MB-210 study plan

Map the Dynamics 365 Sales security model: distinguish business units, security roles, teams, and field-level security, and record which privilege controls record visibility versus record editing

Configure a business unit hierarchy and clone a security role so a sales rep can read and write accounts and opportunities only within their own business unit

Enable and configure field-level security on a sensitive account field and verify the behavior with two test users in different roles

Document the out-of-the-box Sales security roles and the specific privileges each grants on account, contact, lead, opportunity, quote, order, and invoice entities

Configure the sales process flow by editing stages, adding conditional steps, and attaching the flow to an opportunity entity so it appears on the opportunity form

Build a custom opportunity pipeline view filtered by estimated revenue and stage, then add it to the sales app navigation

Customize the opportunity form by adding a tab for competitor analysis and setting a business rule that makes a field required when the stage equals Proposal

Set up the product catalog basics: unit group, price list, and at least two products with a price list item, and confirm they are selectable on an opportunity

Configure lead qualification settings, including lead-to-opportunity mapping and the topic and relationship fields used during qualification

Build and test an assignment rule that routes new leads by territory or industry to the correct owner or team

Configure a lead scoring model with at least two scoring conditions on lead source and budget, and verify the score updates when a lead is edited

Set up an auto-respond rule or a Power Automate flow that sends a notification when a lead is created from the web form

Configure the quote-to-order-to-invoice lifecycle: create a quote from an opportunity, activate it, generate an order, and generate an invoice

Set up a price list with discounts and verify the calculated pricing on a quote line item, including manual discount limits

Configure product bundles or optional products and confirm the bundle expands correctly on a quote

Configure the sales literature or competitor tracking feature so competitors can be linked to opportunities and tracked on the opportunity form

Configure goal management by creating a goal metric, a rollup field, and a goal for revenue against the opportunity entity

Configure the sales dashboard set: build a personal dashboard with charts for pipeline by stage and closed revenue by month

Configure the forecast configuration, including forecast category, quota, and prediction settings, and verify the forecast grid shows expected revenue

Configure a chart and view pair on the opportunity entity that surfaces aging opportunities with no activity in the last 14 days

Configure email engagement: set up the email tracking, attachments, and template features, and verify a tracked email appears in the timeline

Configure document templates and generate a quote document from a template with merged opportunity data

Configure the Dynamics 365 App for Outlook or the sales accelerator workspace, including record suggestions or sequence basics

Configure conversation intelligence or call intelligence settings at the organizational level and describe what data is captured

Configure and test a Power Automate flow that creates a follow-up task when an opportunity stage changes to a defined value

Configure business process error handling: review the plugin trace or flow run history for a failed flow and correct the configuration

Configure data validation with a business rule or a calculated field on the opportunity entity and verify the behavior in the app

Configure the mobile sales app experience, including the site map and a mobile-friendly form, and describe the limitations

Reconfigure from memory the three highest-weight settings: security role scope, sales process stage, and quote-to-invoice lifecycle, without referring to notes

Complete a timed 50-question practice set weighted 40/35/30 across the three domains and review every missed question against the documented feature

Resolve every weak area flagged in practice by reconfiguring the feature in a trial environment and writing a two-sentence explanation of the correct behavior

Review the exam skill outline for gaps and list any feature you cannot configure and explain