Continuing my certification journey with the new Role Based Dynamics 365 for Sales exam (MB-210). At the time of writing this exam was still in BETA. Although this certificate is more focused on the functional users of Sales, it also helps to have some basic knowledge of customization and configuration. Again, this is not the main focus for this certificate but you can refer to my Dynamics 365 Core exam preparation guide for more information on customization and configuration. Also, be sure check the excellent Dynamics 365 for Sales revision guide created by Neil Parkhurst.

As usual, when I’m preparing for an exam, I take a detailed look at the topics covered in content section. They are the baseline used in this blog post. I advice you to create your own trial environment and to actually perform the steps you have learned. Hope it helps you in preparing for the exam.

Skills measured in MB-210

Perform configuration (40-45%)

Configure sales settings

Configure sales territories

configure default revenue type

configure auto number settings

configure business closures

configure fiscal year

configure currencies

configure sales team roles

configure sales security roles

configure goal management components

create and manage sales collateral

configure relationship cards

Configure processes

Configure record creation rules

configure out of the box sales business process flows

Create and configure sales visualizations

Configure sales content pack for Power BI

configure sales dashboards

design and create sales charts

execute and analyze sales reports

Configure integration with external sales applications

Implement Sales Insights

  • (See above)

implement social selling assistant

implement LinkedIn Sales Navigator

  • (See above)

Manage core sales entities (20-25%)

Create and manage leads

Create and manage opportunities

Manage sales entities (35-40%)

Create and manage quotes

Create and manage sales order processing

Create and manage product and product catalog

Good luck!

One thought on “MB-210: Microsoft Dynamics 365 for Sales exam preparation guide”

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