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Microsoft MB-210 Exam Syllabus Topics:
| Topic | Details |
|---|---|
Perform configuration (25-30%) | |
| Configure sales settings | -configure sales territories and hierarchical sales territories -configure auto number settings for cases, orders, and quotes -configure business settings including business closures, currencies, and fiscal years -configure sales security roles and access team templates -create and manage sales collateral |
| Configure processes | -configure duplicate detection rules -configure record creation rules -configure sales business process flows -create and manage playbooks |
| Create and configure sales visualizations | - configure template apps for Power BI -configure sales dashboards -design and create sales charts -design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations |
Manage core sales tables (45-50%) | |
| Create and manage accounts and contacts | -create and manage accounts -create and manage contacts -create and manage activities |
| Create and manage leads | -create and search for leads -convert activities to leads -perform lead qualification |
| Create and manage opportunities | -manage opportunities -track stakeholders, sales team members, and competitors -add product line items to opportunities -customize the Opportunity Close form |
| Create and manage sales order processes | -add quotes to opportunities -edit quotes in various stages -manage revisions to quotes -send quotes to customers -convert quotes to orders -manage orders -manage invoices |
| Create and manage products and product catalogs | -create and manage products, product bundles, and product families -create and managepricing lists -create and manage discount lists - create and manage unit groups |
Configure additional tools and services (20-25%) | |
| Configure integration with external sales applications | - implement Relationship Sales -describe use cases for Customer Insights -implement Power BI template apps |
| Create and manage goals and forecasts | -configure and use forecasts -configure and use goals |
| Implement Sales Insights | -configure standard Sales Insights features - configure premium features including Notes Analysis, Who Knows Whom, and Conversation Intelligence -implement Sales Accelerator -implement premium forecasting -configure predictive scoring models |
The MB-210: Microsoft Dynamics 365 Sales exam is a mandatory requirement for earning the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. This test measures the capacity of the candidates to perform the following tasks: executing configuration, managing key sales entities, as well as customizing additional tools and services.
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Overview of Covered Skills
When it comes to domains that MB-210 assesses you on, among them, you’ll encounter the subsequent areas:
- Perform configuration
The first topic talks about configuration very comprehensively. The configuration of sales settings, territories, auto number options, and sales collateral are well explained here.
- Manage sales entities
The prime emphasis of the last portion is on sales entities management. Adding quotes to opportunities, converting quotes to orders, managing orders, competitor management, and configuring product lifecycle are some of the other notions explained within such a scope.
- Manage core sales entities
The second objective focuses on core sales entities. Topics like creating and managing leads, converting activities to leads, performing lead qualification, configuring status reasons, and scanning business cards are detailed in this part.
MB-210 Target Audience
This exam is relevant for the following target audiences:
- 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.
- Individuals with sales expertise;
In addition, the applicants need to have secure business comprehension that is acquired through the first-hand experience in sales.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx
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