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Exam Information
Official specifications published by Microsoft
Exam Format
120 min
40-60
700
Associate
Registration
$165 USD
Pearson VUE or online proctoring
English, Japanese, Chinese (Simplified), Korean +7 more
Validity
2 years
Pass renewal assessment on Microsoft Learn (free); Pass a higher-level exam in the same solution area; Earn a specialty certification
MB-210 Exam Topics and Domains
MB-210 is organized into 3 weighted domains. Expect to work with Auto capture, Duplicate detection, Email engagement, Account management, and more.
1
Configure Dynamics 365 Sales
37.5%
Configure user interfaces
Configure model-driven appsCreate and configure formsCreate and configure viewsCreate email, Excel, and Word templatesConfigure the timeline controlDescribe Microsoft Dataverse security conceptsConfigure column mappings on table relationships
- Configure and customize the user interface for optimal sales team productivity
- Implement security and data management best practices
Configure sales settings
Configure sales territories and hierarchical sales territoriesConfigure auto number settings for quotes, orders, and invoicesConfigure currencies and fiscal yearsDescribe sales security rolesManage sales literatureConfigure hierarchy securityConfigure and utilize the assistantConfigure the business card scanner controlEnable the Kanban controlDescribe goal management
- Configure core sales settings for organizational requirements
- Implement sales productivity tools and features
Configure processes
Configure duplicate detection rulesConfigure sales business process flowsImport data by using the Data Import wizard and export data to Excel
- Implement business processes to standardize sales operations
- Manage data quality and import/export operations
Configure sales visualizations
Implement Power BI apps for SalesConfigure sales dashboardsDescribe options for sales reportsConfigure the opportunity pipeline view
- Create effective visualizations for sales performance monitoring
- Implement reporting and analytics solutions
Configure sales engagement
Configure and utilize the Sales acceleratorConfigure the workspaceCreate and manage sequencesCreate and manage segmentsConfigure lead and opportunity assignment rules for routingConfigure the Up Next widget
- Implement sales acceleration features for improved productivity
- Configure automated engagement and routing capabilities
Evaluate Sales licensing
Compare and contrast Sales Professional and Enterprise configurationDescribe use cases for Team member licensingDescribe the upgrade pathway from Sales Professional to Enterprise
- Understand licensing options and make appropriate recommendations
- Plan license optimization strategies
2
Manage core sales features
32.5%
Create and manage accounts and contacts
Create and manage accountsCreate and manage contactsDescribe use cases for auto captureDescribe use cases for email engagementDescribe relationship intelligenceDescribe use cases for notes analysisDescribe SMS message engagement with customers
- Effectively manage customer and contact information
- Utilize AI-driven engagement features
Create and manage leads and opportunities
Create and manage leadsPerform lead qualification and disqualificationConfigure lead qualificationManage opportunitiesTrack stakeholders, sales team members, and competitorsManage product line items on opportunitiesCustomize the Opportunity Close formConfigure and utilize predictive lead and opportunity scoringManage the sales pipeline by using the work listConfigure duplicate lead detection
- Manage the complete lead-to-opportunity lifecycle
- Implement AI-driven scoring and predictions
Create and manage quotes, orders, and invoices
Add quotes to opportunitiesEdit quotes in various stagesSend quotes and invoices to customersConvert quotes to ordersManage orders and invoices
- Manage the quote-to-cash process
- Handle document generation and delivery
Create and manage the product catalog
Create and manage products, product bundles, and product familiesDescribe the product lifecycleCreate and manage price listsCreate and manage unit groups
- Configure and maintain product catalog
- Implement pricing strategies
Create and manage forecasts
Configure and utilize forecastsDescribe the forecast templatesConfigure and utilize premium forecasting
- Implement forecasting for sales planning
- Utilize AI-driven forecasting capabilities
Manage in-app campaigns
Create and manage marketing listsCreate quick campaigns
- Execute basic marketing campaigns within Sales
- Manage marketing list segmentation
3
Configure additional tools and services
27.5%
Integrate sales applications
Integrate with LinkedIn Sales Navigator and InsightsDescribe Dynamics 365 Sales mobile app capabilitiesCreate push notifications for the Dynamics 365 Sales mobile app
- Integrate third-party sales tools
- Enable mobile productivity features
Integrate with Microsoft 365 services
Configure mailboxesDescribe Server-Side SynchronizationConfigure document managementDeploy the Dynamics 365 App for OutlookConfigure the Dynamics 365 App for OutlookConfigure auto capture and email engagementConfigure SharePoint integrationDescribe Microsoft Teams calling and conversation intelligenceDescribe Microsoft Teams collaboration
- Integrate Microsoft 365 productivity tools
- Configure collaboration and communication features
How do I earn this certification?
Practice with Precision
The PlanetCert Simulator mirrors the real exam environment with authentic questions and timed pressure.
How to study for this exam?
Use the official PlanetCert Practice Test alongside the study plan below to prepare efficiently for MB-210.
What's changed on this exam?
Current Status
- RETIRED
- Last content update: 2024-04-19
- Announcement date: 2024-06-01
Updates
- Microsoft Copilot for Sales 2024 Wave 2 Major - New AI capabilities central to modern sales processes • Release date: 2024-10-01
- Sales Accelerator 2.0 Moderate - Enhanced workspace and sequencing capabilities • Release date: 2024-07-01
- Conversation Intelligence 1.5 Moderate - New call analytics and coaching features • Release date: 2024-06-01
Who should take this exam?
This exam is typically taken by Functional consultants and Business analysts.
- 1-3 years of experience as a Dynamics 365 functional consultant
- Strong understanding of sales processes and methodologies
- Experience with Microsoft Power Platform
- Knowledge of Microsoft 365 services and integration
- Understanding of CRM concepts and best practices