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MB-210: Microsoft Dynamics 365 Sales Exam Certification Path

MB-210: Microsoft Dynamics 365 Sales Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with Microsoft technology are well invited to pursue this certification.

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

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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:

  • Identifying common sales scenarios;
  • Completing a sales cycle;
  • Installing and configuring the application;
  • The configuration of product catalog;
  • Managing the records of customers;
  • The usage of analytics tools necessary for the data of customers.

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Introduction to MB-210: Microsoft Dynamics 365 Sales Exam

Microsoft MB-210 Exam is a certification exam that is conducted by Microsoft to validates candidate knowledge and skills of Managing Projects and Portfolios.

As a Dynamics 365 Sales experts, you are in charge of configuring and expanding the core functionality of Leads, Accounts, Opportunities , contacts and supporting entities to map to the sales processes in place at the company. This exam checks competency level on topics such as configuration of default revenue , configuration fiscal year, creation and management of sales collateral. After passing this exam, candidates get a certificate from Microsoft that helps them to demonstrate their proficiency in Dynamics 365 to their clients and employers.

Microsoft MB-210 Exam Syllabus Topics:

SectionObjectives
Topic 1: Sales Insights and Reporting- Analytics and dashboards
  • 1. Power BI integration for sales reporting
    • 2. Sales dashboards configuration
      - Forecasting
      • 1. Configure sales forecasts
        • 2. Monitor pipeline performance
          Topic 2: Manage Leads and Opportunities- Lead management
          • 1. Lead routing and assignment rules
            • 2. Create and qualify leads
              - Opportunity management
              • 1. Create and track opportunities
                • 2. Sales pipeline and forecasting
                  Topic 3: Configure Dynamics 365 Sales- Manage core configuration
                  • 1. Set up Sales Hub and system settings
                    • 2. Configure security roles and business units
                      - Configure product catalog
                      • 1. Manage products, price lists, and discount lists
                        • 2. Configure units and unit groups
                          Topic 4: Manage Customer Relationships- Account and contact management
                          • 1. Manage accounts and contacts
                            • 2. Relationship insights and tracking
                              - Activity management
                              • 1. Timeline and interaction history
                                • 2. Emails, tasks, and appointments tracking

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