Microsoft Dynamics 365 for Sales (MB-210) Practice Exam

Microsoft Dynamics 365 for Sales (MB-210) 

About Microsoft Dynamics 365 for Sales (MB-210)

The candidates preparing for the Microsoft MB-210 exam 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.

Who should take the exam?

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 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.

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

Microsoft Dynamics 365 for Sales (MB-210) Course Outline

The Microsoft MB-210 exam covers the latest exam updates and topics - 

Domain 1 - Understanding configuration of Dynamics 365 Sales (35–40%)

1.1 Explain how to configure user interfaces

• Learn configuring model-driven apps
• Learn to create and configure forms
• Learn to create and configure views
• Learn to create email, Excel, and Word templates
• Learn to configure the timeline control
• Learn about Microsoft Dataverse security concepts
• Learn configuring column mappings on table relationships

1.2 Explian Configure sales settings

• Learn to configure sales territories and hierarchical sales territories
• Learn to configure auto number settings for quotes, orders, and invoices
• Learn to configure currencies and fiscal years
• Learn about sales security roles
• Learn about managing sales literature
• Learn about configuring hierarchy security
• Learn about configuring and utilizing the assistant
• Learn about configuring the business card scanner control
• Learn about enabling the Kanban control
• Learn about describing goal management

1.3 Explain to configure processes

• Learn about configuring duplicate detection rules
• Learn about configuring sales business process flows
• Learn about importing data by using the Data Import wizard and export data to Excel
• Learn about configuring sales visualizations
• Learn about implementing Power BI apps for Sales
• Learn about configuring sales dashboards
• Learn about describing options for sales reports
• Learn about configuring the opportunity pipeline view

1.3 Explain the configuration of sales engagement

• Learn about configuring and utilizing the Sales accelerator
• Learn about configuring the workspace
• Learn about creating and managing sequences
• Learn about creating and managing segments
• Learn about configuring lead and opportunity assignment rules for routing
• Learn about configurig the Up Next widget

Evaluate Sales licensing

Compare and contrast Sales Professional and Enterprise configuration

Describe use cases for Team member licensing

Describe the upgrade pathway from Sales Professional to Enterprise

Manage core sales features (30–35%)

Create and manage accounts and contacts

Create and manage accounts

Create and manage contacts

Describe use cases for auto capture

Describe use cases for email engagement

Describe relationship intelligence

Describe use cases for notes analysis

Describe SMS message engagement with customers

Create and manage leads and opportunities

Create and manage leads

Perform lead qualification and disqualification

Configure lead qualification

Manage opportunities

Track stakeholders, sales team members, and competitors

Manage product line items on opportunities

Customize the Opportunity Close form

Configure and utilize predictive lead and opportunity scoring

Manage the sales pipeline by using the work list

Configure duplicate lead detection

Create and manage quotes, orders, and invoices

Add quotes to opportunities

Edit quotes in various stages

Send quotes and invoices to customers

Convert quotes to orders

Manage orders and invoices

Create and manage the product catalog

Create and manage products, product bundles, and product families

Describe the product lifecycle

Create and manage price lists

Create and manage unit groups

Create and manage forecasts

Configure and utilize forecasts

Describe the forecast templates

Configure and utilize premium forecasting

Manage in-app campaigns

Create and manage marketing lists

Create quick campaigns

Configure additional tools and services (25–30%)

Integrate sales applications

Integrate with LinkedIn Sales Navigator and Insights

Describe Dynamics 365 Sales mobile app capabilities

Create push notifications for the Dynamics 365 Sales mobile app

Integrate with Microsoft 365 services

Configure mailboxes

Describe Server-Side Synchronization

Configure document management

Deploy the Dynamics 365 App for Outlook

Configure the Dynamics 365 App for Outlook

Configure auto capture and email engagement

Configure SharePoint integration

Describe Microsoft Teams calling and conversation intelligence

Describe Microsoft Teams collaboration

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• Practice exam questions have been created on the basis of content outlined in the official documentation.
• Each set in the practice exam contains unique questions built with the intent to provide real-time experience to the candidates as well as gain more confidence during exam preparation.
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