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
Delivery
Instructor-led classroom or online training. Classroom training.
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
visualizations
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
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Microsoft Official Courseware
- MB-240 Microsoft Dynamics 365 for Field Service
- MB – 200: Microsoft Dynamics 365 Customer Engagement Core
The CRM Team Official Courseware
Copy the following content into an email message to your boss and update [the bracketed text] with the appropriate content.
Dear [your boss’s name]:
I’d like to expand and prove my technical skills by earning a Microsoft Certification. My next step is to receive training and take the Exam MB 210: Microsoft Dynamics 365 for Sales
When I pass this certification, you’ll have proof of my ability to work with Microsoft Dynamics 365 Enterprise. The CRM Team, are offering training for this course.
I believe I’ll be more effective and productive after achieving this valuable technical certification.
Let me know if you have any questions. In the meantime, you can find out more about this course here: http://tctwebsiteaug2020.azurewebsites.net/mb-210-microsoft-dynamics-365-for-sales/
As you can see, the exam validates skills that are crucial to our team’s success.
Thank you for your support,
[your name]
***Please contact us for a quote to attach to this letter.