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
May include but is not limited to: 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
May include but is not limited to: Configure record creation rules, configure out of the box sales business process flows
Create and configure sales visualizations
May include but is not limited to: 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 May include but is not limited to: Implement Sales Insights, implement social selling assistant, implement LinkedIn Sales Navigator

Revision Guides

Sales Territories

Auto number settings

Business Closures

Currencies

Fiscal Periods

Goals

Sales Charts

Sales Dashboards

Sales Reports

Sales Collateral

Manage Core Sales Entities
Create and manage leads
May include but is not limited to: Create and search for leads, convert activities to leads, perform lead qualification, configure status reasons
Create and manage opportunities
May include but is not limited to: Create and search for opportunities, close opportunity as won or lost, track stakeholders and sales team, add product line items to opportunity, configure status reasons

Revision Guides

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Manage Sales Entities
Create and manage quotes May include but is not limited to: Add quotes to opportunities, edit quotes in various stages, send quotes to customers, convert quotes to orders, create a template from a quote
Create and manage sales order processing May include but is not limited to: Create and manage orders, create and manage invoices, create and manage competitors
Create and manage product and product catalog
May include but is not limited to: Configure product families, bundles, and products, configure price lists, configure discount lists, configure unit groups, configure product lifecycle

Revision Guides

Product Catalog

 

4 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

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