Certification Study Guide
About the Deltek University Vision + CRM Certification
The Deltek University Certification exam provides an opportunity for Deltek customers, partners and employees to validate their skill level and knowledge using Deltek products. Each exam taker is given two attempts to pass the exam. Upon passing the exam, your Certification will be valid for 2 years. Once this period has elapsed you may retake the exam to qualify for another 2 years of Certification.
This exam guide is intended to provide you with an overview of the format and content of the Deltek Vision + CRM Certification. You will find a list of categories and topics with their weight distribution as well as suggested topics to help you prepare for the exam.
For hints and tips on how to pass your exam, watch this 10 minute video.
If you still have any questions after watching the above video, contact us and we'll be in touch shortly.
Benefits to you:
Deepen your mastery of your Deltek product- Increase your confidence
- Establish proof of your skills in relation to your Deltek product
Benefits to employers:
Increased return on system investment and your employee satisfaction- Process improvements and efficiency through better product understanding
- Ability to identify qualified employment candidates by ensuring a certain level of knowledge
Topic Preparation
The exam consists of 80 multiple choice questions. This is a timed 90 minute exam. You will need knowledge of the basic Deltek Vision system along with a full understanding of the CRM functionality to pass the exam. The exam questions will include the categories and topics listed below and are weighted as shown.
We also recommend that you leverage practical experience gained by using the product in your workplace, and collaborating with co-workers. You can also gain deeper insight into specific functionality by reading Deltek Customer Care Knowledge Base Articles, which can be accessed from within your system’s “Online Help” link.
Recommended Courses
Sample Questions
The Deltek Vision Certification exam contains multiple choice questions. Below are some examples of the types of questions you will find in the exam.
-
How can dashparts be displayed on your dashboard?
- Vertically
- Horizontally
- Cascade
- Grids
- All answers are correct
-
Which of the following cannot be linked to the Contact Info Center?
- Accounts
- Activities
- Opportunities
- Projects
-
Which of the following is not an Info Center delivered in Vision CRM?
- Schedules
- Contacts
- Marketing Campaign
- Leads
- Vendor
-
In Reporting, which of the following can be saved?
- Search Criteria
- Search Option
- Favorite Reports
- None of the answers are correct
- All answers are correct
-
Which of the following is not a standard Vision Contact report?
- Contact History
- Contact Mailing Labels
- Contact List
- Contact History
Terms and Conditions
Following the launch of the exam, you must read and accept the Deltek Certification Program Terms and Conditions.
No written or online reference materials may be used during the exam.
The exam must be completed in a single session of up to 90 minutes, with up to two attempts to successfully pass the exam.
Frequently Asked Questions
The Certification exams can be taken by anyone. They are a great opportunity to showcase your knowledge or provide a baseline for you to understand gaps in understanding to support learning and growth.
There are no specific pre-requisites for taking the exam. However, we do list recommended learning materials, provided in this guide, should you wish to prepare beforehand.
A Master Exam is defined as a product exam that covers all aspects of the Deltek product. A sub-exam or topic based exam is a shorter exam with a high percentage of the questions related to a specific topic area, or product module. The remainder of the questions (generally less than 30%) are general knowledge based questions.
Each exam taker is given two attempts initially to pass the exam. If the exam taker does not pass on the first attempt, they can immediately try again. If they fail both attempts, we recommend that the exam taker spends time preparing again during the 30-day waiting period.
The length of the exams vary by product and exam. Master Exams generally require 120 minutes while Sub Exams will require 60 – 90 minutes. The exam must be completed in one sitting. Therefore, it is recommended that the exam only be launched when the exam taker has sufficient time to complete it. Opening new or checking other tabs on the internet browser is prohibited. This will discontinue the exam and automatically fail the exam taker. Once the exam taker clicks on “Start”, the timer counts down and they cannot pause or exit the exam.
Please send an email to DeltekUniversity@dlz.deltek.com.
Each exam taker is given two attempts initially to pass the exam. If the exam taker does not pass on the first attempt, they can immediately try again. If they fail both attempts, there is a 30-day waiting period before the 3rd attempt. Once the 30-day waiting period is over, the exam taker will be notified via email that they are now eligible to take the 3rd attempt.
Please reach out to DeltekUniversity@dlz.deltek.com.
Exam takers who pass, will see that they passed when they get to the end of the exam. They will also receive an email from Deltek University via Credly (admin@credly.com) informing them that their credentials need to be accepted. It is recommended that this email address is whitelisted to avoid emails going to Spam/Junk folder.
Exam takers will receive an email from Deltek University via Credly (admin@credly.com) immediately after completing the exam. Please check your SPAM/junk mail folder if you did not receive the email. Please reach out to DeltekUniversity@dlz.deltek.com and we’ll be happy to re-send the email.
Please check your SPAM/junk mail folder if you did not receive the email. Please also check with your IT if the company firewall is blocking or rejecting our emails. It is recommended that the email address Deltek University via Credly (admin@credly.com) is whitelisted to avoid emails going to Spam/Junk folder.
Your email address may have also been misspelled. Please reach out to DeltekUniversity@dlz.deltek.com, confirm your correct email address, and we’ll be happy to re-send the email.
Credentials can be posted on social media sites such as LinkedIn, and shared on your resume and company signature line.
From your Dashboard in Credly, click on the badge you want to share. Click on the Share button and choose the social media platform you would like to connect to and share the badge. You can connect your Credly profile with your profile on LinkedIn, Twitter, Xing, and Facebook. You also have the option to email the badge, add a link to the badge on your Credly profile, embed the badge on a website through html, download or print the badge. You have the option to link your profiles while accepting the badge or later by going to Settings, then Applications. Once you click on the Connect button, you will be directed to log in to the selected platform.
Your Certification of Completion is associated with the Certification Badge you just earned. To access, simply accept the badge, follow the steps for Sharing your Badge, and select Print. The certificate will download as a PDF file.