Almanac
Almanac/training/mb-210beta

Dynamics 365 Sales Functional Consultant Associate (Legacy with Power Platform)

MB-210intermediate13 uncoveredDynamics 365 Sales
135–40%Configure Dynamics 365 Sales — 35–40% · 7 covered, 15 doc only, 11 uncovered230–35%Manage core sales features — 30–35% · 9 covered, 12 doc only, 10 uncovered325–30%Configure additional tools and services — 25–30% · 7 covered, 3 doc only, 2 uncovered
module + docdoc onlynothingcircle size = share of the exam

Where the marks are

Skills measured as of 19 April 2024 · re-read nightly
Configure Dynamics 365 Sales33 objectives · 15h 31m
Manage core sales features31 objectives · 11h 39m
Configure additional tools and services12 objectives · 4h 19m
Stage 1

Configure Dynamics 365 Sales

35–40% · 15h 31m

Configure user interfaces

Configure model-driven apps
No module
Configure forms, charts, and dashboards in model-driven apps1h 9m
Create and configure forms
Weak matchNo module
Create forms in Dynamics 365 Customer Insights - Journeys36m
Create and configure views
Weak matchNo module
Load/export data and create data views in Dataverse52m
Create email, Excel, and Word templates
Doc only
GA May 30, 2026 · 109 days, no module·KB: Email engagement
Configure the timeline control
Doc only
No module maps to this objective·KB: Activity management and the timeline
Describe Microsoft Dataverse security concepts
No module
Get started with security concepts in Dataverse54m
Configure column mappings on table relationships
No module
No module maps to this objective

Configure sales settings

Configure sales territories and hierarchical sales territories
Doc only
GA Jun 15, 2026 · 93 days, no module·KB: Sales territories
Configure auto number settings for quotes, orders, and invoices
Weak matchCovered
Create purchase documents in Dynamics 365 Business Central1h 14m·KB: Orders, invoices and price locking
Configure currencies and fiscal years
Weak matchNo module
Create fiscal calendars, years, and periods in Dynamics 365 Finance1h 4m
Describe sales security roles
Weak matchDoc only
GA Jun 15, 2026 · 93 days, no module·KB: Hierarchy security for manager access
Manage sales literature
Weak matchCovered
Configure forecasts in Dynamics 365 Sales46m·KB: LinkedIn Sales Navigator integration
Configure hierarchy security
Doc only
No module maps to this objective·KB: Hierarchy security for manager access
Configure and utilize the assistant
No module
GA Apr 30, 2026 · 139 days, no module
Configure the business card scanner control
Weak matchDoc only
No module maps to this objective·KB: Business process flows
Enable the Kanban control
Doc only
No module maps to this objective·KB: Kanban view for pipeline
Describe goal management
Weak matchNo module
Describe accounts payables and receivables in Dynamics 365 Finance2h 39m

Configure processes

Configure duplicate detection rules
Doc only
No module maps to this objective·KB: Duplicate detection rules
Configure sales business process flows
Covered
Send and receive electronic documents in Dynamics 365 Business Central25m·KB: Business process flows
Import data by using the Data Import wizard and export data to Excel
Weak matchNo module
Implement the Data management package API for finance and operations apps51m

Configure sales visualizations

Implement Power BI apps for Sales
Weak matchCovered
Extend Dynamics 365 Sales with AI and Power Platform toolspath3h 12m·KB: Power BI reporting in Dynamics 365 Sales
Configure sales dashboards
Weak matchCovered
Configure forecasts in Dynamics 365 Sales46m·KB: Sales Research Agent
Describe options for sales reports
Doc only
GA Jun 15, 2026 · 93 days, no module·KB: Sales territories
Configure the opportunity pipeline view
Doc only
GA Apr 15, 2026 · 154 days, no module·KB: Opportunity pipeline view

Configure sales engagement

Configure and utilize the Sales accelerator
Weak matchCovered
Set up Sales accelerator in Dynamics 365 Sales1h 8m·KB: Setting up the sales accelerator
Configure the workspace
Weak matchCovered
Enhance representative productivity with Customer Service workspace41m·KB: Seller availability and workspace personalisation
Create and manage sequences
Doc only
GA May 30, 2026 · 109 days, no module·KB: Connecting sequences to records
Create and manage segments
No module
No module maps to this objective
Configure lead and opportunity assignment rules for routing
Weak matchDoc only
GA Apr 15, 2026 · 154 days, no module·KB: Opportunity records and the deal shell
Configure the Up Next widget
Doc only
No module maps to this objective·KB: The up next widget on records

Evaluate Sales licensing

Compare and contrast Sales Professional and Enterprise configuration
Doc only
GA Jun 15, 2026 · 93 days, no module·KB: Choosing between Sales Professional, Enterprise and Premium
Describe use cases for Team member licensing
No module
No module maps to this objective
Describe the upgrade pathway from Sales Professional to Enterprise
Doc only
GA Jun 15, 2026 · 93 days, no module·KB: Choosing between Sales Professional, Enterprise and Premium
Stage 2

Manage core sales features

30–35% · 11h 39m

Create and manage accounts and contacts

Create and manage accounts
Weak matchNo module
Work with accounts payable daily procedures in Dynamics 365 Finance1h 42m
Create and manage contacts
No module
No module maps to this objective
Describe use cases for auto capture
Doc only
GA Oct 31, 2025 · 320 days, no module·KB: Auto capture of emails and meetings
Describe use cases for email engagement
No module
GA May 30, 2026 · 109 days, no module
Describe relationship intelligence
Weak matchNo module
Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales50m
Describe use cases for notes analysis
No module
No module maps to this objective
Describe SMS message engagement with customers
Doc only
GA Oct 31, 2025 · 320 days, no module·KB: Email engagement

Create and manage leads and opportunities

Create and manage leads
No module
GA Oct 31, 2025 · 320 days, no module
Perform lead qualification and disqualification
Doc only
GA Oct 31, 2025 · 320 days, no module·KB: Lead qualification
Configure lead qualification
Weak matchCovered
Explore Dynamics 365 Sales1h 3m·KB: Lead qualification
Manage opportunities
Doc only
GA Apr 15, 2026 · 154 days, no module·KB: Closing and reopening opportunities
Track stakeholders, sales team members, and competitors
Doc only
GA Jun 15, 2026 · 93 days, no module·KB: Team Members licence in a Sales deployment
Manage product line items on opportunities
Weak matchDoc only
GA Apr 15, 2026 · 154 days, no module·KB: Product catalogue setup
Customize the Opportunity Close form
Weak matchDoc only
GA Apr 30, 2026 · 139 days, no module·KB: Opportunity pipeline view
Configure and utilize predictive lead and opportunity scoring
Weak matchCovered
Nurture and generate leads in Dynamics 365 Sales53m·KB: Predictive lead scoring
Manage the sales pipeline by using the work list
Weak matchCovered
Explore lead qualification in Dynamics 3651h 35m·KB: The sales accelerator work list
Configure duplicate lead detection
Doc only
GA Oct 31, 2025 · 320 days, no module·KB: Duplicate lead detection

Create and manage quotes, orders, and invoices

Add quotes to opportunities
Doc only
GA Apr 15, 2026 · 154 days, no module·KB: Closing and reopening opportunities
Edit quotes in various stages
No module
No module maps to this objective
Send quotes and invoices to customers
Covered
Send reminders to customers in Dynamics 365 Business Central57m·KB: Quotes and the revision cycle
Convert quotes to orders
Weak matchCovered
Create purchase documents in Dynamics 365 Business Central1h 14m·KB: Quotes and the revision cycle
Manage orders and invoices
Weak matchCovered
Create purchase documents in Dynamics 365 Business Central1h 14m·KB: Orders, invoices and price locking

Create and manage the product catalog

Create and manage products, product bundles, and product families
Covered
Set up the product catalog in Dynamics 365 Sales46m·KB: Product families, bundles and the publish cycle
Describe the product lifecycle
Weak matchDoc only
No module maps to this objective·KB: Product families, bundles and the publish cycle
Create and manage price lists
Covered
Manage sales price lists in Dynamics 365 Business Central59m·KB: Price lists, discount lists and price calculation
Create and manage unit groups
No module
No module maps to this objective

Create and manage forecasts

Configure and utilize forecasts
Weak matchNo module
Configure forecasts in Dynamics 365 Sales46m
Describe the forecast templates
Weak matchCovered
Describe workforce management in Dynamics 365 Contact Center54m·KB: Forecast model setup: templates, rollup and hierarchy entities
Configure and utilize premium forecasting
Doc only
No module maps to this objective·KB: Predictive forecasting (premium forecasting)

Manage in-app campaigns

Create and manage marketing lists
Doc only
No module maps to this objective·KB: Sequences or marketing journeys for outreach
Create quick campaigns
No module
No module maps to this objective
Stage 3

Configure additional tools and services

25–30% · 4h 19m

Integrate sales applications

Integrate with LinkedIn Sales Navigator and Insights
Covered
Configure Sales Insights1h 8m·KB: LinkedIn Sales Navigator integration
Describe Dynamics 365 Sales mobile app capabilities
Covered
Get started with the Dynamics 365 Sales mobile app57m·KB: Dynamics 365 Sales licence tiers
Create push notifications for the Dynamics 365 Sales mobile app
Covered
Get started with the Dynamics 365 Sales mobile app57m·KB: Microsoft Teams dialer in Dynamics 365 Sales

Integrate with Microsoft 365 services

Configure mailboxes
No module
No module maps to this objective
Describe Server-Side Synchronization
No module
GA Feb 2026 · 227 days, no module
Configure document management
Weak matchCovered
Manage your organization with Dynamics 365 Human Resources1h 38m·KB: SharePoint document management
Deploy the Dynamics 365 App for Outlook
Covered
Get started with the Dynamics 365 Sales mobile app57m·KB: Dynamics 365 App for Outlook
Configure the Dynamics 365 App for Outlook
Covered
Get started with the Dynamics 365 Sales mobile app57m·KB: Dynamics 365 App for Outlook
Configure auto capture and email engagement
Doc only
GA May 30, 2026 · 109 days, no module·KB: Email engagement
Configure SharePoint integration
Doc only
No module maps to this objective·KB: SharePoint document management
Describe Microsoft Teams calling and conversation intelligence
Doc only
GA Jun 15, 2026 · 93 days, no module·KB: Microsoft Teams dialer in Dynamics 365 Sales
Describe Microsoft Teams collaboration
Weak matchCovered
Accelerate service delivery with productivity tools in Dynamics 365 Contact Center36m·KB: Microsoft Teams chat inside Dynamics 365 Sales