Overview

Microsoft Dynamics 365 Sales Functional Consultant is a certification that demonstrates expertise in configuring and customizing Dynamics 365 Sales for optimal sales performance. This practice test will help students determine their level of knowledge and readiness for the official exam.The test will consist of three main sections: Configure Dynamics 365 Sales, Manage Core Sales Tables, and Configure Additional Tools and Services. Each section will have a different number of questions, and students will have a limited time to complete them. They will receive instant feedback on their answers and a summary of their performance at the end of the test.In the Configure Dynamics 365 Sales section, students will be tested on their ability to design and configure sales territories, teams, and security roles. They will also need to know how to manage product catalogs, price lists, and discounts. Additionally, they will be evaluated on their proficiency in creating and managing sales documents, such as quotes, orders, and invoices.In the Manage Core Sales Tables section, students will be tested on their knowledge of customer management, sales processes, and basic system administration. They will need to know how to convert leads into opportunities, manage the sales pipeline, and use standard reports and charts. They will also need to be familiar with core sales entities, such as accounts, contacts, leads, and opportunities.In the Configure Additional Tools and Services section, students will be tested on their familiarity with Dynamics 365 Sales integrations and extensions. They will need to know how to set up Power BI dashboards, configure Microsoft Exchange integration, and use LinkedIn Sales Navigator. They will also need to be familiar with Dynamics 365 Sales mobile app and Outlook add-in.Configure Dynamics 365 Sales (35-40%)Configure user interfacesConfigure 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 relationshipsConfigure sales settingsConfigure 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 managementConfigure processesConfigure duplicate detection rulesConfigure sales business process flowsCreate and manage playbooksImport data by using the Data Import wizard and export data to ExcelConfigure sales visualizationsImplement Power BI apps for SalesConfigure sales dashboardsDescribe options for sales reportsConfigure the opportunity pipeline viewWork with the sales acceleratorConfigure and utilize the sales acceleratorConfigure the workspaceCreate and manage sequencesCreate and manage segmentsConfigure lead and opportunity assignment rules for routingConfigure the Up Next widgetEvaluate Sales licensingCompare and contrast Sales Professional and Enterprise configurationDescribe use cases for Team member licensingDescribe the upgrade pathway from Sales Professional to EnterpriseManage core sales features (30-35%)Create and manage accounts and contactsCreate 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 customersCreate and manage leads and opportunitiesCreate 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 detectionCreate and manage quotes, orders, and invoicesAdd quotes to opportunitiesEdit quotes in various stagesSend quotes and invoices to customersConvert quotes to ordersManage orders and invoicesCreate and manage the product catalogCreate and manage products, product bundles, and product familiesDescribe the product lifecycleCreate and manage price listsCreate and manage unit groupsCreate and manage forecastsConfigure and utilize forecastsDescribe the forecast templatesConfigure and utilize premium forecastingManage in-app campaignsCreate and manage marketing listsCreate quick campaignsConfigure additional tools and services (25-30%)Integrate sales applicationsIntegrate with LinkedIn Sales Navigator and InsightsDescribe Dynamics 365 Sales mobile app capabilitiesCreate push notifications for the Dynamics 365 Sales mobile appIntegrate with Microsoft 365 servicesConfigure 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 CollaborationBy taking this practice test, students will be able to assess their readiness for the exam and identify areas where they need to improve. This test covers all the topics and skills required for the MB-210 certification, and it is a great way to prepare for the real exam. Students who pass the practice test will have the confidence and knowledge to succeed in their Dynamics 365 sales functional consultant career.Who this course is f

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