Study guide for Exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant
Warning
This exam will retire on November 30, 2024, at 11:59 PM Central Standard Time. Learn more about the new Microsoft Dynamics 365 customer experience credentials.
Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.
Useful links | Description |
---|---|
Review the skills measured as of April 19, 2024 | This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date. |
Review the skills measured prior to April 19, 2024 | Study this list of skills if you take your exam PRIOR to the date provided. |
Change log | You can go directly to the change log if you want to see the changes that will be made on the date provided. |
How to earn the certification | Some certifications only require passing one exam, while others require passing multiple exams. |
Certification renewal | Microsoft associate, expert, and specialty certifications expire annually. You can renew by passing a free online assessment on Microsoft Learn. |
Your Microsoft Learn profile | Connecting your certification profile to Microsoft Learn allows you to schedule and renew exams and share and print certificates. |
Exam scoring and score reports | A score of 700 or greater is required to pass. |
Exam sandbox | You can explore the exam environment by visiting our exam sandbox |
Request accommodations | If you use assistive devices, require extra time, or need modification to any part of the exam experience, you can request an accommodation. |
Take a free Practice Assessment | Test your skills with practice questions to help you prepare for the exam. |
Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of an exam are not updated on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn't available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of April 19, 2024
Audience profile
As a candidate for this exam, you’re a Microsoft Dynamics 365 functional consultant with sales expertise. You’re responsible for implementing solutions that meet the business requirements of an organization, large or small. You’re also responsible for identifying potential process efficiencies and improvements that could be achieved by using Dynamics 365 Sales and wider Microsoft Power Platform features. This may include supporting a sales lifecycle to run effectively and assisting the sales team to:
Achieve revenue targets.
Execute business strategies.
Meet an organization's objectives.
You’re responsible for configuring and expanding the core sales application functionality to create scalable customer solutions which support, automate, and accelerate the company's sales process. You’ll use your knowledge of Microsoft Power Platform and the common customer engagement capabilities in Dynamics 365 to inform the solution design where the following are required:
Integrations
Business process flows
Visualizations
Custom applications
As a candidate, you should:
Have strong business knowledge of sales processes for business-to-customer and business-to-business scenarios.
Understand the sales process of the customer as well as the core functionality of Dynamics 365 Sales to identify where the two align and differ.
Be proficient in configuring Microsoft Power Platform, primarily model-driven apps.
Have knowledge of Microsoft 365 services and their interactions with Microsoft Dataverse.
Skills at a glance
Configure Dynamics 365 Sales (35–40%)
Manage core sales features (30–35%)
Configure additional tools and services (25–30%)
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
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
Configure sales engagement
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
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.
Study resources | Links to learning and documentation |
---|---|
Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
Find documentation | Dynamics 365 documentation and learning modules Dynamics 365 Sales documentation |
Ask a question | Microsoft Q&A | Microsoft Docs |
Get community support | Microsoft Dynamics Community |
Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
Change log
Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface followed by the objectives within each group. The table is a comparison between the two versions of the exam skills measured and the third column describes the extent of the changes.
Skill area prior to April 19, 2024 | Skill area as of April 19, 2024 | Change |
---|---|---|
Audience profile | No change | |
Configure Dynamics 365 Sales | Configure Dynamics 365 Sales | No % change |
Configure the user interfaces of the Sales apps | Configure user interfaces | No change |
Configure sales settings | Configure sales settings | No change |
Configure processes | Configure processes | Minor |
Configure sales visualizations | Configure sales visualizations | No change |
Configure the sales accelerator | Configure sales engagement | Minor |
Evaluate Sales licensing | Evaluate Sales licensing | No change |
Manage core sales tables | Manage core sales features | No % change |
Create and manage accounts and contacts | Create and manage accounts and contacts | No change |
Create and manage leads and opportunities | Create and manage leads and opportunities | No change |
Create and manage quotes, orders, and invoices | Create and manage quotes, orders, and invoices | No change |
Create and manage the product catalog | Create and manage the product catalog | No change |
Create and manage forecasts | Create and manage forecasts | No change |
Manage in-app campaigns | Manage in-app campaigns | No change |
Configure additional tools and services | Configure additional tools and services | No % change |
Integrate sales applications | Integrate sales applications | No change |
Integrate with Microsoft 365 services | Integrate with Microsoft 365 services | No change |
Skills measured prior to April 19, 2024
Audience profile
As a candidate for this exam, you’re a Microsoft Dynamics 365 functional consultant with sales expertise. You’re responsible for implementing solutions that meet the business requirements of an organization, large or small. You’re also responsible for identifying potential process efficiencies and improvements that could be achieved by using Dynamics 365 Sales and wider Microsoft Power Platform features. This may include supporting a sales lifecycle to run effectively and assisting the sales team to:
Achieve revenue targets.
Execute business strategies.
Meet an organization's objectives.
You’re responsible for configuring and expanding the core sales application functionality to create scalable customer solutions which support, automate, and accelerate the company's sales process. You’ll use your knowledge of Microsoft Power Platform and the common customer engagement capabilities in Dynamics 365 to inform the solution design where the following are required:
Integrations
Business process flows
Visualizations
Custom applications
As a candidate, you should:
Have strong business knowledge of sales processes for business-to-customer and business-to-business scenarios.
Understand the sales process of the customer as well as the core functionality of Dynamics 365 Sales to identify where the two align and differ.
Be proficient in configuring Microsoft Power Platform, primarily model-driven apps.
Have knowledge of Microsoft 365 services and their interactions with Microsoft Dataverse.
Skills at a glance
Configure Dynamics 365 Sales (35–40%)
Manage core sales features (30–35%)
Configure additional tools and services (25–30%)
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