Microsoft MB-210 Exam Dumps & Practice Test Questions

Question 1:

You are customizing the Dynamics 365 for Sales environment. Your goal is to display LinkedIn Sales Navigator lead (member profile) information directly on the Lead form.
You consider using Dynamics 365 AI for Sales to accomplish this.

Does this approach fulfill the requirement?

A. Yes
B. No

Answer: B

Explanation:

Using Dynamics 365 AI for Sales does not accomplish the task of integrating the LinkedIn Sales Navigator lead profile into the Lead form. While both solutions belong to the Dynamics 365 ecosystem and aim to enhance the productivity of sales teams, they serve fundamentally different purposes and offer different sets of features.

Dynamics 365 AI for Sales is a suite of artificial intelligence tools that provides insights such as predictive lead scoring, relationship health analysis, and next best action suggestions. It is designed to help sales teams make smarter, data-driven decisions by identifying patterns and offering recommendations. However, it does not include any functionality for embedding LinkedIn profile data or managing LinkedIn integrations.

LinkedIn Sales Navigator, on the other hand, is a separate service focused on connecting and engaging with potential buyers via LinkedIn. Microsoft provides a dedicated integration between LinkedIn Sales Navigator and Dynamics 365, but this integration must be specifically configured using the LinkedIn Sales Navigator for Dynamics 365 Sales solution. This includes installing the appropriate managed solution and enabling controls that allow for LinkedIn lead, contact, and account profiles to be shown within the corresponding record forms in Dynamics 365.

To correctly show the LinkedIn Lead (member profile) on the Lead form, you must install and configure the LinkedIn Sales Navigator Lead control—a specific UI component designed to surface LinkedIn information related to leads. This setup involves administrative steps and permissions that link your Dynamics 365 instance with your organization's LinkedIn Sales Navigator licenses.

In summary, while Dynamics 365 AI for Sales enhances sales processes using artificial intelligence and machine learning, it does not interact with or enable LinkedIn profile integration. The goal here is specifically tied to LinkedIn profile visibility within the Lead form, which is outside the scope of what the AI for Sales feature can provide. Therefore, relying on Dynamics 365 AI for Sales to accomplish this task does not meet the goal.

Question 2:

As a Dynamics 365 for Sales system customizer, you want to display a LinkedIn Sales Navigator Lead (member profile) on the Lead form.Will this action achieve the intended result?

A. Yes
B. No

Correct Answer: B

Explanation:

Adding the LinkedIn Sales Navigator Contact (member profile) control to the Lead form is not the correct approach for displaying a LinkedIn profile that corresponds to a Lead. While both Leads and Contacts are entities within Dynamics 365 Sales and can be linked to LinkedIn profiles via Sales Navigator, each has a dedicated control that must be used on its corresponding form.

The Contact control is specifically designed to pull in LinkedIn profile information for Contacts only. If you place this control on a Lead form, it will not retrieve or display the correct LinkedIn data because the underlying entity does not match. As a result, the integration will either fail to show any data or show irrelevant data if a corresponding contact record exists.

To successfully integrate and display a LinkedIn Lead profile, you need to add the LinkedIn Sales Navigator Lead (member profile) control to the Lead form. This control is tailored for working with lead records and is capable of identifying and showing the correct LinkedIn information—such as job title, company, location, and recent activity—from the Sales Navigator database.

This mistake is a common one, especially for administrators who assume that Contact and Lead entities can use interchangeable controls. However, Dynamics 365 and LinkedIn Sales Navigator treat these as distinct entities, each requiring its specific integration points. Moreover, the Lead control may provide contextual insights such as mutual connections or recent updates on the prospect’s LinkedIn activity that are specifically beneficial during the early stages of the sales funnel.

To summarize, applying the Contact control to a Lead form fails to meet the intended goal because it does not reference the appropriate data structure. This mismatch in entity context makes the Contact control ineffective for showing Lead-related LinkedIn information. The correct solution is to use the LinkedIn Sales Navigator Lead control, which was designed explicitly for the Lead entity.

Question 3:

You are working as a system customizer for Dynamics 365 for Sales. Your task is to configure the Lead form so that it displays a LinkedIn Sales Navigator Lead (member profile).

Proposed Solution: Utilize Unified Interface apps to accomplish this integration.Does this solution achieve the intended outcome?

A. Yes
B. No

Correct Answer: B

Explanation:

The proposed approach—using Unified Interface apps—does not by itself fulfill the goal of integrating LinkedIn Sales Navigator member profiles into the Lead form in Dynamics 365 for Sales.

To understand why, it is essential to distinguish between what the Unified Interface provides and what is specifically required for LinkedIn integration. The Unified Interface is a modern design framework used across Microsoft Dynamics 365 applications. It offers a consistent user experience across different platforms and devices (like web, tablet, and mobile). It supports responsive layouts, interactive dashboards, and other usability improvements. However, it is fundamentally a presentation layer and does not include specialized third-party integration features out of the box.

On the other hand, integrating LinkedIn Sales Navigator into Dynamics 365 requires explicit configuration of a specific LinkedIn Sales Navigator control on the Lead form. This control must be manually added to the form by the system customizer and configured using settings related to the LinkedIn Sales Navigator integration. The integration also typically requires administrative steps such as establishing connections between Dynamics 365 and LinkedIn, assigning proper licenses, and configuring the data relationship and visibility settings.

Just enabling or using Unified Interface apps does not result in automatic or inherent support for LinkedIn profile integration. Although Unified Interface is compatible with the LinkedIn Sales Navigator control, it is not sufficient by itself to meet the goal. Without configuring the actual LinkedIn Sales Navigator component and adding it to the Lead form, the required member profile functionality will not be displayed.

In summary, the system customizer must go beyond simply using Unified Interface apps. They must specifically configure the LinkedIn Sales Navigator Lead control and place it on the Lead form to achieve the intended outcome. The use of the Unified Interface is a prerequisite for some integrations, but it is not a standalone solution for this requirement.

Therefore, the correct answer is B.

Question 4:

A company is relocating its headquarters from the United States to Europe. As part of the transition, they want to ensure that all currency values in their system are rounded to four decimal places and that the appropriate currency symbol is displayed.
Proposed Solution: Adjust the system settings to change the currency decimal precision and currency display options.

Does this solution accomplish the goal?

A. Yes
B. No

Correct Answer: A

Explanation:

The suggested solution of modifying currency decimal precision and currency display settings in Dynamics 365 is an effective and appropriate way to meet the stated objective. When a business moves to a new geographical region, currency formatting becomes crucial for financial consistency, legal compliance, and user clarity.

Let’s break down how each setting contributes:

1. Currency Decimal Precision: This setting defines how many decimal places are shown for currency fields throughout the system. By configuring this to use four decimal places, the system will round all monetary values—such as sales amounts, taxes, discounts, or totals—to exactly four digits after the decimal point. This can be essential in industries or regions where such precision is required, such as in European markets that deal with foreign exchange rates or financial regulations demanding higher accuracy.

2. Currency Display Options: These settings govern how currency symbols (like $, €, £) and codes (like USD, EUR, GBP) appear in user interfaces, reports, and forms. Since the company is moving to Europe, they may switch their default currency from U.S. Dollars (USD) to Euros (EUR) or another European currency. By updating the display options, the organization ensures that users see the correct currency symbol, thereby reducing confusion and aligning financial records with the company's new regional standards.

These configuration changes are straightforward within Dynamics 365. An administrator can access the system settings to adjust both the global currency precision and the display settings for each currency. These settings are immediately reflected across all relevant entities, forms, and dashboards where currency data is presented.

No additional plugins or third-party tools are necessary to make these changes. It is a standard capability provided within Dynamics 365, making it a reliable and scalable solution for companies undergoing geographical or financial transitions.

In conclusion, adjusting the currency decimal precision and display settings directly addresses the goal of refining monetary values and symbol display to match the company's new European operational standards.

Therefore, the correct answer is A.

Question 5:

A company is relocating its headquarters from the U.S. to Europe. As part of the financial systems update, currency values must be rounded to four decimal places, and the correct European currency symbol must be shown.

You consider updating both the currency code and the symbol to reflect the new currency.Does this approach fully meet the requirement?

A. Yes
B. No

Correct Answer: B

Explanation:

Modifying only the currency code and symbol does not fully satisfy the objective of ensuring all monetary values are rounded to four decimal places while also showing the appropriate symbol. This solution partially addresses the visual component—displaying the correct currency symbol (like € for Euro or £ for Pound)—but it does not handle the underlying numeric format or rounding behavior.

To meet the goal fully, two distinct configurations must be made:

1. Display of the correct currency symbol and code:
   This is generally configured by setting the system’s currency locale or explicitly defining the currency format for relevant fields. Updating the symbol and code ensures users see the correct currency during interactions, reports, and documents, which aligns with regional expectations post-relocation.

2. Rounding currency values to four decimal places:
   This is a system precision issue. Simply updating the symbol or code does not change how the currency values are internally calculated or displayed. Most systems (like Dynamics 365 or ERP platforms) have separate settings for currency decimal precision, which defines how many decimal places are shown and used for calculations. If this is not explicitly changed, the system might default to two decimal places (e.g., 10.00 instead of 10.0000), leading to incorrect rounding or reporting issues.

Failing to configure decimal precision can also have implications for tax calculations, currency conversions, and financial compliance in the European region, where precision beyond two decimals might be required in some industries.

Why this solution fails:
The solution only solves part of the problem. While users will see the correct symbol (e.g., €, £), they may still see values rounded incorrectly—such as 5.123 being shown as 5.12. This would not fulfill the requirement of displaying four-decimal precision.

Correct approach:
To fully meet the business requirement:

• Update the currency code and symbol to reflect the European currency.

• Explicitly configure the currency decimal precision to four decimal places in the system settings.

Therefore, because the proposed solution does not include changing the precision setting, it does not meet the goals

Question 6:

A business is transitioning its headquarters from the U.S. to Europe. As part of this move, all currency values must display to four decimal places and show the appropriate

European currency symbol.

You decide to update the system’s default currency to Euro.Does this action fully accomplish the goal?

A. Yes
B. No

Correct Answer: B

Explanation:

While updating the default currency to the Euro may seem like a logical step when shifting business operations to Europe, this action alone does not meet the full requirement of rounding currency values to four decimal places and showing the correct currency symbol.

Let’s break down the components of the requirement:

1. Displaying the correct currency symbol:
   Changing the default currency to Euro will ensure that all monetary values across the system are shown with the € symbol. This is important for consistency in user interfaces, reports, invoices, and legal compliance within the new region. So, part of the requirement is fulfilled by this step.

2. Rounding to four decimal places:
   This part is not satisfied by merely changing the default currency. Rounding behavior is governed by the currency decimal precision settings in the system. This precision defines how many digits appear after the decimal point in currency values. Most systems default to two decimal places for common currencies. Unless explicitly changed, this setting remains unaffected by switching the default currency.

Why this solution is incomplete:
By updating only the default currency:

• The currency symbol updates (e.g., from $ to €).

• However, monetary values will still be rounded and displayed based on the existing decimal precision—likely two decimal places.

This means even if the symbol is correct, the number format (e.g., 12.3456 vs. 12.35) could still be incorrect. This leads to compliance and financial accuracy issues, particularly in industries where greater precision is required, such as finance, trading, or VAT-inclusive pricing in some EU countries.

Correct approach:
To fully meet the stated goal:

• Update the default currency to reflect the new operating region (e.g., Euro).

• Configure the currency decimal precision explicitly to four decimal places.

Only by addressing both the visual format (symbol) and numeric behavior (precision) can the goal be met.

Therefore, the proposed solution is incomplete, making the correct answer: B

Question 7:

Your company uses Dynamics 365 for Sales, and customer service agents rely on quote numbers provided by customers when they call. Several customers have complained that the current quote numbers are excessively long and hard to communicate. 

You’ve been asked to make these quote numbers shorter while maintaining their functionality.What is the best action to take?

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:

In Dynamics 365 for Sales, records such as quotes, orders, and invoices can use an auto-number format to generate unique identifiers. These identifiers typically include a prefix (textual component), a sequential numeric suffix, and sometimes additional characters such as delimiters. The length of the generated quote number can be influenced by the length of the prefix and suffix.

To address customer complaints about long quote numbers, reducing the prefix to the shortest allowable length (i.e., a single character) is a practical and system-supported approach. For example, changing a prefix from "QUOTE-" to just "Q" can significantly cut down the visual length of the final quote number, especially if the numeric portion is already short or has been minimized. This change makes it easier for customers to read and communicate quote numbers over the phone or email.

Let’s examine why the other options are less suitable:

• A (Changing the field type to decimal number) alters the entire structure of the field. The auto-number type is purpose-built for sequential identification and has features like uniqueness, formatting, and system automation. Switching to decimal would eliminate those benefits and require manual control of number generation.

• C (Reducing the suffix to four characters) can help slightly, but most suffixes are already minimal by default (e.g., starting from 0001). Since the prefix tends to include longer static text (like "QUOTE2024-"), reducing it has a more noticeable impact.

• D (Making the prefix setting read-only) doesn’t solve the problem—it merely prevents future modifications. It’s a permission or governance feature, not a solution to shorten output.

In conclusion, the prefix typically makes up the largest static portion of an auto-numbered field. Reducing it to a single character is the most effective and system-friendly method to achieve the shortest possible quote numbers while still maintaining record traceability and uniqueness.

Question 8:

As the Dynamics 365 administrator, you are troubleshooting a currency formatting issue reported by one sales manager. When this manager updates a salesperson’s sales goal, the currency symbol unexpectedly switches from the dollar sign ($) to the pound sign (£). Other managers are not experiencing this problem.

What should you modify to correct the currency display for this manager?

A. The default currency in the manager’s personal options
B. The available currencies configured in system settings
C. The currency display format in organization-level settings
D. The personal region and format settings of the manager’s profile

Answer: A

Explanation:

In Microsoft Dynamics 365, users can customize various settings specific to their accounts, including default currency preferences. These personal configurations take precedence over system-wide defaults when it comes to how data is displayed—especially in forms and dashboards.

The issue described here is limited to a single sales manager, which strongly points to a user-specific setting rather than a problem in the global or organization-level configuration. Since other managers do not see the issue, there is no need to adjust shared currency settings.

Each user has access to Personal Options, where they can set their preferred currency, language, and regional settings. The most probable cause in this scenario is that the sales manager's default currency has been mistakenly set to British Pounds (£) instead of US Dollars ($). This setting directly influences how currency values appear when the user views or edits numeric fields tied to monetary values.

Why the other answers are not appropriate:

• B (Available currencies in system settings) involves configuring which currencies are enabled across the entire organization. It does not determine what currency symbol is shown to an individual user—unless that user manually selects a different one.

• C (Currency display format in system settings) refers to general formatting at the organization level but is overridden by user preferences, especially when the issue is isolated to one person.

• D (Region and format in personal options) relates to date, number, and time formatting (e.g., dd/mm/yyyy vs. mm/dd/yyyy), but it does not change the currency type or symbol.

To resolve the issue, navigate to the manager’s Personal Options > General tab > Currency, and select the correct currency (e.g., US Dollar). This ensures that any monetary value displayed or edited by this user will show the appropriate symbol.

In summary, because the problem is unique to one user and affects the currency display, the solution lies in adjusting the user’s default currency setting via personal options. This allows the manager to continue working with the correct currency without affecting other users in the system.

Question 9:

You are configuring a sales process in Dynamics 365 Sales. A client wants opportunities to progress automatically from the 'Qualify' stage to the 'Develop' stage when a certain field, "Budget Confirmed," is set to Yes. 

Which feature should you use to implement this automation?

A. Business Rules
B. Business Process Flow with a Stage Gate
C. Workflow
D. Power Automate Cloud Flow

Answer: B

Explanation:

In Microsoft Dynamics 365 Sales, Business Process Flows (BPFs) guide users through standardized stages such as Qualify, Develop, Propose, and Close. These flows help ensure consistency and enforce business logic during the sales cycle.

To meet the scenario where the opportunity automatically advances from the 'Qualify' stage to the 'Develop' stage when the "Budget Confirmed" field is set to Yes, the most appropriate feature is the Business Process Flow with a Stage Gate condition.

Stage gates in BPFs act as checkpoints or criteria that must be met before a record can progress to the next stage. By configuring a condition on the stage transition (in this case, checking if "Budget Confirmed" equals Yes), the BPF automatically enables movement to the next stage once the condition is satisfied.

Let’s evaluate the other options:

• A. Business Rules: These allow simple logic to be applied at the form level, like showing/hiding fields or setting values. They cannot control the progression of a BPF stage.

• C. Workflow: While workflows can automate many tasks, they do not natively control Business Process Flow stages.

• D. Power Automate Cloud Flow: Though powerful, this would be overkill for a simple stage condition that BPFs already support natively.

Using a BPF with a stage gate keeps the solution low-code and easily maintainable within the Dynamics platform, aligning with Microsoft’s best practices for process automation.

Question 10:

You are a Dynamics 365 Sales consultant setting up product management. The client wants to ensure users only sell products at approved prices, with no manual price editing allowed.

Which configuration should you use?

A. Price Lists
B. Product Bundles
C. Discount Lists
D. Product Properties

Answer: A

Explanation:

The correct way to enforce fixed product pricing in Microsoft Dynamics 365 Sales is through the use of Price Lists.

Price Lists define the pricing for products and services offered by an organization. When users create quotes, orders, or invoices, the associated price list is used to populate item prices. This ensures standardization and avoids unauthorized manual pricing.

To prevent users from editing prices manually:

• You must associate products with a Price List.

• Disable manual price override by configuring Entity permissions and disabling the “Override Price” permission or hiding price fields on the form through security roles or form-level customizations.

Let’s evaluate the other options:

• B. Product Bundles: These are groups of products sold together. While useful for packaging, they do not enforce fixed pricing rules.

• C. Discount Lists: These allow percentage or amount discounts based on quantity sold but don't enforce a non-editable base price.

• D. Product Properties: These are used to specify options or characteristics (e.g., size, color), but not pricing rules.

Using Price Lists not only helps control pricing but also supports different pricing strategies for markets, customers, or campaigns. It is foundational to product catalog configuration in Dynamics 365 Sales.

By aligning products with non-editable price lists, you enforce consistency, simplify order processing, and avoid pricing errors—all essential for efficient sales operations.