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How to book the MB-210: Microsoft Dynamics 365 Sales Exam

These are following steps for registering the MB-210: Microsoft Dynamics 365 Sales exam.

  • Step 1: Visit to Microsoft Learning and search for MB-210: Microsoft Dynamics 365 Sales
  • Step 2: Sign up/Login to Pearson VUE account
  • Step 3: Select local centre based on your country, date, time and confirm with a payment method.

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

MB-210: Microsoft Dynamics 365 Sales Exam Certification Path

MB-210: Microsoft Dynamics 365 Sales Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with Microsoft technology are well invited to pursue this certification.

Topics of MB-210: Microsoft Dynamics 365 Sales Exam

Candidates must know the exam topics before they start of preparation. because it will really help them in hitting the core. Our Microsoft MB-210 exam dumps will include the following topics:

1. Perform configuration (40-45%)

Configure sales settings

  • Configure relationship cards
  • Configure sales team roles
  • Configure sales territories
  • Configure fiscal year
  • Configure playbook management
  • Configure auto number settings
  • Create and manage sales collateral
  • Configure business closures
  • Configure sales security roles
  • Configure default revenue type
  • Configure currencies
  • Configure goal management components

Configure processes

  • Configure out of the box sales business process flows
  • Configure record creation rules

Create and configure sales visualizations

  • Execute and analyze sales reports
  • Configure sales dashboards
  • Configure sales content pack for Power BI
  • Design and create sales charts

Configure integration with external sales applications

  • Configure and enable embedded intelligence
  • Implement social selling assistant
  • Implement Dynamics 365 AI for sales
  • Implement LinkedIn Sales Navigator

2. Manage core sales entities (20-25%)

Create and manage leads

  • Create and search for leads
  • Convert activities to leads
  • Scan business card
  • Perform lead qualification
  • Configure status reasons

Create and manage opportunities

  • Track stakeholders and sales team
  • Close opportunity as won or lost
  • Add product line items to opportunity
  • Create and search for opportunities
  • Customize the Opportunity Close form
  • Configure status reasons

3. Manage sales entities (35-40%)

Create and manage quotes

  • Send quotes to customers
  • Convert quotes to orders
  • Edit quotes in various stages
  • Create a template from a quote
  • Add quotes to opportunities

Create and manage sales order processing

  • Create and manage competitors
  • Create and manage invoices
  • Create and manage orders

Create and manage product and product catalog

  • Configure price lists
  • Configure product families, bundles, and products
  • Configure discount lists
  • Configure product lifecycle
  • Configure unit groups

What skills are measured in Microsoft MB-210?

All the exam topics are broken into various subtopics that should be studied and comprehended clearly. They are as follows:

  • Configuring extra tools in addition to services.
  • Configuring performance;
  • Managing core entities of sales;

Each of the sections included in the Microsoft MB-210 exam makes up a certain percentage of the content, and in each area, you will be tested on various tasks.

Domain 1: The first objective makes up about 25 to 30% of the exam content. In this section, the candidates will have to prove their skills in certain tasks. Thus, first and foremost, they should be able to configure sales settings. This includes different things, such as managing and creating sales collateral, configuring business settings, sales security roles, auto number settings, and more. They should also know how to configure processes and create sales visualization. Here, you will be dealing with various tasks, such as designing sales reports, configuring record creation rules, and more.

Domain 2: The next topic area covered in the Microsoft MB-210 exam makes up almost half of the whole content. So, if you want to do well in this subject, it is important that you have some experience doing certain tasks. Firstly, you will be required to manage and create contacts and accounts, create leads, manage opportunities, quotes, product catalogs, and sales order processing. There is no denying the fact that performing all of these tasks will be difficult and that is why it is important that you put hours of practice into it. Moreover, your preparation process should include learning of the skills in creating and managing contacts, activities, and accounts, converting activities to leads, and customizing the Opportunity Close form.

Domain 3: This subject makes up about 15 to 20% of the Microsoft MB-210 exam questions. The main areas where you will be tested in this section are creating and configuring playbooks, managing forecasting, and configuring integration with external sales applications. This means that you should know about the use cases for AI Builder, Power Virtual Agents, and Customer Insights, scheduling and properties, as well as playbook categories and playbook templates.

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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. Manage competitors and sales teams
  • 2. Create and qualify leads
  • 3. Manage opportunity stages and close processes
- Manage sales transactions and records
  • 1. Manage product bundles and relationships
  • 2. Create and manage quotes, orders, and invoices
  • 3. Manage sales literature and collateral
Topic 2: Configure Dynamics 365 Sales35-40%- Configure integration and settings
  • 1. Configure sales dashboards and reports
  • 2. Configure email templates and sales documents
  • 3. Integrate with Microsoft 365 and Power Platform
- Configure entities and relationships
  • 1. Customize lead, opportunity, account, and contact entities
  • 2. Configure entity relationships and business rules
  • 3. Configure sales process flows and stages
- Configure core sales settings
  • 1. Configure sales security roles and access
  • 2. Configure fiscal years and sales periods
  • 3. Configure sales territories and hierarchies
  • 4. Configure product catalog and pricing
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 predictive scoring and recommendations
  • 2. Configure relationship analytics and health
- Configure integration with external systems
  • 1. Integrate with marketing and service modules
  • 2. Configure data import/export and synchronization

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