Skills Outline

There are three topics that make up the content of the Microsoft MB-210 exam and they are described below:

The first subject area is called Performing Configuration and makes up 25-30% of the exam syllabus. In this topic, the candidates will have to demonstrate their skills, such as configuring sales settings, configuring processes, as well as creating and configuring sales visualizations with the help of different tools and techniques.

The next domain is Managing Key Sales Entities that makes up about 50-55% of the whole content. The subtopics that you will have to master within this area include creating and managing accounts & contacts; managing leads; formulating & managing opportunities; creating and managing quotes; managing sales order processing; managing and creating products as well as product catalogs.

The last section that is included in the Microsoft MB-210 exam is Configuring Additional Tools & Services that makes up the remaining 15-20% of the entire content. Here the learners will have to configure integration with external sales applications, manage forecasting, as well as create and customize playbooks.

What skills are measured in Microsoft MB-210?

All the exam topics are broken into various subtopics that should be studied and comprehended clearly. They are as follows:

• Configuring extra tools in addition to services.
• Managing core entities of sales;
• Configuring performance;

Each of the sections included in the Microsoft MB-210 exam makes up a certain percentage of the content, and in each area, you will be tested on various tasks.

Domain 1: The first objective makes up about 25 to 30% of the exam content. In this section, the candidates will have to prove their skills in certain tasks. Thus, first and foremost, they should be able to configure sales settings. This includes different things, such as managing and creating sales collateral, configuring business settings, sales security roles, auto number settings, and more. They should also know how to configure processes and create sales visualization. Here, you will be dealing with various tasks, such as designing sales reports, configuring record creation rules, and more.

Domain 2: The next topic area covered in the Microsoft MB-210 exam makes up almost half of the whole content. So, if you want to do well in this subject, it is important that you have some experience doing certain tasks. Firstly, you will be required to manage and create contacts and accounts, create leads, manage opportunities, quotes, product catalogs, and sales order processing. There is no denying the fact that performing all of these tasks will be difficult and that is why it is important that you put hours of practice into it. Moreover, your preparation process should include learning of the skills in creating and managing contacts, activities, and accounts, converting activities to leads, and customizing the Opportunity Close form.

Domain 3: This subject makes up about 15 to 20% of the Microsoft MB-210 exam questions. The main areas where you will be tested in this section are creating and configuring playbooks, managing forecasting, and configuring integration with external sales applications. This means that you should know about the use cases for AI Builder, Power Virtual Agents, and Customer Insights, scheduling and properties, as well as playbook categories and playbook templates.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx

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Scope of Knowledge Measured by MB-210

To clear the Microsoft MB-210, you need to master the following topics:

• Performing Configuration.
• Configuring Added Tools & Services;
• Managing Core Sales Entities;

MB-210 exam transverses the three different domains that we shall be considering. To start is the one on Configuring Added Tools & Services. The first core field encloses aspects like configuring integration using external apps for sales. Candidates will scrutinize the implementation of sales insights for Dynamics 365 and relationship sales. In addition, they must explain use cases targeting customer insights, Power Virtual Agents, and AI Builder. This is followed by the field of managing forecasting where abilities to be developed encompass configuring forecasts, defining properties & scheduling, and choosing a template. The last field is about creating and configuring playbooks. It determines if a student can define categories for playbook and manage templates for the same.

The next MB-210 exam domain is concerning the Managing of Core Sales Entities. This one splits into six sections. The first focuses on creating and managing accounts alongside contacts. The areas to touch here are creating and managing accounts, contacts, and activities. The second section is about creating and managing leads. Of concern here is creating and searching for leads, converting activities to leads, carrying out lead qualification, and configuring status reasons. In the third part with respect to creating and managing opportunities, learners will have a chance to study and make sense of managing opportunities and tracking stakeholders. Adding product line related items to available opportunities, customizing opportunities, and configuring status reasons are other activities to consider. Still, in the second domain, the fourth activity deals with creating and managing quotes. The relevant issues include adding quotes to available opportunities, editing quotes in varied stages, sending quotes to potential customers, and converting the quotes to actual orders. The fifth issue touches on creating and managing the processing of sales orders. This includes managing orders, invoicing, and competitors. The last bit is on creating and managing products and their respective catalogs. With this, candidates garner skills in creating and managing products, product families, and product bundles. It's also about creating and managing price lists, discount lists, unit groups, and product lifecycles.

The third and last topic for MB-210 exam is with reference to Performing Configuration. There are three core areas from where to draw further skills. The initial one is about configuring sales settings. To pay attention to is configuring territories in addition to hierarchal territories for sales, and positioning settings for auto numbers, business settings, and security roles for sales. Of importance also is configuring components of management and creating and managing sales collateral. The next area concerns configuring processes where skills in configuring duplicate rules for detection, record creation, and business process flows for sales are looked at. The last bit recognizes the criticality of creating and configuring sales visualization. It's no wonder this section pays attention to configuring Power BI template apps and sales dashboards. The attention is also on designing and creating sales charts and designing sales reports.