MB-210 (ExamTopics v2) Flashcards

1
Q

You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?

A. Yes

B. No

A

Correct Answer: B
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls- forms

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2
Q

You are a Dynamics 365 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

A

Correct Answer: B
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls- forms

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3
Q

You are a Dynamics 365 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

A

Correct Answer: A
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls- forms

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/install-sales-navigator

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4
Q

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

A

Correct Answer: A

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5
Q

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

A

Correct Answer: B

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6
Q

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

A

Correct Answer: B

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7
Q

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? 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:

A
  • Abandon process
  • Switch
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8
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. 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

A

Correct Answer: B
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

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9
Q

DRAG DROP -
You manage the Dynamics 365 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? To answer, drag the appropriate actions to the correct requirements. 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:

A
  • Real time workflow
  • Child workflow
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10
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

A

Correct Answer: A

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11
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

A

Correct Answer: D

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12
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:

A
  • Select Show Visual Filter
  • Use Global filter
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13
Q

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

A
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14
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:

A

1- Email cards from Exchange

2- Email Engagement

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/action-cards-reference

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15
Q

DRAG 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.
Select and Place:

A
  1. Open Settings
  2. Open Business Management
  3. Configure Automatic Record Creation and Update Rules
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16
Q

HOTSPOT -
You are a Dynamics 365 for 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:

A
  • Dynamics 365 AI for Sales
  • Relationship Assistant
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17
Q

You manage a default Dynamics 365 for 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 c complete solution.
NOTE: Each correct selection is worth one point.

A. Queue Item

B. Opportunity

C. Knowledge Article

D. Case

E. Invoice

A

Correct Answer:

A- Queue Item

C- Knowledge Article

D- Case
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactive- dashboards

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18
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:

A
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19
Q

DRAG DROP -
You are configuring Dynamics 365 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? 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:

A

Correct Answer:

1- Customizations

2- Customize the system

3- Processes

4- Process Flow

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20
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

A

Correct Answer: A

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21
Q

DRAG DROP -
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:

A
  1. Install Versium Predict from the Dynamics 365 Admin Center
  2. Authenticate Versium Predict
  3. Add custom views using web resources
    https: //docs.microsoft.com/en-us/dynamics365/versium-predict/versium-predict
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22
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

A

Correct Answer: B
References:
dynamics365/customer-service/set-when-business-closed-csh

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23
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:

A

1- Create a view of the business process flow entity and include duration and Active Stage Started On

2- Add the owner field from the opportunity to the view

3- Create a chart on the opportunity entity and use the new view to include the necessary fields

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24
Q

An organization uses sales dashboards in Dynamics 365.
You need to configure a single a 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.

A

C, D, E

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25
Q

You run an Account Overview report for Fourth Coffee. The following results are displayed.

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
Hot Area:

A

Correct answers are:

  1. users are not completing the satisfaction field
  2. Active
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26
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

A

Correct Answer: CD
References:
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt793319
(v=crm.8)

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27
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

A

Correct Answer: C

28
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:

A
29
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

A

Correct Answer: A

30
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

A

Correct Answer: C
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-
365

https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

31
Q

HOTSPOT -
You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You need to close opportunities.
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:

What must you do when you close a successful sale?

  • Close as qualified
  • Close as won

What must you do to close the opportunity?

  • Fill out the competitor
  • Fill out the actual revenue
  • Fill out the description
A

The correct answers are:

To close a sale:

  • Close as won

To close opportunity:

  • Fill out the actual revenue
32
Q

You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.
What should you do?

A. Share the record with User2

B. Grant User2 the stakeholder role

C. Grant User2 the security role

D. Instruct User2 to follow the record

A

Correct Answer: A
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record- based-security-control-access-records#sharing-records

33
Q

You use Dynamics 365 for Sales.
You need to add products to an opportunity.
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:

Products are associated with a quote record:

  • Manually add the products to the opportunity
  • Use the Get Products option
  • Associate the quote with the opportunity.

Add a product bundle to the opportunity:

  • Add a write-in product
  • Add an existing product
  • Add the product bundle price list
A

Answer 1: Manually add products to opportunity

Answer 2: Add existing product.

34
Q

You manage Dynamics 365 environments for client organizations.
A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost.
You need to configure Dynamics 365 to ensure that you can capture the required information.
Which field should you configure?

A. Opportunity status reason

B. Opportunity close status

C. Opportunity status

D. Opportunity close status reason

A

Correct Answer: A

35
Q

HOTSPOT -
You use opportunities with products and price lists in Dynamics 365 for Sales.
You need to add products than exist in PriceListA and PriceListB to an opportunity.
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:

A
36
Q

HOTSPOT -
You manage a Dynamics 365 Sales environment.
You need to configure the default status for each lead.
Which status reason should you associate to each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A

Open-Contacted

Disqualified - Cannot Contact

Qualified - Qualified

37
Q

HOTSPOT -
You implement the Dynamics 365 App for Outlook.
You need to associate emails to lead records.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A
38
Q

HOTSPOT -
You are a salesperson using Dynamics 365. You receive customer phone calls and manage leads.
You need to qualify leads and send phone calls to sales representatives.
How should you manage each of the following situations? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A
39
Q

HOTSPOT -
You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.
Users report that the results they obtain when using Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A
40
Q

You use price lists in Dynamics 365 for Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?

A. Users can add the expired price list to opportunities created prior to the expire date.

B. Users can add the expired price list to an opportunity but will see a warning.

C. Opportunities that use the expired price list can continue through their lifecycle.

D. Opportunities that use the expired price list will display a warning that prices must be replaced.

A

Correct Answer: C

41
Q

An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often.
You need to create a process that meets the following requirements:
✑ Create an order from a quote.
✑ Close the associated opportunity as won.
Update the actual values to reflect values from the quote.

Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. The opportunity has other quotes in the won status.

B. The opportunity has other quotes in the draft status.

C. The opportunity has other quotes in the active status.

D. The opportunity has other quotes in the revised status reason.

A

Correct Answer: A D

42
Q

A company uses Dynamics 365 for Sales.
You must track a competitor to help your company win a sale.
You need to associate the competitor with a Dynamics 365 entity.
To which type of entity can you associate the competitor?

A. Opportunity

B. Lead

C. Account

D. Contacts

A

Correct Answer: A
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-competitor- record-sales

43
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 the solution meet the goal?

A. Yes

B. No

A

Correct Answer: B
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote- sales-order-invoice

44
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 the solution meet the goal?

A. Yes

B. No

A

Correct Answer: B

45
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 the solution meet the goal?

A. Yes

B. No

A

Correct Answer: B

46
Q

You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer.
You need to create a quote that automatically includes all the products from the opportunity.
What should you do?

A. Convert the opportunity to a quote

B. Create a new quote from the customer

C. Create a new quote from the opportunity

D. Create a new quote with the opportunity price list

A

Correct Answer: C

47
Q

A company uses Dynamics 365 for Sales.
You need to change the description field on the quote.
Which state allows you to make the change?

A. Closed

B. Active

C. Draft

D. Won

A

Correct Answer: C

48
Q

HOTSPOT -
A customer places an order that includes all of the products from a previous order.
You need to add products from the previous order to the new order.
From which sources can you retrieve the list of products? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A

Quote - Opportunity

Order - Opportunity

Invoice - Opportunity

49
Q

HOTSPOT -
You use Dynamics 365 for Sales.
You need to add products to an invoice.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A

From Opportunity - Get Products

From Price List- Existing Product

Product does not exist in product catalog- Write-in Product

50
Q

HOTSPOT -
You use Dynamics 365 for Sales system customizer.
You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

A

You can’t sell the products in a kit individually or separately, but you can mark certain products in a bundle as optional and sell them individually.

You can’t see individual products added in a kit when you create an opportunity or order, but you can see the products in a bundle.

You can create nested kits (kits within a kit), but you can only add products to a bundle; you cannot add product families, kits, or other bundles to a bundle.

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-product-bundles-sell-multiple-items-together

51
Q

You are a salesperson using Dynamics 365 for Sales.
You need to revise an active quote.
What happens to the original quote record?

A. The quote is deleted

B. The quote is converted into an order and a copy of the quote is put in draft mode for modification

C. The original quote is put in draft mode for modification

D. The quote is closed, and a copy of the quote is put in draft mode for modification

A

Correct Answer: D

52
Q

DRAG DROP -
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. You will receive credit for any of the correct orders you select.
Select and Place:

A
  • Unit Groups
  • Units
  • Product
  • Price List
  • Price List Item
53
Q

HOTSPOT -
You send a quote to a client. The client calls and negotiates a better price.
You need to send a revised quote to the client.
What is required to modify the quote? To answer, select
NOTE: Each correct selection is worth one point.
Hot Area:

A
  • Revise (Edit)
  • Draft
54
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 product 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 product to the quote and use Get Products

A

Correct Answer: B
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/add-product-quote- order-invoice

55
Q

You are a Dynamics 365 for 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

A

Correct Answer: A
References:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/define-related-products-increase-chances-sales

56
Q

You are a salesperson using Dynamics 365 for 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

A

Correct Answer: A

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/add-product-quote-order-invoice

57
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 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 entity

C. Select Add Line Items on the Opportunity entity

D. Select Recalculate from the command bar on the Opportunity entity

A

Correct Answer: B

58
Q

An organization attends a tradeshow 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

A

Correct Answer: B

59
Q

You are a Dynamics 365 system customizer. 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

A

Correct Answer: A
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-family

60
Q

You are creating orders from quotes in 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? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Cancel

B. Activate

C. Accept

D. Fulfill

A

Correct Answer: AD
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-order-sales

61
Q

You are a 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

A

Correct Answer: D
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-professional/create-unit-group- add-units

62
Q

An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often.
You need to create a process that meets the following requirements:
✑ Create an order from a quote.
✑ Close the associated opportunity as won.
✑ Update the actual values to reflect values from the quote.
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. The opportunity has other quotes in the won status.

B. The opportunity has other quotes in the draft status.

C. The opportunity has other quotes in the active status.

D. The opportunity has other quotes in the revised status reason.

A

A, D

63
Q

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?

A. Yes

B. No

A

B

https://www.itaintboring.com/dynamics-crm/dynamics-how-process-duration-is-calculated/

64
Q

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?

A. Yes

B. No

A

Correct Answer: A

65
Q

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?

A. Yes

B. No

A

Correct Answer: B