Microsoft Dynamics 365 for Sales Questions and Answers
You need to configure opportunity status reasons to meet the requirements for existing customer sales.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to configure pricing for the Contoso, Ltd. invoice.
What should you do?
You need to resolve the sales manager's issue regarding private box customers.
What should you do?
You need to create a chart for the athletic director.
What should you do?
You need to identify new customer pending sales.
What should you do?
You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
You need to create invoices for all customers.
Which products should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to configure a phone call activity for the dean.
To which value should you set the value of the Call With field?
You need to configure group sales discounts for alumni.
Which discount type parameters should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to configure accounting options.
Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You need to create and configure access to the Orders report and the Discounts by Number of Employees report.
What should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to create a discount list for ticket sales.
Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.
NOTE: Each correct selection is worth one point.
You need to implement dashboards.
Which URL should you use?
You need to configure the system for the contracts team.
Which three actions should you perform in sequence?
To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
A company is using Dynamics 365 Sales Premium with Linkedin Sales Navigator.
You must configure the following process steps:
• Set up a meeting and notify the manager if a quote is sent for over a million dollars.
• Enable the salesperson to view Linkedin customer profiles and manually add info to records without leaving the view.
• Ensure that the sequence is added to existing quotes.
You need to enforce this process.
Which feature should you use? To answer, drag the appropriate features to the correct requirements- Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
You implement Dynamics 365 Sales for a company in New York that sells gym equipment. The company has two types of salespeople: inside sales and outside sales. The inside salespeople must enter the following data in leads:
• First and last name
• Phone number
• Full address
o If the address is not in New York, the customer's driver's license number must be entered.
o If the address is in New York, the driver's license option should not appear.
The outside salespeople must be able to see leads and visit clients based on the following customer location:
• Customers with an address outside of New York
• Customers with an address inside New York
You need to assist the salespeople by using a minimum number of components.
What should the salespeople create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Sales Professional. You are assigned the System Administrator role at the environment level only.
Sellers in the company require Forecasting and the sales accelerator functionality in the Sales Hub application.
You need to upgrade the environment to make the functionality available. The solution must meet all licensing compliance requirements.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen.
You are configuring Dynamics 365 Sales for a US-based company as follows:
- Utah to California is the West territory,
- Illinois to Colorado is the Central territory.
- Maine to Indiana is the East territory.
The company wants the territories set up as follows:
- Salespersons 1 and 2 sell in the West territory.
- Salespersons 5 and 6 sell in the Central territory.
- Salespersons 3 and 4 sell in the East territory.
- Postal code for each state used as the location.
You need to set up the territories-Solution:
- Create the West territory, add the manager, and save.
- Add members for each territory.
- Repeat for the Central and East territories.
Does the solution meet the goal?
Note: This question Is part of a series of questions that present the same scenario. Each question In the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to It. As a result, these questions will not appear In the review screen.
You are a Dynamics 36S Sales system administrator.
The sales team warns to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Disable JavaScript and disable pop-up blockers.
Does the solution meet the goal?
You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote
numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
A company uses Dynamics 365 Sales.
You need to change the description field on the quote.
Which state allows you to make the change?
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year's forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You are updating a price list item in Dynamics 365 Sales.
You need to manually enter. The price of a product for a price list item.
Which pricing method should you use?
You close a lost opportunity. The company you lost the opportunity to is a competitor with whom you do business. The company is already set up with an account and competitor record in the system.
You want to track the lost opportunity without having to reopen the opportunity.
You need to track the company to the opportunity.
What should you do?
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
You receive a request to prevent a salesperson from advancing an opportunity to the Propose stage of the Lead to Opportunity Sales Process until the salesperson captures the customer need.
You need to configure your environment to meet the requirement.
To complete this task, sign in to the Dynamics 365 portal.
You are implementing Dynamics 365 Sales Insights for a company.
Sales team members must be able to view information about customers that have made purchases before and who will most likely purchase products again.
You need to set up this functionality.
What should you configure?
You are a Dynamics 365 for Sales administrator.
You create the following flow.
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Sales. You qualify a lead record.
Which record is created when you quality a lead? To answer, drag the appropriate record types to the correct leads. Each record type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You need to ensure that the Accounts table data does not contain duplicates.
Which three actions should you perform in sequence? To answer move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
You need to solve the TesterA issue. What should you do?
You need to create a price list for loaves of bread. What should you set up?
You need to resolve the issue reported by User1.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You need to ensure that employees have the appropriate territory set up.
What should you do? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
You need to create new leads from activities.
What should you do? To answer, drag the appropriate actions to the correct activity types. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You need to create a component for deliveries. What should you create?
You need to assign the appropriate out-of-the-box security roles.
Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You need to optimize generated forecasts. What should you create?
You need to resolve the missing credit card order.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You need to add the new types to the product catalog.
What should you do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to fix the opportunity fating issue that EmployeeB reports. What should you update?
You need to configure forecasting according to the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to manage existing RFQs.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to ensure that the salespeople can access all their meetings when they travel.
What should you recommend the salespeople use?
You need to explain to a salesperson where to find information in the mobile app.
Which location should you direct them to for the information?
To answer, drag the appropriate locations to the correct information required. Each location may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content
NOTE: Each correct selection is worth one point.
You need to determine the cause of the error for approved quotes.
Why does the error occur?
You need to configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to set up quotes to meet the requirements.
How should you configure the quotes? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to configure the system for incoming email to support creation of leads from email requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to determine how notes and attachments are handled in converted leads.
How are they handled?
You need to create visualizations for managers.
What should you configure? To answer, select the appropriate options In the answer area.
NOTE: Each correct selection is worth one point.
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
You need to resolve the issue UserA is experiencing.
Where should you add UserA?
You need to create the required number of orders for ClientA.
How many orders should you create?
You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
You need to set up goals for the salespeople.
How should you set up the configurations? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to choose where to enter the other show names in the system.
Where should you add the shows?