Microsoft Dynamics 365 for Sales (MB-210) Practice Exam

The Microsoft Dynamics 365 for Sales (MB-210) certification validates your competence in configuring and managing the core functionalities of Microsoft Dynamics 365 for Sales. This solution helps organizations streamline their sales processes, manage customer interactions, and track sales performance.

Who should pursue the MB-210 Certification?

This certification is ideal for individuals seeking to:

• Launch or advance their careers as Dynamics 365 functional consultants, salespeople, or customer relationship management (CRM) specialists.
• Demonstrate their expertise in configuring and administering Dynamics 365 for Sales features.
• Gain a strong foundation for working with Dynamics 365 for Sales and implementing sales solutions within organizations.
• Contribute effectively to Dynamics 365 for Sales projects by applying their configuration and management skills.

Key Roles and Responsibilities:

Individuals with the MB-210 certification may be involved in various tasks, including:

• Configuring and managing leads, contacts, accounts, and opportunities.
• Implementing sales processes and workflows within Dynamics 365 for Sales.
• Customizing dashboards and reports to track sales performance and key metrics.
• Integrating Dynamics 365 for Sales with other Microsoft applications and external systems.
• Providing user training and support for Dynamics 365 for Sales.

Exam Details:

• Exam Provider: Microsoft
• Format: Multiple-choice questions
• Number of Questions: 40-60 (subject to change)
• Duration: 120 minutes
• Passing Score: 700 (on a scale of 1-1000)
• Delivery: Testing center or online proctored
  

Course Outline

The Microsoft MB-210 exam covers the latest exam updates and topics - 

Module 1 - Perform configuration (25-30%)

Configure sales settings

• configure sales territories and hierarchical sales territories
• configure auto number settings
• configure business settings
• configure sales security roles
• configure goal management components
• create and manage sales collateral

Configure processes

• configure duplicate detection rules
• configure record creation rules
• configure sales business process flows

Create and configure sales visualizations

• configure template apps for Power BI
• configure sales dashboards
• design and create sales charts
• design sales reports

Module 2 - Manage core sales entities (50-55%)

Create and manage accounts and contacts

• create and manage accounts
• create and manage contacts
• create and manage activities

Create and manage leads

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

Create and manage opportunities

• manage opportunities
• track stakeholders
• add product line items to opportunities
• customize the Opportunity Close form
• configure status reasons

Create and manage quotes

• add quotes to opportunities
• edit quotes in various stages
• send quotes to customers
• convert quotes to orders

Create and manage sales order processing

• manage orders
• manage invoices
• manage competitors

Create and manage products and product catalogs

• create and manage products, product bundles, and product families
• create and manage price lists
• create and manage discount lists
• create and manage unit groups
• create and manage product lifecycles

Module 3 - Configure additional tools and services (15-20%)

Configure integration with external sales applications

• implement Dynamics 365 Sales Insights
• implement Relationship Sales
• describe use cases for Customer Insights
• describe use cases for Power Virtual Agents
• describe use cases for AI Builder

Mange forecasting

• configure forecasts
• define properties and scheduling
• select a template

Create and configure playbooks

• define playbook categories
• manage playbook templates