Microsoft Dynamics 365 Fundamentals is a collection of interconnected Software as a Service (SaaS) apps and services created by Microsoft to help you transform and enable your core customers, workers, and business processes. Organizations that demand the ability to scale up and down flexibly according to their needs favor it. Although Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) features are combined in Microsoft Dynamics 365 basics, the MB-910 certification exam primarily covers CRM capabilities.
Instead of having distinct sales and marketing functions, Dynamics 365 offers automated, integrated, and intelligent sales and marketing capabilities that connect, prioritize, and convert prospects into leads, which can then be converted into paying customers. It works hand-in-hand with Microsoft’s 365 productivity tools to provide a unified user and service management experience.
What is Microsoft Dynamics 365 Fundamentals (CRM) MB-910 examination?
The MB-910 Exam for Microsoft Dynamics 365 Fundamentals (CRM) assesses your ability to explain topics such as Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Project Operations, and shared features. This test covers Microsoft Dynamics 365’s features and capabilities.
Knowledge Requirements for the Microsoft MB-910 Exam
Freshmen and seasoned professionals taking the MB-910 Microsoft Dynamics 365 Fundamentals (CRM) exam should have a broad understanding of information technology (IT) and appropriate experience. They should also understand the fundamentals of customer involvement and business operations.
Key Advantages of Certification
- Build relationships with integrated data throughout LinkedIn Sales Navigator and enable productivity by collaborating smoothly.
- To locate and nurture the ideal leads for your company, create linked consumer experiences.
- Improve agent and customer experiences by personalising customer interactions and leveraging AI-driven insights and analytics.
- Build customer trust and loyalty by equipping technicians and service managers with the tools they need to provide excellent onsite customer experiences while reducing costs and maximising resources.
- Using Project Operations capabilities, plan your organization’s project and guarantee that the correct resources are in the right location.
- Power BI allows you to analyse data by creating dashboards, charts, views, and reports, as well as integrating with Microsoft Teams, Email, Word, and Excel.
Exam Pattern
Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM) will consist of 40-60 questions of various types, including case studies, short answers, multiple-choice, mark review, drag and drop, and so on. In addition, a minimum score of 700 is required to pass the exam (on a scale of 1000). In addition, the Microsoft MB-910 exam costs $99 USD, including taxes. Finally, candidates have the option of taking the exam in English.
MB-910 Course Outline
These are the topics covered Microsoft Dynamics 365 Fundamentals (CRM) MB-910 exam:
Describe Dynamics 365 Customer Insights (15–20%)
Explore Customer Insights – Journeys
- Describe use cases for Customer Insights – Journeys
- describe the lead generation and qualification (Microsoft Documentation: Set up automatic lead generation and scoring, Configure lead scoring options, lead lifecycle, Design lead-scoring models)
- Describe use cases for marketing forms
- Describe how to target customers by using segments
- Describe email marketing
- describing customer journeys (Microsoft Documentation: Create a simple customer journey with email messaging, Create an interactive customer journey with conditions and signup)
- describing event management features and capabilities (Microsoft Documentation: Event planning and management, Set up an event, Event management web application overview)
- Describe how to use Copilot with Customer Insights – Journeys
Describe Customer Insights– Data
- Describe use cases of and capabilities for Customer Insights – Data
- Describe unified customer profiles
- Describe measures, segments, and predictions
Describe Dynamics 365 Sales (20–25%)
Explore Sales
- Describe use cases for Sales
- describing leads and the process for qualifying leads (Microsoft Documentation: Manage leads with Dynamics 365 Sales, Manage leads, Qualify or convert leads (Sales Hub))
- describe the opportunity management process (Microsoft Documentation: Manage opportunities with Dynamics 365 Sales, Managing Sales Opportunities)
- describing the quote lifecycle (Microsoft Documentation: Create and manage quotes in Dynamics 365 Sales Professional, Sales capabilities of Dynamics 365 Project Operations, Manage the sales lifecycle with Dynamics 365 Sales)
- Describe the order management and invoice management processes
- Describe use cases for guided selling including business process flows and assistant
- Describe the product catalog, prices list, and unit groups
- Describe Copilot in Sales
- Describe Sales accelerator
Describe Sales capabilities and related apps
- Describe sales pipeline and forecasting concepts
- Describe use cases for and capabilities of Sales Insights (Microsoft Documentation: Overview of Sales Insights Add-in for Dynamics 365 Sales, Dynamics 365 Sales Insights 2020 release wave 1, Dynamics 365 Sales Insights 2020 release wave 2)
- Describe use cases for and capabilities of LinkedIn Sales Insights (Microsoft Documentation: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales)
- Describe use cases for the Dynamics 365 Sales mobile app
- Describe Microsoft Sales Copilot
Describe Dynamics 365 Customer Service (20–25%)
Explore Customer Service
- Describe use cases for Dynamics 365 Customer Service
- Describe the functionality for workload management, including cases, basic routing (basic queues), Unified Routing, and the inbox for agents
- Describe knowledge management in Customer Service (Microsoft Documentation: Create and manage knowledge articles)
- Describe the case lifecycle including service-level agreements (SLAs) and entitlements (Microsoft Documentation: Define service-level agreements)
- Describe use cases for Copilot in Customer Service
Describe Customer Service capabilities and related apps
- describe Omnichannel for Customer Service (Microsoft Documentation: Provision Omnichannel for Customer Service, Introduction to Omnichannel for Customer Service)
- Describe reporting and data visualization options in Customer Service
- Describe use cases for agent productivity tools
- Describe the Omnichannel Supervisor experience
Describe Dynamics 365 Field Service (15–20%)
Explore Field Service
- Describe use cases for Field Service
- Describe the work order lifecycle (Microsoft Documentation: Work order lifecycle states, Create a work order to coordinate and schedule resources and activities)
- Describe inspections in Field Service
- Describe the Field Service mobile app
- Describe use cases of Copilot in Field Service
Describe capabilities related to Field Service
- Describe resource and scheduling processes
- Describe asset management and customer assets
- Describe Connected Field Service for Dynamics 365
Explore the core capabilities of customer engagement apps in Dynamics 365 (15–20%)
Describe the foundations of customer engagement apps
- Describe customer engagement apps
- Describe Microsoft Power Platform as it relates to customer engagement apps
- Describe Microsoft Dataverse as the foundation for customer engagement apps
- Navigate to and within customer engagement apps
- Describe Copilot for Dynamics 365 CRM apps
Describe shared activities and integration options in customer engagement apps
- Describe customers and activities
- Describe search options and filter criteria
- Describe reporting capabilities including dashboards, charts, and views
- Describe Microsoft Teams integration
- Describe Microsoft Outlook integration
- Describe Microsoft Excel and word integration
- Describe Microsoft SharePoint integration
Microsoft Exam Scheduling
Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM) assesses a candidate’s understanding of Dynamics 365 in a variety of areas. Candidates can, however, schedule their exams directly through their Microsoft portal. New users can create an account and then sign in.
How to prepare for Microsoft Dynamics 365 Fundamentals (CRM) MB-910 exam?
Any test necessitates rigorous planning and instruction. Furthermore, passing any exam is tough without a firm foundation. On the other hand, the Microsoft Dynamics 365 Fundamentals (CRM) MB-910 exam is nothing to be concerned about. We’ve compiled a comprehensive list of all the tips and methods you’ll need to ace the exam. So, here’s how we’ll get the celebration started:
Review the Fundamental Concepts
When studying for any exam, it is vital to have a good foundation. It is necessary to learn the principles of major fields. You’ll find all of the information you need, as well as a list of topics to study, on the official Microsoft website. The authentic Microsoft Dynamics 365 Fundamentals (CRM) MB-910 test study guide is also included.
- Firstly, describe Dynamics 365 Marketing
- Secondly, describe Dynamics 365 Sales
- Thirdly, describe Dynamics 365 Customer Service
- Fourthly, Describe Dynamics 365 Field Service
- Then, Describe Project Operations
- Lastly, Describe shared features
Microsoft Learning Platform
Microsoft offers learning platforms with a variety of materials and information for exam preparation. Candidates can check out the Microsoft official website for all the necessary information, study materials, and test patterns for the MB-910 exam.
Microsoft Docs
The exam’s main knowledge source is Microsoft documentation, which contains thorough information on the exam’s topics and ideas. Furthermore, applicants can use Microsoft Documentation to find references for all topics and understand the exam’s key themes. This will also aid in getting a great deal of knowledge about the Dynamic 365 topics and ideas that will be covered on the exam.
Instructor-led Training
This MB-910 test prep course will teach you about Dynamics 365’s client engagement features. Candidates will get knowledge about the idea of:
- Firstly, customer engagement
- Secondly, customer engagement apps
- Thirdly, Dynamics 365 Marketing
- Dynamics 365 Sales
- Then, Dynamics 365 Customer Service
- Dynamics 365 Field Service
- Lastly, CRM capabilities of Dynamics 365 Project Operations.
This course will include feature lectures as well as hands-on experiments. And, this course is best suited for candidates in different roles that include
- Firstly, IT professionals
- Secondly, Business stakeholders
- Thirdly, those who want to learn about the customer engagement capabilities of Dynamics 365
- Lastly, students, recent graduates, and individuals having an interest in Dynamics 365
Join Online Forums
Regardless matter where it takes place, a vibrant argument is always useful. The chances of finding a solution increase considerably when a big number of people become involved in a problem. The research becomes more extensive as a result of these exchanges. Forums are fantastic for building the type of community that is required to comprehend others. Interacting with people who share your goals will aid you in achieving them.
Evaluate yourself with Practice Test
It’s vital to put what you’ve learned into practice so you can track your progress. By practicing, you will be able to improve your answering skills, which will save you a lot of time. Furthermore, after you’ve completed one topic, it’s best to start taking practice examinations. It will be useful as a review tool for you. In addition, the optimal time to start practicing tests is after you’ve finished one full topic, as this will function as a revision tool. Furthermore, after you’ve completed one topic, it’s best to start taking practice examinations. It will be useful as a review tool for you. Begin practicing as soon as you can!
