Exam Syllabus: MB-210 Microsoft CertifiedDynamics 365 Sales Functional Consultant Associate
Topic Details
Configure Dynamics 365 Sales (35-40%)
Configure the user interfaces of the Sales apps
Configure model driven apps
Create and configure forms
Create and configure views
Configure sales territories and hierarchical sales territories
- Configure auto number settings for quotes, orders, and invoices
- Configure currencies and fiscal years
Configure sales settings
- Configure sales security roles and access team templates
- Manage sales literature
- Configure hierarchy security
- Configure and utilize the Assistant
- Configure the business card scanner control
- Configure duplicate detection rules
- Configure email to lead processing
Configure processes
- Configure sales business process flows
Create and manage playbooks
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● Exam Name: Microsoft Dynamics 365 Sales Functional Consultant ● Exam Code: MB 210 ● Exam Price: $165 (USD) ● Duration: 120 mins ● Number of Questions: 40 60 ● Passing Score: 700 / 1000 ● Books / Training: MB-210T01: Microsoft Dynamics 365 Sales ● Schedule Exam: Pearson VUE ● Sample Questions: Microsoft Dynamics 365 Sales Sample Questions ● Recommended Practice: Microsoft MB-210 Certification Practice Exam
Topic Details
Configure sales visualizations
- Implement Power BI apps for Sales
Configure sales dashboards
Describe options for sales reports
Configure and utilize the sales accelerator
Configure the seller workspace
Configure the sales accelerator
Manage sequences
Manage segments
Configure lead and opportunity assignment rules for routing
Compare and contrast Sales Professional, Enterprise, and Premium capabilities
Evaluate Sales licensing
Compare and contrast Sales Professional and Enterprise configuration
Describe use cases for Team member licensing Manage core sales tables (40-45%)
Create and manage accounts
Create and manage contacts
Create and manage activities
Describe use cases for auto capture
Create and manage accounts and contacts
Describe use cases for email engagement Describe use cases for talking points, who knows whom, and relationship analytics and health
Describe how to interpret and improve relationship health Describe use cases for notes analysis
Create and manage leads
Perform lead qualification and disqualification
Configure lead qualification Manage opportunities
Create and manage leads and opportunities
Track stakeholders, sales team members, and competitors
- Manage product line items on opportunities
- Customize the Opportunity Close form
- Configure and utilize lead and opportunity scoring
- Manage sales by using the work list
Create and manage quotes, orders, and invoices
- Add quotes to opportunities
- Edit quotes in various stages
Send quotes to customers
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Topic Details
- Convert quotes to orders
Describe integration options with Microsoft ERP apps
Manage orders and invoices
Create and manage products, product bundles, and product families
Describe the product lifecycle
Create and manage the product catalog
Create and manage price lists
Create and manage unit groups
Describe the behavior of price changes and currency exchange rates
Configure and use forecasts
Create and manage forecasts
Manage in app campaigns
Describe the forecast templates
Configure and utilize premium forecasting
Manage marketing lists
Create quick campaigns
Configure additional tools and services (10-15%)
Describe LinkedIn Sales Navigator integration with Dynamics 365 Sales
Configure LinkedIn Sales Navigator controls on Dynamics 365 Sales forms
Integrate sales applications
Describe Dynamics 365 Sales mobile app capabilities
Customize quick view forms for Sales mobile app
Create push notifications for the Dynamics 365 Sales mobile app
Describe the partner portal
Configure mailboxes
Describe Server Side Synchronization
Integrate with Microsoft 365 services
Configure document management
- Deploy the Dynamics 365 App for Outlook
- Configure the Dynamics 365 App for Outlook
- Configure auto capture and email engagement
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Microsoft MB-210 Certification Sample Questions and Answers
To make you familiar with Microsoft Dynamics 365 Sales Functional Consultant (MB 210) certification exam structure, we have prepared this sample question set. We suggest you to try our Sample Questions for Microsoft Dynamics 365 Sales MB-210 Certification to test your understanding of Microsoft MB 210 process with real Microsoft certification exam environment.
MB-210 Microsoft Dynamics 365 Sales Functional Consultant Sample Questions:-
01. You need to create the required number of orders for ClientA. How many orders should you create?
a) 2 b) 1 c) 3 d) 7
02. A company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD). A sales representative sells products to customers in the United Kingdom and Spain. You need to determine the currency for the quote. Which currency will the quote use?
a) Pound sterling b) Euro c) USD d) Peso
03. You use price lists in Dynamics 365 for Sales. Some price lists have expired. Users need to be able to continue to manage their opportunities. Which option is possible?
a) Users can add the expired price list to opportunities created prior to the expire date. b) Users can add the expired price list to an opportunity but will see a warning. c) Opportunities that use the expired price list can continue through their lifecycle. d) Opportunities that use the expired price list will display a warning that prices must be replaced.
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04. You need to determine the cause of the error for approved quotes. Why does the error occur?
a) The quote has been deleted.
b) The opportunity is m Active state.
c) The quote template is in Active mode. d) The quote is in Active state.
05. Reference Scenario: click here
You need to create a chart for the athletic director. What should you do?
a) Use the ticket type as the X axis. Use amount of sales on the Y axis
b) Use purchaser, markup, and margin on the X axis. Use amount of sales on the Y axis.
c) Use the ticket type on the X axis. Use margins multiplied by cost on Y axis d) Use discount price on the X axis. Use the number of tickets for groups on the Y axis.
06. An organization attends a tradeshow and identifies several leads. One specific lead wants to make a purchase in the next week. You need to create an invoice. At which stage can you create the invoice?
a) Lead b) Order c) Opportunity d) Quote
07. Reference Scenario: click here
You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting. What should you do?
a) Create a workflow for the Goals entity
b) In the Goals section of App Settings, select Actuals
c) In the Business Management section of Settings, configure Goal Metrics d) In the Goals Settings section of App Settings, select Rollup recurrence
08. You work for a company using Dynamics 365 for Sales. When customers call the company, they must provide their quote number. Customers report that quote numbers are too long. You need to shorten quote numbers to the minimum possible length. What should you do?
a) Change the field type from auto number to decimal number
b) Reduce the suffix length to four characters
c) Reduce the auto number prefix to one character
d) Ensure that the prefix setting is read only
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09. You need to configure a phone call activity for the dean. To which value should you set the value of the Call With field?
a) contact name
b) stakeholder
c) record owner
d) dean
10. You are a Dynamics 365 administrator for a company. The company's fiscal year is April 1 through March 31. You need to create a system view for all users that displays data for the current fiscal year by default. What should you do?
a) Set up fiscal year settings and create a view in the default solution
b) Use date ranges to create a view in the default solution
c) Set up fiscal year settings and create a view from the advanced find
d) Use date ranges to create a view from the advanced find
Answers:-
Answer 01:- b
Answer 02:- c
Answer 03:- d
Answer 04:- d Answer 05:- a
Answer 06:- b
Answer 07:- d
Answer 08:- c
Answer 09:- a
Answer 10:- a
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