Exam MB-210: Microsoft Dynamics 365 Sales

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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.

Exam MB-210: Microsoft Dynamics 365 Sales exam details

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.

MB-210 Interview Questions

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
  • Create and configure forms
  • Create and configure views
  • Create email, Excel, and Word templates
  • Configure the timeline control
  • Describe Microsoft Dataverse security concepts
  • Configure column mappings on table relationships

Configure sales settings

Microsoft Documentation: Set up sales territories to organize business markets by geographical area, Configure forecasts in your organization

  • configure sales territories and hierarchical sales territories
  • Configure auto number settings for quotes, orders, and invoices
  • Configure currencies and fiscal years
  • Describe sales security roles
  • Manage sales literature
  • Configure hierarchy security
  • Configure and utilize the assistant
  • Configure the business card scanner control
  • Enable the Kanban control
  • Describe goal management

Configure processes

Microsoft Documentation: Dynamics 365 Sales Overview

  • Configure duplicate detection rules
  • Configure sales business process flows
  • Create and manage playbooks
  • Import data by using the Data Import wizard and export data to Excel

Configure sales visualizations

Microsoft Documentation: Visualization types in Power BI – Power BI, Understand forecast projection through trend chart

  • Implement Power BI apps for Sales
  • Configure sales dashboards
  • Describe options for sales reports
  • Configure the opportunity pipeline view

Work with the sales accelerator

  • Configure and utilize the sales accelerator
  • Configure the workspace
  • Create and manage sequences
  • Create and manage segments
  • Configure lead and opportunity assignment rules for routing
  • Configure 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

Microsoft Documentation: Qualify or convert leads (Dynamics 365 Sales), Create or edit competitor records (Sales Hub), Manage opportunities with Dynamics 365 Sales

  • 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

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
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

Exam MB-210: Microsoft Dynamics 365 Sales preparatory guide

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.

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