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MB-210: Microsoft Dynamics 365 for Sales Certification Video Training Course Outline
Welcome
Microsoft Dynamics 365 Sales Basics
Configure Sales Settings
Configure Sales Processes
Create and Configure Sales Visua...
Configure Integration With Exter...
Create and Manage Leads
Create and Manage Opportunities
Create and Manage Product and Pr...
Create and Manage Quotes
Create and Manage Sales Order Pr...
Welcome
MB-210: Microsoft Dynamics 365 for Sales Certification Video Training Course Info
MB-210 Certification Training: Microsoft Dynamics 365 Sales Made Simple
Comprehensive Microsoft Dynamics 365 Sales Training to Pass MB-210 Quickly
What you will learn from this course
Understand the complete Microsoft Dynamics 365 Sales app functionality in detail.
Gain step-by-step guidance on configuring Dynamics 365 Sales for business needs.s
Master MB-210 exam topics aligned with Microsoft’s official curriculum
Learn how to manage leads, opportunities, and customer relationships effectively.y
Acquire skills to implement sales automation processes and workflows.
Build confidence in using Power BI dashboards, charts, and sales reports.
Learn how to integrate Microsoft Dynamics 365 Sales with other applications.
Gain the knowledge required to pass the MB-210 certification exam successfully
Learning Objectives
The primary objective of this course is to help learners develop a comprehensive understanding of Microsoft Dynamics 365 Sales and to fully prepare for the MB-210 certification exam. You will acquire the knowledge needed to configure and manage the application in real-world business environments. This includes understanding the sales lifecycle, setting up products and price lists, customizing security roles, managing opportunities, and creating sales dashboards. By the end of the training, you will be able to apply your knowledge in both exam preparation and practical client projects.
Another key objective is to provide practical learning, not just theoretical explanations. The course emphasizes demonstrations, real-time configuration, and guided tutorials so that learners can implement the concepts immediately. With this approach, you will not only prepare for certification but also build skills that are directly applicable in consulting or organizational roles.
Target Audience
This course is designed for a wide range of learners who want to develop expertise in Dynamics 365 Sales while also preparing for the MB-210 certification. It is particularly beneficial for Microsoft Dynamics 365 consultants who want to validate their skills with an official certification. It is also suitable for aspiring consultants who are beginning their careers in the Dynamics 365 ecosystem.
Professionals who are working with Microsoft partners and need to understand the Dynamics 365 Sales app as part of their role will find this course valuable. IT professionals looking to expand their career into CRM solutions and consultants working in customer relationship management will also benefit. Additionally, business users who want to gain practical insights into Dynamics 365 Sales processes and configurations can take this course to support their organizational needs.
Requirements
To benefit from this course, learners should have a basic understanding of using computers and the internet. General familiarity with business processes such as sales, lead generation, and customer engagement will make the learning journey smoother, although it is not mandatory. No advanced technical background is required to begin, making the course accessible to beginners as well as experienced professionals. A willingness to learn and practice with the Dynamics 365 Sales application is important to achieve maximum results.
Prerequisites
Before starting this course, learners should ensure they have access to a computer with a stable internet connection, as the training includes online video tutorials and demonstrations. It is recommended, though not required, that learners have a trial or licensed access to Microsoft Dynamics 365 so they can practice along with the lessons. Having exposure to basic Microsoft Office applications, such as Excel and Outlook, may also help in understanding integrations with Dynamics 365 Sales.
No prior knowledge of coding or software development is required. However, an interest in customer relationship management systems and an eagerness to explore how Dynamics 365 Sales can transform business processes will be beneficial.
Course Overview
This training program provides complete coverage of the MB-210 Microsoft Dynamics 365 Sales certification. It has been structured to align with Microsoft’s curriculum while offering practical demonstrations to ensure learners are able to apply the concepts. The course covers a wide range of topics, including the basics of Dynamics 365 Sales, configuration of the application, sales processes, lead and opportunity management, product catalog setup, and reporting with Power BI.
The course includes more than nine hours of detailed video tutorials, each designed to walk learners through real-world scenarios. It also provides a comprehensive MB-210 preparation book with more than 280 pages of study material, giving learners the ability to review and revise offline. With the combination of practical training and comprehensive study material, learners are equipped with both the knowledge and the confidence to clear the MB-210 exam.
Why this course is important
Microsoft Dynamics 365 Sales is one of the most widely used applications for customer relationship management in modern businesses. Organizations across industries depend on it to streamline their sales processes, manage leads and opportunities, track customer interactions, and analyze sales performance. By gaining expertise in Dynamics 365 Sales, learners position themselves for career growth in a field that is in high demand.
Preparing for and achieving the MB-210 certification demonstrates a validated skillset and enhances professional credibility. This course is structured to make the certification journey clear and achievable while also focusing on hands-on learning. It bridges the gap between theoretical exam preparation and practical knowledge, ensuring learners are industry-ready.
Learning Approach
The training is delivered in a way that emphasizes both conceptual understanding and practical application. Each module introduces key topics, explains them clearly, and follows up with real-world demonstrations. This approach ensures learners can replicate the steps in their own Dynamics 365 environment and build practical experience. The inclusion of preparation notes and study material makes revision easier, allowing learners to retain and recall information effectively.
By focusing on practice-oriented teaching, the course prepares learners not only to pass the MB-210 exam but also to use Microsoft Dynamics 365 Sales confidently in client projects, consulting roles, or within their organizations.
Course Modules / Sections
This training program is organized into carefully designed modules that follow the MB-210 Microsoft Dynamics 365 Sales exam curriculum. Each module has been structured to build progressively on the previous one, ensuring a clear learning path from fundamentals to advanced topics. The first section introduces the course and exam objectives, providing learners with guidance on how to prepare effectively. This includes an overview of the MB-210 exam structure, tips on registering for the exam, and a walkthrough of the learning resources included.
The next section focuses on Microsoft Dynamics 365 Sales basics. Learners are introduced to the Sales application, navigation within the system, and key terminology that forms the foundation of understanding the application. Concepts such as leads, opportunities, and customer records are explained with context on how they fit into the overall sales lifecycle.
Following the foundational knowledge, the course dives into application configuration. Modules cover how to set up sales territories, fiscal years, currencies, security roles, sales teams, and goal management. Learners practice configuring the environment to match different business scenarios, ensuring they not only understand theory but also apply it in a hands-on manner.
Further sections are dedicated to mastering the sales process. This includes lead qualification, opportunity management, competitor tracking, and pipeline management. Learners work through the standard sales process as defined in Dynamics 365 and configure automation rules to streamline repetitive tasks. The training also explores advanced features such as playbooks, relationship insights, and LinkedIn Sales Navigator integration.
The product catalog and pricing modules introduce learners to configuring unit groups, products, price lists, discount lists, and product families. By learning how to set up and manage these components, learners gain the skills to support organizations with varied pricing and product structures. This section emphasizes practical configuration and demonstrates how changes affect the end-to-end sales process.
The course also contains a detailed reporting and analytics module. Learners create dashboards, charts, and reports within Dynamics 365 Sales, as well as integrate Power BI for advanced analysis. Practical exercises guide learners to design visualizations that provide actionable insights to sales teams.
The final modules focus on order processing, quotes, and invoices. Learners practice creating and managing quotes, converting them into orders, and generating invoices. This end-to-end coverage ensures learners understand the complete sales lifecycle within Dynamics 365 Sales. A comprehensive course review and downloadable exam preparation book conclude the training, providing learners with a strong foundation for certification success.
Key Topics Covered
The course covers all MB-210 Microsoft Dynamics 365 Sales exam topics in detail, ensuring learners are prepared for both theoretical questions and practical scenarios. One of the primary topics is the configuration of sales settings. This includes setting up territories, revenue types, and business closures. Learners also explore how to configure fiscal years and currencies, enabling them to prepare an environment for real organizational needs.
Sales security is another critical topic. Learners understand how to configure roles, manage sales teams, and set access permissions. This knowledge is vital for consultants and administrators who need to control data visibility and maintain security in client environments.
Goal management and performance tracking are covered in depth. The course teaches how to configure goal metrics, set up individual and team goals, and track progress against sales targets. Learners gain skills to help organizations measure performance and improve productivity.
Sales process configuration is a significant part of the MB-210 curriculum. Learners explore how to set up business process flows, create record creation rules, and implement automation for repetitive tasks. Playbook management, relationship cards, and sales insights are also included, providing learners with exposure to advanced sales tools built into Dynamics 365.
Lead and opportunity management form the core of the Dynamics 365 Sales application. Learners practice creating leads, qualifying them into opportunities, tracking stakeholders, managing competitors, and adding product line items to opportunities. The course explains how to close opportunities as won or lost and customize the opportunity close form. This ensures a strong understanding of the pipeline from lead creation to final deal closure.
Product catalog management is another key focus area. Learners configure unit groups, price lists, discount lists, and product families. They gain practical experience in managing products, setting up pricing structures, and applying discounts, which is critical knowledge for consultants who configure systems for organizations with diverse product lines.
Analytics and reporting topics emphasize designing dashboards, sales charts, and Power BI content packs. Learners explore how to analyze reports, identify trends, and provide insights to decision-makers. This knowledge helps them support clients with data-driven strategies.
The course also covers sales order processing, including quotes, orders, and invoices. Learners practice creating quotes, sending them to customers, revising them, and converting them into orders. They also learn how to process invoices within Dynamics 365 Sales. These skills provide a complete understanding of the order-to-cash process.
Additional topics include integration with external applications, embedded intelligence, Dynamics 365 AI for Sales, and LinkedIn Sales Navigator. These features demonstrate the advanced capabilities of Dynamics 365 Sales and prepare learners to implement solutions in modern, connected business environments.
Teaching Methodology
The teaching methodology of this course is designed to blend theoretical knowledge with practical application. Each topic is introduced with clear explanations of concepts and definitions, followed by a real-world demonstration within the Dynamics 365 Sales environment. This ensures learners can see how configurations and processes work in practice.
The training emphasizes learning by doing. Instead of only presenting slides or notes, the instructor demonstrates step-by-step tasks, encouraging learners to replicate them in their own Dynamics 365 environment. This approach develops practical experience that is essential for both exam preparation and professional application.
Modules are structured logically, beginning with foundational knowledge and progressing to more complex configurations and advanced features. This step-by-step flow helps learners build confidence as they move through the course. Key terminologies and concepts are reinforced through repetition and practical exercises, ensuring strong retention.
To support different learning styles, the course also includes downloadable exam preparation notes in addition to the video tutorials. Learners who prefer reading can use the notes to revise concepts, while those who prefer demonstrations can rely on the videos. The combination of both resources ensures flexibility and caters to diverse learners.
The course also incorporates scenario-based examples. For instance, learners may configure a sales process for a fictional organization, add products to the catalog, or create a set of dashboards to analyze performance. These scenarios simulate real consulting situations, preparing learners to apply their knowledge in client projects.
The methodology also focuses on exam preparation. Each section emphasizes the MB-210 exam objectives being covered, helping learners align their studies with what is required. Practical exercises build the skills needed to answer case study questions, while preparation notes support revision for multiple-choice questions.
Assessment & Evaluation
Assessment and evaluation in this course are designed to help learners track their progress and ensure readiness for the MB-210 certification exam. The course does not rely solely on theoretical tests but emphasizes applied learning and practical demonstration. By practicing configurations and working with the application directly, learners can assess their own ability to replicate tasks in a Dynamics 365 environment.
Each module includes activities and guided exercises that act as informal assessments. For example, after a section on configuring sales settings, learners are encouraged to apply those configurations in their own trial environment. By doing so, they can evaluate whether they have understood the process fully and can implement it independently.
The downloadable exam preparation book also serves as an evaluation tool. With over 280 pages of structured content, learners can use it to review topics systematically and test their recall. The book includes practice notes and summaries that allow learners to self-assess their understanding of each area.
The course also prepares learners for the format of the MB-210 exam by providing insights into the types of questions that may appear. Case studies, scenario-based tasks, and practical demonstrations help learners become comfortable with the exam’s applied focus. While there are no formal graded assessments, the continuous practice and self-review opportunities ensure learners stay aligned with exam objectives.
Evaluation is not limited to exam preparation but also focuses on practical readiness. Learners are encouraged to reflect on their ability to configure Dynamics 365 Sales for different business scenarios. This ensures that when they complete the training, they are not only prepared for certification but also capable of contributing value in professional projects.
Benefits of the Course
One of the primary benefits of this course is that it provides complete coverage of all MB-210 exam objectives in a structured way. Learners do not need to search through multiple resources to prepare, as everything required is included within the training. This helps save valuable time and ensures focus on the exact topics that matter most for certification success.
Another important benefit is the practical approach taken throughout the lessons. Instead of relying only on theory, learners work directly with Microsoft Dynamics 365 Sales. This hands-on experience allows them to build confidence while learning how to apply configurations in real business environments. Practical knowledge gained here directly translates to skills that can be used in consulting roles, organizational projects, or during client implementations.
The course also provides a detailed MB-210 preparation book with more than 280 pages of study notes. This resource supports offline learning and revision, giving learners a chance to reinforce key concepts. Having a comprehensive study guide ensures that learners can revise systematically and prepare thoroughly for the exam.
Flexibility is another advantage of this training. Learners can progress through the modules at their own pace and revisit lessons as many times as needed. This makes it suitable for professionals who may be balancing work commitments with their certification journey. With lifetime access, learners can return to the content even after completing the course for ongoing reference.
A further benefit is that the course builds both exam readiness and professional expertise. By the end of the training, learners are not only prepared for the MB-210 exam but also equipped with practical knowledge of Dynamics 365 Sales. This combination strengthens career opportunities by adding both certification credentials and demonstrable skills.
The course is also designed to improve learners’ problem-solving abilities. Through scenario-based examples, learners gain experience in configuring solutions to meet business needs. This strengthens analytical skills and prepares them to address challenges faced in client projects or organizational settings.
Overall, the key benefits include full exam coverage, practical training, comprehensive study resources, flexible learning, professional skill-building, and enhanced career opportunities. These make the course a valuable investment for anyone aiming to succeed with Microsoft Dynamics 365 Sales.
Course Duration
The training has been designed to provide in-depth coverage of Dynamics 365 Sales while keeping the content manageable for learners with different schedules. The main video content extends over nine hours, with each module broken down into shorter lessons for easy understanding. These lessons can be completed in sequence or revisited individually, depending on learner preference.
Although the video duration is around nine hours, the total learning time is greater when accounting for practice exercises, configuration tasks, and review of the preparation book. Learners are encouraged to allocate time for practicing in a Dynamics 365 trial environment alongside the video tutorials. This can extend the course duration by several additional hours, depending on how thoroughly learners engage with the exercises.
For learners who dedicate focused time, the course can be completed within one to two weeks. Those balancing professional or academic commitments may spread the training across a month or longer. The structure of the modules supports both intensive learning schedules and gradual progress.
The inclusion of the 280+ page preparation book also adds to the overall duration of study. Reviewing the notes, revisiting complex topics, and revising before the exam will require additional dedicated time. On average, learners may spend another 15 to 20 hours reading and revising using the study guide.
Because certification success depends on both understanding and practice, learners are encouraged to allocate sufficient time for repeated review and hands-on configuration. This ensures they are not only able to recall concepts for the exam but also confident in applying them in professional scenarios.
In summary, while the course offers nine hours of structured video training, the total study time, including practice, revision, and preparation, is closer to 25 to 30 hours. This balance ensures a thorough understanding and readiness for the MB-210 exam.
Tools & Resources Required
To complete this course successfully, learners will need access to certain tools and resources that support both the training and the exam preparation process. The most essential requirement is a computer with a stable internet connection. As the course includes video tutorials, learners should ensure they have reliable internet to stream content smoothly and download study materials.
Access to Microsoft Dynamics 365 Sales is also recommended. While it is not mandatory, having a trial or licensed version of Dynamics 365 enables learners to practice configurations alongside the instructor. Practicing in the application reinforces learning and ensures that learners gain hands-on experience rather than relying solely on theoretical understanding.
The course also provides a downloadable MB-210 preparation book, which is a key resource. Learners should keep this resource available for revision and offline study. Printing or keeping a digital copy accessible during practice sessions can make it easier to reference notes while working on configuration tasks.
Basic office productivity tools such as Microsoft Excel and Outlook may also be useful. These applications integrate with Dynamics 365 Sales, and familiarity with them can enhance understanding of how Dynamics 365 interacts with other Microsoft services. Having access to Power BI is not essential, but learners who wish to explore reporting and analytics in greater detail may benefit from practicing with it.
Learners should also allocate time and space for uninterrupted study. While this is not a physical resource, creating a focused environment contributes significantly to effective learning. A quiet workspace and dedicated study schedule help maintain consistency and improve retention.
For exam registration and preparation, learners will need a Microsoft account to book the MB-210 certification test. Familiarity with Microsoft Learn resources can also complement the training, though the course already provides comprehensive coverage of the exam topics.
In summary, the key tools and resources required are a computer with internet access, optional access to Dynamics 365 Sales for practice, the included exam preparation book, basic Microsoft Office applications, and a focused study environment. With these resources in place, learners will be fully equipped to complete the course and prepare for the MB-210 exam.
Career Opportunities
Completing the MB-210 Microsoft Dynamics 365 Sales certification opens a wide range of career opportunities in the field of business applications and customer relationship management. As organizations continue to adopt Microsoft Dynamics 365 to streamline their sales operations, the demand for skilled professionals with expertise in the Sales app continues to grow. This certification validates the ability to configure, manage, and implement Dynamics 365 Sales solutions, which makes learners valuable assets in a competitive job market.
One of the most common roles for certified professionals is Dynamics 365 Sales Consultant. In this role, consultants work with businesses to understand their sales processes, implement configurations in Dynamics 365 Sales, and train end users. Consultants often work with Microsoft partners or directly with organizations that require support in deploying Dynamics 365 solutions. This role requires strong problem-solving skills, practical knowledge of sales processes, and the ability to tailor the system to client needs.
Another career path is as a Dynamics 365 Functional Consultant. While consultants may specialize in different areas of Dynamics 365, the MB-210 certification equips learners with expertise specifically in the Sales application. Functional consultants collaborate with developers and technical teams to design solutions that align with business goals. This role provides opportunities to work across industries and often involves leading workshops, gathering requirements, and configuring systems.
Project managers and business analysts can also benefit from the MB-210 certification. With knowledge of Dynamics 365 Sales, these professionals can bridge the gap between technical teams and business stakeholders. By understanding how the Sales app supports lead management, opportunity tracking, and forecasting, they can design processes that maximize efficiency and improve business outcomes.
In addition, Dynamics 365 administrators with MB-210 certification can specialize in managing and maintaining the Sales app within organizations. This includes configuring security roles, managing user access, and ensuring smooth operation of the system. Administrators play a critical role in ensuring that sales teams have the tools and configurations they need to succeed.
Certified professionals may also find opportunities in roles such as CRM Specialist, Pre-Sales Engineer, or Customer Success Manager. Each of these positions benefits from an in-depth understanding of Dynamics 365 Sales and its ability to support customer engagement. Many organizations are increasingly relying on CRM solutions to gain a competitive edge, making these roles highly relevant in today’s market.
Freelance consulting and independent contracting are also possible career paths for those with an MB-210 certification. Many small and medium-sized businesses seek external consultants to configure and optimize their Dynamics 365 Sales environment. Certified professionals can provide services ranging from initial setup to ongoing support, offering flexibility and the potential for career growth.
The global adoption of Microsoft Dynamics 365 also means that certified professionals can explore international career opportunities. With organizations across industries such as finance, healthcare, retail, and manufacturing adopting Dynamics 365 Sales, the certification provides mobility and recognition across different markets.
The career prospects for MB-210 certified professionals are supported by strong earning potential. As demand for Dynamics 365 expertise continues to rise, organizations are willing to invest in skilled individuals who can help them maximize the value of their CRM systems. By combining certification with practical experience, learners position themselves for both career advancement and higher salaries.
Conclusion
The MB-210 Microsoft Dynamics 365 Sales course is designed to provide learners with the skills and knowledge required to succeed in both the certification exam and professional roles. By covering every aspect of the Sales app in detail, the training ensures learners can confidently configure and manage Dynamics 365 Sales in real-world scenarios. The inclusion of hands-on demonstrations, structured modules, and a comprehensive preparation book makes the course a complete learning solution.
This course not only prepares learners for certification but also equips them with practical expertise that can be applied immediately in consulting, administration, or business analysis roles. The benefits extend beyond exam readiness, as learners gain problem-solving skills, practical experience, and the ability to support organizations in achieving their sales goals. The training ensures that learners are ready to face professional challenges with confidence and deliver value through their knowledge of Dynamics 365 Sales.
By completing this training, learners take a significant step toward advancing their careers in the field of Microsoft business applications. Whether the goal is to secure a new job, achieve a promotion, or build independent consulting opportunities, the course provides the foundation required for long-term success. The growing demand for CRM professionals makes the MB-210 certification an important credential for anyone looking to stand out in the job market.
Enroll today
The best time to start preparing for the MB-210 Microsoft Dynamics 365 Sales certification is now. By enrolling in this course, learners gain immediate access to structured video lessons, practical tutorials, and detailed exam preparation notes. The training is designed to fit into busy schedules while still providing comprehensive coverage of all exam objectives.
With step-by-step guidance, scenario-based exercises, and practical demonstrations, this course gives learners the opportunity to develop real expertise. The included preparation book ensures that revision is simple and efficient, making the certification path clearer and more manageable.
Enrolling today ensures that learners can begin building valuable skills right away. Each lesson takes them closer to mastering Dynamics 365 Sales and becoming fully prepared for the MB-210 exam. By dedicating time to this training, learners invest in their professional growth and create opportunities for career advancement.
The Microsoft Dynamics 365 Sales certification is recognized globally and offers significant benefits for consultants, administrators, business analysts, and IT professionals. By enrolling now, learners position themselves ahead of the competition and demonstrate their commitment to professional development.
Take the step today to start this learning journey. With practical training, comprehensive resources, and expert guidance, this course provides everything needed to succeed. Enroll today and move confidently toward becoming a certified Microsoft Dynamics 365 Sales professional.











