for an organization and users
Customize the workspace
Manage the sales pipeline by using the work list
Configure the Sales accelerator record types
Create and manage sequences
Create and manage assignment rules
Configure lead and opportunity segments
Configure Work assignment
Connect sequences to records
Configure and customize Dataverse and model-driven apps (35–40%)
Perform tasks and manage settings in the Power Platform Environment Settings app
Create and manage email templates
Create and manage Word templates
Create and manage Excel templates
Configure duplicate detection
Configure Dataverse table components
Create or modify a table
Create or modify fields
Configure relationship behaviors
Configure auditing of data
Configure connections and connection roles
Implement business logic
Configure business rules
Configure formula and rollup columns
Implement business process flows
Use the Dataverse connector in a cloud flow
Customize the user experience
Differentiate form and view types
Configure the timeline control
Embed Power BI dashboard, reports, and tiles
Create and configure model-driven apps
Differentiate between types of Power Apps
Create and configure visualizations for model-driven apps
Manage security
Implement hierarchy security
Manage security roles
Create and manage owner and access teams
Share a model-driven app
Evaluate security privileges by using access checker
Manage Microsoft Entra ID groups in Dataverse
Diagnose user access issues
Create and manage column security profiles and column-level security
Demonstrate Dynamics 365 Customer Insights capabilities (10–15%)
Configure core functionality of Dynamics 365 Customer Insights - Journeys
Create and personalize marketing emails by using templates and email editor
Create a journey
Create marketing forms
Create and manage text messages in journeys
Create marketing segments
Create journeys using unified profiles and segments from Dynamics 365 Customer Insights - Data
Configure consent management including Compliance Profiles and Consent Center
Differentiate segments in Dynamics 365 Sales, Customer Insights - Journeys, and Customer Insights - Data
Create and manage events
Create an event
Create and manage event registration forms
Manage registration, waitlists, and attendees
Extend and enhance Dynamics 365 Sales capabilities (10–15%)
Implement collaboration features
Configure document management
Configure Teams calling and dialer
Configure Teams collaboration
Manage sales data and interactions in Outlook
Perform common tasks including tracking records, creating records, adding sales literature and knowledge articles, and applying email templates
Customize the Dynamics 365 App for Outlook
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Dynamics 365 App for Outlook documentation Dynamics 365 Sales documentation Dynamics 365 Customer Insights documentation |
| Ask a question | Microsoft Q&A | Microsoft Docs |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
| Find a video | Exam Readiness Zone Browse other Microsoft Learn shows |
Change log
The table below summarizes the changes between the current and previous version of the skills measured. The functional groups are in bold typeface followed by the objectives within each group. The table is a comparison between the previous and current version of the exam skills measured and the third column describes the extent of the changes.
| Skill area prior to September 24, 2025 | Skill area as of September 24, 2025 | Change |
|---|---|---|
| Audience profile | Major | |
| Implement Dynamics 365 Sales | Implement Dynamics 365 Sales | % of exam increased |
| Configure core functionality of Dynamics 365 Sales | Configure core functionality of Dynamics 365 Sales | Major |
| Set up the product catalog | Set up the product catalog | Major |
| Configure goals and forecasting | Configure goals and forecasting | Minor |
| Configure and use Sales Intelligence features | Configure and use Sales Insights | Major |
| Configure sales engagement | Configure sales engagement | Minor |
| Configure and customize Dataverse and model-driven apps | Configure and customize Dataverse and model-driven apps | % of exam increased |
| Modify model-driven apps | Removed | |
| Perform configuration and setup with native tools | Perform tasks and manage settings in the Power Platform Environment Settings app | Major |
| Configure Dataverse table settings | Configure Dataverse table components | Minor |
| Implement business logic | Implement business logic | Major |
| Customize the user experience | Customize the user experience | Major |
| Manage security | Added | |
| Implement the Dynamics 365 App for Outlook | Removed | |
| Manage Sales data and interactions in Outlook | Removed | |
| Configure mailboxes and server-side sync | Removed | |
| Implement security and customizations in Dynamics 365 Sales | Removed | |
| Manage security for Dynamics 365 Sales | Removed | |
| Customize Dynamics 365 Sales | Removed | |
| Demonstrate Dynamics 365 Customer Insights capabilities | Demonstrate Dynamics 365 Customer Insights capabilities | % of exam increased |
| Create unified customer profiles and use the profiles in other apps | Removed | |
| Create journeys by using real-time marketing | Configure core functionality of Dynamics 365 Customer Insights - Journeys | Major |
| Create and manage events | New | |
| Extend and enhance Dynamics 365 Sales capabilities | Extend and enhance Dynamics 365 Sales capabilities | % of exam increased |
| Manage Copilot for Sales in Dynamics 365 Sales | Removed | |
| Implement collaboration features | Implement collaboration features | Minor |
| Manage sales data and interactions in Outlook | Added |