Gaining Expertise on Test Topics

The Microsoft MB-210 exam is extensive in nature and any aspirant has to gain solid expertise in the exam topics to weave success. Therefore, it is crucial that one has to follow a verified and established learning path. The vendor, for instance, offers a wide range of free and paid training options, which are trying to impart the best-of-breed understanding of test topics and prepare the Microsoft MB-210 aspirant for the exam day. As far as the free training courses are concerned, you’ll come across such sessions as Working with Dynamics 365 Sales, Create and Use Analytics Reports Using Power BI, and Implement Goal Management in Dynamics 365 Sales and Customer Service. All of these are beginner & intermediate-tier classes that focus on Dynamics 365 technology and prepare you for the tasks that a functional consultant and business user perform. Simply put, if you are targeting both free and reliable training, enjoy these 15-module sessions offered by the vendor. On the other hand, for a detailed understanding of the subject matter, one can always take the help of instructor-led training offered by Microsoft. Course MB-210T01: Microsoft Dynamics 365 Sales is the name of the option available in this category. It is a one-day long course that tries to explain the tested areas in detail. Some of the key skills gained during this class are:

• Completing a sales cycle;
• Identifying common sales scenarios;
• The configuration of product catalog;
• The usage of analytics tools necessary for the data of customers.
• Installing and configuring the application;
• Managing the records of customers;

Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx

Scope of Knowledge Measured by MB-210

To clear the Microsoft MB-210, you need to master the following topics:

• Performing Configuration.
• Managing Core Sales Entities;
• Configuring Added Tools & Services;

MB-210 exam transverses the three different domains that we shall be considering. To start is the one on Configuring Added Tools & Services. The first core field encloses aspects like configuring integration using external apps for sales. Candidates will scrutinize the implementation of sales insights for Dynamics 365 and relationship sales. In addition, they must explain use cases targeting customer insights, Power Virtual Agents, and AI Builder. This is followed by the field of managing forecasting where abilities to be developed encompass configuring forecasts, defining properties & scheduling, and choosing a template. The last field is about creating and configuring playbooks. It determines if a student can define categories for playbook and manage templates for the same.

The next MB-210 exam domain is concerning the Managing of Core Sales Entities. This one splits into six sections. The first focuses on creating and managing accounts alongside contacts. The areas to touch here are creating and managing accounts, contacts, and activities. The second section is about creating and managing leads. Of concern here is creating and searching for leads, converting activities to leads, carrying out lead qualification, and configuring status reasons. In the third part with respect to creating and managing opportunities, learners will have a chance to study and make sense of managing opportunities and tracking stakeholders. Adding product line related items to available opportunities, customizing opportunities, and configuring status reasons are other activities to consider. Still, in the second domain, the fourth activity deals with creating and managing quotes. The relevant issues include adding quotes to available opportunities, editing quotes in varied stages, sending quotes to potential customers, and converting the quotes to actual orders. The fifth issue touches on creating and managing the processing of sales orders. This includes managing orders, invoicing, and competitors. The last bit is on creating and managing products and their respective catalogs. With this, candidates garner skills in creating and managing products, product families, and product bundles. It's also about creating and managing price lists, discount lists, unit groups, and product lifecycles.

The third and last topic for MB-210 exam is with reference to Performing Configuration. There are three core areas from where to draw further skills. The initial one is about configuring sales settings. To pay attention to is configuring territories in addition to hierarchal territories for sales, and positioning settings for auto numbers, business settings, and security roles for sales. Of importance also is configuring components of management and creating and managing sales collateral. The next area concerns configuring processes where skills in configuring duplicate rules for detection, record creation, and business process flows for sales are looked at. The last bit recognizes the criticality of creating and configuring sales visualization. It's no wonder this section pays attention to configuring Power BI template apps and sales dashboards. The attention is also on designing and creating sales charts and designing sales reports.

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Microsoft MB-210 Exam Syllabus Topics: