1️⃣ Understand customer needs
They talk to the customer and understand:
Business problems
Current processes
Future goals
👉 “What problem are you trying to solve?”
2️⃣ Design the right solution
They decide:
Which Dynamics 365 apps to use
Whether Power Platform is needed
How systems should integrate
What should be standard vs customized
👉 “This is the best way to solve your problem using Microsoft tools.”
3️⃣ Work with requirements
They:
Review business requirements
Validate if requirements are realistic
Convert business needs into technical direction
4️⃣ Perform Fit-Gap Analysis
This is very important 👇
Fit → Requirement is already supported by standard Dynamics/Power Platform
Gap → Requirement needs customization or workaround
👉 Helps avoid unnecessary customization and cost.
5️⃣ Work closely with the delivery team
Even though they don’t “click buttons”:
They guide developers and consultants
Review designs
Ensure best practices
Make sure the solution will work now and in the future
First read the answer fully, then try to explain it in your own words. After that, open a few related questions and compare the concepts. This method helps you remember the topic for a longer time and improves exam preparation.