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Topics of MB-901: Microsoft Dynamics 365 Fundamentals (beta) Exam

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1. Identify Microsoft platform components for Dynamics 365 (30-35%)

Describe integration capabilities

• Integration with third-party apps
• Custom integrations in Dynamics 365
• Integration across Dynamics 365 apps
• Integration across Microsoft products

Describe Dynamics 365 cloud security

• SSO
• Industry standard certifications (GDPR, etc)
• Encryption
• Data loss protection (DLP)
• Data center access
• Data ownership
• Authentication

Understand the benefits of role based security

• App role-based security

• Leveraging security roles

• Azure features used by Dynamics 365

• Life Cycle Services (LCS)

• Streamlined user experience

• PaaS

• Out-of-the-box security roles Identify the business value of the Microsoft cloud

Understand the use of Power Platform in Dynamics 365

• Power BI
• Common Data Service
• Power Apps
• AI Builder
• Power Automate

Understand the benefits of the Common Data Model

• Interoperability
• Consistency
• Extensibility
• Analytics

Identify Dynamics 365 reporting capabilities

• Built in reporting
• Extensible reporting
• Role-based reporting

2. Understand AI and Mixed Reality for Dynamics 365 (10-15%)

Leverage AI for data insights

• Sales insights
• Relationship insights
• Customer insights
• Virtual agents
• Customer service insights
• Fraud protection

Leverage mixed reality

• Layouts
• Remote assist
• Guides

3. Understand Customer Engagement apps (25-30%)

Understand the capabilities of Dynamics 365 Sales

• Dynamics 365 sales automation
• Pipeline management
• Contact management
• Customer requests and follow up
• LinkedIn Sales Navigator

Understand the capabilities of Dynamics 365 Marketing

• Surveys
• Event management
• Dynamics 365 for marketing
• Landing pages
• Customer journey
• Lead generation and qualifications
• Segmentation

Understand the capabilities of Dynamics 365 Field Service

• Resource Scheduling Optimization (RSO)
• Service resource scheduling
• Field Service Mobile
• Connected Field Service
• Proactive customer service

Understand the capabilities of Dynamics 365 Customer Service

• Omni channel service
• Knowledge articles
• Account management
• Case life cycle

3. Understand Dynamics 365 Finance and Operations apps (25-30%)

Understand the capabilities of Dynamics 365 Finance

• Real time cash flow visibility
• Global attributes
• General Ledger
• Enterprise asset management
• Accounts Receivable
• Accounts Payable
• Project accounting
• End to end business processes
• Budgeting

Understand the capabilities of Dynamics 365 Human Resources Core HR

• Benefits management
• Personnel management
• Employee self-service
• Employee development

Understand the capabilities of Dynamics 365 Business Central

• Finance
• Project management
• Sales and service
• When to use Business Central vs other Dynamics 365 products
• Budgeting
• Supply chain

Understand the capabilities of Dynamics 365 Supply Chain Management

• Procurement and sourcing
• Modernize operations
• Manufacturing
• Product information
• Warehouse management
• Project accounting
• Master planning

Understand the capabilities of Dynamics 365 Retail

• Point of Sale (POS)
• Retail capability
• Mobile commerce
• Channel Management

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Preparation Process

Microsoft offers some resources on its official website to equip the learners with the knowledge and skills required to ace the exam. Two preparation options are available on the Microsoft Learning Platform. These are instructor-led training and free online learning paths.

• Free Online Training

  Microsoft usually offers the candidates free resources under its learning paths to prepare them for their certification exams. For the Microsoft MB-901 test, the students can explore 15 free modules. They are designed to equip them with the right skills to achieve success in the exam. You can find the details of these training modules on the official webpage.

  Additionally, the students can search for the relevant study materials on other third-party training platforms to prepare for their exam. They will find video tutorials on YouTube as well as some useful books on Amazon.

• Instructor-Led Training

  The instructor-led course is designed to equip the candidates with the relevant skills required to get certified. The applicants using this training option will have to complete the Microsoft Dynamics 365 Fundamentals course. It is designed to provide you with a broad scope of Dynamics 365 apps. The individuals will become familiar with different applications, explain and demonstrate their core functionality, and highlight their business values. The course covers different aspects of Dynamics 365 reporting & security, so the test takers will be able to familiarize themselves with the product and data integrations that are available. If you want to develop strong foundational skills in the Dynamics 365 fundamentals, this training is made for you. It is a paid course and delivered via in-person or virtual live classes.

Reference: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-901

Microsoft MB-901 Exam Syllabus Topics: