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Scope of Knowledge Measured by MB-210

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

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

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.

Asked Prerequisites

As studying for an exam like this is of intermediate level, hence, having some prior expertise is necessary. The vendor explains that it is wise to know Microsoft Power Platform configuration and data modeling principles. Also, those who have already worked on Dynamics 365 model-driven app implementation projects will have an easy exam journey.

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

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.

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