Exam MB-210: Microsoft Dynamics 365 Sales

The Exam MB-210: Microsoft Dynamics 365 Sales is a key to become Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate. The Microsoft Dynamics 365 Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.

Candidates who apply for the Exam MB-210 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 company. 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.

Target Audience 

Candidates for the exam MB-210 microsoft dynamics 365 for sales are Dynamics 365 Functional Consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

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

Learning Path 

As you know the Microsoft Dynamics 365 Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics. So, there are two exams for gaining this certification. One is Exam MB-210 and the other one is Exam MB-200. 

Exam Details 

Explaining the format of Exam MB-210: Microsoft Dynamics 365 Sales is the most important step. The exam includes a 40-60 number of questions. The mb-210 exam questions will appear in the form of multiple-choice. The candidate will get 120 minutes to complete the exam, in total, they get 120 minutes. The exam is available in English only. The candidate has to pay $165 USD as the examination fee.

Scheduling the Exam

Pearson VUE

In order to appear in the Microsoft MB-210 exam, the candidate has to schedule the exam and make themselves register with Microsoft. The candidate can schedule their exam with the Pearson VUE.

Certiport 

The candidate also schedules the Exam 98-368: Mobility and Device Fundamentals with Certiport. CLICK HERE FOR SCHEDULING!

Now, we have acquired all the information related to Exam MB-210: Microsoft Dynamics 365 Sales. It’s time for you to understand the Course Outline. The Course Outline forms the most crucial aspect of the examination. So, let’s begin.

Check out the MB-210 Interview Questions to prepare for your interview.

Microsoft Exam MB-210: Microsoft Dynamics 365 Sales Course Outline 

As you know, Exam MB-210 includes technical responsibilities such as performing configuration, managing core sales entities, and configuring additional tools and services. etc. So, it is important to go through the whole course outline once and to understand and learn all the objectives. Below is the course outline for Exam MB-210: Microsoft Dynamics 365 Sales. 

Configure Dynamics 365 Sales (35–40%)

Configure user interfaces

• Configure model-driven apps (Microsoft Documentation: What are model-driven apps in Power Apps?)
• Create and configure forms (Microsoft Documentation: Create a form with Microsoft Forms)
• Create and configure views (Microsoft Documentation: Create and edit public or system views (legacy))
• Create email, Excel, and Word templates (Microsoft Documentation: Create a template)
• Configure the timeline control (Microsoft Documentation: Set up the timeline control)
• Describe Microsoft Dataverse security concepts (Microsoft Documentation: Security concepts in Microsoft Dataverse)
• Configure column mappings on table relationships (Microsoft Documentation: Map table columns)

Configure sales settings

• Configure sales territories and hierarchical sales territories (Microsoft Documentation: Set up sales territories)
• Configure auto number settings for quotes, orders, and invoices (Microsoft Documentation: Change auto-numbering prefixes)
• Configure currencies and fiscal years (Microsoft Documentation: Set fiscal year settings)
• Describe sales security roles (Microsoft Documentation: Security roles and privileges)
• Manage sales literature (Microsoft Documentation: Manage sales literature)
• Configure hierarchy security
• Configure and utilize the assistant (Microsoft Documentation: Configure the assistant)
• Configure the business card scanner control (Microsoft Documentation: Customize the business card scanner control)
• Enable the Kanban control
• Describe goal management

Configure processes

• Configure duplicate detection rules (Microsoft Documentation: Set up duplicate detection rules to keep your data clean)
• Configure sales business process flows (Microsoft Documentation: Business process flows overview)
• Import data by using the Data Import wizard and export data to Excel (Microsoft Documentation: Import or export data from Dataverse)

Configure sales visualizations

• Implement Power BI apps for Sales (Microsoft Documentation: Configure Power BI template apps to work with Dynamics 365 Sales)
• Configure sales dashboards (Microsoft Documentation: Gain insights with dashboards)
• Describe options for sales reports
• Configure the opportunity pipeline view (Microsoft Documentation: Configure the opportunity pipeline view)

Configure sales engagement

• Configure and utilize the Sales accelerator (Microsoft Documentation: Configure the sales accelerator)
• Configure the workspace
• Create and manage sequences
• Create and manage segments (Microsoft Documentation: Create and manage segments)
• Configure lead and opportunity assignment rules for routing (Microsoft Documentation: Create and activate assignment rules)
• Configure the Up Next widget

Evaluate Sales licensing

• Compare and contrast Sales Professional and Enterprise configuration
• Describe use cases for Team member licensing (Microsoft Documentation: Dynamics 365 Team Members license)
• Describe the upgrade pathway from Sales Professional to Enterprise (Microsoft Documentation: Move from Dynamics 365 Sales Professional to Dynamics 365 Sales Enterprise)

Manage core sales features (30–35%)

Create and manage accounts and contacts

• Create and manage accounts
• Create and manage contacts (Microsoft Documentation: Manage your accounts and contacts)
• Describe use cases for auto capture (Microsoft Documentation: Capture customer-related activities with auto capture)
• Describe use cases for email engagement
• Describe relationship intelligence (Microsoft Documentation: Relationship intelligence overview)
• Describe use cases for notes analysis
• Describe SMS message engagement with customers (Microsoft Documentation: Engage with customers through text messages)

Create and manage leads and opportunities

• Create and manage leads (Microsoft Documentation: Manage leads and sales)
• Perform lead qualification and disqualification (Microsoft Documentation: Qualify or disqualify a lead)
• Configure lead qualification
• Manage opportunities
• Track stakeholders, sales team members, and competitors (Microsoft Documentation: Add stakeholders, sales team, and competitors for the opportunity)
• Manage product line items on opportunities
• Customize the Opportunity Close form (Microsoft Documentation: Customize the Opportunity Close form)
• Configure and utilize predictive lead and opportunity scoring (Microsoft Documentation: Configure predictive opportunity scoring)
• Manage the sales pipeline by using the work list
• Configure duplicate lead detection (Microsoft Documentation: Enable duplicate lead detection)

Create and manage quotes, orders, and invoices

• Add quotes to opportunities (Microsoft Documentation: Create or edit quotes)
• Edit quotes in various stages
• Send quotes and invoices to customers (Microsoft Documentation: Manage quote, order, and invoice)
• Convert quotes to orders
• Manage orders and invoices

Create and manage the product catalog

• Create and manage products, product bundles, and product families (Microsoft Documentation: Set up product families)
• Describe the product lifecycle
• Create and manage price lists (Microsoft Documentation: Use price lists)
• Create and manage unit groups (Microsoft Documentation: Create a unit group and add units to that group)

Create and manage forecasts

• Configure and utilize forecasts (Microsoft Documentation: Configure forecasts in your organization)
• Describe the forecast templates
• Configure and utilize premium forecasting

Manage in-app campaigns

• Create and manage marketing lists (Microsoft Documentation: Create a marketing list using in-app marketing)
• Create quick campaigns (Microsoft Documentation: Create a quick campaign using in-app marketing)

Configure additional tools and services (25–30%)

Integrate sales applications

• Integrate with LinkedIn Sales Navigator and Insights (Microsoft Documentation: Install and enable LinkedIn Sales Navigator)
• Describe Dynamics 365 Sales mobile app capabilities
• Create push notifications for the Dynamics 365 Sales mobile app (Microsoft Documentation: Create custom push notifications)

Integrate with Microsoft 365 services

• Configure mailboxes (Microsoft Documentation: Create user mailboxes in Exchange Server)
• Describe Server-Side Synchronization (Microsoft Documentation: Server-side synchronization)
• Configure document management (Microsoft Documentation: Configure document management)
• Deploy the Dynamics 365 App for Outlook (Microsoft Documentation: Deploy and install Dynamics 365 App for Outlook)
• Configure the Dynamics 365 App for Outlook
• Configure auto capture and email engagement
• Configure SharePoint integration (Microsoft Documentation: Manage SharePoint documents)
• Describe Microsoft Teams calling and conversation intelligence (Microsoft Documentation: Microsoft Teams calls with conversation intelligence)
• Describe Microsoft Teams collaboration

Exam Policies 

While preparing for Microsoft Exam MB-210: Microsoft Dynamics 365 Sales, you will be completely responsible for knowing and complying with Microsoft Certification exam policies, together with the specified exam delivery provider’s policies and procedures.

Exam MB-210: Microsoft Dynamics 365 Sales FAQ

Also, you can go through the Exam Retake Policy together with other Microsoft exam available and exam testing procedures. The exam policy page provides details of the exam provider’s policies and procedures together with the exam provider’s details. Note, you will have 30 days after taking an exam to challenge your exam score for that exam.

Step by Step Preparation Guide to qualify Exam MB-210

To start the ideal preparation for Exam MB-210: Microsoft Dynamics 365 Sales, the following details a few of the critical steps that you should consider for developing an ideal schedule for your Exam MB-210 preparation. Lets start with your Exam MB-210 Study Guide

Microsoft Learning Platform 

Microsoft offers various learning paths, the candidate should visit the official website of Microsoft. The candidate can find every possible information on the official site. For this exam, the candidate will find many learning paths and documentations. Finding the relatable content on the Microsoft website is quite an easy task. 

Microsoft Documentation

Microsoft Documentations are an important learning resource while preparing for Exam MB-210: Microsoft Dynamics 365 Sales. The candidate will find documentation on every topic relating to the particular exam. This step is very valuable in preparing for Microsoft Dynamics 365 Sales Functional Consultants. 

Working with Dynamics 365 Sales

Create and use analytics reports with Power BI

Implement goal management in Dynamics 365 Sales and Customer Service

Instructor-Led Training

The training programs that Microsoft provides itself are available on their website. The instructor-led training is an essential resource in order to prepare for the exam like MB-210. The candidate can find the instructor-led training on the page of the particular exam on the Microsoft website. There are various training courses available prior to one exam. The following is the training program offered by Microsoft.

Course MB-210T01: Microsoft Dynamics 365 Sales

• Module 1: Sales Overview
• Module 2: Working with Opportunities
• Module 3: Quotes to Orders
• Module 4: Sales Analytics and Insights

Books and Guides 

The next step in the preparatory guide should be books and study guides. The candidate needs to find those books which are enriched with information. Candidates should study some books and guides which will definitely help them to gather knowledge about the particular exam. We at Testprep training recommends the following:

• Pass MB-210 Certification Exam (Microsoft Dynamics 365 Sales) On Your First Try by Abhay Sharma 
• Using Microsoft Dynamics 365 for Finance and Operations: Learn and understand the functionality of Microsoft’s enterprise solution 1st Edition, Kindle Edition by Andreas Luszczak 

Join a Study Group 

For passing the Exam MB-210: Microsoft Dynamics 365 Sales, the candidate needs to get and share knowledge. So, we are suggesting you join some study where you can discuss the concepts with the people who have the same goal. This will lead the candidate throughout their preparation.

Attempt Practice Test

The most important step is to try your hands on the practice test. Practice tests are the one which ensures the candidate about their preparation. There are many practice tests available on the internet nowadays, the candidate can choose whichever they want. The Exam MB-210 Practice Test is very beneficial in preparing for the exam.