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Total 367 questions

Microsoft Dynamics 365 for Sales Questions and Answers

Question 1

You need to assign the appropriate out-of-the-box security roles.

Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role 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.

Options:

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Question 2

You need to create new leads from activities.

What should you do? To answer, drag the appropriate actions to the correct activity types. 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.

Options:

Question 3

You need to fix the opportunity fating issue that EmployeeB reports. What should you update?

Options:

A.

Exchange data

B.

Activity influence

C.

Health score grading

D.

Communication frequency

Question 4

You need to resolve the issue reported by User1.

Which three actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Configure the connection graph.

B.

Configure Linkedln Sales Navigator Lead lookup control.

C.

Create a tab for Linkedln Sales Navigator and make it visible.

D.

install Linkedin Sales Navigator and enable it.

E.

Enable CRM sync and activity writeback.

Question 5

You need to add the new types to the product catalog.

What should you do for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 6

You need to create a price list for loaves of bread. What should you set up?

Options:

A.

one price list item, one discount list

B.

one price list item, three discount lists

C.

three price list items, one discount list

D.

three price list items, no discount lists

Question 7

You need to ensure that employees have the appropriate territory set up.

What should you do? To answer, select the appropriate option in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 8

You need to solve the TesterA issue. What should you do?

Options:

A.

Select Enable Dynamics 365 for mobile.

B.

Log out and log back in to view non-production apps.

C.

Select Apps from the non-production apps.

D.

Customize the mobile app to match the model-driven app.

Question 9

You need to ensure that the Accounts table data does not contain duplicates.

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.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

Options:

Question 10

You need to optimize generated forecasts. What should you create?

Options:

A.

one predictive opportunity scoring model

B.

two predictive opportunity scoring models

C.

two predictive lead scoring models

D.

one predictive lead scoring model

Question 11

You need to resolve the missing credit card order.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Create the order.

B.

Qualify a lead.

C.

Create a contact

D.

Convert the email.

Question 12

You need to create a component for deliveries. What should you create?

Options:

A.

scheduled flow

B.

booking alert

C.

custom activity table

D.

business process flow

Question 13

You need to determine which fields are required when opportunities are marked as lost.

Which fields are required?

Options:

A.

Status and Stakeholders

B.

Status and Contact

C.

Status Reason and Competitor

D.

Status Reason and Description

Question 14

You need to determine the cause of the error for approved quotes.

Why does the error occur?

Options:

A.

The quote has been deleted.

B.

The opportunity is in Active state.

C.

The quote template is in Active mode.

D.

The quote is in Active state.

Question 15

You need to implement sales lost to competitors.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 16

You need to add the unfavorable credit and reference check reasons to the RFQ close process. What should you do?

Options:

A.

Create custom activities for the credit and reference checks.

B.

Add a stage to the business process flow.

C.

Convert the credit and reference activities lo an opportunity.

D.

Delete the RFQ Lead record.

E.

Create custom status reasons.

Question 17

You need to enter information about VendorZ into the system.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Update the contact preference for CompanyD.

B.

Update the contact preference for VendorZ.

C.

Create a new connection type.

D.

Create an account record for VendorZ.

E.

Create a sub-contact record for the vendor for CompanyD.

Question 18

You need to set up the required sales tracking for multinational customers.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Create a primary account for the customer and contacts for each country of operation.

B.

Create each country sales territory as a sub-territory of the global territory.

C.

Associate the customer accounts for each country with the primary account.

D.

Create a primary account for the customer and assign it to the global territory.

E.

Associate the accounts in each country with the country sales territory in which it is located.

Question 19

You need to manage existing RFQs.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 20

You need to configure the RFQ process flow.

What should you create to meet each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 21

You need to process CompanyB's order.

What should you do?

Options:

A.

Submit the order for CompanyB.

B.

Create an order from each quote per country.

C.

Activate the quotes.

D.

Create an invoice for CompanyB.

Question 22

You need to implement the time study.

What should you create?

Options:

A.

business rule

B.

insight cards with Sales Insights

C.

custom activity type

D.

new data step in the business process flow

Question 23

You need to configure the RFQ Won/Loss chart.

How should you configure the chart? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 24

You need to resolve the issue for PreferredCustomerA, What should you create?

Options:

A.

a product catalog for each country

B.

a discount list for Preferred Customers

C.

a price list for the currency of each country

D.

a product bundle for each country

E.

a playbook category

Question 25

You need to configure the credit and reference screening playbook to meet the requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 26

You need to configure forecasting according to the requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 27

You need to provide First Up Consultants the access they require. What should you do?

Options:

A.

Modify security role privileges.

B.

Apply a Dynamics 365 Sales Professional license.

C.

Grant access to the partner portal.

D.

Add the Sales Enterprise App role.

Question 28

You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.

What should you recommend?

Options:

A.

Dynamics 365 Sales Premium

B.

Dynamics 365 Team member

C.

Dynamics 365 Sales Enterprise

D.

Dynamics 365 Sales Professional

Question 29

You need to identify new customer pending sales.

What should you do?

Options:

A.

Create status reasons in the solution and associate them with Open status

B.

Add statuses for all the pending sales stages

C.

Set all new leads to a default status of Qualified

D.

Configure the solution to automatically convert leads to opportunities

Question 30

You need to configure opportunity status reasons to meet the requirements for existing customer sales.

Which options should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 31

You need to create a discount list for ticket sales.

Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 32

You need to create and configure access to the Orders report and the Discounts by Number of Employees report.

What should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 33

You need to configure group sales discounts for alumni.

Which discount type parameters should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 34

You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?

Options:

A.

Set the Invoice Product to Override Price

B.

Set the Invoice Product to Use Default

C.

Configure an end date for the price list

Question 35

You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

Options:

A.

contact name

B.

stakeholder

C.

record owner

D.

dean

Question 36

You need to configure accounting options.

Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option 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.

Options:

Question 37

You need to resolve the sales manager's issue regarding private box customers.

What should you do?

Options:

A.

Convert all incoming phone calls to leads.

B.

Convert the sales manager's emails lo opportunities.

C.

Convert the sales manager's emails to leads.

D.

Convert the dean's phone call to an opportunity.

Question 38

You need to create a chart for the athletic director.

What should you do?

Options:

A.

Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.

B.

Use the ticket type as the X-axis. Use amount of sales on the Y-axis

C.

Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis

D.

Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.

Question 39

You need to create invoices for all customers.

Which products should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 40

You need to increase efficiency and consistency for ticket sales to meet company requirements.

What should you create?

Options:

A.

a Microsoft Flow workflow

B.

a playbook

C.

a Lifecycle Services (LCS) package

Question 41

You need to implement dashboards.

Which URL should you use?

Question 42

You need to ensure that the salespeople can access all their meetings when they travel.

What should you recommend the salespeople use?

Options:

A.

Dynamics 365 Sales Insights

B.

Dynamics 365 for phones and tablets app

C.

Dynamics 365 Sales mobile app

D.

Dynamics 365 for Outlook

Question 43

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.

A salesperson updates an opportunity and wants to refresh the forecast.

You need to show the salesperson how to refresh the forecast.

Proposed solution: Update the roll-up recurrence frequency.

Does the solution meet the goal?

Options:

A.

Yes

B.

No

Question 44

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?

Options:

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.

Question 45

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.

Options:

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.

Question 46

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.

Options:

A.

Cancel

B.

Activate

C.

Accept

D.

Fulfill

Question 47

You are creating a new account form for Inside sales. The company name is in the account name field. Company employees are entered as contacts.

The form must meet the following requirements with minimal additions:

• List employee names.

• include the street address, city, and state as one field.

• Include columns to allow for entry of three separate email addresses.

• Ensure that users can only edit the phone number and email columns.

You need to configure the form.

Which option should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 48

You are creating a pricing list in Dynamics 365 Sales.

All prices must end in $.98.

You need to select the function that establishes this pricing requirement.

What should you use?

Options:

A.

Rounding Amount

B.

Percentage

C.

Pricing Method

D.

Rounding Policy

Question 49

A company is evaluating Dynamics 365 Sales licenses. The sales manager wants the following features:

• knowledge management

• sequence designer

• predictive forecasting

You need to recommend sales plans that provide the full feature capabilities in the most cost-effective manner.

Which sales plans should you recommend? To answer, drag the appropriate sales plans to the correct features. Each sales plan may be used once, more than once, or not at all. You may need to drag the spirt bar between panes or scroll to view content.

Options:

Question 50

Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.

When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.

Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.

Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.

Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.

You receive a request to prevent a salesperson from advancing an opportunity to the Propose stage of the Lead to Opportunity Sales Process until the salesperson captures the customer need.

You need to configure your environment to meet the requirement.

To complete this task, sign in to the Dynamics 365 portal.

Options:

Question 51

You are creating a forecast.

You want to include only opportunities that sell more than 100 units.

You need to configure this within the system.

What should you configure?

Options:

A.

additional filters

B.

multiple columns

C.

advanced features

D.

premium forecasting

E.

separate views

Question 52

You create a discount list for a company.

Two salespeople encounter the following issues when they create opportunities:

    Salesperson1 does not see the discount on the opportunity line item.

    Salesperson2 sees the discount applied to the line total instead of the unit price.

You need to ensure that discounts are applied properly.

What should you do? To answer, drag the appropriate actions to the correct issues. 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.

Options:

Question 53

You are updating a price list item in Dynamics 365 Sales.

You need to manually enter the price of a product for a price list item.

Which pricing method should you use?

Options:

A.

Percent of List

B.

Percent Markup - Current Cost

C.

Percent Margin - Standard Cost

D.

Currency Amount

Question 54

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.

Options:

Question 55

A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff members?

Options:

A.

Resources

B.

User

C.

Custom entity

D.

Contact

Question 56

A store sells toys to companies and individual consumers.

You need to track the following relationships by using out-of-the-box functionality:

• For individual consumers, log information about parents and their children. If a record for a parent is deleted, the record for the child must also be deleted.

• For companies that are subsidiaries, the store records their relationship to a corporate office. You must display the information in a hierarchical view.

What should you do to create each relationship? To answer, select the appropriate options in the answer area

NOTE: Each correct selection is worth one point.

Options:

Question 57

You need to create orders for large quantity purchases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution

NOTE: Each correct selection is worth one point.

Options:

A.

Create an invoice from the order record.

B.

Make a copy of the quote and save it as won.

C.

Select Won when prompted.

D.

Select a Create order from the Quote record.

E.

Select Convert to work order from the Opportunity record.

Question 58

You need to choose where to enter the other show names in the system.

Where should you add the shows?

Options:

A.

Competitor

B.

Product

C.

Accounts

D.

Contacts

Question 59

You need to determine which configuration changes to make to address closed and lost opportunities.

Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification 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.

Options:

Question 60

You need to configure the system for all the large quantity pricing requirements.

What should you do?

Options:

A.

Create a workflow for price list

B.

Create a quote with a write-in product

C.

Create an opportunity.

D.

Create a product catalog

Question 61

You need to ensure that new managers receive the information they need.

What should you do? To answer, drag the appropriate actions to the correct information. 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.

Options:

Question 62

You need to choose where to enter the other show names in the system. Where should you add the shows?

Options:

A.

Product

B.

Accounts

C.

Contacts

D.

Competitor

Question 63

You need to determine the cause of the issue with desktop users and business cards.

What is the cause of the issue?

Options:

A.

The Al Builder Business Card control needs to be configured for the field on the form.

B.

The field needs to be added to the form.

C.

A business rule needs to be set up to show the field.

D.

The users do not have the appropriate permissions.

E.

Show image on the form is not selected in Form Properties.

Question 64

You need to choose which product's solution fits the analysis needed.

Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution 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.

Options:

Question 65

You need to handle large quantity opportunities.

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.

Options:

Question 66

You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting.

What should you do?

Options:

A.

Create a workflow for the Goals entity

B.

In the Goals section of App Settings, select Actuals

C.

In the Business Management section of Settings, configure Goal Metrics

D.

In the Goals Settings section of App Settings, select Rollup recurrence

Question 67

You need to resolve the issues on the ticket’s dashboard.

Which configurations should you change? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 68

You need to configure the system to handle all ticket sales.

What should you configure?

Options:

A.

Discount Lists

B.

Product Bundles

C.

Product Catalog Settings

D.

Goals

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Total 367 questions