MB-210 Microsoft Dynamics
for Sales

About MB-210 Microsoft Dynamics

Microsoft Dynamics 365 for Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.

Exam MB 210: The Course is Called Microsoft Dynamics 365 for Sales. Part of the requirements for: Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

Related exam: Exam PL-200


Instructor-led classroom or online training. Classroom training.

Course Content
1. Perform configuration

Configure model-driven apps
• create and configure forms
• create and configure views
• configure site maps

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

2. Manage core sales tables

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 manage pricing lists
• create and manage discount lists
• create and manage unit groups

3. Configure additional tools and services

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