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Today, I passed the Microsoft Dynamics 365 for Sales exam (MB2-717). So, I just would like to share the preparation tips that I’ve done to get this certification nailed down. I came from technical background, so this exam is slightly tougher for me to prepare
Note: As usual, you will not find any question that related to the exam here and I won’t give you any of it. NDA! NDA! NDA!
Before starting to prepare for the exam, always review the Skills Measured section from the exam link: https://www.microsoft.com/en-us/learning/exam-mb2-717.aspx.
Below is the extract of the topics/measurements based on the official page:
Create a Customer Organizational Structure (20% – 25%)
Manage Leads and Opportunities (15% – 20%)
Manage Relationship and Sales Analysis (10% – 15%)
Manage the Sale Process (10% – 15%)
Improve Sales Performance (10% – 15%)
Manage Customer Information (15% – 20%)
Now, below are the sources that I used to prepare for the exam.
Source #1: Dynamics Learning Portal
DLP always been my go-to source to prepare for Dynamics 365/CRM exam. So, for Sales exam, run through these courses:
Source #2: Revision Notes
Again, Neil Parkhurst has provided a good exam revision on Dynamics CRM 2016, the contents here are great. Since the core concepts for Sales has not been changed that much, this article is really recommended!
Source #3: Hands-On
As usual, to prepare for an exam, some hands-on experience is a must.
Try out the Sales-related scenarios, such as Lead qualifications, Opportunity management, Quote, Order, Invoice, Goal, Metric, Rollup Query. Get the understanding of the options to do data analysis: View, Report, Excel, Dashboard, Chart and Power BI.
One thing that I noticed quite interesting for the Skills Measured here for the Sales exam is around the Relationship Insight. At this moment, this feature is only available in Preview for North America region. This is a bit hard for us that are based on the other regions to have hands-on experience.
To prepare on the Relationship Insight topic, Microsoft Dynamics team posted a great blog on this instance https://blogs.msdn.microsoft.com/crm/2016/12/05/now-in-preview-relationship-insights-for-dynamics-365/
Below are the curated links from the above blog post and try to get the understanding of what features do what would be helpful as the preparation for the exam: