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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?
You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.You need to ensure that a user can install the business process flows.What should you do?
You need to set up the required sales tracking for multinational customers.C? Each correct answer presents part of the solution,NOTE: Each correct selection is worth one point.
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: At any stage in the business process flow prior to the final stage, select Finish.Does the solution meet the goal?
A company uses Dynamics 365 Sales. The default currency for the company is US dollars (USD). The company does business in the United States, Mexico, and the United Kingdom. The company sells 10 types of products. Each product requires its own pricing structure. You need to create price lists by using the local currency across countries and regions. How many price lists should you create?
You manage a Dynamics 365 Sales environment.You need to ensure that all possible activities are automatically converted to leads by using the record creation rule.Which three activities can you convert to leads? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. You are a Dynamics 365 Sales system administrator. The sales team wants to use automated conversation starters. You need to ensure that the controls are available to developers. Solution: Remove any subscriptions associated with Microsoft Relationship Sales and disable JavaScript.Does the solution meet the goal?
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?
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?
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?
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.
You manage a Dynamics 365 environment You introduce a new product. Opportunitieswith the product are created.You need to find all opportunities that include the product.What should you use?
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 company uses Dynamics 365 Sales.You need to change the description field on the quote.Which state allows you to make the change?
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 company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD).A sales representative sells products to customers in the United Kingdom and Spain.You need to determine the currency for the quote.Which currency will the quote use?
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 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?
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 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?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A company uses Dynamics 365 Sales. You create a playbook to send documents to new sales managers. You need to configure the system to record all activity associated with each playbook. Solution: Enable auditing on for the Playbook Activity entity.Does the solution meet the goal?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen. You are configuring Dynamics 365 Sales for a US-based company as follows: Utah to California is the West territory, Illinois to Colorado is the Central territory. Maine to Indiana is the East territory. The company wants the territories set up as follows: Salespersons 1 and 2 sell in the West territory. Salespersons 5 and 6 sell in the Central territory. Salespersons 3 and 4 sell in the East territory. Postal code for each state used as the location. You need to set up the territories-Solution: Create the West territory, add the manager, and save. Add members for each territory. Repeat for the Central and East territories.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?
You are a system customizer in Dynamics 365 Sales.You need to set up product families.Which option is available?
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 company deploys reporting for Dynamics 365 Sales.You need to set up the Power BI content pack.Which Power BI product should you use to customize the content pack reports?
A company uses special pricing for bulk purchases of products.A sales team member cannot create pricing lists for preferred customers.You need to set up a discount price list.What are three possible security roles that can be used? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.
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 company uses Dynamics 365 Sales Professional.A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.You need to assign the appropriate default security role.Which security role should you assign to the user?
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 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?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen. You are configuring Dynamics 365 Sales for a US-based company as follows: Utah to California is the West territory, Illinois to Colorado is the Central territory. Maine to Indiana is the East territory. The company wants the territories set up as follows: Salespersons 1 and 2 sell in the West territory. Salespersons 5 and 6 sell in the Central territory. Salespersons 3 and 4 sell in the East territory. Postal code for each state used as the location. You need to set up the territories-Solution: Create the West territory, add the manager, and save. Repeat for the Central and East territories. Add members for each territory. Select Related under each territory and select the postal codes applicable for each terriority.Does the solution meet the goal?
You are a Dynamics 365 administrator for a dental office.You need to create a process in Sales Hub to ensure that team members perform the following actions: Call patients to remind them about upcoming appointments.Update patient contact information.What should you create?
You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.Managers must be able to determine how the relationship with customers is trending for each opportunity.You need to implement a solution.Which solution should you implement?
Note: This question Is part of a series of questions that present the same scenario. Each question In the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to It. As a result, these questions will not appear In the review screen. You are a Dynamics 36S Sales system administrator. The sales team warns to use automated conversation starters. You need to ensure that the controls are available to developers. Solution: Disable JavaScript and disable pop-up blockers.Does the solution meet the goal?
You are a Dynamics 365 Sales administrator for a company that has locations in five regions.The company's owner wants regional managers to update their own forecasts. The ownerwants full transparency for all forecasts to all current and future employees.You need to allow users to see the forecasts for every region.What should you do?
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?
You manage a Dynamics 365 environment. A user named User! 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 company uses Dynamics 565 Sales Professional. A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team. You need to create the new sales team.Which two values must you configure? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A company uses Dynamics 365 Sales. You create a playbook to send documents to new sales managers. You need to configure the system to record all activity associated with each playbook. Solution: Create a Power Automate flow to track the activities.Does the solution meet the goal?
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.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated. Solution: When closing an opportunity, use the Close as Won dialog.Does the solution meet the goal?
A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders.You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote.What should you do?
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.
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 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 company uses Dynamics 365 Sales.You need to email a quote to a customer.When user interface option should you use?
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?
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?
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?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen. You are configuring Dynamics 365 Sales for a US-based company as follows: Utah to California is the West territory, Illinois to Colorado is the Central territory. Maine to Indiana is the East territory. The company wants the territories set up as follows: Salespersons 1 and 2 sell in the West territory. Salespersons 5 and 6 sell in the Central territory. Salespersons 3 and 4 sell in the East territory. Postal code for each state used as the location. You need to set up the territories-Solution: Create the West territory, add the manager, and save. Repeat for the Central and East territories. Add members for each territory. Select Related and add the Resource territories.Does the solution meet the goal?
Sales representatives at an organization have access to the contact records in their business unit.You need to ensure that sales representatives can access contact records in all business units that are subordinate to their business unit. Sales representatives must not have access to otherrecords in the organization. Which access level should you assign to the Contact entity?
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 company is implementing Dynamics 365 Sales. The company has ten products and four territories.Each territory must have a price list specific for the territory and must use these prices as default product prices.You need to configure the price lists for the territories.What should you do?
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