Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate
Validates expertise in configuring, customizing, and extending Dynamics 365 Sales to support and automate sales processes. Covers implementing core Sales features including lead qualification, opportunity management, product catalogs, forecasting, and Sales Insights with predictive scoring. Also covers configuring and customizing Dataverse and model-driven apps including table components, business logic, security roles, and user experience. Includes demonstrating Dynamics 365 Customer Insights capabilities for journeys, events, and unified profiles, as well as extending Sales with collaboration features, Outlook integration, and Microsoft Power Platform.
Exam domains
- Configure and customize Dataverse and model-driven apps39%
Manage email, Word, and Excel templates and duplicate detection in Power Platform Environment Settings; create tables, fields, and relationships with auditing; implement business rules, formula and rollup columns, business process flows, and Dataverse cloud-flow connectors; configure timeline, Power BI embedding, model-driven apps, and security via roles, hierarchy, teams, and column-level profiles.
- Implement Dynamics 365 Sales34%
Configure predictive lead and opportunity scoring, sales pipeline views, Copilot in Sales, sales order processing for quotes, orders, and invoices, sales territories, the product catalog with bundles and families, price lists, goals and forecasting, Sales Insights, and the Sales accelerator with sequences and assignment rules.
- Extend and enhance Dynamics 365 Sales capabilities13%
Configure document management, Microsoft Teams calling, dialer, and collaboration; track records, create records, attach sales literature and knowledge articles, apply email templates, and customize the Dynamics 365 App for Outlook.
- Demonstrate Dynamics 365 Customer Insights capabilities
Sources
Questions are grounded in 50 references from official and authoritative materials.
- Create outbound text messages - Dynamics 365 Customer Insights | Microsoft Learn
- Create Customer Insights - Journeys emails - Dynamics 365 Customer Insights | Microsoft Learn
- Basic navigation in App for Outlook (Dynamics 365 apps) | Microsoft Learn
- Create and edit One-to-many or Many-to-one table relationships using Power Apps portal - Power Apps | Microsoft Learn