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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:

  • 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.

  • 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.

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Microsoft MB-210 certification exam is designed for individuals who are interested in becoming a Microsoft Dynamics 365 Sales Functional Consultant. MB-210 exam is one of the requirements for obtaining the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. Microsoft Dynamics 365 Sales Functional Consultant certification validates the individual's knowledge and skills in implementing, configuring, and customizing Microsoft Dynamics 365 Sales solutions.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx

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Microsoft MB-210 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Configure Dynamics 365 Sales35-40%- Configure integration and settings
  • 1. Configure email templates and sales documents
  • 2. Integrate with Microsoft 365 and Power Platform
  • 3. Configure sales dashboards and reports
- Configure entities and relationships
  • 1. Configure sales process flows and stages
  • 2. Configure entity relationships and business rules
  • 3. Customize lead, opportunity, account, and contact entities
- Configure core sales settings
  • 1. Configure product catalog and pricing
  • 2. Configure sales security roles and access
  • 3. Configure fiscal years and sales periods
  • 4. Configure sales territories and hierarchies
Topic 2: Manage core sales features30-35%- Manage forecasting and analytics
  • 1. Configure and manage sales forecasts
  • 2. Manage sales goals and metrics
  • 3. Analyze sales performance and trends
- Manage sales transactions and records
  • 1. Create and manage quotes, orders, and invoices
  • 2. Manage sales literature and collateral
  • 3. Manage product bundles and relationships
- Manage lead and opportunity lifecycle
  • 1. Create and qualify leads
  • 2. Manage opportunity stages and close processes
  • 3. Manage competitors and sales teams
Topic 3: Configure additional tools and services25-30%- Configure sales automation and extensions
  • 1. Configure custom controls and extensions
  • 2. Configure business process flows and workflows
- Configure integration with external systems
  • 1. Integrate with marketing and service modules
  • 2. Configure data import/export and synchronization
- Configure sales insights and AI features
  • 1. Configure relationship analytics and health
  • 2. Configure predictive scoring and recommendations

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