This exam measures your ability to accomplish the following technical tasks: configure Dynamics 365 Sales; manage core sales features; and configure additional tools and services.
As a candidate for this exam, you’re a Microsoft Dynamics 365 functional consultant with sales expertise. You’re responsible for implementing solutions that meet the business requirements of an organization, large or small. You’re also responsible for identifying potential process efficiencies and improvements that could be achieved by using Dynamics 365 Sales and wider Microsoft Power Platform features. This may include supporting a sales lifecycle to run effectively and assisting the sales team to:
◉ Achieve revenue targets.
◉ Execute business strategies.
◉ Meet an organization's objectives.
You’re responsible for configuring and expanding the core sales application functionality to create scalable customer solutions which support, automate, and accelerate the company's sales process. You’ll use your knowledge of Microsoft Power Platform and the common customer engagement capabilities in Dynamics 365 to inform the solution design where the following are required:
◉ Integrations
◉ Business process flows
◉ Visualizations
◉ Custom applications
As a candidate, you should:
◉ Have strong business knowledge of sales processes for business-to-customer and business-to-business scenarios.
◉ Understand the sales process of the customer as well as the core functionality of Dynamics 365 Sales to identify where the two align and differ.
◉ Be proficient in configuring Microsoft Power Platform, primarily model-driven apps.
◉ Have knowledge of Microsoft 365 services and their interactions with Microsoft Dataverse.
Microsoft Dynamics 365 Sales Exam Summary:
| Exam Name | Microsoft Certified - Dynamics 365 Sales Functional Consultant Associate |
| Exam Code | MB-210 |
| Exam Price | $165 (USD) |
| Exam Price | 120 mins |
| Number of Questions | 40-60 |
| Passing Score | 700 / 1000 |
| Books / Training | MB-210T01: Microsoft Dynamics 365 Sales |
| Sample Questions | Microsoft Dynamics 365 Sales Sample Questions |
| Practice Exam | Microsoft MB-210 Certification Practice Exam |
Microsoft MB-210 Exam Syllabus Topics:
| Topic | Details |
| 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 | - 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 | - 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 | - 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 | - 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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