MB 210: Microsoft Dynamics 365 for Sales – Revision Guide

I have been completing a series of posts to help people prepare for the MB 210 certification (Microsoft Dynamics 365 for Sales). Here is a collection of links to all of those posts. I hope these might serve as a useful revision aid for the MB 210 exam.

The MB 210 certification is not easy! But sales is at the heart of any “CRM” system and therefore one I hope you will really enjoy learning about.

Note: This guide is a work in-progress, please keep checking back for updates.

Introduction

Perform Configuration
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
  • Implement social selling assistant
  • Implement LinkedIn Sales Navigator

Revision Guides

Configure Sales Settings

Create Processes

  • <<Record Creation Rules>>
  • <<Sales Business Flows>>

Create and Configure Sales Visualizations

Configure integrations with external systems

  • <<Sales Insights>>
  • <<Social Selling>>
  • <<LinkedIn>>
Manage Core Sales Entities
Create and manage leads
  • Create and search for leads
  • Convert activities to leads
  • Perform lead qualification
  • Configure status reasons
Create and manage opportunities
  • Create and search for opportunities
  • Close opportunity as won or lost
  • Track stakeholders and product team
  • Add product line items to opportunities
  • Configure status reasons

Revision Guides

Create and manage leads

Create and manage opportunities

  • <<Manage Opportunities>>
Manage Sales Entities
Create and manage quotes
  • Add quotes to opportunities
  • Edit quotes in various stages
  • Send quotes to customers
  • Covert quotes to orders
  • Create a template from a quote
Create and manage sales order processing
  • Create and manage orders
  • Create and manage invoices
  • Create and manage competitors
Create and manage product and product catalog
  • Configure products families, bundles and products
  • Configure price lists
  • Configure discount lists
  • Configure unit groups
  • Configure project lifecycle

Revision Guides

Create and manage quotes

  • <<Manage Quotes>>
  • <<Word Templates>>

Create and manage sales order processing

  • <<Orders>>
  • <<Invoices>>
  • <<Competitors>>

Create and manage product catalog

6 thoughts on “MB 210: Microsoft Dynamics 365 for Sales – Revision Guide

  1. Quick query Neil. You say the revision guide is for MB 210 in the title, and then reference MB 200 in the body text. Should the body text be stating MB210 also?

    Use your Guides frequently, keep up the great work!

    Like

  2. Hi Neil..Your notes are always amazing . I have completed MB2 716 and MB2 715 referring your notes. Thank You!! .. I see the MB2 210 syllabus quite trimmed down as compared to MB2 717 . As it is in Beta mode .. will the Syllabus increase ? Also under Manage core sales entities i see the revision Guide Hyper link is not working…

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    • Hi, I am still working on the Mb 210 guide. Hopefully all content will be complete “soon”. The skills measured for Mb 210 has just been updated. I expect syllabus to stop at that.

      Like

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