MB-210 : Microsoft Dynamics 365 Sales Functional Consultant Associate Voucher

Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate (MB-210)

Overview

The MB-210: Microsoft Dynamics 365 Sales Functional Consultant certification exam validates your expertise in implementing, configuring, and optimizing Microsoft Dynamics 365 Sales business solutions. As organizations accelerate digital transformation across customer relationship management (CRM) workflows, certified functional consultants bridge the gap between complex sales requirements and technical execution. Passing the MB-210 exam proves your proficiency in configuring core sales features, automating lead-to-cash pipelines, managing sales collateral, and integrating modern productivity tools like Microsoft Teams, LinkedIn Sales Navigator, and Power Platform components.

Benefits

• Industry Validation: Demonstrates proven functional consultancy expertise on Microsoft's enterprise CRM platform to employers and clients worldwide.
• Career Progression: Unlocks high-impact consulting roles, enterprise solution design opportunities, and pathways to senior Dynamics 365 architecture credentials.
• Enhanced Efficiency: Equips you with deep operational knowledge to streamline sales pipelines, minimize manual administrative burden, and maximize user adoption.
• Competitive Advantage: Sets you apart in competitive hiring environments by verifying both business acumen and technical implementation capabilities in modern sales automation.

Who should take this exam

• Dynamics 365 Functional Consultants responsible for configuring, customizing, and deploying sales solutions for enterprise clients.
• CRM Specialists and Administrators looking to formally validate their technical implementation and customization skills in Microsoft Dynamics 365 Sales.
• Business Analysts who gather sales workflow requirements and translate them into functional Dynamics 365 and Power Platform capabilities.
• IT Professionals and Implementation Partners tasked with integrating sales systems, configuring security models, and managing customer lifecycle pipelines.

Prerequisites

• Strong foundational knowledge of customer relationship management (CRM) concepts, sales pipeline management, and enterprise sales processes.
• Practical experience configuring Microsoft Dynamics 365 model-driven apps, dataverse security roles, and business process flows.
• Familiarity with the broader Microsoft Power Platform ecosystem, including Power Automate cloud flows and Power Apps.
• Completion of Exam PL-200: Microsoft Power Platform Functional Consultant or equivalent hands-on experience is strongly recommended.

Learning outcomes

• Configure core Dynamics 365 Sales settings, including security roles, business units, sales territories, and currency setups.
• Manage the complete lifecycle of leads, opportunities, quotes, orders, and invoices within the lead-to-cash pipeline.
• Design and implement product catalogs, price lists, discount lists, and product bundles to support diverse pricing models.
• Deploy and configure advanced sales productivity tools such as Sales Insights, Sales Accelerator, predictive scoring, and relationship analytics.
• Integrate Dynamics 365 Sales seamlessly with Microsoft 365, Microsoft Teams, SharePoint, OneNote, and external solutions.
• Create actionable reporting assets using Dynamics 365 dashboards, Power BI visualizations, and interactive system views.

Exam syllabus

Configure Sales Settings (30–35%)

• Configure sales territories, organizational hierarchies, and sales team structures.
• Implement security models, including business units, security roles, column-level security, and team privileges.
• Configure auto-numbering, multi-currency settings, exchange rates, and fiscal year configurations.
• Manage core system settings, document management templates, and Microsoft 365 integration (SharePoint, Exchange, and Teams).
• Set up sales collateral management, playbooks, and knowledge management articles for sales representatives.

Manage Core Sales Entities (30–35%)

• Configure and customize Lead management, qualification rules, and lead-to-opportunity routing processes.
• Implement Opportunity management, sales pipeline stages, stakeholder tracking, and competitor tracking mechanisms.
• Set up and manage the enterprise product catalog, including unit groups, products, product families, bundles, and substitute products.
• Configure complex price lists, default pricing, discount lists, and localized currency pricing.
• Manage transactional records across the lead-to-cash lifecycle: quotes, orders, order fulfillment, and invoices.
• Configure business process flows (BPFs), branch logic, and custom automation for standard sales cycles.

Configure Additional Tools and Services (25–30%)

• Enable and configure Sales Insights features, including assistant cards, auto capture, and email engagement tracking.
• Configure Sales Accelerator, sequence designer, work queues, and smart segments for high-velocity sales workflows.
• Implement predictive lead scoring and predictive opportunity scoring models.
• Integrate and configure LinkedIn Sales Navigator controls, widgets, and synchronized data mapping.
• Build and configure analytical tools including interactive dashboards, charts, personal views, and Power BI report components.
• Implement forecasting models, quota tracking, and customized forecast categories for sales leaders.