Exam *MB-717 Microsoft Dynamics 365 for Sales

Question 1

Which of the following statements are TRUE about business process flows? Select all that apply.

Answers:

Business process flows are designed to help organize information.

Business process flows have multiple stages.

Business process flows have only one branch per process.

Business process flows can have multiple branches per process.

Answer 1

Answers:

Business process flows are designed to help organize information.

• Business process flows have multiple stages.

Business process flows have only one branch per process.

• Business process flows can have multiple branches per process.

Lesson: Overview of Business Process and Branching Business Process Flows- Business Process Flows are used to help guide users through the necessary steps to complete an entire business process successfully and can contain multiple stages and/or branches.

Question 2

Which of the following statements are TRUE about Sales Territories? Select all that apply.

Answers:

A Sales Manager can only be linked to one Sales territory

You can assign a default price list to a Sales Territory

A Salesperson can be linked to more than one Sales Territory

Sales Territory can only represent a specific geographic region

Answer 2

Answers:

• A Sales Manager can only be linked to one Sales territory
• You can assign a default price list to a Sales Territory

A Salesperson can be linked to more than one Sales Territory

Sales Territory can only represent a specific geographic region

Lesson: Sales Territories- In some scenarios it might be appropriate to identify a default price list for various sales territories. We can then link individual salespeople as team members of a sales territory. It is important to note that while one sales manager can be tied to many salespeople, a sales manager can only be tied to ONE sales territory. The same thing applies to salespeople. A salesperson can only belong to ONE sales territory.

Question 3

Your company has relationships mainly with US-Based companies but occasionally you receive orders from companies in Canada and Mexico. Which configuration settings below would best support multi-currency? Select all that apply.

Answers:

Set a User default Currency to US Dollar

Leave the default currency blank

Set the default currency on the Account level to ensure that any further financial transactions from that Account are set with the correct currency option

Set currency default at the system level to US Dollar

Answer 3

Answers:

• Set a User default Currency to US Dollar

Leave the default currency blank

• Set the default currency on the Account level to ensure that any further financial transactions from that Account are set with the correct currency option
• Set currency default at the system level to US Dollar

Lesson: Currency Configuration - Assigning a default currency is performed during the installation or provisioning process and even though it is not required, it is extremely important. If a default currency isn’t specified, users will need to select a currency every time they create a new financial transaction. In addition, beyond the default currency that is applied throughout the system, customers, as well as users, can also have their own default currency. For example, if I have a customer that is located in Canada, or in Mexico, it is possible to define either Canadian dollars or Mexican Pesos as their default currency on the account or contact record.

Question 4

Which of the following tasks are required when creating a product catalog? Select all that apply.

Answers:

Configure Price Lists

Create Products

Configure Unit Groups

Setting up templates

Answer 4

Answers:

• Configure Price Lists
• Create Products
• Configure Unit Groups

Setting up templates

Lesson: Configuring the Product Catalog- There are four components required when setting up the product catalog and include unit groups, price lists, price list items, and products. Discount lists are optional.

Question 5

Which of the examples below are benefits to using Product Bundles in Dynamics 365? Select all that apply.

Answers:

Ability to group related products together in a kit

Offer special discount on bundled products

Increase sales by encouraging customers to buy a group of products

Enable an Organization to categorize products together

Answer 5

Answers:

• Ability to group related products together in a kit
• Offer special discount on bundled products
• Increase sales by encouraging customers to buy a group of products

Enable an Organization to categorize products together

Lesson: Product Bundles and Relationships- Within Microsoft Dynamics 365, Sales Operations Managers can easily add products to the system and bundle related products together to allow salespeople to increase sales by encouraging customers to buy a group of products instead of single items. You can pair a top-selling product with a less popular one, create groups of products to maximize the benefits for customers when they buy, and offer special discounts on bundled products.

Question 6

Which of the following options are product relationships in the system? Select all that apply.

Answers:

Cross-sell

Substitute

Return

Accessory

Answer 6

Answers:

• Cross-sell
• Substitute

Return

• Accessory

Lesson: Product Relationships- Another aspect to the product catalog configuration is the ability to create what we call product relationships. Imagine product relationships to be anything that consists of up sales, cross sales, accessories or even substitutes.

Question 7

Microsoft Dynamics 365 allows multiple currencies within an environment. Which of the following statements are TRUE about currencies in Microsoft Dynamics 365? Select all that apply.

Answers:

There needs to separate price lists for each currency

There does not need to be separate price lists for each currency

Having multiple currencies affects quotes, products, and invoices

Having multiple currencies affects quotes, orders, and invoices

Answer 7

Answers:

• There needs to separate price lists for each currency

There does not need to be separate price lists for each currency

Having multiple currencies affects quotes, products, and invoices

• Having multiple currencies affects quotes, orders, and invoices

Lesson: Impact of Different Currencies on Price Calculations and Price Lists- Each price list needs a different currency attached to it in order to keep information and exchange rates organized. Having multiple currencies affects opportunities, quotes, orders, and invoices. The products themselves are not affected as there needs to be products created for each price list per currency.

Question 8

Which of the following actions can you perform on ACTIVE quotes? Select all that apply.

Answers:

Edit the quote

Print quote for customer

Create an order

Add a discount

Answer 8

Answers:

Edit the quote

• Print quote for customer
• Create an order

Add a discount

Lesson: Quote Life Cycle- You can print the quote for the customer, which is basically the intention of a quote. Also, from an activated quote, you can create an Order, change the status by marking it as won or lost, or revise the Quote.

Question 9

In Microsoft Dynamics 365 once an order is placed, what is the next step in the sales order process?

Answers:

Close the order

Activate the order

Ship the order

Fulfill the order

Answer 9

Answers:

Close the order

Activate the order

Ship the order

• Fulfill the order

Lesson: Working with Orders- Orders have statuses of Open, Fulfilled, or Canceled. Shipping, Activating, or Closing an order are not functions or available buttons within Microsoft Dynamics 365.

Question 10

Which of the following is the correct linear order for the sales process?

Answers:

Quote  Opportunity  Order  Invoice

Quote  Invoice  Opportunity  Order

Opportunity  Quote  Order  Invoice

Opportunity  Invoice  Quote  Order

Answer 10

Answers:

Quote  Opportunity  Order  Invoice

Quote  Invoice  Opportunity  Order

• Opportunity  Quote  Order  Invoice

Opportunity  Invoice  Quote  Order

Entire Module: Sales Transactional Records- Throughout the module, the correct linear order is presented many times and fully explained. The process goes as follows: Opportunity, Quote, Order, and Invoice.

Question 11

What is the term used to describe the time period required to create goals?

Answers:

Goal Date

Date Range

Fiscal Period

Goal Period

Answer 11

Answers:

Goal Date

Date Range

• Fiscal Period

Goal Period

Lesson: Configuring Fiscal Periods- Each goal must specify a particular fiscal period or a custom time period first before it can be saved.

Question 12

Which of the following statements are TRUE about rollup queries? Select all that apply.

Answers:

Rollup queries allow us to find a more distinct subset of data.

Rollup queries only allow us to roll up from parent goals.

Rollup queries do not allow us to roll up record sets.

Rollup queries allow us to roll up record sets.

Answer 12

Answers:

• Rollup queries allow us to find a more distinct subset of data.

Rollup queries only allow us to roll up from parent goals.

Rollup queries do not allow us to roll up record sets.

• Rollup queries allow us to roll up record sets.

Lesson: Creating a Rollup Query- Rollup queries allow us to find a more distinct subset of data and roll up record sets. They can roll up child goals as well as parent goals.

Question 13

Which of the following statements is TRUE about the Parent/Child goals? Select all that apply.

Answers:

A goal can have multiple child goals.

Parent goals are a combination of child goals.

If you delete a parent goal, the child goal is deleted.

All goals must be based within the same time period.

Answer 13

Answers:

• A goal can have multiple child goals.
• Parent goals are a combination of child goals.

If you delete a parent goal, the child goal is deleted.

• All goals must be based within the same time period.

Lesson: Creating and Recalculating Parent/Child Goal Records- Parent goals can have multiple child goals and be a child goal. Parent goals are a combination of child goals. If you delete a parent goal, the child goals are not deleted. Additionally, all goals must be based within the same time period.

Question 14

Which of the following are valid purposes for gamification? Select all that apply.

Answers:

Create a team mentality amongst your sales team

Provide system-specific sales use-cases

Drive user adoption

Provide better, more consistent data

Answer 14

Answers:

• Create a team mentality amongst your sales team

Provide system-specific sales use-cases

• Drive user adoption
• Provide better, more consistent data

Lesson: Purpose of Gamification - The purposes for gamification include create a team mentality amongst your sales team, drive user adoption, and provide better, more consistent data. It does not include provide system-specific sales use-cases, nor is that a valid purpose of gamification.

Question 15

Which of the following are valid scoring methods in Gamification? Select all that apply.

Answers:

Excel

Service Bus

Microsoft Dynamics 365 Integration

API Integration

Answer 15

Answers:

• Excel

Service Bus

• Microsoft Dynamics 365 Integration
• API Integration

Lesson: Understanding and Managing Scoring Methods - Microsoft Dynamics 365 Integration, API Integration, and Excel are all valid options for Gamification scoring methods, whereas Service Bus is not a type of scoring method.

Question 16

Which game element cannot be changed once a game is activated?

Answers:

Metrics

Name

Awards

End Date

Answer 16

Answers:

Metrics

Name

Awards

• End Date

Lesson: Drafting and Managing Fantasy Teams - KPIs, name, and awards are all items that can be changed for activated games. Start dates and end dates as an item cannot be changed after a game is activated.

Question 17

Which of the following statements are TRUE about charts? Select all that apply.

Answers:

Users do not have the ability to drill down into charts and filter results.

There are two types of charts: Personal and System.

There are three types of charts: Personal, System, and Custom.

System charts are visible to all users within the organization.

Answer 17

Answers:

Users do not have the ability to drill down into charts and filter results.

• There are two types of charts: Personal and System.

There are three types of charts: Personal, System, and Custom.

• System charts are visible to all users within the organization.

Lesson: Working with Charts and Dashboards- There are two types of charts within Microsoft Dynamics 365: Personal and System. Users have to ability to drill-down and filter results of a chart. System charts are visible to all users within the organization, while personal charts are not.

Question 18

What do Power BI dashboards have the ability to do? Select all that apply.

Answers:

Provides the ability to use these dashboards within Microsoft Dynamics 365

Provides the ability to connect with Microsoft OneNote

Provides the ability to create reports directly from the Power BI dashboard

Provides the ability to import data from Microsoft Word documents

Answer 18

Answers:

• Provides the ability to use these dashboards within Microsoft Dynamics 365

Provides the ability to connect with Microsoft OneNote

• Provides the ability to create reports directly from the Power BI dashboard

Provides the ability to import data from Microsoft Word documents

Lesson: Power BI Dashboards- Power BI Dashboards provide the ability to create reports directly from the Power BI Dashboard. They cannot import data from Microsoft Word, only Excel. Power BI Dashboards cannot connect with OneNote and require a separate web address to be utilized, which means they are not available directly within Microsoft Dynamics 365.

Question 19

Which of the following data sources are available to connect to in Power BI? Select all that apply.

Answers:

CSV Files

Microsoft Dynamics 365

Excel Files

External Web Pages

Answer 19

Answers:

• CSV Files
• Microsoft Dynamics 365
• Excel Files

External Web Pages

Lesson: Power BI Dashboards- Power BI has the ability to connect to a very diverse set of data sources. These include CSV files, Microsoft Dynamics 365, and Excel files. It does not include external web pages as a source of connection.

Question 20

What does the Account entity represent?

Answers:

Company or organization

Activity you’re held accountable for

A specific Person

Record created after an opportunity is won

Answer 20

Answers:

• Company or organization

Activity you’re held accountable for

A specific Person

Record created after an opportunity is won

Lesson: Basic Record Types- An Account typically represents a company or an organization. It is a group that could include vendors, partners, distributors, and resellers for example.

Question 21

Which of the following are valid customer scenarios? Choose all that apply.

Answers:

Existing customer

Vendor

New Customer

Prospect

Answer 21

Answers:

• Existing customer

Vendor

• New Customer
• Prospect

Lesson: Customer Scenarios- New and existing customers along with prospects are valid customer scenarios. A Vendor, while can be considered an Account, is not a valid customer scenario.

Question 22

Which record types best represent existing customers? Select all that apply

Answers:

Account

Competitor

Contact

Lead

Answer 22

Answers:

• Account

Competitor

• Contact

Lead

Lesson: Basic Record Types- Accounts and contacts best represent existing customers in Microsoft Dynamics 365. Competitor is wrong, and lead could represent a potential customer or opportunity, but typically, it is not recommended to be used for an existing customer.

Question 23

Which of the following entity types can be associated with the Sales Literature entity? Select all that apply.

Answers:

Products

Competitors

Marketing Campaigns

Price Lists

Answer 23

Answers:

• Products
• Competitors
• Marketing Campaigns

Price Lists

Lesson: Sales Literature - Sales Literature can be associated with Products, Competitors, and Marketing Campaigns.

Question 24

Which of the following entity types can be associated with competitors? Select all that apply.

Answers:

Opportunities

Products

Accounts

Contacts

Answer 24

Answers:

• Opportunities
• Products

Accounts

Contacts

Lesson: Create, Maintain and use Competitors- Competitors can be associated to opportunities, sales literature, and products. Accounts or contacts are not associable to competitors.

Question 25

Which of the following best exemplifies what a Competitor record represents? Answers: A subsidiary or your own company A Company that could stand in the way of a Sales rep winning this deal Another term for a Stakeholder A Vendor with whom you are working with on a sales opportunity

Answer 25

Answers: A subsidiary or your own company * A Company that could stand in the way of a Sales rep winning this deal Another term for a Stakeholder A Vendor with whom you are working with on a sales opportunity Lesson: Create, Maintain and use Competitors- Competitors are any company that could stand in the way of the Sales rep winning the deal.

Question 26

Which type of records can be converted from a Lead? Select all that apply. Answers: Competitor Account Contact Opportunity

Answer 26

Answers: Competitor * Account * Contact * Opportunity Lesson: Lead to Opportunity Process Flow - Upon qualification, the lead record will automatically be converted into three separate records: An opportunity, a contact, and an account.

Question 27

Which of the following activities can be converted to a lead? Answers: Appointment Email Phone Call Task

Answer 27

Answers: Appointment * Email Phone Call Task Lesson: Convert Activity Records to Leads- Microsoft Dynamics 365 has the ability to track communications and interactions. Emails contain the information required to be converted into a lead, unlike tasks, appointments, or phone call activities.

Question 28

What happens after the viability of a lead is determined? Answers: The record is still able to be modified. The original lead record is no longer visible to users. The record becomes Read-Only. The original lead record is deleted from the system.

Answer 28

Answers: The record is still able to be modified. The original lead record is no longer visible to users. * The record becomes Read-Only. The original lead record is deleted from the system. Lesson: Lead to Opportunity Process Form - Upon qualifying or disqualifying a lead that specific record becomes locked and is no longer editable.

Question 29

Which of the following is required to create an opportunity? Answers: Competitor Customer Lead Marketing list

Answer 29

Answers: Competitor * Customer Lead Marketing list Lesson: Opportunities- However you choose to create an opportunity, it will always need to be attached to a customer record.

Question 30

When an opportunity is either won or lost, a type of activity is generated. This is referred to as what? Answers: Closed Activity Completed Activity Finalized Activity Resolution Activity

Answer 30

Answers: Closed Activity Completed Activity Finalized Activity * Resolution Activity Lesson: Opportunities - When an opportunity is closed, a Resolution Activity is automatically created.

Question 31

An opportunity needs to be marked as closed after it has been determined as won or lost. Why? Select all that apply. Answers: To make the opportunity record Read-Only Verifies the opportunity record is still active To make sure the opportunity record can still be modified Verifies the opportunity record no longer active

Answer 31

Answers: * To make the opportunity record Read-Only Verifies the opportunity record is still active To make sure the opportunity record can still be modified * Verifies the opportunity record no longer active Lesson: Closing Opportunities - Closing an opportunity does not delete it from the system, but the opportunity is no longer available in the list of active opportunities and the fields become read-only.

Question 32

Which option listed below allows users to create relationship links between two different records? Answers: Relationships Personal Attachments Connections Connectors

Answer 32

Answers: Relationships Personal Attachments * Connections Connectors Lesson: Connecting with other Records - Connections allow users to create links between two different records, or a dotted-line link between one record and another. The other options listed are not record types at all.

Question 33

Of the following records, which can have Opportunity records assigned to them? Select all that apply. Answers: User Account Competitor Team

Answer 33

Answers: * User Account Competitor * Team Lesson: Assigning Opportunities - Assigning Opportunities can be done to Users and Teams. By default, when it is created, an opportunity has an owner associated with it. For Opportunities, there are can be two possible owners of the record; One example is a USER. Additionally, Opportunities can also be assigned to a team

Question 34

Which of the following actions are available through Advanced Find? Select all that apply. Answers: Allows a user to edit the columns to be displayed. Allows a user to return multiple entity types within one search. Allows a user to export an Advanced Find search. Uses queries for the user to filter data and provide results.

Answer 34

Answers: * Allows a user to edit the columns to be displayed. Allows a user to return multiple entity types within one search. * Allows a user to export an Advanced Find search. * Uses queries for the user to filter data and provide results. Lesson: Advanced Find - The Advanced Find tool uses queries for the user to filter data and provide results. It allows a user to edit the columns to be displayed and export an Advanced Find search. However, it CANNOT return multiple entity types within one search.

Question 35

When it comes to exporting data to Excel, which format creates a simple spreadsheet containing a connection to the Microsoft Dynamics 365 database and automatically refreshes the data? Answers: Dynamic Worksheet Dynamics Pivot Table Static Export Excel Online

Answer 35

Answers: * Dynamic Worksheet Dynamics Pivot Table Static Export Excel Online Lesson: Export to Excel - With a Dynamics Worksheet, you can export a query with a link back to the Microsoft Dynamics 365 server. This type of export causes the data to be loaded dynamically from Microsoft Dynamics 365, providing Excel data that is always up-to-date without having to manually refresh it. Dynamic exports require a connection back to the Microsoft Dynamics 365 server and appropriate permissions.

Question 36

Which of the following field types cannot be edited when the Editable Grid is enabled? Answers: Text Lookup Date/Time Option sets

Answer 36

Answers: Text * Lookup Date/Time Option sets Lesson: Editable Grids - Editable grids allow for changes to text fields, option set fields and currency fields but does not allow for editing Lookup fields in editable grids.

Question 37

When working with Advanced Find queries, if you click results and don't see a column of data that you need, how do you add it to the view? Answers: Click on Edit Properties Click on Edit Columns Click on Saved Views Add a line of criteria in the query window

Answer 37

Answers: Click on Edit Properties * Click on Edit Columns Click on Saved Views Add a line of criteria in the query window Lesson: Advanced Finds - Advanced Finds can return information in columns not only from the entity on which the view is built but also from related records.

Question 38

What are THREE primary functional areas within Microsoft Dynamics 365? Select All that Apply. Answers: Sales Help Service Marketing

Answer 38

Answers: * Sales Help * Service * Marketing Lesson: Basic Functional Areas - The Help area within Microsoft Dynamics 365 is very useful but is not used to house any sort of data for your organization and is not discussed in great detail unlike the Sales, Marketing, and Service areas.

Question 39

What term best describes itself as a record type, such as an Account or Contact. Answers: Field Form Relationship Entity

Answer 39

Answers: Field Form Relationship * Entity Lesson: Relationships and Records - Entities are described as a record type, such as an Account or Contact. Fields are specific data, forms are a collection of fields, and relationships are a dotted line between records.

Question 40

Which of the following statements are TRUE about Microsoft Help areas? Select all that apply. Answers: There are three primary Help areas in Microsoft Dynamics 365. Help areas open directly within Microsoft Dynamics 365 and do not go to an external web page. Page redirection occurs based upon the entity you were in last. Included in the many help categories available, there are also videos available to watch.

Answer 40

Answers: There are three primary Help areas in Microsoft Dynamics 365. Help areas open directly within Microsoft Dynamics 365 and do not go to an external web page. * Page redirection occurs based upon the entity you were in last. * Included in the many help categories available, there are also videos available to watch. Lesson: Microsoft Help Areas - There are two primary Help areas in which you can choose from within Microsoft Dynamics 365: Help Center and Help and Training. Knowledge Base articles can also be used for case resolution assistance but are not considered a primary Help area since they are within D365. They open in a separate link and not directly within Microsoft Dynamics 365. Page redirection occurs based upon the entity you were in last and there are videos available to watch and learn.

Question 41

Which of the following are action types you can take on records within Microsoft Dynamics 365? Select all that apply. Answers: Follow/Unfollow Switch the Type Export to Excel Export to OneNote

Answer 41

Answers: * Follow/Unfollow Switch the Type * Export to Excel Export to OneNote Lesson: Other Actions on Records - You can follow/unfollow a record and export specific records to Excel. You cannot export records to Microsoft OneNote and Switch the Type is not a real action within Microsoft Dynamics 365.

Question 42

What is defined as a mechanism to track relevant interactions between the organization and their customers? Answers: Actions Movements Contacts Activities

Answer 42

Answers: Actions Movements Contacts * Activities Lesson: Activities - Activities are a mechanism to track relevant interactions between the organization and their customers and provide a great detail of insight as well as historical tracking of customer interactions.

Question 43

Which type of record is created after a Lead has been qualified? Answers: Competitor Account Contact Opportunity

Answer 43

Answers: Competitor * Account * Contact * Opportunity Lesson: Leads - When leads are qualified, they automatically create three records: Opportunity, Contact, and Account. Competitor records must be manually added and are not associated with Leads.

Question 44

What type of record is required to create an opportunity? Answers: Competitor Customer Lead Marketing list

Answer 44

Answers: Competitor * Customer Lead Marketing list Lesson: Opportunities - Opportunities can either be created manually or converted from a lead or activity, either way they are always attached to a customer record.

Question 45

Which of the following is the basic record type in service management and also represents a single incident of service? Answers: Cases Queues Service Objects Ticket

Answer 45

Answers: * Cases Queues Service Objects Ticket Lesson: Entities and Record Types - Cases are the fundamental record type in service management, and represent a single incident of service.

Question 46

What service component specifies how many support cases or hours of support a customer can have? Answers: Service Level Agreements Entitlements Customer Records Support Queues

Answer 46

Answers: Service Level Agreements * Entitlements Customer Records Support Queues Lesson: Entities and Record Types - Entitlements are agreements that can be used to specify the level and type of support customers are entitled to. They require a customer (account or contact) and are automatically assigned a unique ID.

Question 47

What term represents a repository of articles that is used to help customer service representatives resolve cases? Answers: Content Library Knowledge Base Subject Tree Sales Literature

Answer 47

Answers: Content Library * Knowledge Base Subject Tree Sales Literature Lesson: Entities and Record Types - The Knowledge Base provides a central repository for an organization's information, stored as articles and organized by subject. The Subject Tree is a hierarchy of topics to manage the knowledge base. Sales Literature is used by the Sales people about product information.

Question 48

Which of the follow records cannot be added to a marketing list? Answers: Account Contact Lead Opportunity

Answer 48

Answers: Account Contact Lead * Opportunity Lesson: Member Types - A marketing list is a list of accounts, contacts, or leads that share common characteristics.

Question 49

What type of marketing tool creates a single activity for distribution? Answers: Quick Campaign Dynamic Marketing List Static Marketing List Marketing Campaign

Answer 49

Answers: * Quick Campaign Dynamic Marketing List Static Marketing List Marketing Campaign Lesson: Quick Campaigns - Quick Campaigns create a single activity for distribution to a marketing list or a unique group of accounts, contacts, or leads. Marketing Campaigns can distribute more than one activity.

Question 50

Which of the following records can be created directly from a campaign response? Answers: Leads Opportunities Competitor Orders

Answer 50

Answers: * Leads * Opportunities Competitor * Orders Campaign Responses - A Campaign Response is a response to a campaign activity where a customer (or potential customer) has indicated their level of interest. They are also used to bridge the connection between sales and marketing. Campaign responses can be converted into leads, opportunities, quotes, or orders.

Question 51

What are the values of Workspaces? Select all that apply. Answers: Direct access to Tasks Reduces Deployment Efforts Helps Answer Specific Answers Defines how a document flows through the system

Answer 51

Answers: * Direct access to Tasks Reduces Deployment Efforts * Helps Answer Specific Answers Defines how a document flows through the system Lesson: Value of Workspaces - Workspaces provide a 360-degree view of an activity. Workspaces can provide is Insight: By using workspaces, you can compare multiple sources of data. This gives a big picture view that is hard to achieve with when only using lists in specific applications. Workspaces also allow you to Navigate by data and select what you want to act on. And finally, workspaces give you Direct access to tasks. Direct access to tasks means you can perform those tasks directly in the workspace.

Question 52

What functionality do the Financials module support? Answers: Travel and Expense Management Purchase Order Processing Payroll Marketing Campaigns

Answer 52

Answers: * Travel and Expense Management Purchase Order Processing Payroll Marketing Campaigns Lesson: Functionality - The Microsoft Dynamics 365 for Operations’ Financial Management module provides fast, reliable, and comprehensive accounting, financial reporting, and analysis. It also provides all the functionality that you need to update accounts efficiently and comply with reporting requirements. Some of the basic capabilities of the Financial Management module are; General Ledger, Tax, Accounts Receivable, Accounts Payable, Bank Management, Budgeting, Fixed Assets, Travel and Expense Management, and Fund Accounting.

Question 53

Which of the following are reporting tools available for Operations? Select all that apply. Answers: Workflows Workspaces Power BI Excel

Answer 53

Answers: Workflows Workspaces * Power BI * Excel Lesson: Reporting Tools –Dynamics 365 for Operations offers several tools for producing reports that satisfy complex business requirements. These tools include: Excel integration, which allows you to manage and analyze data by using Excel; Embedded analytics, which give you the ability to add aggregate data to workspaces by using native controls such as charts and grids; SSRS Reporting Services, which provides the ability to create business documents using a SSRS-based solution; and Power BI integration, which allows you to Author and share reports that can be accessed anywhere.

Question 54

Which Sales solution is available through the Dynamics 365 Sales Enterprise licensing plan? Sales Hub app Sales Professional app

Answer 54

Which Sales solution is available through the Dynamics 365 Sales Enterprise licensing plan? *Sales Hub app Sales Professional app

Question 55

Which of the following options is an included security role that organizations can use in Dynamics 365 Sales? Sales Development Manager Invoice Generator Salesperson Business-to-Business Salesperson

Answer 55

Which of the following options is an included security role that organizations can use in Dynamics 365 Sales? Sales Development Manager Invoice Generator *Salesperson Business-to-Business Salesperson

Question 56

A business uses Dynamics 365 Sales, and it uses the included Sales Manager role for most employees. However, because a subset of employees includes regional sales managers, the company needs other permissions along with the regular Sales Manager role. What is the most efficient way to create a new, custom Regional Sales Manager security role? Copy the existing Sales Manager role, rename it, and then edit the access levels and privileges. Create a new role and name it Regional Sales Manager. Grant the necessary permissions to the new role by using privilege and access levels. Copy the existing System Customizer role, rename it, and then edit the access levels and privileges. Rename the Sales Manager role to Regional Sales Manager and then edit the access levels and privileges.

Answer 56

A business uses Dynamics 365 Sales, and it uses the included Sales Manager role for most employees. However, because a subset of employees includes regional sales managers, the company needs other permissions along with the regular Sales Manager role. What is the most efficient way to create a new, custom Regional Sales Manager security role? *Copy the existing Sales Manager role, rename it, and then edit the access levels and privileges. Create a new role and name it Regional Sales Manager. Grant the necessary permissions to the new role by using privilege and access levels. Copy the existing System Customizer role, rename it, and then edit the access levels and privileges. Rename the Sales Manager role to Regional Sales Manager and then edit the access levels and privileges.

Question 57

Which one of the following selections is a key feature of Dynamics 365 Sales that allows salespeople to close sales faster? The ability to nurture sales from lead to order The ability to track a schedule of work orders and dispatch employees The ability to track engagement through a customer journey The ability to use accounting tools like time and expense tracking

Answer 57

Which one of the following selections is a key feature of Dynamics 365 Sales that allows salespeople to close sales faster? *The ability to nurture sales from lead to order Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. You can use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns and follow service cases that are associated with specific accounts or opportunities. (Source - Overview of Dynamics 365 Sales) The ability to track a schedule of work orders and dispatch employees The ability to track engagement through a customer journey The ability to use accounting tools like time and expense tracking

Question 58

Which of the following options is a currency setting that can be customized when you set up Dynamics 365 Sales? Currency code Exchange rate Monetary system Approved payment methods

Answer 58

Which of the following options is a currency setting that can be customized when you set up Dynamics 365 Sales? *Currency code When configuring Dynamics 365 Sales and setting up your currencies, you can configure the currency code (or the short form of the currency). (Source - Configure the application) Exchange rate Monetary system Approved payment methods

Question 59

Which of the following activities can be converted to a lead? Appointment Email Phone call Task

Answer 59

Which of the following activities can be converted to a lead? Appointment *Email Phone call Task

Question 60

What happens to a lead record after it's disqualified? The record can still be modified. The record is no longer visible to users. The record becomes read-only. The record is deleted from the system.

Answer 60

What happens to a lead record after it's disqualified? The record can still be modified. The record is no longer visible to users. *The record becomes read-only. The record is deleted from the system.

Question 61

Which of the following record types can be created automatically from a qualified lead? Competitor Contact Order Quote

Answer 61

Which of the following record types can be created automatically from a qualified lead? Competitor *Contact Order Quote

Question 62

You recently lost an opportunity to a competitor. You now want to specify that competitor for reporting purposes. How do you enter this information? Add the competitor to the list of competitors in the opportunity. Add a note to the opportunity. Enter the details in the Opportunity Close activity. Add a post to the opportunity.

Answer 62

You recently lost an opportunity to a competitor. You now want to specify that competitor for reporting purposes. How do you enter this information? Add the competitor to the list of competitors in the opportunity. Add a note to the opportunity. *Enter the details in the Opportunity Close activity. Add a post to the opportunity.

Question 63

You're working on an opportunity, and the customer requires that its lawyer be informed about all items. You already have the customer's lawyer entered as a contact in Dynamics 365. How do you associate the lawyer with the opportunity? Add the lawyer to the list of stakeholders in the opportunity. Add a note about the lawyer to the account record. Add the lawyer as a contact for the account record. Add a connection to the lawyer in the account record.

Answer 63

You're working on an opportunity, and the customer requires that its lawyer be informed about all items. You already have the customer's lawyer entered as a contact in Dynamics 365. How do you associate the lawyer with the opportunity? *Add the lawyer to the list of stakeholders in the opportunity. Add a note about the lawyer to the account record. Add the lawyer as a contact for the account record. Add a connection to the lawyer in the account record.

Question 64

Which of the following individuals can be added to an opportunity as the potential customer? Team member Lead Contact Stakeholder

Answer 64

Which of the following individuals can be added to an opportunity as the potential customer? Team member Lead *Contact Stakeholder

Question 65

Which of the following statements best describes unit groups in Microsoft Dynamics 365? Unit groups specify the quantities or measurements that products can be sold in. Unit groups specify how products are grouped for discounting. Unit groups specify grouping data so that products can be related to each other. Unit groups specify price details for products and services.

Answer 65

Which of the following statements best describes unit groups in Microsoft Dynamics 365? *Unit groups specify the quantities or measurements that products can be sold in. Unit groups specify how products are grouped for discounting. Unit groups specify grouping data so that products can be related to each other. Unit groups specify price details for products and services.

Question 66

You want to let your sales representatives enter product properties, like size and color, and other items when they add an item to a record. Where do product properties have to be defined with setting up the product catalog? Individual product Product family Product bundle Price list

Answer 66

You want to let your sales representatives enter product properties, like size and color, and other items when they add an item to a record. Where do product properties have to be defined with setting up the product catalog? Individual product *Product family Product bundle Price list

Question 67

Which of the following components of the product catalog aren't required? Unit groups Discount lists Products Price lists

Answer 67

Which of the following components of the product catalog aren't required? Unit groups *Discount lists Products Price lists

Question 68

Your organization uses product families, and it just added several new products to its product catalog. What has to be done to the products before they can be added to opportunities in Dynamics 365? The product must be enabled for sales records. The product must be approved. The product must be published. Nothing. The product is ready to use.

Answer 68

Your organization uses product families, and it just added several new products to its product catalog. What has to be done to the products before they can be added to opportunities in Dynamics 365? The product must be enabled for sales records. The product must be approved. *The product must be published. Nothing. The product is ready to use.

Question 69

Which of the following best describes a Quote? A potential sale for a customer with whom you have an existing relationship A confirmed request for delivery of goods and services A formal offer for products or services A fulfilled item that will be billed to the customer

Answer 69

Which of the following best describes a Quote? A potential sale for a customer with whom you have an existing relationship A confirmed request for delivery of goods and services *A formal offer for products or services A fulfilled item that will be billed to the customer

Question 70

You've presented a quote to your customer, and they've asked you to make some changes to it. You've revised the Quote and are ready to present it to the customer again. What must you do next? Activate the Quote Close the Quote Close the Opportunity Convert to Order

Answer 70

You've presented a quote to your customer, and they've asked you to make some changes to it. You've revised the Quote and are ready to present it to the customer again. What must you do next? *Activate the Quote Close the Quote Close the Opportunity Convert to Order

Question 71

In Microsoft Dynamics 365 once an order is placed, what is the next step in the sales order process? Close the order Activate the order Ship the order Fulfill the order

Answer 71

In Microsoft Dynamics 365 once an order is placed, what is the next step in the sales order process? Close the order Activate the order Ship the order *Fulfill the order

Question 72

Top Cards, News, Connections and Related Leads are all examples of what? Playbooks Sales AI Widgets in Sales Navigator add-on Embedded Intelligence

Answer 72

Top Cards, News, Connections and Related Leads are all examples of what? Playbooks Sales AI * Widgets in Sales Navigator add-on Embedded Intelligence

Question 73

Before creating a Playbook Template in Dynamics 365 Sales what do you need to create? Playbook Name Playbook Activities Playbook Category Playbook Tracking

Answer 73

Before creating a Playbook Template in Dynamics 365 Sales what do you need to create? Playbook Name Playbook Activities * Playbook Category Playbook Tracking

Question 74

You want staff to complete a set of activities to correctly collect overdue payments on an invoice. What can you configure to do this? Playbooks Real-time workflows Business Process Flow Power Automate

Answer 74

You want staff to complete a set of activities to correctly collect overdue payments on an invoice. What can you configure to do this? * Playbooks Real-time workflows Business Process Flow Power Automate

Question 75

Which feature in Microsoft Dynamics 365 would you use to find all active accounts that also have open opportunities? Quick Find Lookup Relevance Find Advanced Find

Answer 75

Which feature in Microsoft Dynamics 365 would you use to find all active accounts that also have open opportunities? Quick Find Lookup Relevance Find * Advanced Find

Question 76

When it comes to exporting data to Microsoft Excel, which format creates a simple workbook that has a connection to the Dynamics 365 database and automatically updates the data? Dynamic worksheet Dynamic PivotTable Static export Excel Online

Answer 76

When it comes to exporting data to Microsoft Excel, which format creates a simple workbook that has a connection to the Dynamics 365 database and automatically updates the data? * Dynamic worksheet Dynamic PivotTable Static export Excel Online

Question 77

You want to create a personal dashboard in Dynamics 365. What's the maximum number of visual components that you can add to it? 4 6 8 10

Answer 77

You want to create a personal dashboard in Dynamics 365. What's the maximum number of visual components that you can add to it? 4 * 6 8 10

Question 78

Which of the following features lets you use Excel to edit Dynamics 365 data directly inside Dynamics 365? Microsoft Excel Online Excel Dynamics worksheet Excel Static Export Excel Pivot Table

Answer 78

Which of the following features lets you use Excel to edit Dynamics 365 data directly inside Dynamics 365? * Microsoft Excel Online Excel Dynamics worksheet Excel Static Export Excel Pivot Table

Question 79

You have created a Goal for a Sales person that will track the total revenue generated by their opportunities for the Year. Which column would likely be used for tracking the data that is considered In Progress? Est. Revenue Actual Revenue Budget Calculation Method

Answer 79

You have created a Goal for a Sales person that will track the total revenue generated by their opportunities for the Year. Which column would likely be used for tracking the data that is considered In Progress? * Est. Revenue The Est. Revenue column would be used for tracking in-progress data. Actual Revenue Budget Calculation Method

Question 80

You are creating a goal that will be used to track the total value of Opportunities that are closed by individual sales staff members. Which metric type would you select in the Goal Metric column? Count Total Value Amount

Answer 80

You are creating a goal that will be used to track the total value of Opportunities that are closed by individual sales staff members. Which metric type would you select in the Goal Metric column? Count Total Value * Amount A goal metric is the numeric measurement that is based on a value in a specific record type, Goal Metrics, are defined at an organization level and are not specific to any users. They are two types of metrics that can be defined based on your individual needs. Amount is used when you want to create a metric that will be used with dollar amount values. Count is used when you want to identify the total number of records that meet a specific criterion.

Question 81

Which statement best describes a Goal Metric? The specific numeric item that we want to measure. The specific target value for a specific time period. The specific person that the goal applies to. The specific criteria used to define a goal.

Answer 81

Which statement best describes a Goal Metric? The specific numeric item that we want to measure. The specific target value for a specific time period. The specific person that the goal applies to. * The specific criteria used to define a goal. A goal metric is the numeric measurement that is based on a value in a specific record type, Goal Metrics, are defined at an organization level and are not specific to any users. Once a Goal Metric is defined, all new goals will be based on existing goal metrics and will have specific targets and owners defined. Source - Goal Metrics

Question 82

What is the term used to describe the time period required to create goals? Goal Date Date Range Fiscal Period Goal Period

Answer 82

What is the term used to describe the time period required to create goals? Goal Date Date Range * Fiscal Period Each goal must specify a particular fiscal period or a custom time period first before it can be saved. Source - Fiscal year settings Goal Period

Question 83

You want to be able to create goals that will be used to track the total value of Opportunities that are closed by individual sales staff members. Which metric type would you use? Count Total Value Amount

Answer 83

You want to be able to create goals that will be used to track the total value of Opportunities that are closed by individual sales staff members. Which metric type would you use? Count Total Value *Amount A goal metric is the numeric measurement that is based on a value in a specific record type, Goal Metrics, are defined at an organization level and are not specific to any users. They are two types of metrics that can be defined based on your individual needs. Amount is used when you want to create a metric that will be used with dollar amount values. Count is used when you want to simply identify the total number of records that meet a specific criterion. Source - Goal Metrics

Question 84

You want users to associate documents with Dynamics 365 records. It's important that all users can access these documents, and if needed, revert documents to a previous version. How would you accomplish this task? OneNote integration Notes & Attachments Yammer integration SharePoint integration

Answer 84

You want users to associate documents with Dynamics 365 records. It's important that all users can access these documents, and if needed, revert documents to a previous version. How would you accomplish this task? OneNote integration Notes & Attachments Yammer integration * SharePoint integration Dynamics 365 integration capabilities with Microsoft SharePoint provide organizations with the ability to associate and manage documents that are stored in SharePoint directly from Dynamics 365 records. After you’ve set up this feature, it provides the support for other integrations such as OneDrive for Business and OneNote.

Question 85

You need to set up Microsoft Dataverse to work with Microsoft Exchange on-premises. When setting up the email server profile, you’ll need to specify what server type? Hybrid POP3/SMTP On-premises Exchange Web Services

Answer 85

You need to set up Microsoft Dataverse to work with Microsoft Exchange on-premises. When setting up the email server profile, you’ll need to specify what server type? * Hybrid Setting up the email server profile to Hybrid will enable Dataverse to work with Microsoft Exchange on-premises. POP3/SMTP On-premises Exchange Web Services

Question 86

A main reason why people use Dataverse for Apps is to store all customer ___________ in one place so that anyone who has the appropriate permissions can view all relevant customer records. Fill in the blank. Emails Letters Notes Communications

Answer 86

A main reason why people use Dataverse for Apps is to store all customer ___________ in one place so that anyone who has the appropriate permissions can view all relevant customer records. Fill in the blank. Emails Letters Notes * Communications Dataverse allows organizations to store all customer communications in one place, including emails, letters, phone calls, appointments, and more.

Question 87

You're getting ready to test the Dynamics 365 Sales mobile application. When you launch the app, the environment that you want to attach the app to doesn’t show. What should you do to resolve this issue? Sign in with an admin account. Show non-production apps. Assign the user sales permissions. Restart the mobile application.

Answer 87

You're getting ready to test the Dynamics 365 Sales mobile application. When you launch the app, the environment that you want to attach the app to doesn’t show. What should you do to resolve this issue? Sign in with an admin account. * Show non-production apps. By default, when a user signs in, they'll be able to view only the environments that were created as production environments. Environments that are typically used for testing purposes are often set up as sandbox environments. To view all available environments, you’ll need to select to show non-production environments. As a result, all environments in the organization will display, regardless of whether they're a production environment or not. Assign the user sales permissions. Restart the mobile application.

Question 88

You've been asked to make changes to some forms in the Dynamics 365 Sales mobile app. Which type of forms are used to display information in the application by default? Main forms Mobile forms Subgrids Quick view forms

Answer 88

You've been asked to make changes to some forms in the Dynamics 365 Sales mobile app. Which type of forms are used to display information in the application by default? Main forms Mobile forms Subgrids * Quick view forms By default, the mobile application presents information to users by applying quick view forms. The first quick view form that’s defined in the form order will be the one that’s displayed in the application. Make sure that you modify the first quick view form that’s listed to ensure that the changes are displaying in the application.

Question 89

What are the two types of activities that you can create in the Dynamics 365 Sales mobile app? Tasks and Phone Calls Tasks and Faxes Letters and Phone Calls Letters and Faxes

Answer 89

What are the two types of activities that you can create in the Dynamics 365 Sales mobile app? * Tasks and Phone Calls When creating activities for records, such as opportunities, accounts, or contacts, you can create Task and Phone Call activities. Additionally, you can add notes to records, define meetings, and associate meetings with different record types. Tasks and Faxes Letters and Phone Calls Letters and Faxes