Continuing my certification journey with the new Role Based Dynamics 365 for Sales exam (MB-210). At the time of writing this exam was still in BETA. Although this certificate is more focused on the functional users of Sales, it also helps to have some basic knowledge of customization and configuration. Again, this is not the main focus for this certificate but you can refer to my Dynamics 365 Core exam preparation guide for more information on customization and configuration. Also, be sure check the excellent Dynamics 365 for Sales revision guide created by Neil Parkhurst.

As usual, when I’m preparing for an exam, I take a detailed look at the topics covered in content section. They are the baseline used in this blog post. I advice you to create your own trial environment and to actually perform the steps you have learned. Hope it helps you in preparing for the exam.

Skills measured in MB-210

Perform configuration (40-45%)

Configure sales settings

• Administrator and Sales Manager Guide

Configure sales territories

• Add or remove territory members

configure default revenue type

• System Settings dialog box – Sales tab

configure auto number settings

• Change auto-numbering prefixes for contracts, cases, articles, quotes, orders, invoices, campaigns, categories, and knowledge articles

configure business closures

• Set when your business is closed
  

configure fiscal year

• Work with fiscal year settings

configure currencies

• Manage transactions with multiple currencies

configure sales team roles

• Manage security, users, and teams
  

configure sales security roles

• Manage security, users, and teams
  

configure goal management components

• Apply goal management to Microsoft Dynamics 365 for Customer Engagement

create and manage sales collateral

• Manage transactions with multiple currencies
• Create or edit an order
• Create or edit an invoice

configure relationship cards

• Leverage Embedded Intelligence in Dynamics 365 for Sales

Configure processes

Configure record creation rules

• Set up rules to automatically create or update records

configure out of the box sales business process flows

• Business process flows overview

Create and configure sales visualizations

Configure sales content pack for Power BI

• Intro to organizational content packs in Power BI
• Sales Analytics for Dynamics 365

configure sales dashboards

• Create or edit dashboards

design and create sales charts

• Create or edit a chart

execute and analyze sales reports

• Overview of reports
• Run a report

Configure integration with external sales applications

• Manage relationships with social selling in Dynamics 365 for Sales

Implement Sales Insights

• (See above)

implement social selling assistant

• (See above)
• Personalize the Social Selling Assistant

implement LinkedIn Sales Navigator

• (See above)

Manage core sales entities (20-25%)

Create and manage leads

• Manage leads with Dynamics 365 for Sales

Create and manage opportunities

• Manage opportunities with Dynamics 365 for Sales

Manage sales entities (35-40%)

• Process sales orders with Dynamics 365 for Sales

Create and manage quotes

• Quotes and quote management

Create and manage sales order processing

• Orders and invoices

Create and manage product and product catalog

• Manage and organize your product catalog with Dynamics 365 for Sales

Good luck!