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Related Certification Profile

The Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate is the certification that one can claim after passing MB-210 exam. The prime focus of this designation is on Dynamics 365 Sales and its related concepts. Thus, skills related to managing the leads, orders, and configuration product catalogs can be earned effortlessly. Besides this, it allows the learner to have a hold over Dynamics 365 Sales configuration expertise required as per the given ecosystem. Dynamics 365 solutions using Power Platform components are other earned acumen using this Microsoft MB-210 exam. Note that along with MB-210, one has to clear PL-200 test to earn this certificate. Overall, this certification helps a specialist to perform configuration and core sales entities easily.

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What should you know about Microsoft MB-210 before sitting for it?

The suitable applicants for the MB-210 certification exam should have prior experience and skills in handling tasks in a sales position. They include data tracking beyond sales goals and automation best practices. Those who apply for this test are the Dynamic 365 Functional Consultants who have experience in sales. Their responsibility is to deliver solutions, which support the sales lifecycle. These specialists must have strong business acumen and be skillful enough to perform the required tasks.

The responsibility vested upon these professionals ensures that the sales staff runs competently to achieve income targets, satisfy business policies, and reach company goals. They shape and expand the core functionality of leads, business accounts, prospects, and sales support. They also identify the chances of using Power Apps to create unified experiences across all gadgets.

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

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Microsoft MB-210 Exam Syllabus Topics:

SectionWeightObjectives
Configure Dynamics 365 Sales35-40%- Configure core sales settings
  • 1. Configure fiscal years and sales periods
  • 2. Configure product catalog and pricing
  • 3. Configure sales territories and hierarchies
  • 4. Configure sales security roles and access
- 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. Integrate with Microsoft 365 and Power Platform
  • 2. Configure sales dashboards and reports
  • 3. Configure email templates and sales documents
Manage core sales features30-35%- Manage sales transactions and records
  • 1. Manage sales literature and collateral
  • 2. Manage product bundles and relationships
  • 3. Create and manage quotes, orders, and invoices
- Manage lead and opportunity lifecycle
  • 1. Create and qualify leads
  • 2. Manage opportunity stages and close processes
  • 3. Manage competitors and sales teams
- Manage forecasting and analytics
  • 1. Analyze sales performance and trends
  • 2. Manage sales goals and metrics
  • 3. Configure and manage sales forecasts
Configure additional tools and services25-30%- Configure sales automation and extensions
  • 1. Configure business process flows and workflows
  • 2. Configure custom controls and extensions
- 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

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