MB-210 Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives
Candidates for this exam are Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.
Candidates are responsible for configuring and expanding the core functionality of Leads, Contacts, Accounts, Opportunities and supporting entities to map to the sales processes in place at the company. They identify opportunities to use Power Apps to develop unified experiences for all devices, Power Automate for application integration, business process flows, and other automation tools to construct an application that supports and accelerates the "lead to cash journey."
Perform configuration (40-45%)
Configure sales settings
• 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 playbook management
Configure processes
• configure record creation rules
• configure out of the box sales business process flows
Create and configure sales visualizations
• 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
• implement Dynamics 365 AI for sales
• configure and enable embedded intelligence
• implement social selling assistant
• implement LinkedIn Sales Navigator
Manage core sales entities (20-25%)
Create and manage leads
• create and search for leads
• convert activities to leads
• perform lead qualification
• configure status reasons
• scan business card
Create and manage opportunities
• create and search for opportunities
• close opportunity as won or lost
• track stakeholders and sales team
• add product line items to opportunity
• customize the Opportunity Close form
• configure status reasons
Manage sales entities (35-40%)
Create and manage quotes
• 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
• create and manage orders
• create and manage invoices
• create and manage competitors
Create and manage product and product catalog
• configure product families, bundles, and products
• configure price lists
• configure discount lists
• configure unit groups
• configure product lifecycle
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MB-210
Microsoft Dynamics 365 for Sales
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Question: 373
You are Dynamics 365 for Sales administrator.
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?
A . In the System Settings sales tab, change the default revenue type to System Calculated
B . In custom controls, change the default revenue setting to System Calculated
C . In Personalization settings for each user, change the default revenue type to System Calculated
D . In Opportunities, change the default value of the revenue type to System Calculated
Answer: D
Question: 374
HOTSPOT
You are a Dynamics 365 for Sales environment.
You need to implement the Social Selling Assistant.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Question: 375
DRAG DROP
You use opportunities with business process flows in Dynamics 365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the
opportunity.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions
to the answer area and arrange them in the correct order.
Answer:
Question: 376
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency decimal precision and currency display options.
Does the solution meet the goal?
A . Yes
B . No
Answer: A
Question: 377
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Unified Interface apps.
Does the solution meet the goal?
A . Yes
B . No
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controlsforms
Question: 378
You are a Dynamics 365 administrator.
A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00.
However, the
currency symbol changes from $ to . Other managers are not experiencing this issue.
You need to fix the currency symbol for the sales manager.
What should you change?
A . the default currency in personal options
B . the currencies in settings
C . the currency display option in system settings
D . the current format in personal options
Answer: A
Question: 379
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the default currency.
Does the solution meet the goal?
A . Yes
B . No
Answer: B
Question: 380
You have opportunities that have values in multiple currencies. The currency exchange rate automatically
updates.
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
A . when a change is made to a currency field
B . when a user opens the opportunity record
C . when a user manually recalculates opportunity
D . when the calculate rollup field system job for the msdyn_projectteam entity runs
Answer: A
Question: 381
HOTSPOT
You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.
You need to ensure that you can install the business process flows.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Question: 382
DRAG DROP
You are a Dynamics 365 administrator.
You need to configure action cards in Relationship Assistant.
Which action card should you enable for each scenario? To answer, drag the appropriate action cards to the correct
scenarios. Each action card may be used once, more than once, or not at all. You may need to drag the split bar
between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
References:
https://community.dynamics.com/crm/b/crmpowerobjects/archive/2018/12/31/enable-and-configurerelationship-
assistant
Question: 383
You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote
numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
A . Change the field type from auto number to decimal number
B . Reduce the auto number prefix to one character
C . Reduce the suffix length to four characters
D . Ensure that the prefix setting is read-only
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefixcontract-
case-article-quote-order-invoice-campaign-category-knowledge-articles
Question: 384
DRAG DROP
You manage the Dynamics 365 environment for Contoso, Ltd. A rule automatically creates a lead associated with an
email when an email is sent to [email protected]
You need to ensure that the marketing manager receives an email each time an email request is sent to
[email protected]
How should you configure the rule? To answer, drag the appropriate actions to the correct requirements. Each action
may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view
content.
NOTE: Each correct selection is worth one point.
Answer:
Question: 385
HOTSPOT
You are a Dynamics 365 for Sales administrator. You have an interactive experience leads dashboard.
You need to create a filtered view of the dashboard.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer: :
Question: 386
DRAG DROP
You manage a Dynamics 365 for Sales environment.
You need to automatically create records for salespeople when they complete phone call activities.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions
to the answer area and arrange them in the correct order.
Answer:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-rules-toautomatically-
create-or-update-records
Question: 387
DRAG DROP
You are configuring Dynamics 365 for Sales. Your organization has a five-stage sales process comprised of leads,
opportunities, client validation, quotes, and orders.
You need to ensure that salespeople can move through the sales process and view progress.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions
to the answer area and arrange them in the correct order.
Answer:
Question: 388
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency code and symbol so that both are displayed.
Does the solution meet the goal?
A . Yes
B . No
Answer: B
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