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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 |
Reference: https://www.microsoft.com/en-us/learning/exam-mb-210.aspx
There are three topics that make up the content of the Microsoft MB-210 exam and they are described below:
The first subject area is called Performing Configuration and makes up 25-30% of the exam syllabus. In this topic, the candidates will have to demonstrate their skills, such as configuring sales settings, configuring processes, as well as creating and configuring sales visualizations with the help of different tools and techniques.
The next domain is Managing Key Sales Entities that makes up about 50-55% of the whole content. The subtopics that you will have to master within this area include creating and managing accounts & contacts; managing leads; formulating & managing opportunities; creating and managing quotes; managing sales order processing; managing and creating products as well as product catalogs.
The last section that is included in the Microsoft MB-210 exam is Configuring Additional Tools & Services that makes up the remaining 15-20% of the entire content. Here the learners will have to configure integration with external sales applications, manage forecasting, as well as create and customize playbooks.
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