MB-210 Microsoft Dynamics
for Sales

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
visualizations

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

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