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Microsoft MB-210 Exam Syllabus Topics:
| 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 |
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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;
- Performing Configuration.
- Managing Core Sales Entities;
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.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx
How to book the MB-210: Microsoft Dynamics 365 Sales Exam
These are following steps for registering the MB-210: Microsoft Dynamics 365 Sales exam.
- Step 1: Visit to Microsoft Learning and search for MB-210: Microsoft Dynamics 365 Sales
- Step 2: Sign up/Login to Pearson VUE account
- Step 3: Select local centre based on your country, date, time and confirm with a payment method.
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