Other web sources Sales exam

Question 1

You receive an email from a customer asking to discuss their need for some of the services and products your company offers.
You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?
A. Quote
B. Order
C. Lead
D. Opportunity

Answer 1

A. Quote

Question 2

You are using Price Lists specific to campaigns.
A campaign has recently ended, and you deactivated the associated Price List.
How are Opportunities. Quotes, and Orders with the campaign-specific price list affected by the deactivation?
A. Those that already have the deactivated Price List can continue to use the Price List as normal.
B. They will need to be manually updated with new the Price List when applicable.
C. Only Opportunities can continue to work with a deactivated Price List. Quotes and Orders require an active Price List
D. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.

Answer 2

A. Those that already have the deactivated Price List can continue to use the Price List as normal.

Question 3

An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices.
The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser.
Which action should you recommend?
A. Create the detailed analytics as an Excel Template, and instruct the users to download the template.
B. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.
C. Create the detailed analytics as a Report and instruct the users to run the report when needed.
D. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.

Answer 3

C. Create the detailed analytics as a Report and instruct the users to run the report when needed.

Question 4

Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee.
You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point and allow other staff to see that you are now managing the sale. How can you meet these needs in Microsoft Dynamics 365?
A. Email the new management information to everyone in the company.
B. Delete the Opportunity and recreate it.
C. Assign the record to yourself.
D. Assign the record to a team.

Answer 4

D. Assign the record to a team.

Question 5

You are a sales executive for a sates organization that uses Microsoft Dynamics 365.
You are doing a global search for the name of a contact that you have not communicated with in over a year.
You are using a partial value search, but the global search is unable to find the contact record. What is a reason that would prevent global search from finding the record?
A. Only an administrator can implement global searches.
B. The record for this contact is currently deactivated.
C. You cannot use partial values in a global search.
D. Global search only searches account and opportunity records.

Answer 5

B. The record for this contact is currently deactivated.

Question 6

An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which options meet this customer’s needs? Each answer represents a complete solution.
A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
B. Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals.
C. Create a new goal metric and name it “Weighted Revenue.”’ Add rollup fields for actual value, and use the weighted revenue held for the in-progress value.
D. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom rollup field.

Answer 6

C. Create a new goal metric and name it “Weighted Revenue.”’ Add rollup fields for actual value, and use the weighted revenue held for the in-progress value.
D. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom rollup field.

Question 7

You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365.
What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
D. You can create charts, tables, and sheers to analyze your opportunities.

Answer 7

C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
D. You can create charts, tables, and sheers to analyze your opportunities.

Question 8

You are a support specialist in charge of managing a product catalog within Microsoft Dynamics 365 for your company.
You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category.
How should you meet this requirement?

A. Create multiple product relationships.
B. Create multiple product families.
C. Create multiple product bundles.
D. Create multiple product catalogs.

Answer 8

B. Create multiple product families.

Question 9

You are a salesperson using Microsoft Dynamics 365.
You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record.
What should you add to the quote?
A. Add Service Activities.
B. Add Price Lists.
C. Add Quote Products as tine items.
D. Add a connection between the Opportunity and the Quote.

Answer 9

B. Add Price Lists.

Question 10

After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect
You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer?
A. Opportunity
B. Quote
C. Lead
D. Order

Answer 10

B. Quote

Question 11

Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365.
You need to find the disqualified lead so that you can review the activity history on the lead. Where are two places you can find this information? Each correct answer presents a complete solution.
A. Disqualified Leads view
B. Advanced Find
C. Closed Leads view
D. Leads Lookup view

Answer 11

B. Advanced Find

C. Closed Leads view

Question 12

You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.

When qualifying the lead, what happens next in your standard sales process?

A. An order is created.
B. An opportunity is created.
C. An invoice is created.
D. A quote is created.

Answer 12

B. An opportunity is created.

Question 13

You are a sales professional for a medium-sized firm.

You are entering information into Microsoft Dynamics you organized at a trade show. What type of record should you create for each card?
A.	Prospect
B.	Lead
C.	Account
D.	Opportunity

Answer 13

D. Opportunity

Question 14

You are a sales professional for an insurance company.

You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement.

How should you now modify the status of the designated Opportunity record?

A. close the opportunity as Lost
B. delete the opportunity record, and create a customer record
C. close the opportunity as Won
D. delete the opportunity record, and create a contact record

Answer 14

B. delete the opportunity record, and create a customer record

Question 15

You are a sales person working in the Microsoft Dynamics 365 web interface

You want to create a view that you can use to segment your active customers by area, based on their physical address.

Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.

A. Use Advanced Find to search both Accounts and Con
B. Save your query, and give it a name.
C. Export the query to Excel, and import it every time you need to use it
D. Use Advanced Find to search for alt Account records that are active.
E. Use Advanced Find to filter the records, based on the*r ZIP/Post code.

Answer 15

B. Save your query, and give it a name.

C. Export the query to Excel, and import it every time you need to use it

Question 16

You have recently been hired as a sales assistant for a new employer.

The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want to use the CRM Help Center for assistance to perform these tasks.
Which two help sources are available for you? Each correct answer presents a complete solution.

A. phone support
B. training links
C. online chat
D. community blogs

Answer 16

B. training links

C. online chat

Question 17

As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.

You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries.

Which approach should you take?

A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement
D. Create quarterly goals for each sales person, and an annual goal for your opportunities.

Answer 17

A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.

Question 18

You are the sales manager for a company that utilizes Microsoft Dynamics 365.

Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season,

Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.

A. The prices are removed from the default price list field for all of the company s products.
B. Any pre-existing opportunities associated with those price lists will continue to use them.
C. Any existing sales transactional records will automatically be deactivated until a new price list is created.
D. Any existing sales transactional records will automatically associate with the default price list.

Answer 18

D. Any existing sales transactional records will automatically associate with the default price list.

Question 19

You are a technical support specialist for your company.
The Company’s sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics
365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser.
What should you suggest to meet this sales staffs need?

A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.

Answer 19

D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.

Question 20

You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.
A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

A. Fabrikam, Inc. is a Primary Contact
B. Fabrikam. Inc. is a Parent account.
C. Fabrikam. Inc. is a Parent Customer.
D. Fabrikam, Inc. is a Child account.

Answer 20

B. Fabrikam. Inc. is a Parent account.

Question 21

You are The technical support specialist for a company that utilizes Microsoft Dynamics 365.
A new user calls the help desk complaining that every time they try to create a record, they are being denied the ability to The user states that some type of error is displayed as well.
What would cause this error?

A. The user cannot create records using the Outlook client
B. The user failed to populate at (east one required field.
C. The user is using Dynamics 365 Business Edition father than Enterprise Edition.
D. The user cannot input more than 250 characters into a single line of text field.

Answer 21

A. The user cannot create records using the Outlook client

Question 22

You are a sales support specialist for a company that utilizes Microsoft Dynamics 365.
You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365.
Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?

A. a person who calls into the company after receiving a mass mailing advertisement from your company
B. a person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property
C. a person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years r
D. a list of people supplied by a marketing research firm that matches your target market

Answer 22

D. a list of people supplied by a marketing research firm that matches your target market

Question 23

You are a new sales executive for a company that utilizes Microsoft Dynamics 365.
You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.
How will the activity state of the designated tasks be modified to reflect the fulfillment of these

A. You must manually change the activity state to Canceled.
B. The activity state will update automatically when the associated opportunity is won.
C. The activity state will update automatically when the associated sale order is complete.
D. You must manually change the activity state to Completed.

Answer 23

D. You must manually change the activity state to Completed.

Question 24

You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.
The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all.
Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant

A. Relationship Insights with Email Engagement
B. Relationship Assistant
C. Server-Side Synchronization between Microsoft Dynamics 365 and Exchange
D. Relationship Insights with Auto Capture

Answer 24

D. Relationship Insights with Auto Capture

Question 25

You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution. A. Export to Static Worksheet B. Export to Excel Online C. Export to Dynamic Pivot Table D. Export to Dynamic Worksheet

Answer 25

B. Export to Excel Online | D. Export to Dynamic Worksheet

Question 26

You want to review the status of the sales opportunities you have been working on for the past three months. Which three system views allow you to review Won and Lost opportunities in Microsoft Dynamics 365? Each correct answer presents a complete solution. ``` A. Closed Opportunities B. All Opportunities C. Top Open Opportunities D. My Open Opportunities E. Lost Opportunities ```

Answer 26

B. All Opportunities D. My Open Opportunities E. Lost Opportunities

Question 27

You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up? A. For each of the products, add the Product Properties. B. Create a Price List add the Product Properties to the Price List and add the Products as price list items. C. Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family. D. Create the Product Family, add the Product Properties, create the Products, and add the Family Hierarchy in the process.

Answer 27

C. Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family.

Question 28

You have received an email from a person you met at a conference you recently attended. The email mentions that their organization might be interested in the services provided by your organization. You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization. Which record type can be used to accomplish this goal? A. Account B. Opportunity C. Lead D. Contact

Answer 28

C. Lead

Question 29

You are working for a company that is in the process of trying to secure a large contract As you work with this sales opportunity, you need to manage all the various people involved in the sale, both from the customer and external stakeholder point of view. You need visibility on the Opportunity record to do this. Which type of functionality can you use in Microsoft Dynamics 365 to facilitate visibility of those involved? A. Stakeholders B. Business Process Flows C. Contact Preferences D. Chats

Answer 29

A. Stakeholders

Question 30

You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team? A. Share only the views with the team. B. Share the views with each team member individually. C. Share the dashboard, views, and charts with the team. D. Share the dashboard and charts with each team member individually.

Answer 30

C. Share the dashboard, views, and charts with the team.

Question 31

You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal? A. Navigate to your instance in Microsoft Outlook and create a Lead. B. Track the email- Manually create a Lead in Microsoft Dynamics 365. C. Track the email. Convert the email to a Lead record. D. Create a Lead from the CRM tab in Microsoft Outlook.

Answer 31

C. Track the email. Convert the email to a Lead record.

Question 32

You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes tor the same set of products, but from two different price lists for comparison. What should you do in order to respond to this customer's request? A. Create two Opportunities with different price lists. Then create one Quote from each of the Opportunities. B. Create one Opportunity with one Quote. Then, have the customer review the quote Before creating another. C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote- D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.

Answer 32

D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.

Question 33

You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use? Each correct answer presents a complete solution. A. comma-separated values (.csv) B. compressed (.zip) C. Excel 97-2003 Spreadsheet (.xls) D. Access Database (.accdb)

Answer 33

A. comma-separated values (.csv) | C. Excel 97-2003 Spreadsheet (.xls)