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Last Updated: Sep 02, 2026
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| Topic | Details |
|---|---|
Perform configuration (25-30%) | |
| Configure sales settings | -configure sales territories and hierarchical sales territories -configure auto number settings for cases, orders, and quotes -configure business settings including business closures, currencies, and fiscal years -configure sales security roles and access team templates -create and manage sales collateral |
| Configure processes | -configure duplicate detection rules -configure record creation rules -configure sales business process flows -create and manage playbooks |
| Create and configure sales visualizations | - configure template apps for Power BI -configure sales dashboards -design and create sales charts -design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations |
Manage core sales tables (45-50%) | |
| Create and manage accounts and contacts | -create and manage accounts -create and manage contacts -create and manage activities |
| Create and manage leads | -create and search for leads -convert activities to leads -perform lead qualification |
| Create and manage opportunities | -manage opportunities -track stakeholders, sales team members, and competitors -add product line items to opportunities -customize the Opportunity Close form |
| Create and manage sales order processes | -add quotes to opportunities -edit quotes in various stages -manage revisions to quotes -send quotes to customers -convert quotes to orders -manage orders -manage invoices |
| Create and manage products and product catalogs | -create and manage products, product bundles, and product families -create and managepricing lists -create and manage discount lists - create and manage unit groups |
Configure additional tools and services (20-25%) | |
| Configure integration with external sales applications | - implement Relationship Sales -describe use cases for Customer Insights -implement Power BI template apps |
| Create and manage goals and forecasts | -configure and use forecasts -configure and use goals |
| Implement Sales Insights | -configure standard Sales Insights features - configure premium features including Notes Analysis, Who Knows Whom, and Conversation Intelligence -implement Sales Accelerator -implement premium forecasting -configure predictive scoring models |
The MB-210: Microsoft Dynamics 365 Sales exam is a mandatory requirement for earning the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. This test measures the capacity of the candidates to perform the following tasks: executing configuration, managing key sales entities, as well as customizing additional tools and services.
On accomplishing the dictates of the Microsoft Certified: Dynamics 365 Sales Functional Consultant through MB-200 in addition to MB-210 exams, you can explore job opportunities as a functional consultant whose expertise includes sales. You'll take charge of solution implementation while ensuring they support the lifecycle of sales and can run efficiently. This is to meet targets for revenue, business goals, and the overall objectives of the firm. Based on Glassdoor.com salaries, Dynamics 365 functional consultants are entitled to about $77k as annual pay. However, reaching the certification should encourage you to go further by exploring skills that are more complex. There are more advanced Dynamics 365 certifications within the level of expert and you may wish to consider going after one. They include:
Though these two certifications target those candidates who are considering the role of a solutions architect, still you can benefit a lot by acquiring the skills and the certifications as well. This will expand your horizons by giving you the ability to apply to more career opportunities. Also, when your skills encompass such critical areas, your manager or company will offer you bigger responsibilities accompanied by greater pay.
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Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle so that it can run efficiently and effectively to meet 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 organization. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate 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 should have first-person experience in one or more sales roles.
Part of the requirements for: Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx
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