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Last Updated: Aug 09, 2026

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Overview of Covered Skills

When it comes to domains that MB-210 assesses you on, among them, you’ll encounter the subsequent areas:

  • Manage core sales entities

    The second objective focuses on core sales entities. Topics like creating and managing leads, converting activities to leads, performing lead qualification, configuring status reasons, and scanning business cards are detailed in this part.

  • Manage sales entities

    The prime emphasis of the last portion is on sales entities management. Adding quotes to opportunities, converting quotes to orders, managing orders, competitor management, and configuring product lifecycle are some of the other notions explained within such a scope.

  • Perform configuration

    The first topic talks about configuration very comprehensively. The configuration of sales settings, territories, auto number options, and sales collateral are well explained here.

Career Paths, Roles, Responsibilities, and Salary

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:

  • The Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert;
  • The Microsoft Certified: Dynamics 365 Finance & Operations Apps Solution Architect Expert.

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.

Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx

Scope of Knowledge Measured by MB-210

To clear the Microsoft MB-210, you need to master the following topics:

  • Configuring Added Tools & Services;
  • Managing Core Sales Entities;
  • Performing Configuration.

MB-210 exam transverses the three different domains that we shall be considering. To start is the one on Configuring Added Tools & Services. The first core field encloses aspects like configuring integration using external apps for sales. Candidates will scrutinize the implementation of sales insights for Dynamics 365 and relationship sales. In addition, they must explain use cases targeting customer insights, Power Virtual Agents, and AI Builder. This is followed by the field of managing forecasting where abilities to be developed encompass configuring forecasts, defining properties & scheduling, and choosing a template. The last field is about creating and configuring playbooks. It determines if a student can define categories for playbook and manage templates for the same.

The next MB-210 exam domain is concerning the Managing of Core Sales Entities. This one splits into six sections. The first focuses on creating and managing accounts alongside contacts. The areas to touch here are creating and managing accounts, contacts, and activities. The second section is about creating and managing leads. Of concern here is creating and searching for leads, converting activities to leads, carrying out lead qualification, and configuring status reasons. In the third part with respect to creating and managing opportunities, learners will have a chance to study and make sense of managing opportunities and tracking stakeholders. Adding product line related items to available opportunities, customizing opportunities, and configuring status reasons are other activities to consider. Still, in the second domain, the fourth activity deals with creating and managing quotes. The relevant issues include adding quotes to available opportunities, editing quotes in varied stages, sending quotes to potential customers, and converting the quotes to actual orders. The fifth issue touches on creating and managing the processing of sales orders. This includes managing orders, invoicing, and competitors. The last bit is on creating and managing products and their respective catalogs. With this, candidates garner skills in creating and managing products, product families, and product bundles. It's also about creating and managing price lists, discount lists, unit groups, and product lifecycles.

The third and last topic for MB-210 exam is with reference to Performing Configuration. There are three core areas from where to draw further skills. The initial one is about configuring sales settings. To pay attention to is configuring territories in addition to hierarchal territories for sales, and positioning settings for auto numbers, business settings, and security roles for sales. Of importance also is configuring components of management and creating and managing sales collateral. The next area concerns configuring processes where skills in configuring duplicate rules for detection, record creation, and business process flows for sales are looked at. The last bit recognizes the criticality of creating and configuring sales visualization. It's no wonder this section pays attention to configuring Power BI template apps and sales dashboards. The attention is also on designing and creating sales charts and designing sales reports.

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What should you know about Microsoft MB-210 before sitting for it?

The suitable applicants for the MB-210 certification exam should have prior experience and skills in handling tasks in a sales position. They include data tracking beyond sales goals and automation best practices. Those who apply for this test are the Dynamic 365 Functional Consultants who have experience in sales. Their responsibility is to deliver solutions, which support the sales lifecycle. These specialists must have strong business acumen and be skillful enough to perform the required tasks.

The responsibility vested upon these professionals ensures that the sales staff runs competently to achieve income targets, satisfy business policies, and reach company goals. They shape and expand the core functionality of leads, business accounts, prospects, and sales support. They also identify the chances of using Power Apps to create unified experiences across all gadgets.

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Microsoft MB-210 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Configure additional tools and services20-25%- Configure connected applications
  • 1. Manage LinkedIn Sales Navigator integration
  • 2. Manage relationship analytics
  • 3. Configure third-party integrations
- Configure analytics and insights
  • 1. Use AI-driven recommendations
  • 2. Configure sales insights
  • 3. Manage forecasting and reporting
- Configure integration and automation
  • 1. Configure Power Automate flows
  • 2. Manage email and Teams integration
  • 3. Integrate with Microsoft 365
Topic 2: Manage core sales entities45-50%- Manage leads and opportunities
  • 1. Create and qualify leads
  • 2. Track stakeholder relationships
  • 3. Manage opportunity lifecycle
- Manage quotes, orders, and invoices
  • 1. Manage invoicing processes
  • 2. Create and revise quotes
  • 3. Convert quotes to orders
- Manage accounts and contacts
  • 1. Create and maintain customer records
  • 2. Configure account hierarchies
  • 3. Manage relationships and activities
Topic 3: Configure Dynamics 365 Sales settings25-30%- Configure sales processes
  • 1. Configure sales sequences
  • 2. Configure business process flows
  • 3. Configure forecasting settings
- Configure sales settings
  • 1. Configure fiscal years and territories
  • 2. Manage sales accelerator settings
  • 3. Configure currencies and business units
- Configure product catalog
  • 1. Manage price lists and discount lists
  • 2. Create and manage products
  • 3. Configure product families and bundles
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