MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Microsoft Dynamics 365 Sales Functional Consultant is a certification that demonstrates expertise in configuring and customizing Dynamics 365 Sales for optimal sales performance. This practice test will help students determine their level of knowledge and readiness for the official exam.

The test will consist of three main sections: Configure Dynamics 365 Sales, Manage Core Sales Tables, and Configure Additional Tools and Services. Each section will have a different number of questions, and students will have a limited time to complete them. They will receive instant feedback on their answers and a summary of their performance at the end of the test.

In the Configure Dynamics 365 Sales section, students will be tested on their ability to design and configure sales territories, teams, and security roles. They will also need to know how to manage product catalogs, price lists, and discounts. Additionally, they will be evaluated on their proficiency in creating and managing sales documents, such as quotes, orders, and invoices.

In the Manage Core Sales Tables section, students will be tested on their knowledge of customer management, sales processes, and basic system administration. They will need to know how to convert leads into opportunities, manage the sales pipeline, and use standard reports and charts. They will also need to be familiar with core sales entities, such as accounts, contacts, leads, and opportunities.

In the Configure Additional Tools and Services section, students will be tested on their familiarity with Dynamics 365 Sales integrations and extensions. They will need to know how to set up Power BI dashboards, configure Microsoft Exchange integration, and use LinkedIn Sales Navigator. They will also need to be familiar with Dynamics 365 Sales mobile app and Outlook add-in.

Configure Dynamics 365 Sales (35-40%)

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 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 processes

• 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

  
  

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

  
  

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

Manage core sales features (30-35%)

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 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 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

  
  

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 forecasts

• 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

Configure additional tools and services (25-30%)

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 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

  
  

By taking this practice test, students will be able to assess their readiness for the exam and identify areas where they need to improve. This test covers all the topics and skills required for the MB-210 certification, and it is a great way to prepare for the real exam. Students who pass the practice test will have the confidence and knowledge to succeed in their Dynamics 365 sales functional consultant career.

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