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.
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.
You need to fix the opportunity fating issue that EmployeeB reports. What should you update?
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.
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.
You need to create a price list for loaves of bread. What should you set up?
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.
You need to solve the TesterA issue. What should you do?
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.
You need to optimize generated forecasts. What should you create?
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.
You need to create a component for deliveries. What should you create?
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
You need to determine the cause of the error for approved quotes.
Why does the error occur?
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.
You need to add the unfavorable credit and reference check reasons to the RFQ close process. What should you do?
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.
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.
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.
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.
You need to process CompanyB's order.
What should you do?
You need to implement the time study.
What should you create?
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.
You need to resolve the issue for PreferredCustomerA, What should you create?
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.
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.
You need to provide First Up Consultants the access they require. What should you do?
You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
You need to identify new customer pending sales.
What should you do?
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.
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.
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.
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.
You need to configure pricing for the Contoso, Ltd. invoice.
What should you do?
You need to configure a phone call activity for the dean.
To which value should you set the value of the Call With field?
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.
You need to resolve the sales manager's issue regarding private box customers.
What should you do?
You need to create a chart for the athletic director.
What should you do?
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.
You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
You need to implement dashboards.
Which URL should you use?
You need to ensure that the salespeople can access all their meetings when they travel.
What should you recommend the salespeople use?
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?
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?
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.
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.
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.
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?
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.
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.
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?
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.
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?
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.
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?
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.
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.
You need to choose where to enter the other show names in the system.
Where should you add the shows?
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.
You need to configure the system for all the large quantity pricing requirements.
What should you do?
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.
You need to choose where to enter the other show names in the system. Where should you add the shows?
You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
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.
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.
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?
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.
You need to configure the system to handle all ticket sales.
What should you configure?