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MB-210 Target Audience

This exam is relevant for the following target audiences:

  • Individuals with sales expertise;
  • Consultants who have the responsibility to implement solutions that support the sales lifecycle. All in all, you should be able to run this cycle with efficiency in order to meet the objectives of your company, revenue targets, and business plans.

In addition, the applicants need to have secure business comprehension that is acquired through the first-hand experience in sales.

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Exam MB-210: Microsoft Dynamics 365 Sales

Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle so that it can run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Candidates are responsible for configuring and expanding the core functionality of leads, contacts, accounts, opportunities, and supporting entities to map to the sales processes in place at the organization. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the “lead to cash” journey.

Candidates must have strong business knowledge and should have first-person experience in one or more sales roles.

Part of the requirements for: Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate

Download exam skills outline

Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx

Microsoft MB-210 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Manage core sales features30-35%- Manage forecasting and analytics
  • 1. Manage sales goals and metrics
  • 2. Analyze sales performance and trends
  • 3. Configure and manage sales forecasts
- Manage lead and opportunity lifecycle
  • 1. Create and qualify leads
  • 2. Manage opportunity stages and close processes
  • 3. Manage competitors and sales teams
- Manage sales transactions and records
  • 1. Manage sales literature and collateral
  • 2. Create and manage quotes, orders, and invoices
  • 3. Manage product bundles and relationships
Topic 2: Configure Dynamics 365 Sales35-40%- Configure integration and settings
  • 1. Integrate with Microsoft 365 and Power Platform
  • 2. Configure email templates and sales documents
  • 3. Configure sales dashboards and reports
- Configure core sales settings
  • 1. Configure sales territories and hierarchies
  • 2. Configure product catalog and pricing
  • 3. Configure sales security roles and access
  • 4. Configure fiscal years and sales periods
- Configure entities and relationships
  • 1. Configure entity relationships and business rules
  • 2. Configure sales process flows and stages
  • 3. Customize lead, opportunity, account, and contact entities
Topic 3: Configure additional tools and services25-30%- Configure sales automation and extensions
  • 1. Configure custom controls and extensions
  • 2. Configure business process flows and workflows
- Configure sales insights and AI features
  • 1. Configure relationship analytics and health
  • 2. Configure predictive scoring and recommendations
- Configure integration with external systems
  • 1. Integrate with marketing and service modules
  • 2. Configure data import/export and synchronization

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