Exam MB-210: Microsoft Dynamics 365 Sales - Testprep Training Tutorials (2023)

Exam MB-210: Microsoft Dynamics 365 Sales - Testprep Training Tutorials (1)

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 MB-210: Microsoft Dynamics 365 Sales - Testprep Training Tutorials (2)

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 - Testprep Training Tutorials (3)

Scheduling the Exam

Pearson VUE Exam MB-210: Microsoft Dynamics 365 Sales - Testprep Training Tutorials (4)

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 Exam MB-210: Microsoft Dynamics 365 Sales - Testprep Training Tutorials (5)

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.

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.

The Course Outline for Microsoft MB-210 exam has been updated on October 2, 2020.

Perform configuration (40-45%)

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 default revenue type
  • configure auto number settings
  • configure business closures
  • configure fiscal year
  • configure currencies
  • configure sales team roles
  • configure sales security roles
  • configure goal management components
  • create and manage sales collateral
  • configure relationship cards
  • configure playbook management
  • configure softphone dialer
  • configure forecast management
  • configure Sales apps including Sales Hub and Sales Team Member apps

Configure processes

Microsoft Documentation: Dynamics 365 Sales Overview

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

Create and configure sales visualizations

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

  • configure sales content pack for Power BI
  • configure sales dashboards
  • design and create sales charts
  • execute and analyze sales reports

Configure integration with external sales applications

Microsoft Documentation: Sales Insights Add-in for Dynamics 365 Sales Help & Training, Install and enable LinkedIn Sales Navigator, Configure the assistant, Leverage Embedded Intelligence in Dynamics 365 Sales

  • implement Dynamics 365 AI for sales insights
  • configure and enable embedded intelligence
  • implement social selling assistant
  • implement LinkedIn Sales Navigator

Manage core sales entities (20-25%)

Create and manage leads

Microsoft Documentation: Qualify or convert leads (Dynamics 365 Sales)

  • create and search for leads
  • convert activities to leads
  • perform lead qualification
  • configure status reasons
  • scan business cards

Create and manage opportunities

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

  • create and search for opportunities
  • close opportunity as won or lost
  • track stakeholders and sales team
  • add product line items to opportunity
  • customize the Opportunity Close form
  • configure status reasons
  • configure views

Manage sales entities (35-40%)

Create and manage quotes

Microsoft Documentation: Quotes and quote management, Enable creation of orders from quotes

  • add quotes to opportunities
  • edit quotes in various stages
  • send quotes to customers
  • convert quotes to orders
  • create a template from a quote

Create and manage sales order processing

Microsoft Documentation: Create sales orders – Supply Chain Management | Dynamics 365, Add products to quotes, orders, or invoices (Sales Hub)

  • create and manage orders
  • create and manage invoices
  • create and manage competitors

Create and manage product and product catalog

Microsoft Documentation: Define related products to increase sales, Create a unit group and add units

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

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

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 - Testprep Training Tutorials (8)

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.

Top Articles
Latest Posts
Article information

Author: Ouida Strosin DO

Last Updated: 08/08/2023

Views: 6366

Rating: 4.6 / 5 (76 voted)

Reviews: 91% of readers found this page helpful

Author information

Name: Ouida Strosin DO

Birthday: 1995-04-27

Address: Suite 927 930 Kilback Radial, Candidaville, TN 87795

Phone: +8561498978366

Job: Legacy Manufacturing Specialist

Hobby: Singing, Mountain biking, Water sports, Water sports, Taxidermy, Polo, Pet

Introduction: My name is Ouida Strosin DO, I am a precious, combative, spotless, modern, spotless, beautiful, precious person who loves writing and wants to share my knowledge and understanding with you.