Exam Questions Flashcards
You are a D365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use D365 AI for Sales.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer:
B. No
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls- forms
You are a D365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer:
A. Yes
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls- forms
You are a D365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Unified Interface apps.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer:
B. No
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls- forms
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency decimal precision and currency display options.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer:
A. Yes
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency code and symbol so that both are displayed.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer:
B. No
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the default currency.
Does the solution meet the goal?
A. Yes
B. No
Correct Answer:
B. No
DRAG DROP -
You use D365 for Sales.
You are in stage two of business process flow that has five stages. You need to use multiple business process flows.
Which actions should you perform?
Scenario:
- End the current process and start the correct business process flow
- Temporarily leave the current process for a different business process flow
Actions
A. Abadon and then Switch
B. Finish and then Switch
C. Switch
Correct Answer:
- End the current process and start the correct business process flow
- -> B. Finish and then Switch - Temporarily leave the current process for a different business process flow
- -> C. Switch
You work for a company using D365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
A. Change the field type from auto number to decimal number.
B. Reduce the auto number prefix to one character.
C. Reduce the suffix length to four characters.
D. Ensure that the prefix setting is read-only.
Correct Answer:
B. Reduce the auto number prefix to one character.
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix- contract-case-article-quote-order-invoice-campaign-category-knowledge-articles
DRAG DROP -
You manage the D365 environment for Contoso, Ltd. A rule automatically creates a lead associated with an email when an email is sent to sales@contoso.com.
You need to ensure that the marketing manager receives an email each time an email request is sent to sales@contoso.com.
How should you configure the rule?
Answer Area
- Create an Email
- Send the Email
Actions
A. Create a business process flow
B. Create a child workflow
C. Create a real-time workflow
Correct Answer:
- Create an Email
- -> C. Create a real-time workflow - Send the Email
- -> B. Create a child workflow
You are a D365 administrator.
A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to . Other managers are not experiencing this issue.
You need to fix the currency symbol for the sales manager.
What should you change?
A. The default currency in personal options
B. The currencies in settings
C. The currency display option in system settings
D. The current format in personal options
Correct Answer:
A. The default currency in personal options
You are D365 for Sales administrator.
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?
A. In the System Settings sales tab, change the default revenue type to System Calculated
B. In custom controls, change the default revenue setting to System Calculated
C. In Personalization settings for each user, change the default revenue type to System Calculated
D. In Opportunities, change the default value of the revenue type to System Calculated
Correct Answer:
D. In Opportunities, change the default value of the revenue type to System Calculated
HOTSPOT -
You are a D365 for Sales administrator. You have an interactive experience leads dashboard.
You need to create a filtered view of the dashboard.
What should you do?
A. View the required charts.
Options:
- Select open views.
- Select show visual filter
- Select show global filter
B. Save the dashboard filters.
Options:
- Use visual filter
- Use global filter
Correct Answer:
A. View the required charts.
–> 2. Select show visual filter
B. Save the dashboard filters.
–> 1. Use visual filter
DRAG DROP -
You manage a D365 environment for Sales. You create the following rule items to respond to inbound emails from potential customers:
- Emails that contain the words support or help must create a new high-priority case.
- Emails that contain the words buy or purchase must create a warm-lead record. The words buy and purchase are more important than support or help.
- Emails that specifically mention ProductA must always create a hot lead for that product regardless of other words mentioned.
- If none of the targeted words are present in an email, a cold lead must be created.
You need to configure the order in which rule items are processed.
In which order should you run the rule items?
Actions: A. Create a hot lead. B. Create a case with high priority. C. Create a warm lead. D. Create a cold lead.
Correct Answer:
A. Create a hot lead.
C. Create a warm lead.
B. Create a case with high priority.
D. Create a cold lead.
DRAG DROP -
You are a D365 administrator.
You need to configure action cards in Relationship Assistant.
Which action card should you enable for each scenario?
Szenario:
- Upcoming meeting reminder
- An email is opened
Actions: A. Base B. Email from Microsoft Exchange C. Email engagement D. Today
Correct Answer:
- Upcoming meeting reminder
- -> B. Email from Microsoft Exchange - An email is opened
- -> C. Email engagement
References: https://community.dynamics.com/crm/b/crmpowerobjects/archive/2018/12/31/enable-and-configure- relationship-assistant
DRAG DROP -
You manage a D365 for Sales environment.
You need to automatically create records for salespeople when they complete phone call activities.
Which three actions should you perform in sequence?
Actions: A. Open Settings B. Open Data Management C. Open Business Management D. Open Service Management E. Configure automatic record creation and update rules
Correct Answer:
A. Open Settings
D. Open Service Management
E. Configure automatic record creation and update rules
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-rules-to- automatically-create-or-update-records
HOTSPOT -
You are a D365 for Sales environment. You need to implement the Social Selling Assistant.
What should you configure?
Requirement
A. Install and configure additional required software.
Technology or feature
- Social Engagement
- D365 AI for Sales
Requirement
B. Ensure the Social Assistant can be used on a dashboard.
Technology or feature
- Relationship Assistant
- Search topics
Correct Answer:
A. Install and configure additional required software.
–> 1. Social Engagement
B. Ensure the Social Assistant can be used on a dashboard.
–> 2. Search topics
You manage a default D365 for Sales environment. You are configuring a sales dashboard.
You need to create an interactive dashboard.
Which three entities can you use?
A. Queue Item B. Opportunity C. Knowledge Article D. Case E. Invoice
Correct Answer:
A. Queue Item
C. Knowledge Article
D. Case
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactive- dashboards
HOTSPOT -
You manage a D365 environment. You plan to implement business process flows from AppSource.
You need to ensure that you can install the business process flows.
Which actions should you perform?
Task
A. Configure Security
Actions:
- Assign the user the Office 365 Global Admin role
- Assign the D365 System Customizer Security role
Task
B. Deployment actions
Actions:
- Select the organization for installation
- Publish all customizations
Correct Answer:
A. Configure Security
–> 2. Assign the D365 System Customizer Security role
B. Deployment actions
–> 1. Select the organization for installation
DRAG DROP -
You are configuring D365 for Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders.
You need to ensure that salespeople can move through the sales process and view progress.
Which four actions should you perform in sequence?
Actions: A. Select >Customize the System< B. Select >Web Resource< C. Create a dialog D. Create a process flow E. Select >Customizations< F. Selec >Processes
Correct Answer:
A. Select >Customize the System<
E. Select >Customizations<
F. Selec >Processes<
D. Create a process flow
You have opportunities that have values in multiple currencies. The currency exchange rate automatically updates.
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
A. When a change is made to a currency field
B. When a user opens the opportunity record
C. When a user manually recalculates opportunity
D. When the calculate rollup field system job for the msdyn_projectteam entity runs
Correct Answer:
A. when a change is made to a currency field
DRAG DROP -
You are a D365 for Sales administrator.
You need to implement Versium Predict with custom views.
Which 3 actions should you perform in sequence?
Actions:
A. Add custom views using Versium Predict solution.
B. Authenticate Versium Predict
C. Install Versium Predict from the D365 Admin Center
D. Install Versium Predict from Microsoft AppSource
E. Add custom views using web resources
Correct Answer:
D. Install Versium Predict from Microsoft AppSource
B. Authenticate Versium Predict
E. Add custom views using web resources
A company plans to close early on the last day of the month for an employee celebration.
You need to configure D365 to prevent scheduling of sales support resources for that day.
Which feature should you use?
A. Events
B. Business closure
C. Fiscal calendar
D. Time off request
Correct Answer:
B. Business closure
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-when-business- closed-csh
DRAG DROP -
You use opportunities with business process flows in D365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the opportunity.
Which 3 actions should you perform in sequence?
Actions:
A. Create a view of the BPF entity and include duration and active stage started on.
B. Add the owner field from the opportunity to the view.
C. Add the duration and active stage started to the view of the opportunity.
D. Create a chart on the BPF entity and add the new view to include the needed fields.
E. Create a new view of the opportunity entity and include the owner field.
F. Create a chart on the opportunity entity and use the new view to include the necessary fields.
Correct Answer:
A. Create a view of the BPF entity and include duration and active stage started on.
F. Create a chart on the opportunity entity and use the new view to include the necessary fields.
B. Add the owner field from the opportunity to the view.
An organization uses sales dashboards in D365.
You need to configure a single dashboard that includes the following data:
- both complex key performance indicators that are derived from external data and custom visuals
- real-time data on sales performance that is based on Dynamics 365 data.
Which 3 actions should you perform?
Each correct answer presents part of the solution.
A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
B. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in D365.
C. Create tiles and a dashboard in Microsoft Power BI.
D. Create charts with required data in D365.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in D365.
Correct Answer:
A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
B. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.
You are an administrator for D365 for Sales.
You need to ensure that a user can install and configure the Social Selling Assistant.
Which 2 actions should you perform?
A. Grant the user the sales manager role
B. Assign the user a license for Microsoft D365 (online) or Microsoft Social Engagement.
C. Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement.
D. Grant the user the system administrator or system customizer role.
Correct Answer:
C. Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement.
D. Grant the user the system administrator or system customizer role.
References: https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt793319
(v=crm.8)
