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Topics of MB-210: Microsoft Dynamics 365 Sales Exam

Candidates must know the exam topics before they start of preparation. because it will really help them in hitting the core. Our Microsoft MB-210 exam dumps will include the following topics:

1. Perform configuration (40-45%)

Configure sales settings

  • Configure sales security roles
  • Create and manage sales collateral
  • Configure default revenue type
  • Configure relationship cards
  • Configure fiscal year
  • Configure sales team roles
  • Configure sales territories
  • Configure business closures
  • Configure playbook management
  • Configure currencies
  • Configure goal management components
  • Configure auto number settings

Configure processes

  • Configure out of the box sales business process flows
  • Configure record creation rules

Create and configure sales visualizations

  • Execute and analyze sales reports
  • Configure sales content pack for Power BI
  • Configure sales dashboards
  • Design and create sales charts

Configure integration with external sales applications

  • Implement Dynamics 365 AI for sales
  • Implement LinkedIn Sales Navigator
  • Configure and enable embedded intelligence
  • Implement social selling assistant

2. Manage core sales entities (20-25%)

Create and manage leads

  • Perform lead qualification
  • Configure status reasons
  • Convert activities to leads
  • Scan business card
  • Create and search for leads

Create and manage opportunities

  • Configure status reasons
  • Create and search for opportunities
  • Track stakeholders and sales team
  • Close opportunity as won or lost
  • Customize the Opportunity Close form
  • Add product line items to opportunity

3. Manage sales entities (35-40%)

Create and manage quotes

  • Send quotes to customers
  • Edit quotes in various stages
  • Convert quotes to orders
  • Create a template from a quote
  • Add quotes to opportunities

Create and manage sales order processing

  • Create and manage invoices
  • Create and manage competitors
  • Create and manage orders

Create and manage product and product catalog

  • Configure price lists
  • Configure product lifecycle
  • Configure discount lists
  • Configure product families, bundles, and products
  • Configure unit groups

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

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Languages: English, Japanese

Retirement date: none

This exam measures your ability to accomplish the following technical tasks: Perform configuration, Manage core sales tables, Configure additional tools and services.

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Asked Prerequisites

As studying for an exam like this is of intermediate level, hence, having some prior expertise is necessary. The vendor explains that it is wise to know Microsoft Power Platform configuration and data modeling principles. Also, those who have already worked on Dynamics 365 model-driven app implementation projects will have an easy exam journey.

Microsoft MB-210日本語 Exam Syllabus Topics:

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

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