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;
- Managing core entities of sales;
- Configuring extra tools in addition to services.
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:
| 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 |
The MB-210: Microsoft Dynamics 365 Sales exam is a mandatory requirement for earning the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. This test measures the capacity of the candidates to perform the following tasks: executing configuration, managing key sales entities, as well as customizing additional tools and services.
Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx
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