Exam MB-210: Microsoft Dynamics 365 for Sales (beta)
Candidates for this exam are Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle to run efficiently and effectively tomeet revenue targets, business strategies, and company objectives.
Candidates are responsible for configuring and expanding the core functionality of Leads, Contacts, Accounts, Opportunities and supporting entities to map to the sales processes in place at the company. They identify opportunities to use PowerApps for mobile applications, Microsoft Flow for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the "lead to cash journey."
Candidates must have strong business knowledge and preferably first-person experience in the sales world in one or more sales roles
Prerequisites
Microsoft Training 816705 - Dynamics 365 (CRM 2016) Sales & Sales App
Perform configuration (40-45%)
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
Manage core sales entities (20-25%)
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 sales team
- add product line items to opportunity
- configure status reasons
Manage sales entities (35-40%)
Create and manage quotes
- 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
- create and manage orders
- create and manage invoices
- create and manage competitors
Create and manage product and product catalog
- configure product families, bundles, and products
- configure price lists
- configure discount lists
- configure unit groups
- configure product lifecycle