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Curriculum for MB-210 Certification Video Course
| Name of Video | Time |
|---|---|
![]() 1. Welcome |
14:00 |
![]() 2. How to Prepare For The MB-210 Exam |
3:00 |
| Name of Video | Time |
|---|---|
![]() 1. Learn About Microsoft Dynamics 365 Sales |
3:00 |
![]() 2. Microsoft Changed The Sign Up Process |
14:00 |
![]() 3. Dynamics 365 Sales Important Terms |
12:00 |
| Name of Video | Time |
|---|---|
![]() 1. Configure Sales Territories |
12:00 |
![]() 2. Configure Default Revenue Type |
8:00 |
![]() 3. Configure Auto-Number Settings |
6:00 |
![]() 4. Configure Business Closures |
5:00 |
![]() 5. Configure Fiscal Year |
7:00 |
![]() 6. Configure Currencies |
15:00 |
![]() 7. Configure Sales Teams |
24:00 |
![]() 8. Configure Sales Security Roles |
4:00 |
![]() 9. Configure Goal Management Components |
32:00 |
![]() 10. Create and Manage Sales Collateral |
5:00 |
![]() 11. Configure Relationship Cards (Insight Cards) |
17:00 |
![]() 12. Configure Softphone Dialer |
7:00 |
![]() 13. Configure Playbook Management |
10:00 |
| Name of Video | Time |
|---|---|
![]() 1. Configure Record Creation Rules |
12:00 |
![]() 2. Configure Out of the Box Sales Business Process Flows |
6:00 |
| Name of Video | Time |
|---|---|
![]() 1. Configure Sales Content Pack for Power BI |
11:00 |
![]() 2. Configure Sales Dashboards |
27:00 |
![]() 3. Design and Create Sales Charts |
19:00 |
![]() 4. Execute and Analyse Sales Reports |
19:00 |
| Name of Video | Time |
|---|---|
![]() 1. Configure and Enable Embedded Intelligence |
2:00 |
![]() 2. Implement Dynamics 365 AI for Sales |
32:00 |
![]() 3. Implement Social Selling Assistant |
3:00 |
![]() 4. Implement LinkedIn Sales Navigator |
7:00 |
| Name of Video | Time |
|---|---|
![]() 1. Understand Standard Sales Process |
4:00 |
![]() 2. Create and Search For Leads |
19:00 |
![]() 3. Perform Lead Qualification |
14:00 |
![]() 4. Configure Lead Status Reasons |
4:00 |
| Name of Video | Time |
|---|---|
![]() 1. Dynamics 365 Sales Opportunities |
17:00 |
![]() 2. Track Stakeholders and Sales Team |
8:00 |
![]() 3. Create and Manage Competitors |
5:00 |
![]() 4. Add Product Line Items to Opportunity |
6:00 |
![]() 5. Close Opportunity as Won or Lost |
8:00 |
![]() 6. Customize the Opportunity Close Form |
7:00 |
![]() 7. Configure Status Reasons |
3:00 |
| Name of Video | Time |
|---|---|
![]() 1. Product Catalog Overview |
3:00 |
![]() 2. Product Catalog - Configure Unit Groups |
9:00 |
![]() 3. Configure Products |
9:00 |
![]() 4. Configure Price Lists |
9:00 |
![]() 5. Understand Pricing Methods |
15:00 |
![]() 6. Configure Discount Lists |
11:00 |
![]() 7. Configure Families and Bundles |
19:00 |
| Name of Video | Time |
|---|---|
![]() 1. Dynamics 365 Quotes |
8:00 |
![]() 2. Activate Quote and Send to Customer |
5:00 |
![]() 3. Revise and Close a Quote |
7:00 |
![]() 4. Convert Quotes to Orders |
4:00 |
![]() 5. Configure Quotes Status Reasons |
2:00 |
![]() 6. Create a Template from a Quote |
8:00 |
| Name of Video | Time |
|---|---|
![]() 1. Dynamics 365 Orders |
5:00 |
![]() 2. Dynamics 365 Invoices |
6:00 |
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Microsoft MB-210 Training Course
Want verified and proven knowledge for Microsoft Dynamics 365 for Sales? Believe it's easy when you have ExamSnap's Microsoft Dynamics 365 for Sales certification video training course by your side which along with our Microsoft MB-210 Exam Dumps & Practice Test questions provide a complete solution to pass your exam Read More.
The course includes practice tests to assess knowledge, reinforce concepts, and build confidence for the MB-210 certification exam.
Microsoft Dynamics 365 Sales is one of the most widely used customer relationship management solutions designed to help organizations streamline their sales processes, improve customer engagement, and drive revenue growth. This MB-210 training course provides comprehensive guidance on the functionalities, tools, and practical applications of Dynamics 365 Sales. Participants will gain a thorough understanding of sales management, automation, analytics, and the strategies necessary to excel in today’s competitive business environment. By engaging with this course, learners will develop the expertise needed to manage leads, opportunities, accounts, and contacts efficiently while leveraging automation and analytics for strategic decision-making.
The course is structured to provide hands-on experience with real-world scenarios, enabling learners to apply the concepts directly to their work environments. By the end of the training, participants will be equipped with the knowledge and skills required to implement effective sales processes, optimize customer engagement, and prepare for the Microsoft MB-210 certification.
Throughout this course, learners will explore the full range of Dynamics 365 Sales capabilities, including lead management, opportunity tracking, sales automation, business process flows, reporting, and integration with other Microsoft tools such as Outlook, Teams, and Power BI. Emphasis will be placed on practical exercises and scenario-based learning to reinforce theoretical knowledge, ensuring learners can confidently apply the platform in real-world situations.
Understand the fundamentals of Microsoft Dynamics 365 Sales and its role in modern sales management.
Learn to manage leads, opportunities, accounts, and contacts effectively within the CRM platform.
Implement sales process automation to streamline workflows and reduce manual tasks.
Configure business process flows to ensure consistency and adherence to best practices.
Utilize advanced analytics and reporting tools to gain actionable insights into sales performance.
Integrate Dynamics 365 Sales with other Microsoft tools for enhanced collaboration and productivity.
Prepare for the MB-210 certification exam by gaining hands-on experience with platform features.
Explore strategies to enhance customer engagement and improve overall sales outcomes.
Develop skills to optimize sales pipelines, forecast revenue, and track key performance metrics.
Gain practical knowledge for implementing CRM solutions in small to large business environments.
By completing this course, learners will achieve the following objectives:
Demonstrate a comprehensive understanding of Microsoft Dynamics 365 Sales and its functionalities.
Effectively manage sales pipelines, opportunities, and customer data to improve sales performance.
Apply automation tools and workflows to reduce manual effort and increase operational efficiency.
Utilize business process flows to standardize sales activities across the organization.
Generate and interpret reports and dashboards to monitor sales metrics and guide decision-making.
Integrate Dynamics 365 Sales with Microsoft Outlook, Teams, and Power BI for seamless operations.
Prepare confidently for the MB-210 certification exam with practical exercises and case studies.
Analyze customer data to identify trends, opportunities, and strategies for enhanced engagement.
Implement best practices for managing accounts, contacts, and leads within a CRM environment.
Gain the ability to customize and extend Dynamics 365 Sales to meet specific business requirements.
To successfully complete this course, learners should have the following requirements:
Basic understanding of sales processes and customer relationship management concepts.
Familiarity with Microsoft Office applications, particularly Excel and Outlook.
Access to a computer with internet connectivity for hands-on exercises and virtual labs.
Willingness to engage with scenario-based learning and practical exercises.
Commitment to complete assignments, quizzes, and practice exams to reinforce learning.
A basic understanding of cloud-based software and enterprise applications is advantageous but not mandatory.
No prior experience with Microsoft Dynamics 365 Sales is required, making this course suitable for beginners while still offering valuable insights for intermediate users seeking to expand their knowledge.
The MB-210 Microsoft Dynamics 365 Sales training course is designed to provide a structured learning path for professionals aiming to master CRM functionalities and optimize sales operations. The course begins with an overview of the Dynamics 365 ecosystem, introducing learners to the interface, navigation, and core concepts of customer relationship management. Participants then explore lead and opportunity management, learning how to capture, track, and convert prospects efficiently.
Through practical exercises, learners discover how to implement sales process automation, reducing repetitive tasks and improving overall efficiency. The course covers business process flows, enabling participants to standardize sales activities and ensure consistent execution across teams. Additionally, learners gain expertise in reporting, dashboards, and analytics, using real-time insights to monitor performance and make informed decisions.
The course also emphasizes integration capabilities, showing participants how to connect Dynamics 365 Sales with Outlook, Teams, and Power BI to enhance collaboration, communication, and data-driven insights. By following structured exercises and case studies, learners can simulate real-world scenarios, reinforcing their ability to manage accounts, contacts, and leads effectively.
Participants will also receive guidance on preparing for the MB-210 certification exam, including exam structure, types of questions, and tips for success. The combination of theoretical knowledge, hands-on practice, and exam preparation ensures that learners can confidently apply Dynamics 365 Sales in practical environments while achieving professional certification.
By the end of the course, participants will be well-versed in CRM solutions, sales automation techniques, customer engagement strategies, and the use of advanced analytics to drive business outcomes. This training not only equips learners with the technical skills needed for the platform but also fosters a strategic understanding of how Dynamics 365 Sales contributes to organizational growth.
This course is ideal for a wide range of professionals seeking to enhance their knowledge of sales management and CRM solutions:
Sales managers looking to improve pipeline management and sales performance.
CRM consultants and administrators responsible for implementing Dynamics 365 Sales solutions.
Business analysts seeking insights into sales processes and automation strategies.
Marketing professionals aiming to understand customer interactions and segmentation.
Customer service professionals interested in integrating sales and service operations.
Individuals preparing for the Microsoft MB-210 certification exam.
IT professionals tasked with configuring, customizing, or supporting CRM systems.
Small business owners who want to implement CRM solutions to manage sales more effectively.
Professionals aspiring to expand their career in sales, CRM, or business process automation.
The course is structured to accommodate both beginners and intermediate users, ensuring participants gain practical experience while also building a foundation for certification and career advancement.
While there are no strict prerequisites for this MB-210 training course, participants will benefit from having:
A general understanding of sales processes, including lead generation, opportunity management, and pipeline tracking.
Basic knowledge of customer relationship management principles and terminology.
Familiarity with Microsoft Office tools, particularly Excel for data analysis and Outlook for communication integration.
Experience with business applications or enterprise software is helpful but not required.
An interest in learning cloud-based CRM solutions and their applications in modern business environments.
These prerequisites help learners quickly adapt to Dynamics 365 Sales and maximize the value of hands-on exercises and scenario-based learning provided in the course. By meeting these basic requirements, participants can focus on mastering platform features, automating sales processes, and preparing for the MB-210 certification.
The MB-210 Microsoft Dynamics 365 Sales course is organized into carefully designed modules that guide learners through the platform step by step, ensuring a comprehensive understanding of CRM solutions, sales automation, and analytics. The first module introduces the fundamentals of Dynamics 365 Sales, including an overview of its ecosystem, navigation, and the core concepts that underpin customer relationship management. Learners explore the interface, menus, and key features, gaining confidence in navigating the system while understanding the role of CRM in modern sales operations.
The second module focuses on lead and opportunity management. Participants learn how to capture, qualify, and prioritize leads efficiently, as well as how to track opportunities through the entire sales lifecycle. Practical exercises allow learners to simulate real-world scenarios, understanding the importance of accurate data entry, activity tracking, and timely follow-ups in optimizing sales performance. This module also covers strategies for managing accounts and contacts, ensuring that all customer information is consolidated for effective engagement.
The third module emphasizes sales process automation, guiding learners on how to implement workflows, automated notifications, and task management tools. Business process flows are introduced to standardize sales activities, ensuring consistency across teams and improving operational efficiency. Participants learn to configure these processes to match organizational requirements while exploring best practices for automation and productivity improvement.
The fourth module delves into reporting and analytics, enabling learners to monitor performance metrics, generate dashboards, and create custom reports. Through hands-on exercises, participants analyze sales data, identify trends, and make data-driven decisions to improve outcomes. This module highlights the importance of integrating Dynamics 365 Sales with other Microsoft tools such as Power BI, Outlook, and Teams for seamless collaboration and enhanced visibility into sales operations.
The final module prepares learners for the MB-210 certification exam. It includes exam guidance, practice questions, and scenario-based exercises designed to reinforce knowledge. Participants review all key concepts, revisit challenging areas, and build confidence in applying Dynamics 365 Sales features effectively. By the end of the course, learners are equipped to implement CRM solutions, automate sales processes, leverage analytics, and demonstrate proficiency in Microsoft Dynamics 365 Sales.
Throughout the course, participants cover a comprehensive range of topics essential for mastering Dynamics 365 Sales. Key areas of focus include understanding the Dynamics 365 ecosystem, navigating the platform, and grasping the fundamentals of customer relationship management. Learners explore the entire sales lifecycle, from capturing leads and managing opportunities to tracking accounts and contacts.
Sales process automation is a critical topic, encompassing workflows, task management, notifications, and business process flows. Participants learn to automate repetitive tasks, enforce standardized procedures, and ensure efficiency across sales teams. Reporting and analytics are covered in depth, including dashboard creation, KPI tracking, and the interpretation of sales data for strategic decision-making.
Integration with Microsoft tools such as Outlook, Teams, and Power BI is emphasized, demonstrating how combined solutions enhance productivity and collaboration. Advanced features like predictive lead scoring, customer segmentation, and performance analysis provide learners with the skills to implement data-driven sales strategies. Scenario-based exercises reinforce these concepts, allowing participants to apply knowledge in real-world contexts.
Additional topics include customization of Dynamics 365 Sales to meet organizational requirements, configuring user roles and permissions, managing security, and implementing best practices for CRM data management. Exam preparation content focuses on understanding MB-210 certification requirements, reviewing key features, practicing with sample questions, and applying concepts in practical exercises. By covering these topics comprehensively, learners gain a robust understanding of both the technical and strategic aspects of Microsoft Dynamics 365 Sales.
The teaching methodology for this MB-210 training course combines theoretical instruction with practical, hands-on learning to ensure participants gain real-world skills applicable in their workplaces. Each module includes structured lectures that explain key concepts, system functionalities, and best practices for sales management, CRM solutions, and automation. Learners are encouraged to actively participate in discussions, share experiences, and ask questions, fostering an interactive and engaging learning environment.
Hands-on labs and exercises are integrated throughout the course, allowing participants to navigate the Dynamics 365 Sales platform, configure workflows, create reports, and practice managing leads, opportunities, accounts, and contacts. Scenario-based learning is emphasized to simulate real-world business challenges, enabling learners to apply concepts in practical situations and develop problem-solving skills.
Interactive demonstrations guide learners through advanced functionalities such as integrating Dynamics 365 Sales with Outlook, Teams, and Power BI. Participants learn how to use automation tools, business process flows, and analytics dashboards effectively, gaining the confidence to apply these features independently. Supplemental resources, including case studies, quizzes, and reference materials, support self-paced learning and reinforce retention.
The course also employs collaborative learning, where participants engage in group exercises, role-playing scenarios, and project-based tasks. This approach encourages teamwork, knowledge sharing, and the practical application of CRM strategies in organizational contexts. By blending instructional, experiential, and collaborative methodologies, the course ensures that learners acquire both technical proficiency and strategic insights necessary for optimizing sales performance and preparing for certification.
Assessment and evaluation in the MB-210 course are designed to measure both knowledge acquisition and practical application of Microsoft Dynamics 365 Sales concepts. Participants are evaluated through a combination of quizzes, assignments, practical exercises, and scenario-based projects. Quizzes are conducted at the end of each module to reinforce understanding of core concepts, including lead and opportunity management, sales automation, reporting, and integration techniques.
Assignments and exercises provide hands-on opportunities to implement workflows, configure business process flows, generate dashboards, and analyze sales data. These tasks assess participants’ ability to apply theoretical knowledge in practical contexts, ensuring that learners can translate learning into actionable skills. Scenario-based projects challenge participants to address real-world sales and CRM challenges, requiring strategic thinking, problem-solving, and effective use of Dynamics 365 Sales functionalities.
Performance in these assessments contributes to continuous evaluation, allowing instructors to provide feedback, identify areas for improvement, and tailor guidance to individual learner needs. The course also includes practice exams and mock tests aligned with MB-210 certification objectives, giving participants a clear understanding of exam structure, question types, and effective strategies for success. By combining formative and summative evaluation methods, the course ensures that learners are well-prepared to demonstrate proficiency in Microsoft Dynamics 365 Sales and achieve certification.
A significant portion of the course focuses on advanced techniques for managing leads and opportunities within Dynamics 365 Sales. Participants learn to capture leads from various sources, qualify prospects based on scoring models, and prioritize them according to potential value. Opportunity management strategies include tracking progress through stages, managing associated tasks and activities, and leveraging analytics to identify the most promising deals.
Hands-on exercises guide learners through creating, editing, and closing opportunities, ensuring a practical understanding of each stage in the sales lifecycle. Participants also explore advanced features such as predictive scoring, relationship analytics, and automated follow-up reminders. These tools help streamline sales processes, reduce manual effort, and improve conversion rates, ultimately enhancing organizational efficiency and revenue generation.
Automation is a core component of Dynamics 365 Sales, and this course provides in-depth instruction on configuring and managing workflows to reduce repetitive tasks and enforce best practices. Participants learn to create workflows for lead qualification, opportunity tracking, task assignment, and automated notifications. Business process flows are introduced as a way to guide sales teams through standardized procedures, ensuring consistent execution and adherence to organizational policies.
Scenario-based exercises allow learners to implement automation for tasks such as email follow-ups, activity logging, and opportunity scoring. Participants gain hands-on experience in setting up conditions, triggers, and actions within the system, ensuring that automation aligns with business goals. Advanced workflow management techniques, including multi-step processes and conditional logic, provide learners with the ability to customize automation to meet complex organizational requirements.
Monitoring sales performance and making data-driven decisions is a critical skill for CRM professionals. The course covers reporting, analytics, and dashboard creation in Dynamics 365 Sales, enabling participants to gain actionable insights from their data. Learners explore standard reports, create custom reports, and configure dashboards to display KPIs, trends, and performance metrics.
Hands-on exercises include generating charts, analyzing lead conversion rates, tracking opportunity stages, and monitoring sales team performance. Participants also learn how to integrate with Power BI for advanced data visualization and predictive analytics, enhancing their ability to make informed decisions and drive business growth. Emphasis is placed on interpreting data, identifying trends, and implementing strategies to improve sales outcomes based on analytical insights.
A key focus of the course is enhancing customer engagement through the effective use of CRM tools. Participants explore techniques for segmenting customers, personalizing communications, and maintaining strong relationships. Case studies and practical exercises demonstrate how Dynamics 365 Sales enables sales teams to understand customer behavior, anticipate needs, and respond proactively.
Learners practice configuring customer interactions, tracking engagement history, and automating follow-up activities. They also explore integration with marketing automation tools to create seamless campaigns and measure results. The emphasis on strategic engagement ensures that participants not only manage sales processes efficiently but also build long-term, value-driven relationships with customers.
Dynamics 365 Sales is designed to work seamlessly with other Microsoft applications, and the course emphasizes integration to enhance productivity and collaboration. Participants learn to connect the platform with Outlook for email tracking, Teams for real-time collaboration, and Power BI for advanced analytics.
Hands-on exercises demonstrate how to streamline communication, share insights, and collaborate across departments. Learners also explore synchronization with other business applications, ensuring that Dynamics 365 Sales functions as a central hub for customer data and operational workflows. By mastering integration and collaboration features, participants can optimize team performance, improve decision-making, and enhance overall organizational efficiency.
The course includes dedicated preparation for the MB-210 certification exam, ensuring that participants are familiar with exam objectives, question formats, and key topics. Practice exams, mock scenarios, and review sessions reinforce knowledge and build confidence. Participants are guided through strategies for effective study, time management during the exam, and troubleshooting challenging questions.
Certification preparation is integrated throughout the course, allowing learners to apply concepts in hands-on exercises while reinforcing theoretical understanding. This approach ensures that participants leave the course ready to demonstrate proficiency in Microsoft Dynamics 365 Sales and achieve recognized professional certification.
Enrolling in the MB-210 Microsoft Dynamics 365 Sales training course provides learners with multiple benefits, both for personal skill development and organizational success. One of the primary advantages is gaining a comprehensive understanding of CRM solutions and how they can streamline sales processes. Participants learn how to manage leads, opportunities, accounts, and contacts effectively, which helps reduce manual work and increases overall efficiency.
The course emphasizes sales process automation, enabling learners to implement workflows and business process flows that ensure consistency and improve team performance. By mastering automation, participants can focus on strategic tasks such as customer engagement and business growth rather than repetitive administrative activities. The ability to create, monitor, and analyze reports and dashboards further enhances decision-making capabilities. Learners acquire the skills to interpret key performance indicators, identify trends, and make informed choices that impact sales success.
Another key benefit is enhanced career prospects. Completing this course demonstrates expertise in Microsoft Dynamics 365 Sales, positioning participants for roles such as sales consultant, CRM administrator, business analyst, or sales operations manager. Preparation for the MB-210 certification provides official recognition of skills, which can improve credibility with employers and clients.
Participants also benefit from hands-on, scenario-based training that bridges theoretical knowledge and practical application. Real-world exercises help learners simulate business challenges, analyze outcomes, and implement best practices, ensuring they are job-ready upon course completion. Additionally, the course fosters collaboration, problem-solving, and critical thinking skills, which are essential for working effectively in team-based environments and managing client relationships.
By the end of the course, participants are not only proficient in navigating Dynamics 365 Sales but also capable of designing CRM strategies, implementing automation, and leveraging analytics to drive measurable business outcomes. These benefits combine to create a well-rounded learning experience that equips professionals with the technical expertise and strategic insight needed to thrive in modern sales and CRM roles.
The MB-210 training course is structured to provide a comprehensive learning experience while accommodating different learning paces. Typically, the course spans six to eight weeks, with each week dedicated to specific modules, practical exercises, and review sessions. Learners can complete the course at a steady pace, allowing time to absorb concepts, practice skills, and apply learning in hands-on scenarios.
Each module is designed to take several hours to complete, including lectures, demonstrations, exercises, and assessments. Participants are encouraged to allocate additional time for practice labs and scenario-based activities to reinforce their understanding of Dynamics 365 Sales features. The course schedule is flexible, enabling learners to balance professional commitments while progressing through the material.
Interactive sessions and periodic assessments are integrated into the course to monitor progress and ensure that participants are mastering essential skills. Learners can revisit recorded lectures, review lab exercises, and use supplemental resources to reinforce understanding. The structure allows for continuous engagement with the platform, ensuring a practical understanding of CRM solutions, sales automation, and analytics.
The overall duration is sufficient to cover foundational knowledge, intermediate concepts, and advanced applications of Dynamics 365 Sales. By the end of the course, participants are prepared to implement sales processes, optimize workflows, utilize analytics, and confidently pursue MB-210 certification.
To maximize learning and practical application, participants require access to certain tools and resources. A computer or laptop with stable internet connectivity is essential, as the course includes cloud-based applications, virtual labs, and hands-on exercises. A modern web browser and updated operating system ensure smooth access to the Dynamics 365 Sales platform and related software.
Participants should have access to Microsoft Dynamics 365 Sales licenses or trial environments, enabling them to practice features such as lead management, opportunity tracking, business process flows, and reporting. Integration with Microsoft Outlook, Teams, and Power BI enhances collaborative exercises and advanced analytics learning. Basic proficiency in Microsoft Office applications, particularly Excel, is recommended to perform data analysis and reporting tasks effectively.
Supplemental resources include course handouts, documentation, reference guides, and video tutorials. Participants are encouraged to utilize online forums, communities, and official Microsoft documentation to deepen their understanding and resolve queries. Practice exercises, quizzes, and scenario-based labs serve as additional tools to reinforce learning and provide hands-on experience.
Instructors provide guidance on setting up environments, configuring workflows, and accessing necessary resources for exercises. Collaboration tools such as Teams or other messaging platforms may be used for group activities, discussions, and project-based learning. These resources ensure that participants gain practical experience and develop the skills required for real-world application of Dynamics 365 Sales.
By combining access to technical tools, practical exercises, and reference materials, learners are fully equipped to engage with the course content, implement CRM solutions, and build confidence in their ability to manage sales processes efficiently. The course design ensures that all resources support both learning objectives and preparation for MB-210 certification.
A major component of the course focuses on advanced reporting and analytics within Microsoft Dynamics 365 Sales. Participants learn to generate custom reports, create dashboards, and interpret key metrics that impact sales performance. The course covers the use of out-of-the-box reporting tools, as well as integration with Power BI for enhanced visualization and predictive analysis.
Learners practice creating dashboards that display metrics such as lead conversion rates, opportunity stages, pipeline health, and team performance. These dashboards allow sales managers to monitor performance in real time and make informed decisions to optimize sales outcomes. Exercises include analyzing trends, identifying bottlenecks, and designing solutions to improve efficiency.
Scenario-based exercises challenge participants to interpret data and provide actionable recommendations. For example, learners may be asked to analyze why certain opportunities are not closing, identify patterns in lead engagement, or recommend workflow adjustments to improve conversion rates. These practical experiences equip learners with the ability to use analytics to guide strategic decision-making in a real business context.
By mastering reporting and analytics, participants not only understand the performance of their teams but also develop the skills to forecast revenue, allocate resources effectively, and demonstrate measurable impact to stakeholders. These capabilities are essential for professionals seeking to excel in sales management, CRM consulting, or business analysis roles.
The course emphasizes the importance of customer engagement and relationship management as central components of successful sales operations. Participants learn strategies for segmenting customers, personalizing communications, and maintaining meaningful interactions. Using Dynamics 365 Sales, learners can track engagement history, automate follow-ups, and manage touchpoints across the customer journey.
Hands-on exercises include configuring activity tracking, setting reminders for follow-ups, and analyzing customer interactions to determine engagement effectiveness. Participants explore best practices for nurturing leads, maintaining accounts, and converting opportunities into long-term relationships. Integration with marketing tools and customer communication channels enhances the ability to execute targeted campaigns and measure engagement outcomes.
Understanding customer behavior, preferences, and interaction history enables sales teams to deliver personalized experiences and build loyalty. The course equips participants with the skills to leverage CRM data effectively, anticipate customer needs, and respond proactively, which are critical factors in achieving higher conversion rates and increased revenue.
Sales automation is a key focus of the MB-210 course, helping participants reduce manual effort and improve operational efficiency. Learners explore automation features such as workflow configuration, task assignment, notifications, and business process flows. These tools ensure consistency in sales processes and allow teams to focus on value-driven activities.
Practical exercises guide participants in creating automated workflows for lead qualification, opportunity progression, follow-up reminders, and reporting triggers. Learners also practice setting conditions, actions, and notifications to align automation with organizational goals. Advanced scenarios cover multi-step workflows and conditional automation, preparing participants to handle complex sales processes efficiently.
Automation techniques help reduce errors, improve response times, and maintain data accuracy, which are crucial for effective CRM management. By mastering sales automation, participants gain the ability to streamline processes, improve team productivity, and ensure consistent execution of sales strategies.
Dynamics 365 Sales is designed to integrate seamlessly with the broader Microsoft ecosystem. The course covers integration with Outlook for email tracking, calendar scheduling, and communication management; Teams for collaboration and real-time updates; and Power BI for advanced analytics and data visualization.
Learners practice synchronizing data across applications, generating reports, and using collaborative features to streamline operations. The course also demonstrates how these integrations enhance decision-making, improve communication among team members, and enable a holistic view of customer interactions.
Scenario-based exercises involve coordinating tasks across multiple platforms, sharing dashboards, and using analytics to guide strategic decisions. Understanding these integrations ensures that participants can fully leverage the Microsoft ecosystem to optimize sales performance and CRM efficiency.
A significant portion of the course focuses on practical exercises and real-world scenarios. Participants apply the concepts they learn in hands-on labs that simulate business environments, such as managing a sales pipeline for a growing company, handling multiple leads and opportunities, and configuring automated workflows for recurring tasks.
Scenario exercises challenge learners to analyze customer data, identify trends, implement process improvements, and create reports for management review. Participants also practice integrating Dynamics 365 Sales with other Microsoft applications to ensure seamless operations. These exercises build confidence in using the platform in real-world business contexts and help learners develop problem-solving and decision-making skills.
Completing the MB-210 Microsoft Dynamics 365 Sales training course opens a wide range of career opportunities for professionals in sales, CRM, and business process management. The skills acquired through the course equip learners to take on roles that involve implementing CRM solutions, managing sales pipelines, optimizing business processes, and analyzing performance metrics. Professionals with expertise in Dynamics 365 Sales are highly valued across industries because organizations increasingly rely on data-driven approaches to enhance customer engagement and drive revenue growth.
Individuals who complete the course can pursue positions such as sales operations specialist, CRM consultant, Dynamics 365 administrator, business analyst, or customer relationship manager. These roles often involve configuring and customizing CRM systems, developing sales automation strategies, creating dashboards and reports, and ensuring consistent execution of sales processes across teams. The ability to integrate Dynamics 365 Sales with other Microsoft tools such as Outlook, Teams, and Power BI further increases employability, as organizations seek professionals capable of leveraging the entire Microsoft ecosystem to improve productivity and collaboration.
The MB-210 certification, earned after completing the course and passing the exam, provides official recognition of a professional’s proficiency with Microsoft Dynamics 365 Sales. This certification enhances credibility, boosts career prospects, and can lead to higher earning potential. Certified professionals are often preferred candidates for consulting firms, large enterprises, and organizations implementing CRM solutions for the first time. Additionally, individuals may explore entrepreneurial opportunities, such as offering CRM consulting services or managing Dynamics 365 Sales implementations for multiple clients.
The course also prepares learners to transition into strategic roles where they can contribute to business decision-making, improve sales performance, and support organizational growth. By mastering customer engagement, sales automation, reporting, and analytics, participants gain a comprehensive skill set that is applicable in both mid-level and leadership positions. Whether aiming for technical, analytical, or managerial roles, completing the MB-210 training equips learners with the expertise to thrive in a dynamic, technology-driven sales environment.
Enrolling in the MB-210 Microsoft Dynamics 365 Sales training course is a strategic step for professionals seeking to advance their skills, achieve certification, and enhance career prospects. The course provides a structured learning path that combines theoretical instruction, hands-on exercises, real-world scenarios, and exam preparation to ensure participants gain a thorough understanding of Dynamics 365 Sales.
By enrolling, learners gain access to comprehensive modules covering lead and opportunity management, sales process automation, reporting and analytics, customer engagement, integration with Microsoft tools, and practical exercises. Participants also benefit from instructor guidance, reference materials, and scenario-based labs that reinforce learning and build confidence in applying CRM solutions in real business environments.
The course is designed to accommodate learners with varying levels of experience, from beginners seeking foundational knowledge to professionals aiming to enhance their existing skills. Flexible schedules, self-paced modules, and access to resources ensure that participants can balance professional commitments while progressing through the course.
Enrolling today positions professionals to gain expertise in Dynamics 365 Sales, optimize sales operations, implement CRM solutions, and prepare for the MB-210 certification exam. By completing the training, participants can enhance career opportunities, contribute effectively to organizational growth, and demonstrate proficiency in one of the most widely adopted CRM platforms in the world.
Prepared by Top Experts, the top IT Trainers ensure that when it comes to your IT exam prep and you can count on ExamSnap Microsoft Dynamics 365 for Sales certification video training course that goes in line with the corresponding Microsoft MB-210 exam dumps, study guide, and practice test questions & answers.
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