MB-210 Microsoft Dynamics 365 for Sales (beta)

Languages: English
Audiences: IT Professionals
Technology Microsoft Dynamics 365

Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.

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Perform configuration (40-45%)
Configure sales settings
May include but is not limited to: Configure sales territories, configure default revenue type, configure auto number settings, configure business closures, configure fiscal year, configure currencies, configure sales team roles, configure sales security roles, configure goal management components, create and manage sales collateral, configure relationship cards
Configure processes
May include but is not limited to: Configure record creation rules, configure out of the box sales business process flows
Create and configure sales visualizations
May include but is not limited to: Configure sales content pack for Power BI, configure sales dashboards, design and create sales charts, execute and analyze sales reports
Configure integration with external sales applications
May include but is not limited to: Implement Sales Insights, implement social selling assistant, implement LinkedIn Sales Navigator

Manage core sales entities (20-25%)
Create and manage leads
May include but is not limited to: Create and search for leads, convert activities to leads, perform lead qualification, configure status reasons
Create and manage opportunities
May include but is not limited to: Create and search for opportunities, close opportunity as won or lost, track stakeholders and sales team, add product line items to opportunity, configure status reasons

Manage sales entities (35-40%)
Create and manage quotes
May include but is not limited to: Add quotes to opportunities, edit quotes in various stages, send quotes to customers, convert quotes to orders, create a template from a quote
Create and manage sales order processing
May include but is not limited to: Create and manage orders, create and manage invoices, create and manage competitors
Create and manage product and product catalog
May include but is not limited to: Configure product families, bundles, and products, configure price lists, configure discount lists, configure unit groups, configure product lifecycle

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