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| Topic | Details |
|---|---|
Perform configuration (25-30%) | |
| Configure sales settings | -configure sales territories and hierarchical sales territories -configure auto number settings for cases, orders, and quotes -configure business settings including business closures, currencies, and fiscal years -configure sales security roles and access team templates -create and manage sales collateral |
| Configure processes | -configure duplicate detection rules -configure record creation rules -configure sales business process flows -create and manage playbooks |
| Create and configure sales visualizations | - configure template apps for Power BI -configure sales dashboards -design and create sales charts -design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations |
Manage core sales tables (45-50%) | |
| 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 |
| Create and manage opportunities | -manage opportunities -track stakeholders, sales team members, and competitors -add product line items to opportunities -customize the Opportunity Close form |
| Create and manage sales order processes | -add quotes to opportunities -edit quotes in various stages -manage revisions to quotes -send quotes to customers -convert quotes to orders -manage orders -manage invoices |
| Create and manage products and product catalogs | -create and manage products, product bundles, and product families -create and managepricing lists -create and manage discount lists - create and manage unit groups |
Configure additional tools and services (20-25%) | |
| Configure integration with external sales applications | - implement Relationship Sales -describe use cases for Customer Insights -implement Power BI template apps |
| Create and manage goals and forecasts | -configure and use forecasts -configure and use goals |
| Implement Sales Insights | -configure standard Sales Insights features - configure premium features including Notes Analysis, Who Knows Whom, and Conversation Intelligence -implement Sales Accelerator -implement premium forecasting -configure predictive scoring models |
Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx
The Microsoft MB-210 exam is extensive in nature and any aspirant has to gain solid expertise in the exam topics to weave success. Therefore, it is crucial that one has to follow a verified and established learning path. The vendor, for instance, offers a wide range of free and paid training options, which are trying to impart the best-of-breed understanding of test topics and prepare the Microsoft MB-210 aspirant for the exam day. As far as the free training courses are concerned, you’ll come across such sessions as Working with Dynamics 365 Sales, Create and Use Analytics Reports Using Power BI, and Implement Goal Management in Dynamics 365 Sales and Customer Service. All of these are beginner & intermediate-tier classes that focus on Dynamics 365 technology and prepare you for the tasks that a functional consultant and business user perform. Simply put, if you are targeting both free and reliable training, enjoy these 15-module sessions offered by the vendor. On the other hand, for a detailed understanding of the subject matter, one can always take the help of instructor-led training offered by Microsoft. Course MB-210T01: Microsoft Dynamics 365 Sales is the name of the option available in this category. It is a one-day long course that tries to explain the tested areas in detail. Some of the key skills gained during this class are:
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The Microsoft MB-210 Exam certification is an internationally-recognized certification which help to have validation for those professionals who are keen to make their career in Microsoft windows Server domain.
Candidates should have some hands-on experience with technical tasks such as perform configuration, manage core sales entities, and manage sales entities. These candidates can go for this exam.
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