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Exam MB-210: Microsoft Dynamics 365 Sales

Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle so that it can run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Candidates 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 organization. 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.

Candidates must have strong business knowledge and should have first-person experience in one or more sales roles.

Part of the requirements for: Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate

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Scope of Knowledge Measured by MB-210

To clear the Microsoft MB-210, you need to master the following topics:

• Configuring Added Tools & Services;
• Managing Core Sales Entities;
• Performing Configuration.

MB-210 exam transverses the three different domains that we shall be considering. To start is the one on Configuring Added Tools & Services. The first core field encloses aspects like configuring integration using external apps for sales. Candidates will scrutinize the implementation of sales insights for Dynamics 365 and relationship sales. In addition, they must explain use cases targeting customer insights, Power Virtual Agents, and AI Builder. This is followed by the field of managing forecasting where abilities to be developed encompass configuring forecasts, defining properties & scheduling, and choosing a template. The last field is about creating and configuring playbooks. It determines if a student can define categories for playbook and manage templates for the same.

The next MB-210 exam domain is concerning the Managing of Core Sales Entities. This one splits into six sections. The first focuses on creating and managing accounts alongside contacts. The areas to touch here are creating and managing accounts, contacts, and activities. The second section is about creating and managing leads. Of concern here is creating and searching for leads, converting activities to leads, carrying out lead qualification, and configuring status reasons. In the third part with respect to creating and managing opportunities, learners will have a chance to study and make sense of managing opportunities and tracking stakeholders. Adding product line related items to available opportunities, customizing opportunities, and configuring status reasons are other activities to consider. Still, in the second domain, the fourth activity deals with creating and managing quotes. The relevant issues include adding quotes to available opportunities, editing quotes in varied stages, sending quotes to potential customers, and converting the quotes to actual orders. The fifth issue touches on creating and managing the processing of sales orders. This includes managing orders, invoicing, and competitors. The last bit is on creating and managing products and their respective catalogs. With this, candidates garner skills in creating and managing products, product families, and product bundles. It's also about creating and managing price lists, discount lists, unit groups, and product lifecycles.

The third and last topic for MB-210 exam is with reference to Performing Configuration. There are three core areas from where to draw further skills. The initial one is about configuring sales settings. To pay attention to is configuring territories in addition to hierarchal territories for sales, and positioning settings for auto numbers, business settings, and security roles for sales. Of importance also is configuring components of management and creating and managing sales collateral. The next area concerns configuring processes where skills in configuring duplicate rules for detection, record creation, and business process flows for sales are looked at. The last bit recognizes the criticality of creating and configuring sales visualization. It's no wonder this section pays attention to configuring Power BI template apps and sales dashboards. The attention is also on designing and creating sales charts and designing sales reports.

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Effective Preparation Process

The only way you can get a good score in the Microsoft MB-210 test is by working hard. There are various sources that you can find online that will help you study for this exam in the best possible way. One of the first things that you need to do is make sure that you visit the official website. Here you will find many authentic resources that you can use to study for this test. Another useful tool that you will find on the Microsoft platform is free online learning. These learning paths will help you understand the exam topics in a much better way. There are three available paths for Microsoft MB-210 and they are as follows:

• Working with Dynamics 365 Sales
• Creating and Using Analytics Reports with Power BI
• Implementing Goal Management in Dynamics 365 Sales and Customer Service

Another resource that you should use to prepare for the Microsoft MB-210 exam is the official instructor-led training. This course is delivered by the certified instructor who has the ability to help you understand all the details of the specific topic. Through this training course, you can also interact with your trainer and ask him/her questions so that no confusions remain.

Next comes books and study guides. There is a host of books that contain much useful information for the exam and can be easily found on the Internet. One manual that will help you with your Microsoft MB-210 is known as Getting Started with Dynamics 365 Apps in the Common Data Service Kindle Edition by Sarah Critchley.

The last thing that you should do if you want to get a good score in the MB-210 certification exam is to look for the most up-to-date practice tests. There are loads of these exams scattered all over the Internet and you should pick the best one. If you manage to get a good score in these practice tests, there is no doubt that you will perform well in the actual exam.

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

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