MB-210 Study Guide

Exam Quick Facts

Study Resources

Skills at a Glance

Who is this exam for?

This Dynamics 365 certification covers Microsoft’s business applications platform. It tests your ability to configure, customise, and manage Dynamics 365 solutions for specific business functions. This is an associate-level exam that expects hands-on experience. You should have practical knowledge of the technologies covered.

Skills Measured

Configure Dynamics 365 Sales (35–40%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Configure user interfaces

• Configure model-driven apps
• Create and configure forms
• Create and configure views
• Create email, Excel, and Word templates
• Configure the timeline control
• Describe Microsoft Dataverse security concepts
• Configure column mappings on table relationships
• Configure model-driven apps
• Create and configure forms
• Create and configure views
• Create email, Excel, and Word templates
• Configure the timeline control
• Describe Microsoft Dataverse security concepts
• Configure column mappings on table relationships

Configure sales settings

• Configure sales territories and hierarchical sales territories
• Configure auto number settings for quotes, orders, and invoices
• Configure currencies and fiscal years
• Describe sales security roles
• Manage sales literature
• Configure hierarchy security
• Configure and utilize the assistant
• Configure the business card scanner control
• Enable the Kanban control
• Describe goal management
• Configure sales territories and hierarchical sales territories
• Configure auto number settings for quotes, orders, and invoices
• Configure currencies and fiscal years
• Describe sales security roles
• Manage sales literature
• Configure hierarchy security
• Configure and utilize the assistant
• Configure the business card scanner control
• Enable the Kanban control
• Describe goal management

Configure processes

• Configure duplicate detection rules
• Configure sales business process flows
• Import data by using the Data Import wizard and export data to Excel
• Configure duplicate detection rules
• Configure sales business process flows
• Create and manage playbooks
• Import data by using the Data Import wizard and export data to Excel

Configure sales visualizations

• Implement Power BI apps for Sales
• Configure sales dashboards
• Describe options for sales reports
• Configure the opportunity pipeline view
• Implement Power BI apps for Sales
• Configure sales dashboards
• Describe options for sales reports
• Configure the opportunity pipeline view

Configure sales engagement

• Configure and utilize the Sales accelerator
• Configure the workspace
• Create and manage sequences
• Create and manage segments
• Configure lead and opportunity assignment rules for routing
• Configure the Up Next widget

Evaluate Sales licensing

• Compare and contrast Sales Professional and Enterprise configuration
• Describe use cases for Team member licensing
• Describe the upgrade pathway from Sales Professional to Enterprise
• Compare and contrast Sales Professional and Enterprise configuration
• Describe use cases for Team member licensing
• Describe the upgrade pathway from Sales Professional to Enterprise

Work with the sales accelerator

• Configure and utilize the sales accelerator
• Configure the workspace
• Create and manage sequences
• Create and manage segments
• Configure lead and opportunity assignment rules for routing
• Configure the Up Next widget

Manage core sales features (30–35%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Create and manage accounts and contacts

• Create and manage accounts
• Create and manage contacts
• Describe use cases for auto capture
• Describe use cases for email engagement
• Describe relationship intelligence
• Describe use cases for notes analysis
• Describe SMS message engagement with customers
• Create and manage accounts
• Create and manage contacts
• Describe use cases for auto capture
• Describe use cases for email engagement
• Describe relationship intelligence
• Describe use cases for notes analysis
• Describe SMS message engagement with customers

Create and manage leads and opportunities

• Create and manage leads
• Perform lead qualification and disqualification
• Configure lead qualification
• Manage opportunities
• Track stakeholders, sales team members, and competitors
• Manage product line items on opportunities
• Customize the Opportunity Close form
• Configure and utilize predictive lead and opportunity scoring
• Manage the sales pipeline by using the work list
• Configure duplicate lead detection
• Create and manage leads
• Perform lead qualification and disqualification
• Configure lead qualification
• Manage opportunities
• Track stakeholders, sales team members, and competitors
• Manage product line items on opportunities
• Customize the Opportunity Close form
• Configure and utilize predictive lead and opportunity scoring
• Manage the sales pipeline by using the work list
• Configure duplicate lead detection

Create and manage quotes, orders, and invoices

• Add quotes to opportunities
• Edit quotes in various stages
• Send quotes and invoices to customers
• Convert quotes to orders
• Manage orders and invoices
• Add quotes to opportunities
• Edit quotes in various stages
• Send quotes and invoices to customers
• Convert quotes to orders
• Manage orders and invoices

Create and manage the product catalog

• Create and manage products, product bundles, and product families
• Describe the product lifecycle
• Create and manage price lists
• Create and manage unit groups
• Create and manage products, product bundles, and product families
• Describe the product lifecycle
• Create and manage price lists
• Create and manage unit groups

Create and manage forecasts

• Configure and utilize forecasts
• Describe the forecast templates
• Configure and utilize premium forecasting
• Configure and utilize forecasts
• Describe the forecast templates
• Configure and utilize premium forecasting

Manage in-app campaigns

• Create and manage marketing lists
• Create quick campaigns
• Create and manage marketing lists
• Create quick campaigns

Configure additional tools and services (25–30%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

Integrate sales applications

• Integrate with LinkedIn Sales Navigator and Insights
• Describe Dynamics 365 Sales mobile app capabilities
• Create push notifications for the Dynamics 365 Sales mobile app
• Integrate with LinkedIn Sales Navigator and Insights
• Describe Dynamics 365 Sales mobile app capabilities
• Create push notifications for the Dynamics 365 Sales mobile app

Integrate with Microsoft 365 services

• Configure mailboxes
• Describe Server-Side Synchronization
• Configure document management
• Deploy the Dynamics 365 App for Outlook
• Configure the Dynamics 365 App for Outlook
• Configure auto capture and email engagement
• Configure SharePoint integration
• Describe Microsoft Teams calling and conversation intelligence
• Describe Microsoft Teams collaboration
• Achieve revenue targets.
• Execute business strategies.
• Meet an organization’s objectives.
• Integrations
• Business process flows
• Visualizations
• Custom applications
• Have strong business knowledge of sales processes for business-to-customer and business-to-business scenarios.
• Understand the sales process of the customer as well as the core functionality of Dynamics 365 Sales to identify where the two align and differ.
• Be proficient in configuring Microsoft Power Platform, primarily model-driven apps.
• Have knowledge of Microsoft 365 services and their interactions with Microsoft Dataverse.
• Configure Dynamics 365 Sales (35–40%)
• Manage core sales features (30–35%)
• Configure additional tools and services (25–30%)
• Configure mailboxes
• Describe Server-Side Synchronization
• Configure document management
• Deploy the Dynamics 365 App for Outlook
• Configure the Dynamics 365 App for Outlook
• Configure auto capture and email engagement
• Configure SharePoint integration
• Describe Microsoft Teams calling and conversation intelligence
• Describe Microsoft Teams collaboration

What to Study Next

Based on this exam, here are related certifications to consider:

• MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant — Associate
• PL-200: Microsoft Power Platform Functional Consultant — Associate
• MB-230: Microsoft Dynamics 365 Customer Service Functional Consultant — Associate

Quick Links

• Official Exam Page
• Microsoft Study Guide
• Practice Assessment