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What should you know about Microsoft MB-210 before sitting for it?

The suitable applicants for the MB-210 certification exam should have prior experience and skills in handling tasks in a sales position. They include data tracking beyond sales goals and automation best practices. Those who apply for this test are the Dynamic 365 Functional Consultants who have experience in sales. Their responsibility is to deliver solutions, which support the sales lifecycle. These specialists must have strong business acumen and be skillful enough to perform the required tasks.

The responsibility vested upon these professionals ensures that the sales staff runs competently to achieve income targets, satisfy business policies, and reach company goals. They shape and expand the core functionality of leads, business accounts, prospects, and sales support. They also identify the chances of using Power Apps to create unified experiences across all gadgets.

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

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What skills are measured in Microsoft MB-210?

All the exam topics are broken into various subtopics that should be studied and comprehended clearly. They are as follows:

  • Configuring performance;
  • Configuring extra tools in addition to services.
  • Managing core entities of sales;

Each of the sections included in the Microsoft MB-210 exam makes up a certain percentage of the content, and in each area, you will be tested on various tasks.

Domain 1: The first objective makes up about 25 to 30% of the exam content. In this section, the candidates will have to prove their skills in certain tasks. Thus, first and foremost, they should be able to configure sales settings. This includes different things, such as managing and creating sales collateral, configuring business settings, sales security roles, auto number settings, and more. They should also know how to configure processes and create sales visualization. Here, you will be dealing with various tasks, such as designing sales reports, configuring record creation rules, and more.

Domain 2: The next topic area covered in the Microsoft MB-210 exam makes up almost half of the whole content. So, if you want to do well in this subject, it is important that you have some experience doing certain tasks. Firstly, you will be required to manage and create contacts and accounts, create leads, manage opportunities, quotes, product catalogs, and sales order processing. There is no denying the fact that performing all of these tasks will be difficult and that is why it is important that you put hours of practice into it. Moreover, your preparation process should include learning of the skills in creating and managing contacts, activities, and accounts, converting activities to leads, and customizing the Opportunity Close form.

Domain 3: This subject makes up about 15 to 20% of the Microsoft MB-210 exam questions. The main areas where you will be tested in this section are creating and configuring playbooks, managing forecasting, and configuring integration with external sales applications. This means that you should know about the use cases for AI Builder, Power Virtual Agents, and Customer Insights, scheduling and properties, as well as playbook categories and playbook templates.

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Microsoft MB-210 Exam Syllabus Topics:

SectionWeightObjectives
Configure additional tools and services25-30%- Configure sales insights and AI features
  • 1. Configure relationship analytics and health
  • 2. Configure predictive scoring and recommendations
- Configure integration with external systems
  • 1. Configure data import/export and synchronization
  • 2. Integrate with marketing and service modules
- Configure sales automation and extensions
  • 1. Configure custom controls and extensions
  • 2. Configure business process flows and workflows
Configure Dynamics 365 Sales35-40%- Configure integration and settings
  • 1. Integrate with Microsoft 365 and Power Platform
  • 2. Configure email templates and sales documents
  • 3. Configure sales dashboards and reports
- Configure core sales settings
  • 1. Configure fiscal years and sales periods
  • 2. Configure product catalog and pricing
  • 3. Configure sales territories and hierarchies
  • 4. Configure sales security roles and access
- Configure entities and relationships
  • 1. Configure sales process flows and stages
  • 2. Configure entity relationships and business rules
  • 3. Customize lead, opportunity, account, and contact entities
Manage core sales features30-35%- Manage lead and opportunity lifecycle
  • 1. Manage competitors and sales teams
  • 2. Manage opportunity stages and close processes
  • 3. Create and qualify leads
- Manage forecasting and analytics
  • 1. Analyze sales performance and trends
  • 2. Configure and manage sales forecasts
  • 3. Manage sales goals and metrics
- Manage sales transactions and records
  • 1. Create and manage quotes, orders, and invoices
  • 2. Manage sales literature and collateral
  • 3. Manage product bundles and relationships

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