Functional Consultant
- Certification
As a candidate for this certification, you: Perform discovery. Capture requirements. Engage subject matter experts and stakeholders. Configure business solutions by using Microsoft Power Platform tools and components. You create: Application enhancements Tailored user experiences Process automation As a candidate, you implement the design provided by and in collaboration with a solution architect and the standards, branding, and artifacts established by user experience designers. You implement integrations with third-party applications and services. You generate training documentation, and you facilitate training and enablement. You must interact and effectively communicate with members of a delivery team, stakeholders, and customer teams while championing for their success. You must have an understanding of application lifecycle management (ALM) practices for Microsoft Power Platform and quality assurance. You should be familiar with using the following Microsoft Power Platform components: Microsoft Dataverse Microsoft Power Apps Microsoft Power Automate cloud flows Microsoft Power Pages Microsoft Power Platform environments You should have proficiency in: Data modeling User experience design Requirements analysis You may be eligible for ACE college credit if you pass this certification exam. See ACE college credit for certification exams for details.
- Certification
As a candidate for this certification, you’re a functional consultant with customer service expertise. You’re responsible for implementing solutions that focus upon: Customer service Quality Reliability Efficiency Customer satisfaction You design and implement service management processes and automation in collaboration with solution architects and developers. You coordinate with customer engagement administrators to implement and upgrade customer service components including: Dynamics 365 Contact Center Microsoft Copilot in Customer Service Collaboration Knowledge management Customer feedback You must have strong applied knowledge of customer service, including in-depth understanding of cases, knowledge management, queues, service scheduling, service-level agreements (SLAs), Microsoft Copilot Studio, Customer Service applications, Customer Voice, basic and unified routing, and Contact Center. As a functional consultant, your knowledge should include: Comprehensive understanding of the customer service application's role in relationship to the Dynamics 365 suite of apps. Basic understanding of the solution architecture.
- Certification
As a candidate for this certification, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that: Schedule resources to meet customer requirements. Optimize resources by matching skills, locations, and availability. Equip frontline workers with the information and tools to deliver great service. Build a service history of customer assets. You’re responsible for: Configuring the default administration areas of the Field Service application. Configuring resources and scheduling. Configuring service agreements and booking setups. Managing work orders, incident types, and bookings. Managing customer assets. Installing and configuring the Field Service mobile app. Enhancing Field Service based on customer requirements. As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of: Microsoft Power Platform Dynamics 365 Customer Service Microsoft 365 apps Dynamics 365 Remote Assist Dynamics 365 Guides You should understand: Industry terminology Field service processes Work order lifecycle Uses for Copilot in Field Service Best practices
- Certification
As a candidate for this certification, you’re an expert or senior supply chain functional consultant who implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. You have an advanced knowledge of supply chain management operations including: Production Logistics Master planning and planning optimization Mixed reality and use of Microsoft 365 Copilot features for Dynamics 365 Supply Chain Management Advanced supply chain management, including rebate and service management As a candidate, you: Analyze business requirements. Translate the requirements into fully realized business processes and solutions. Apply industry-recommended practices to implementations. You demonstrate expertise in one or more of the following manufacturing methods: Discrete Process Lean You implement solutions that meet or exceed the needs of your customers by partnering with: Architects Developers Consultants Other stakeholders Important The English language version of this certification was updated on December 19, 2024. Review the study guide linked on the Exam MB-335 page for details about recent changes.
- Certification
As a candidate for this certification, you should have solution architecture experience across functional and technical disciplines of Microsoft Power Platform. You should be able to facilitate design decisions based on recommended practices across development, configuration, integration, infrastructure, security, licensing, storage, and change management. In this role, you are required to architect and ensure the successful implementation of appropriate end-to-end solutions to address business and technical needs of organizations. You should have knowledge of: Microsoft Power Platform Dynamics 365 customer engagement apps Related Microsoft cloud solutions Other third-party technologies You should be aware of Power Platform Well-Architected framework and ideally have used it for implementation. Important The English language version of this certification was updated on September 23, 2024. Review the study guide linked on the Exam PL-600 page for details about recent changes.
- Certification
As a candidate for this certification, you’re a supply chain management functional consultant who designs and configures Dynamics 365 Supply Chain Management and related tools and technologies to meet the requirements for a customer. You analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You deliver solutions that meet or exceed the needs of your customers by partnering with: Architects Developers Consultants Other stakeholders You are familiar with the concept of supply chain processes and/or implementing Supply Chain Management, including: Product information management Sales processes Procurement processes Inventory management Warehouse management Master planning Asset management Transportation management Landed cost Vendor collaboration
- Certification
As a candidate for this certification, you're a Microsoft Dynamics 365 customer experience analyst who has: Participated in or plans to participate in Dynamics 365 Sales implementations. An understanding of an organization's sales process. An understanding of the seller's perspective (user experience). An understanding of how AI and intelligence features increase seller efficiency. The ability to demonstrate Dynamics 365 Customer Insights - Data and Customer Insights - Journeys capabilities. You’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process. You use your knowledge of customer experience capabilities in Dynamics 365 Sales and Microsoft Power Platform to inform the following design and implementation tasks: Configure Dynamics 365 Sales standard and premium features. Implement collaboration features. Configure the security model. Perform Dynamics 365 Sales customizations. Extend Dynamics 365 Sales with Microsoft Power Platform. Deploy the Dynamics 365 App for Outlook. Set up journeys to support sales-related processes using Dynamics 365 Customer Insights - Journeys. Create Dynamics 365 Customer Insights - Data unified profiles from different data sources. As a candidate, you need: Experience configuring model-driven apps in Microsoft Power Apps. An understanding of accounts, contacts, and activities. An understanding of leads and opportunities. An understanding of the components of model-driven apps, including forms, views, charts, and dashboards. An understanding of model-driven app personal settings. Experience working with Dataverse solutions. An understanding of Dataverse, including tables, columns, and relationships. Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions. An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing. An understanding of the Dynamics 365 Sales Insights and Copilot functions that enhance, guide, and support the sales process. An understanding of how Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data can personalize and support sales activities.
- Certification
As a candidate for this certification, you analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and financial operations as they relate to: Core tasks in the finance and operations apps Manufacturing Retail Supply chain management operations As a candidate for this exam, you specialize in one or more feature sets of Dynamics 365 Finance including: General ledger Accounts payable Accounts receivable Credit and collections Cash and bank management Budgeting Fixed assets Asset leasing Tax Expense management Subscription billing Cost accounting Cost management Consolidation and elimination
- Certification
As a candidate for this certification, you are a Microsoft Dynamics 365 professional who advises stakeholders and translates business requirements into secure, scalable, and reliable solutions. You should have knowledge of the Dynamics 365 ecosystem and Microsoft Power Platform. You must have deep understanding of Dynamics 365 apps and copilots and AI used in Dynamics 365 apps. In addition, you must have extensive domain knowledge in one or more industry verticals. This role requires understanding how decisions affect the overall solution. Important The English language version of this certification was updated on March 19, 2025. Review the study guide linked on the Exam MB-700 page for details about recent changes.
- Certification
As a candidate for this certification, you’re a functional consultant who implements core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. You implement and configure Microsoft Dynamics 365 Business Central including: Setting up core functionality and modules, including:Financial management Sales Purchasing Inventory Migrating data to Business Central. You have applied knowledge of meeting business needs by specializing in one or more feature sets of Business Central. As a candidate, you may configure role centers including adapting insights, cues, action tiles, reports, and charts. You also may expand functionality by using extensions. You also understand how Business Central connects to: Microsoft 365 Microsoft Power Platform Dynamics 365 You may be eligible for ACE college credit if you pass this certification exam. See ACE college credit for certification exams for details.
- AppliedSkill
To earn this Microsoft Applied Skills credential, learners demonstrate the ability to build intelligent apps with AI Builder, a feature within Microsoft Power Platform. Candidates for this credential should be familiar with the Microsoft Power Platform Environment Maker role, Power Automate, Power Platform canvas apps, Power Automate cloud flows and Dataverse. They should also have experience with AI Builder.
- Course
This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality. Audience Profile As a Dynamics 365 for Finance and Operations Functional Consultant, you analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations. You specialize in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.
- Course
Microsoft Dynamics 365 Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.Join our team of globally recognized experts as they take you step by step from creating cases to interacting with customers to resolving those cases. Once you’ve resolved those cases you can learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether. Audience Profile A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
- Course
Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations. Audience Profile Candidates for this course are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.
- Course
This course examines how administrators can manage and extend Microsoft 365 Copilot to meet their business needs. The course introduces you to Copilot, examines how to implement and administer it, and then explores the fundamentals of Copilot extensibility. Audience Profile This course is designed for administrators, Microsoft 365 administrators, and IT professionals who are interested in learning how to manage and extend Microsoft 365 Copilot.
- Course
This 1-day course teaches IT professionals who have experience with SAP solutions how to use Azure resources that include setting up and configuration of SAP environments in Azure for virtual machines, virtual networks, storage accounts, and Microsoft Entra ID. Learners will also explore backup, disaster recovery, and monitoring of SAP systems in Azure. Learn through the application of concepts, scenarios, and procedures through hands-on labs using Azure Center for SAP solutions. Audience Profile Administrators of SAP systems that run on Azure should take this course. Before taking this course, candidates should pass the Azure Administrator (AZ-104) or Azure Infrastructure Solutions (AZ-305) exam and have completed training in SAP HANA or SAP NetWeaver.
- Course
This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant. A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations. This course may contain a 1-day Applied Workshop. This workshop will allow you to practice your Functional Consultant skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows. Audience Profile A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.
- Course
Dynamics 365 Customer Insights helps organizations deliver exceptional experiences personalized to every customer. In this course, students will learn how to work with key features of Customer Insights – Data and Customer Insights – Journeys. First, students will learn about the business value of using a customer data platform. They will ingest data into Customer Insights – Data, create unified customer profiles, and create segments to help target specific audiences. Then, students will build impactful and personal experiences using Customer Insights – Journeys. They will create marketing assets like emails and text messages and deliver them via segment- and trigger-based journeys. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam. Audience Profile This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Customer Insights for their organizations. Students should have knowledge in basic marketing principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
- Course
Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success. First, students will set up and configure lead and opportunity management strategies. Then students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales accelerator, and Sales Insights. In this course students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam. Audience Profile This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
- Course
Learn the knowledge and skills to drive enablement of Microsoft 365 Copilot across your organization. Explore effective strategies, including the Microsoft 365 Copilot user enablement framework to help you create and implement a robust adoption plan. Audience Profile This course is designed for user enablement specialists, business leaders, managers, IT professionals, consultants, or anyone involved in the adoption of Microsoft Copilot 365 within their organization.
- Course
Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force. Audience Profile This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
- Course
With model-driven apps, organizations can customize their user experiences with little to no code and create powerful applications that empower their users and increase productivity. This course is designed to help students learn the skills necessary to configure the Dynamics 365 customer experience model-driven apps, which include Dynamics 365 Sales and Dynamics 365 Customer Insights. In this course, students will learn how to create tables and columns, work with Microsoft Dataverse, and configure the user experience inside a model-driven application. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam. Audience Profile This course is designed for IT or marketing professionals who want to learn how to leverage model-driven applications, Dynamics 365 Sales, Dynamics 365 Customer Insights, and Microsoft 365 Copilot for Sales for their organizations. Students should be familiar with Microsoft Power Apps and basic data modeling principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights.
- Course
This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management Functional Consultant, Expert. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps. Audience Profile This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert. The Dynamics 365 Supply Chain Management Functional Consultant Expert is a key resource that implements and configures advanced features of Dynamics 365 Supply Chain Management to meet the requirements of a business. The functional consultant analyzes business requirements, translates those requirements into fully realized business processes and solutions, and applies industry-recommended practices to implementations. The functional consultant has a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. They partner with architects, developers, consultants and other stakeholders to implement solutions that meet or exceed the needs of their customers. The consultant identifies use cases for applying Dynamics 365 Supply Chain Management add-ins for mixed reality, internet of things (IoT), and machine learning (ML) technologies. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.
- Course
This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps. Audience Profile This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.