Identify Microsoft platform components for Dynamics 365 (30-35%) Top
Describe integration capabilities
- Integration across Dynamics 365 apps
- Integration across Microsoft products
- Integration with third-party apps
- Custom integrations in Dynamics 365
Describe Dynamics 365 cloud security
- Encryption
- Authentication
- Data ownership
- Data center access
- Single Sign On (SSO)
- Multi-factor authentication (MFA)
- Microsoft Authenticator app
- Data loss protection (DLP)
- Industry standard certifications (including GDPR)
Describe the benefits of role-based security
- App role-based security
- Leveraging security roles
- Streamlined user experience
- Out-of-the-box security roles
Describe the business value of the Microsoft cloud
- Azure features used by Dynamics 365
- Platform as a Service (PaaS)
- Life Cycle Services (LCS)
Identify use cases for Power Platform in Dynamics 365
- Power Apps
- Power BI
- Power Automate
- AI Builder
- Common Data Service
- Power Apps portals
- Power Virtual Agents
Describe the benefits of Common Data Service
- Analytics
- Extensibility
- Interoperability
- Consistency
- Common Data Model
Describe Dynamics 365 reporting capabilities
- Built-in reporting
- Role-based reporting
- Extensible reporting
Describe artificial intelligence and mixed reality in Dynamics 365 (10-15%) Top
Describe use cases for Dynamics 365 AI
- Dynamics 365 Fraud Protection
- Dynamics 365 Virtual Agents
- Dynamics 365 Sales Insights
- Dynamics 365 Customer Insights
- Dynamics 365 Relationship Insights
- Dynamics 365 Customer Service Insights
Describe use cases for mixed reality
- Dynamics 365 Remote Assist
- Dynamics 365 Guides
- Dynamics 365 Layouts
Describe model-driven apps (25-30%) Top
Describe the capabilities of Dynamics 365 Sales
- Dynamics 365 sales automation
- Pipeline management
- Contact management
- Customer requests and follow up
- LinkedIn Sales Navigator
Describe the capabilities of Dynamics 365 Marketing
- Lead generation and qualifications
- Customer journey
- Surveys
- Landing pages
- Segmentation
- Event management
- Marketing forms
Describe the capabilities of Dynamics 365 Field Service
- Resource Scheduling Optimization (RSO)
- Connected Field Service
- Service resource scheduling
- Proactive customer service
- Field Service Mobile
- Dynamics 365 Guides
Describe the capabilities of Dynamics 365 Customer Service
- Account management
- Omnichannel service
- Case life cycle
- Knowledge articles
- Service schedules
- Remote Assist
- Universal Resource Scheduling
Describe Finance and Operations apps (25-30%) Top
Describe the capabilities of Dynamics 365 Finance
- General Ledger
- Accounts Payable
- Accounts Receivable
- Project accounting
- Budgeting
- Global attributes and attribute groups
- End to end business processes
- Real-time cash flow visibility
Describe the capabilities of Dynamics 365 Human Resources
- Employee self-service
- Personnel management
- Benefits management
- Employee development
- Payroll
Describe the capabilities of Dynamics 365 Business Central
- Finance
- Supply chain
- Purchase Cycle
- Project management
- Sales and service
- Budgeting
- When to use Business Central vs other Dynamics 365 products
Describe the capabilities of Dynamics 365 Supply Chain Management
- Cost accounting
- Cost management
- Procurement and sourcing
- Inventory management
- Warehouse management
- Master planning
- Product Information Management
- Vendor collaboration
- Transportation management
- Asset management
Describe the capabilities of Dynamics 365 Commerce
- Unified commerce
- Channel Management
- Merchandise management
- Modern Point of Sale (MPOS)
- Cloud Point of Sale (CPOS)
- Analytical workspaces
- Customer loyalty