Exam *MB-717 Microsoft Dynamics 365 for Sales Flashcards
81055: Relationship Management in Microsoft Dynamics 365 for Sales 81056: Sales Management in Microsoft Dynamics 365 81066: Introduction to Microsoft Dynamics 365
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.
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.
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
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.
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
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.
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
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.
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
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.
Which of the following options are product relationships in the system? Select all that apply.
Answers:
Cross-sell
Substitute
Return
Accessory
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.
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
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.
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
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.
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
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.
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
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.
What is the term used to describe the time period required to create goals?
Answers:
Goal Date
Date Range
Fiscal Period
Goal Period
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.
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.
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.
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.
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.
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
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.
Which of the following are valid scoring methods in Gamification? Select all that apply.
Answers:
Excel
Service Bus
Microsoft Dynamics 365 Integration
API Integration
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.
Which game element cannot be changed once a game is activated?
Answers:
Metrics
Name
Awards
End Date
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.
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.
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.
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
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.
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
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.
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
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.
Which of the following are valid customer scenarios? Choose all that apply.
Answers:
Existing customer
Vendor
New Customer
Prospect
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.
Which record types best represent existing customers? Select all that apply
Answers:
Account
Competitor
Contact
Lead
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.
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
Answers:
- Products
- Competitors
- Marketing Campaigns
Price Lists
Lesson: Sales Literature - Sales Literature can be associated with Products, Competitors, and Marketing Campaigns.
Which of the following entity types can be associated with competitors? Select all that apply.
Answers:
Opportunities
Products
Accounts
Contacts
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.
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
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.
Which type of records can be converted from a Lead? Select all that apply.
Answers:
Competitor
Account
Contact
Opportunity
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.
Which of the following activities can be converted to a lead?
Answers:
Appointment
Phone Call
Task
Answers:
Appointment
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.
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.
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.
Which of the following is required to create an opportunity?
Answers:
Competitor
Customer
Lead
Marketing list
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.
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
Answers:
Closed Activity
Completed Activity
Finalized Activity
- Resolution Activity
Lesson: Opportunities - When an opportunity is closed, a Resolution Activity is automatically created.
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
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.
Which option listed below allows users to create relationship links between two different records?
Answers:
Relationships
Personal Attachments
Connections
Connectors
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.
Of the following records, which can have Opportunity records assigned to them? Select all that apply.
Answers:
User
Account
Competitor
Team
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
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.
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.
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
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.
Which of the following field types cannot be edited when the Editable Grid is enabled?
Answers:
Text
Lookup
Date/Time
Option sets
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.
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
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.
What are THREE primary functional areas within Microsoft Dynamics 365? Select All that Apply.
Answers:
Sales
Help
Service
Marketing
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.
What term best describes itself as a record type, such as an Account or Contact.
Answers:
Field
Form
Relationship
Entity
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.
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.
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.
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
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.
What is defined as a mechanism to track relevant interactions between the organization and their customers?
Answers:
Actions
Movements
Contacts
Activities
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.
Which type of record is created after a Lead has been qualified?
Answers:
Competitor
Account
Contact
Opportunity
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.
What type of record is required to create an opportunity?
Answers:
Competitor
Customer
Lead
Marketing list
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.
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
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.
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
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.
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
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.
Which of the follow records cannot be added to a marketing list?
Answers:
Account
Contact
Lead
Opportunity
Answers:
Account
Contact
Lead
- Opportunity
Lesson: Member Types - A marketing list is a list of accounts, contacts, or leads that share common characteristics.
What type of marketing tool creates a single activity for distribution?
Answers:
Quick Campaign
Dynamic Marketing List
Static Marketing List
Marketing Campaign
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.
Which of the following records can be created directly from a campaign response?
Answers:
Leads
Opportunities
Competitor
Orders
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.
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
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.
What functionality do the Financials module support?
Answers:
Travel and Expense Management
Purchase Order Processing
Payroll
Marketing Campaigns
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.
Which of the following are reporting tools available for Operations? Select all that apply.
Answers:
Workflows
Workspaces
Power BI
Excel
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.
Which Sales solution is available through the Dynamics 365 Sales Enterprise licensing plan?
Sales Hub app
Sales Professional app
Which Sales solution is available through the Dynamics 365 Sales Enterprise licensing plan?
*Sales Hub app
Sales Professional app
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
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
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.
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.
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
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
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
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
Which of the following activities can be converted to a lead?
Appointment
Phone call
Task
Which of the following activities can be converted to a lead?
Appointment
Phone call
Task
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.
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.
Which of the following record types can be created automatically from a qualified lead?
Competitor
Contact
Order
Quote
Which of the following record types can be created automatically from a qualified lead?
Competitor
*Contact
Order
Quote
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.
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.
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.
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.
Which of the following individuals can be added to an opportunity as the potential customer?
Team member
Lead
Contact
Stakeholder
Which of the following individuals can be added to an opportunity as the potential customer?
Team member
Lead
*Contact
Stakeholder
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.
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.
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
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
Which of the following components of the product catalog aren’t required?
Unit groups
Discount lists
Products
Price lists
Which of the following components of the product catalog aren’t required?
Unit groups
*Discount lists
Products
Price lists
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.
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.
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
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
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
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
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
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
Top Cards, News, Connections and Related Leads are all examples of what?
Playbooks
Sales AI
Widgets in Sales Navigator add-on
Embedded Intelligence
Top Cards, News, Connections and Related Leads are all examples of what?
Playbooks
Sales AI
- Widgets in Sales Navigator add-on
Embedded Intelligence
Before creating a Playbook Template in Dynamics 365 Sales what do you need to create?
Playbook Name
Playbook Activities
Playbook Category
Playbook Tracking
Before creating a Playbook Template in Dynamics 365 Sales what do you need to create?
Playbook Name
Playbook Activities
- Playbook Category
Playbook Tracking
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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.
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
What is the term used to describe the time period required to create goals?
Goal Date
Date Range
Fiscal Period
Goal Period
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
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
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
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
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.
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
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
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
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.
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.
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.
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
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.
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
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
