MB-210: Microsoft Dynamics 365 Sales

MB-210T01-A: Microsoft Dynamics 365 Sales

Prepare to pass the MB-210: Microsoft Dynamics 365 Sales Functional Consultant Certification Exam

Course Description

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

Audience Profile

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

About this Course

Course Outline

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