Exam Topics Flashcards

Question 1

Q

HOTSPOT -
You are a Dynamics 365 Sales environment.
You need to implement the Social Selling Assistant.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Hot Area:
Requirement: Install and configure additional required software
a. Social engagement
b. Dynamics 365 AI for Sales
Ensure that Social Selling Assistant can be used on dashboard
a. Relationship Assistant
b. Search Topics

Answer

A

Install and configure additional required software:
a. Social engagement

Ensure that Social Selling Assistant can be used on dashboard:
- Search topics

Question 2

Q

You are Dynamics 365 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

Answer

A

D. In Opportunities (Customization), change the default value of the revenue type to System Calculated

Question 3

Q

HOTSPOT -
You are a Dynamics 365 for Sales administrator. You have an interactive experience leads dashboard.
You need to create a filtered view of the dashboard.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Action-

View the required charts:

a. Select Open Views
b. Select Show Visual Filter
c. Select Shoe Global Filter

Save the dashboard filters:

a. Use Visual Filter
b. Use Global Filter

Answer

A

View the required charts:
b. Select Show Visual Filter

Save the dashboard filters:
b. Use Global Filter

Question 4

Q

DRAG DROP -
You manage a Dynamics 365 environment 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? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

Select and Place:

Create a hot lead
Create a case with priority
Create a warm lead
Create a cold lead

Answer

A

Create a hot lead: because a hot lead must be created REGARDLESS of other words mentioned. this takes precedence over anything else.
Text in Question : Emails that specifically mention ProductA must always create a hot lead for that product regardless of other words mentioned.
Create a warm lead: because “buy” and “purchase” IS MORE IMPORTANT THAN “support” and “help”.
Text in Question : 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.
Create a case with high priority: because this has specific words to look for and Cold case is already in last place as it has no specific importance over the others.
Text in Question : Emails that contain the words support or help must create a new high-priority case.
Create a cold lead: because if none of the above words are mentioned then cold lead created (self-explanatory)

Text in Question : If none of the targete

Question 5

Q

DRAG DROP -
You are a Dynamics 365 administrator.
You need to configure action cards in Relationship Assistant.
Which action card should you enable for each scenario? To answer, drag the appropriate action cards to the correct scenarios. Each action card may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:

Action Cards- 
Base
Email from Mirosoft Exchange
Email Engagement
Today

Scenario:
Upcoming meeting reminder
An email is opened

Answer

A

Upcoming meeting reminder: Email from MSFT Exchange

An email is opened: Email engagement

Question 6

Q

You manage a Dynamics 365 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? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

Actions-
Open settings
Open Data Management
Open Business Management
Open Service Management
Configure Automatic Record Creation and Update Rules

Answer

A

Open Settings
Open Service Management
Configure Automatic Record Creation and Update Rules

Question 7

Q

You manage a default Dynamics 365 Sales environment. You are configuring a sales dashboard.
You need to create an interactive dashboard.
Which three entities can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Queue Item
B. Opportunity
C. Knowledge Article
D. Case
E. Invoice

Answer

A

A. Queue Item
B. Knowledge Article
C. Case

Question 8

Q

HOTSPOT -
You manage a Dynamics 365 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? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Task-
Configure Security:
a. Assign the user the Office 365 Global Admin role
b. Assign the Dynamics 365 System Customizer Security Role

Deployment action:

a. Select the organization for installation
b. Publish all customizations

Answer

A

Configure Security:
b. Assign the Dynamics 365 System Customizer Security Role

Deployment Action:
a. Select the organization for installation

Question 9

Q

DRAG DROP -
You are configuring Dynamics 365 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? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

ACTIONS-
Open the customized solution
Select Web Resources
Create a dialog
Create a process flow
Select Customizations
Select processes

Answer

A

Select Customizations
Open the customized Solution
Select Processes
Create a process flow

Question 10

Q

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

Answer

A

a. when a change is made to a currency field

A change to a quantity in a record doesn’t force the record’s money fields to be recalculated based on the latest exchange rate. When the exchange rate is updated for a transaction currency, the existing records that the currency is assigned to aren’t updated. But if a money field in one of these records is later updated, or if the state of the record changes, the system retrieves the latest exchange rate for the currency and recalculates the record’s money fields based on the latest rate. When you view a record, the monetary values that are shown are based on the exchange rate that was last assigned to the record. This rate might not reflect the latest exchange rate.

For example, when an order is created, the values of its money fields are calculated based on the exchange rate that’s in effect for the assigned currency at that time. If the order is viewed ten days later, the values of the money fields still reflect the exchange rate that was applied when the order was created, even though the exchange rate that’s assigned to the currency might have been updated several times since the order was created.

Question 11

Q

You are a Dynamics 365 for Sales administrator.
You need to implement Versium Predict with custom views.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

ACTIONS-
Add custom views using Versium Predict Solution
Authenticate Versium Predict
Install Versium Predict from the Dynamics 365 Administration Center
Install Versium Predict from Microsoft AppSource
Add custom views using web resources

Answer

A

Install Versium Predict from MSFT AppSource
Authenticate Versium Predict
Add custom views using web resources

Question 12

Q

A company plans to close early on the last day of the month for an employee celebration.
You need to configure Dynamics 365 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

Answer

A

b. business closure

Question 13

Q

DRAG DROP -
You use opportunities with business process flows in Dynamics 365.
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 three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
- Create a view of the business process flow entity and include duration and Active Stage Started On
- Add the owner field from the opportunity to the view
- Add the duration and active stage started on the view of the opportunity
- Create a chart on the business process flow entity and add the new view to include the needed fields
- Create a view of the opportunity entity and include the owner field
– Create a chart on the opportunity entity and use the new view to include the necessary fields

Answer

A

Create a view of the business process flow entity and include duration and Active Stage Started On
Add thee owner field from the opportunity to the view
Create a chart on the opportunity entity and use the new view to include necessary fields

Question 14

Q

An organization uses sales dashboards in Dynamics 365.
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 three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
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.
C. Create tiles and a dashboard in Microsoft Power BI.
D. Create charts with required data in Dynamics 365.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

Answer

A

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.

Question 15

Q

You are an administrator for Dynamics 365 for Sales.
You need to ensure that a user can install and configure the Social Selling Assistant.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Grant the user the sales manager role
B. Assign the user a license for Microsoft Dynamics 365 (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

Answer

A

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

Question 16

Q

A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
A. Delegate
B. Sales Person
C. Sales Manager
D. System Customizer

Answer

A

C. Sales Manager

Question 17

Q

HOTSPOT -
A company uses Dynamics 365 for Sales.
You need to reduce the number of pre-sales support days that are available based on the days the company is closed for public holidays.
How should you configure the schedule? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Schedule Type-
a. Holiday
b. Recurrence

Option-

a. Number of days
b. Owner

Answer

A

Schedule Type-
a. Holiday

Option-
a. Number of days

Question 18

Q

A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.
Which entity should you use?
A. Opportunity Close
B. Opportunity
C. Competitor
D. Opportunity Line

Answer

A

B. Opportunity

Question 19

Q

An organization uses Dynamics 365 for Sales.
You need to create a quote template in Microsoft Word for use in the organization.
What should you do?
A. Create a flow
B. Enable dynamic content in Microsoft Word
C. Enable the Developer tab in Microsoft Word
D. Enable VBA in Microsoft Word

Answer

A

C. Enable the Developer tab in Microsoft Word

Question 20

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
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: Add a new currency and configure the currency precision and symbol.
Does the solution meet the goal?
A. Yes
B. No

Question 21

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: When closing an opportunity, use the Close as Won dialog.
Does the solution meet the goal?

Question 22

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: On the last stage of the business process flow, select Finish.
Does the solution meet the goal?

Question 23

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: Change the opportunity to an inactive state.
Does the solution meet the goal?

Question 24

Q

A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
A. Marketing Professional
B. Sales Person
C. Delegate
D. CEO ג€” Business Manager

Answer

A

D. CEO Business Manager (Sales Manager)

Question 25

Q

You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
A. Reduce the auto number prefix to one character
B. Reduce the auto number prefix to two characters
C. Reduce the suffix length to four characters
D. Ensure that the prefix setting is read-only

Answer

A

A. Reduce the auto number prefix to one character

Question 26

Q

HOTSPOT -
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

REQUIREMENT-
Modification to make:
a. Use a filter
b. Alter the existing chart
c. Create a new char

Value to use:

a. Status
b. Status Reason
c. Completed

Answer

A

Modification to make:
a. use a filter

Value to use:
b. Status Reason

Question 27

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 Sales system administrator.
The sales team wants to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Create a subscription to Microsoft Relationship Sales and enable JavaScript and pop-up blockers.
Does the solution meet the goal?
A. Yes
B. No

Question 28

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are a Dynamics 365 Sales system administrator.
The sales team wants to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up blockers.
Does the solution meet the goal?
A. Yes
B. No

Question 29

Q

You are a Dynamics 365 administrator for a company. The company’s fiscal year is April 1 through March 31.
You need to create a system view for all users that displays data for the current fiscal year by default.
What should you do?
A. Set up fiscal year settings and create a view in the default solution
B. Use date ranges to create a view in the default solution
C. Set up fiscal year settings and create a view from the advanced find
D. Use date ranges to create a view from the advanced find

Answer

A

A. Set up fiscal year settings and create a view in the default solution

Question 30

Q

HOTSPOT -
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
✑ create and edit user-level privileges on the lead and note entities
✑ business unit-level append, append to, and assign privileges on the lead and note entities
✑ organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
✑ Add notes to leads
✑ Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Add notes to leads:

a. Leads owned by people in your business unit only
b. Leads owned by you only
c. Leads owned by anyone in your organization

Assign leads to other users:

a. Leads owned by your business unit and its child business units only
b. Leads owned by people in your business unit only
c. leads owned by anyone in your organization

Answer

A

Add notes to leads:
a. Leads owned by people in your business unit only

Assign leads to other users:
- Leads owned by people in your business unit only

Question 31

Q

A company uses Dynamics 365 Sales Professional.
A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.
You need to assign the appropriate default security role.
Which security role should you assign to the user?
A. Sales Professional app access
B. Sales Team Member
C. Sales Professional
D. Sales Professional Manager

Answer

A

A. Sales Professional app access

Question 32

Q

DRAG DROP -
You manage a Dynamics 365 Sales environment for an organization.
You need to edit the display name of a business process flow.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
- Navigate to Opportunities and Select the Flow option
- Select a Business Process Flow
- Navigate to Process
- Edit the Process Name

Answer

A

Navigate to Processes
Select a BPF
Edit the Process Name

Question 33

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Create a Power Automate flow to track the activities.
Does the solution meet the goal?
A. Yes
B. No

Answer

A

B. Activity tracking is enabled in the Playbook template

Question 34

Q

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Edit the playbook template and set the value of the Track Progress option to yes.
Does the solution meet the goal?
A. Yes
B. No

Question 35

Q

What role do you need to configure Sales Insights?

What license do you need to configure Sales Insights?

Answer

A

System Administrator
Dynamics 365 Sales Enterprise and Dynamics 365 Sales Premium (standard sales insights features aren’t available with the Sales professional app)

Question 36

Q

You are a D365 Sales Admin. You create a discount list. The sales team needs to use the discount list for opportunities. You need to ensure that the discount list is available and that products are discounted as expected.  To what should you associate the discount list?
A. Product
B. Price List item
C. Price List
D. Product Family

Answer

A

Price List Item

Question 37

Q

A battery manufacturer wants to sell their batteries inboxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities. What should you create first?
A.related unit
b.unit of measure
c.primary unit
d. base unit

Answer

A

c. Primary unit

Question 38

Q

A company uses d365 sales. You need to associate competitor with each closed opportunity for reporting. What should you do?

a. Select the follow option for the competitor
b. Add the competitor to the opportunity close record
c. Create a user post for the competitor
d. enable auditing for the competitor entity

Answer

A

b. Add the competitor to the opportunity close record

Question 39

Q

You are a sales representative and use dynamics 365 sales. You are working with the following lead record
answer area:
question-
you need to move to the develop stage. What should you do?
A. qualify the lead
B. select next stage
C. select develop

which new record or records are created?
A.	Only an opportunity
B.	only an account and a contact
C.	only an account and an opportunity
D.	an account a contact and an opportunity

Answer

A

you need to move to the develop stage. What should you do?
A. qualify the lead

which new record or records are created?
C. only an account and an opportunity

Question 40

Q

You have a sales report that shows activities for accounts in the last 30 days. when you run an advanced find query for accounts with the custom field heat level equal to hot you are not able to access the report.
answer area:
Which area of the current form should you use to ensure the report is accessible from advanced find results:
A. Display in 
B. categories
C. related record types
D. report wizard. 
E. administration

which value should you set to make the report available for advanced find results? 
A.	list for related record types
B.	sales reports
C.	activities
D.	report area

Answer

A

Which area of the current form should you use to ensure the report is accessible from advanced find results:
C. related record types

which value should you set to make the report available for advanced find results?
c. activities

Question 41

Q

The product development team for a toy company creates a new remote control toy you need to create the necessary records and record relationships to sell the product. Which five records and or components should you configure in sequence? To answer move the appropriate records and or components from the list of records and components to the answer area and arrange them in the correct order. Note: more than one order of answer choices is correct.
records and components:
Units
Products
Priceless
Product families
Price list items
Discount list
Unit groups

Answer

A

Unit groups
units
Products
Price list items
price lists

Question 42

Q

You send a quote to a client. the client calls and negotiates a better price you need to send an updated quote to the client. what is required to modify the quote?
Answer area:
which action should you perform?
a.	revise
b.	close quote
c.	Deactivate
d.	Reopen quote

What is the resulting status for the quote after you perform the action?
A.	Draft 
B.	revised
C.	in progress
D.	open

Answer

A

which action should you perform?
a. revise

What is the resulting status for the quote after you perform the action?
A. Draft

Question 43

Q

You create an invoice with products and services for a customer. You need to add pricing for a product that is not available in the product catalog. What should you do?
A. Add the products to the order and use get products
B. add a write in product
C. add an existing product and change the name and price
D. add the products to the quote and use get products

Answer

A

B. add a write in product

Question 44

Q

You are a dynamics 365 sales administrator. The sales team is having difficulty locating related products. You need to make it easier for the sales team to find groups of products that are similar. What should you use?
A.	Related products
B.	product bundles
C.	product families
D.	product unit groups

Answer

A

C. product families

Question 45

Q

You are a salesperson using dynamics 365 sales. You need to be able to modify the product price on an active invoice that uses current pricing. What should you do?
A. set the invoice product to override price
B. set an end date for the price list to ensure the price list is expired
C. set an end date for the price list to ensure the price list is not expired
D. set the invoice product to use default

Answer

A

A. set the invoice product to override price

Question 46

Q

A company uses dynamics 365 for sales. You create a new quote and associate an opportunity to the quote. You need to display all of your items from the opportunity in the quote. What should you do?
A. Activate the quote
B. select get products from the command bar in the quote
C. select add line items on the opportunity entity
D. select recalculate from the command bar on the opportunity entity

Answer

A

B. select get products from the command bar in the quote

Question 47

Q

An organization attends a trade show and identifies several leads. One specific lead wants to make a purchase in the next week. You need to create an invoice. At which stage can you create the invoice?
A.	Lead
B.	Order
C.	Opportunity
D.	Quote

Question 48

Q

You are a dynamics 365 system customiser. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders. You need to create a product family. What should you do?
A. Add a new product family to an existing product family
B. Delete the existing price list and create a new one
C. create a unit group for use with the product family
D. add a parent product family to an existing product family

Answer

A

A. Add a new product family to an existing product family

Question 49

Q

You are creating orders from quotes n dynamics 365. In some circumstances customers no longer require an order. In other circumstances, your company delivers the order. You need to ensure that closed orders use existing functionality to reflect the circumstances. Which two methods of closing an order are available out of the box?
A.	Cancel
B.	activate
C.	accept
D.	fulfill

Answer

A

A. Cancel

D. Fulfill

Question 50

Q

You are the dynamics 365 for sales administrator. You are setting up a product catalog. You need to configure the base unit group. Which quantity or measurement should you configure?
A. The highest needed to sell the product or service
B. the least frequently used to sell the service
C. the most frequently used to sell the service
D. the lowest needed to sell the product or service

Answer

A

D. the lowest needed to sell the product or service (primary unit)

Question 51

Q

A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase. You need to create a quote from the opportunity.
Solution: close the opportunity as won. does this solution meet the goal?

Question 52

Q

A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase. You need to create a quote from the opportunity.
Solution: convert the opportunity to a quote. does this solution meet the goal?

Question 53

Q

A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase. You need to create a quote from the opportunity.
Solution: qualify the opportunity. does this solution meet the goal?

Question 54

Q

You use Dynamics 365 Sales.
You are in stage two of a business process flow that has five stages.
You need to use multiple business process flows.
Which actions should you perform? To answer, drag the appropriate actions to the correct scenarios. Each action may be used once, more than once, or not at all.
You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:
- End the current process and start the correct business process:
a. Finish and then Switch
b. Abandon and then Switch
c. Switch

Temporarily leave the current process for a different business flow

a. Finish and then switch
b. Abandon and then switch
c. Swich

Answer

A

End the current process and start the correct business process:
b. Abandon and then Switch

Temporarily leave the current process for a different business flow
c. Swich

Question 55

Q

You are a Dynamics 365 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

Answer

A

A. the default currency in personal options

Question 56

Q

You are Dynamics 365 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

Answer

A

D. In Opportunities, change the default value of the revenue type to System Calculated

Question 57

Q

You are a Dynamics 365 for Sales administrator. You have an interactive experience leads dashboard.
You need to create a filtered view of the dashboard.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
View the required charts:
a. Select Open Views
b. Select Show Visual Filter
c. Select Show Global Filter

Save the dashboard filters:

a. use Visual filter
b. Use global filter

Answer

A

View required charts:
b. select show visual filter

Save the dashboard filters:
b. Use global filter

Question 58

Q

RAG DROP -
You manage a Dynamics 365 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? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Answer

A

Open Settings
Open Service/Business Management
Configure Automatic Creation and Update Rules

Question 59

Q

HOTSPOT -
You have a dashboard that shows the number of completed calls and canceled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Modification to make:
-use a filter
- alter the existing chart
- create a new chart

Value to use:

status
status reason
completed

Answer

A

Modification to make:
- use a filter

Value to use:
- Status reason

Question 60

Q

You are a Dynamics 365 administrator for a company. The company’s fiscal year is April 1 through March 31.
You need to create a system view for all users that displays data for the current fiscal year by default.
What should you do?
A. Set up fiscal year settings and create a view in the default solution
B. Use date ranges to create a view in the default solution
C. Set up fiscal year settings and create a view from the advanced find
D. Use date ranges to create a view from the advanced find

Answer

A

A. Set up fiscal year settings and create a view in the default solution

Question 61

Q

DRAG DROP -
You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which filter type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:
View accounts based on case priority
View accounts created in the last three months
View accounts by Created On dates

Answer

A

Visual filter
timeframe filter
global filter

Question 62

Q

You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.
Managers must be able to determine how the relationship with customers is trending for each opportunity.
You need to implement a solution.
Which solution should you implement?
A. Dynamics 365 for Sales content pack for Microsoft Power BI
B. Social Selling Assistant
C. LinkedIn Sales Navigator
D. Sales Insights
E. Relationship Assistant

Answer

A

D. Sales Insights

Question 63

Q

You are a Dynamics 365 administrator for a dental office.
You need to create a process in Sales Hub to ensure that team members perform the following actions:
✑ Call patients to remind them about upcoming appointments.
✑ Update patient contact information.
What should you create?
A. a task flow
B. a business rule
C. a calendar
D. an on-demand workflow

Answer

A

A. a task flow

Question 64

Q

A company wants to use Dynamics 365 Sales with their internal phone system.
You need to configure Dynamics 365 to use the softphone dialer.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

Answer

A

Download and import the Dynamics 365 Channel Integration Framework
Navigate to the Channel Integration Framework application
Configure the channel provider

Answer 54

A

Entity:
- Opportunity

Date Field:
- Actual Close Date

Revenue Field:
- Total Amount

Answer 55

A

C. Create a price list for each territory and add a territory relationship record.

Answer 56

A

C. First Name and Last Name and Email and Business Unit

D. First Name and Last Name and Preferred Phone and Business Unit

Answer 57

A

C. Parent: Child Business Unit

Answer 58

A

B. Vice President of Sales
C. Sales Manager
D. CEO-Business Manager

Answer 59

A

A. Sales Manager

Answer 60

A

A. Sales Professional app access

Answer 61

A

C. Team Name

E. Business Unit Name

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