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MB-210

A vibrant and engaging representation of Microsoft Dynamics 365 for Sales, featuring concepts like sales management, customer relationship management, and technological integrations, designed in a modern and professional style.

Mastering Dynamics 365 for Sales Quiz

Test your knowledge and skills with our comprehensive quiz on Dynamics 365 for Sales! Whether you're a beginner or an experienced user, this quiz will help you assess your understanding of various features, configurations, and best practices.

Key Highlights:

120 thought-provoking questions
Covers a wide range of topics
Instant feedback on your answers

120 Questions30 MinutesCreated by NavigatingCloud342

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?

Yes

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?

Yes

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?

Yes

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?

Yes

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?

Yes

You use Dynamics 365 Sales. You are in stage two of a 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.

End the current process and start the correct business process flow

Abandon and then Switch

Finish and then Switch

Switch

Temporarily leave the current process flow for a different business flow

Abandon and then Switch

Finish and then Switch

Switch

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?

Change the field type from auto number to decimal number

Reduce the auto number prefix to one character

Reduce the suffix length to four characters

Ensure that the prefix setting is read-only

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 automatically 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.

Create an email

Create a business process flow

Create a child workflow

Create a real-time workflow

Send the email

Create a business process flow

Create a child workflow

Create a real-time workflow

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?

The default currency in personal options

The currencies in settings

The currency display option in system settings

The current format in personal options

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?

In the System Settings sales tab, change the default revenue type to System Calculated

In custom controls, change the default revenue setting to System Calculated

In Personalization settings for each user, change the default revenue type to System Calculated

In Opportunities, change the default value of the revenue type to System Calculated

You manage a default Dynamics 365 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 a complete solution.

Queue Item

Opportunity

Knowledge Article

Case

Invoice

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?

When a change is made to a currency field

When a user opens the opportunity record

When a user manually recalculates opportunity

When the calculate rollup field system job for the msdyn_projectteam entity runs

Topic 1 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?

Events

Business closure

Fiscal calendar

Time off request

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

Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.

Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.

Create tiles and a dashboard in Microsoft Power BI.

Create charts with required data in Dynamics 365.

Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

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.

Grant the user the sales manager role

Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement

Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement

Grant the user the system administrator or system customizer role

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?

Delegate

Sales Person

Sales Manager

System Customizer

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?

Opportunity Close

Opportunity

Competitor

Opportunity Line

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?

Create a flow

Enable dynamic content in Microsoft Word

Enable the Developer tab in Microsoft Word

Enable VBA in Microsoft Word

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: Add a new currency and configure the currency precision and symbol. Does the solution meet the goal?

Yes

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?

Yes

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?

Yes

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?

Yes

Marketing Professional

Sales Person

Delegate

CEO ג€" Business Manager

Reduce the auto number prefix to one character

Reduce the auto number prefix to two characters

Reduce the suffix length to four characters

Ensure that the prefix setting is read-only

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: Create a subscription to Microsoft Relationship Sales and enable JavaScript and pop-up blockers. Does the solution meet the goal?

Yes

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: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up blockers. Does the solution meet the goal?

Yes

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?

Yes

You are a Dynamics 365 administrator for a company. The company's fiscal year is April 1 through March 31. You need to create a system view for all users that displays data for the current fiscal year by default. What should you do?

Set up fiscal year settings and create a view in the default solution

Use date ranges to create a view in the default solution

Set up fiscal year settings and create a view from the advanced find

Use date ranges to create a view from the advanced find

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?

Assign the Dynamics 365 System Customizer role to the user

Assign the Common Data Service User role to the user

In the Power Apps Admin center, assign Environment Maker permissions to the user

In the Office 365 Admin center, assign Application proxy permissions to the user

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?

Sales Person

Knowledge Manager

System Customizer

CEO ג€" Business Manager

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?

Dynamics 365 for Sales content pack for Microsoft Power BI

Social Selling Assistant

LinkedIn Sales Navigator

Sales Insights

Relationship Assistant

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?

A task flow

A business rule

A calendar

An on-demand workflow

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?

Create a product family with each product list four times. Include the territory price for each product list.

Create a price list with a discount list for each territory.

Create a price list for each territory and add a territory relationship record.

Create one price list and margin for each territory.

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?

Pound sterling

Euro

USD

Peso

A company has three business units. User privileges are set to ensure that users can see only records owned by their own business unit. If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit fields match. You must ensure that duplicate records are not created for contacts. You need to create the duplicate detection rules. Which two filters should you configure? Each correct answer is part of the complete solution.

First Name and Last Name and Email

First Name and Last Name and Preferred Phone

First Name and Last Name and Email and Business Unit

First Name and Last Name and Preferred Phone and Business Unit

First Name and Last Name and Owner

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 other records in the organization. Which access level should you assign to the Contact entity?

User

Organization

Parent: Child Business Unit

Business Unit

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.

Sales Team Member

Vice President of Sales

Sales Manager

CEO-Business Manager

President of Sales

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?

Sales Manager

Knowledge Manager

System Customizer

Common Data Service

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?

Sales Professional app access

Sales Team Member

Sales Professional

Sales Professional Manager

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?

Yes

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?

Yes

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 the playbook in Playbook settings. Does the solution meet the goal?

Yes

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: Edit the playbook template and set the value of the Track Progress option to yes. Does the solution meet the goal?

Yes

A company uses Dynamics 365 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.

Team administrator

Team channel name

Team name

Team description

Business unit name

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 the members for each territory. ✑ Select Related under each territory and select the postal codes applicable for each territory. Does the solution meet the goal?

Yes

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 the members for each territory. ✑ Select Related and add the Resource territories. Does the solution meet the goal?

Yes

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. ✑ Add members for each territory and save. ✑ Repeat for the Central and East territories. ✑ Add connections to each territory. Does the solution meet the goal?

Yes

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?

Sales Person

Delegate

System Customizer

CEO ג€" Business Manager

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?

Opportunity status reason

Opportunity close status

Opportunity status

Opportunity close status reason

A company manufactures widgets. Widgets can be sold in the following ways:

The company discovers that customers want to buy widgets individually.
You need to add a unit named Each.

Create the unit Each with Box as the base unit.

Update the unit Box with Each as the base unit.

Set Each as the primary unit.

Make Each the base unit for all units.

A company is using Dynamics 365 Sales. Several invoices have an incorrect shipping date. You need to change the shipping date on all the invoices. What should you do?

Select an order, edit, and then create an invoice for each incorrect order that corresponds to the invoice.

Select all invoices simultaneously and select Confirm Invoice to change them.

Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the invoices with the correct date.

Select individual invoices and edit. Repeat for all incorrect invoices.

You are a salesperson working with Dynamics 365. Your role includes working with opportunities. You successfully close a sale. Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

Change Est. Revenue to Actual amount

Set the Status reason to Won.

Change Est. Close Date to Actual close date.

Change the Actual Revenue to Actual amount.

You are a Dynamics 365 Sales administrator. You create a discount list. The sales team needs to use the discount list for opportunities. You need to ensure that the discount list is available and that products are discounted as expected. To what should you associate the discount list?

Product

Price list item

Price list

Product family

A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities. What should you create first?

Related unit

Unit of measure

Primary unit

Base unit

A company uses Dynamics 365 Sales. You need to associate a competitor with each closed opportunity for reporting. What should you do?

Select the Follow option for the competitor.

Add the competitor to the opportunity close record.

Create a user post for the competitor.

Enable auditing for the competitor entity.

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?

Add the product to the order and use Get Products

Add a write-in product

Add an existing product and change the name and price

Add the product to the quote and use Get Products

You are a Dynamics 365 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?

Related products

Product bundles

Product families

Product unit groups

You are a salesperson using Dynamics 365 Sales. You need to be able to modify the product price on an active invoice that uses current pricing. What should you do?

Set the Invoice Product to Override Price

Set an End Date for the Price List to ensure the Price List is expired

Set an End Date for the Price List to ensure the Price List is not expired

Set the Invoice Product to Use Default

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?

Activate the quote

Select Get Products from the command bar in the Quote entity

Select Add Line Items on the Opportunity entity

Select Recalculate from the command bar on the Opportunity entity

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?

Lead

Order

Opportunity

Quote

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?

Add a new product family to an existing product family

Delete the existing price list and create a new one

Create a unit group for use with the product family

Add a parent product family to an existing product family

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.

Cancel

Activate

Fulfill

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?

The highest needed to sell the product or service

The least frequently used to sell the service

The most frequently used to sell the service

The lowest needed to sell the product or service

Solution: Closethe opportunity as won.

Does the solution meet the goal?

Yes

Solution: Convert the Opportunity to a quote.

Does the solution meet the goal?

Yes

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?

Yes

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?

Convert the opportunity to a quote

Create a new quote from the customer

Create a new quote from the opportunity

Create a new quote with the opportunity price list

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?

Closed

Active

Draft

Won

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: On the Quotes tab of the opportunity, select Add New Quote. Does the solution meet the goal?

Yes

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

The quote is deleted

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

The quote is put in draft mode for modification.

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

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?

Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.

Close the opportunity as won.

Convert the quote to an order. Set the value of the Close Opportunity option to Yes.

Convert the quote to an order. Set the value of the Close Opportunity option to No.

You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create quotes. A member of the sales team requests that you change the order in which columns display in customer quotes. You need to modify the quote template. What should you use?

Template editor

Mail merge template

Microsoft Word template

Report Wizard

You are a system customizer in Dynamics 365 Sales. You need to set up product families. Which option is available?

Create a maximum of 10 child product families

Set a product bundle as a parent of a product family

Add the product to multiple product families

Set a product property as an option set

A company uses Dynamics 365 Sales. You attempt to add a product to an order, but the product cannot be located. You need to determine why the product is missing. What is the cause?

The product was not published

The product is missing required information

The write-in option was not used

The product was not listed in the quote

You are a Dynamics 365 Sales administrator for an organization. The organization is no longer going to sell a product in the product catalog. You need to ensure that the product is no longer available for selection by sales staff. What should you do?

Retire the product

Edit the name

Delete the product

A company sends PDF quotes to customers. A salesperson wants to revise the look of a quote after selecting the Export to PDF button. You need to modify the template for the PDF. Where should you modify the template?

Microsoft Excel

A report

Microsoft Word

The PDF document

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?

A customer creates a custom events table. The Events table has an N:1 relationship with the Accounts table. The events team tracks activities against events. The account manager wants to see all activities related to accounts in the timeline. You need to allow event activities to appear in the account timeline. What should you update?

Relationship type in the relationship definition

Timeline setting in System Settings

Timeline field on the account form

Relationship Rollup View in the relationship definition

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?

Percent of List

Percent Markup - Current Cost

Percent Margin - Standard Cost

Currency Amount

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?

Power BI website

Power BI Desktop

Power BI Premium

Power BI Professional

A company uses Dynamics 365 Sales. You need to email a quote to a customer. Which user interface option should you use?

Assign

Form Editor

Print Quote for Customer

You are a salesperson using Dynamics 365 Sales. You need to add a product line item in an opportunity. What should you do first in the opportunity?

Add a price list.

Specify revenue.

Configure units.

Add a product name.

You are a system customizer in Dynamics 365 Sales. You need to set up product families. Which option is available?

Change product properties on a published product.

Create a maximum of 10 child product families.

Add the product to multiple product families.

Set a product property as an option set.

You are a system customizer in Dynamics 365 Sales. You need to set up product families. Which option is available?

Create a maximum of 10 child product families.

Set a product bundle as a parent of a product family.

Add the product to only one product family.

Set one product as a parent to another product.

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.

Service activity

Phone call

Task

Custom activity

An order uses quote and order functionality in Dynamics 365 Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. Which two opportunities can you close as won? Each correct answer presents a complete solution.

An opportunity that has quotes in the draft status

An opportunity that has quotes in the won status

An opportunity that has quotes in the active status

An opportunity that has quotes in the revised status reason

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?

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

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

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

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

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.

The opportunity has other quotes in the won status.

The opportunity has other quotes in the draft status.

The opportunity has other quotes in the active status.

The opportunity has other quotes in the revised status reason.

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?

Opportunity

Lead

Account

Contacts

A salesperson sends an active quote to a customer. The customer requests another quote that includes the original details from the opportunity. You need to create multiple quotes. What should you do?

Close the quote and then create a quote from the opportunity.

Create a revision to the active quote.

Create a new opportunity.

Create a new quote from the original opportunity.

You are a system customizer in Dynamics 365 Sales. You need to set up product families. Which option is available?

Change the data type of an existing product property.

Add the product to multiple product families

Add the product to only one product family.

Set one product as a parent to another product.

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?

Assign the record to User2.

Grant User2 the stakeholder role.

Add User2 to the Owner team.

Add User2 to an Access team.

A sales manager asks you to add a reason named DealLost to mark opportunities closed as lost. You need to modify entity fields. Which two entity fields should you modify? Each correct answer presents part of the solution.

Assign the record to User2.

Grant User2 the stakeholder role.

Add User2 to the Owner team.

Add User2 to an Access team.

Opportunity Line

Opportunity Sales Process

Opportunity

Opportunity Relationship

Opportunity Close

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: Recalculate the opportunity. Does the solution meet the goal?

Yes

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?

Yes

You are a Dynamics 365 Sales administrator for a company. All sales representatives at the company have smart phones. You need to recommend a solution that allows sales representatives to take photos of the opportunity notes and use the photo as input for new opportunities in Dynamics 365. Which two options will achieve the goal?

AI Builder with Dynamics 365 for phones

Canvas App with a flow button

AI Builder with Power Automate instant flow

Dynamics 365 for phones only

The company divides a business unit into three separate units. Each unit will have a new manager. You need to update the quotas for each user for the current fiscal year's forecast. Which two actions should you perform?

Create and assign users to new resource groups for each manager.

Adjust the forecast values directly.

Assign the users to their new managers.

Upload the new quota amounts for each user.

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 owner wants 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?

Add each security role to the forecast configuration.

Grant all security roles access in the forecast configuration.

Add the view privilege to each userג€™s security role.

Grant users permission to view the Forecast Category field.

You are a salesperson using Dynamics 365 Sales. An invoice needs to be created on an order. The Create Invoice button is not visible. You need to determine why the Create Invoice button is not visible. Why is the button missing?

The sales order is not complete.

The price list has expired.

The sales order processing integration is enabled.

You have not selected the Get Products button.

A company measures their sales team on the number of appointments they make in a fiscal year. The company needs to be able to track how many appointments have been scheduled by each salesperson. You need to ensure the sales representatives are achieving their appointment targets. What should you configure?

A goal for each salesperson with metric type to set to amount for number of appointments made

A goal for each salesperson with metric type set to count for each customer

A goal for each salesperson with metric type set to count for number of appointments made

A view with the revenue for each salesperson

A view with the appointments for each salesperson

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 Opportunity Forecast Category Mapping process. Does the solution meet the goal?

Yes

You need to configure the system for incoming email to support creation of leads from email requirements. What should you do? To answer, select the appropriate options in the answer area.

Create leads from incoming emails

Create a Queue and record creation rule

Create a workflow for incoming emails

Create an action to trigger a plug-in

You need to configure the system for incoming email to support creation of leads from email requirements. What should you do? To answer, select the appropriate options in the answer area.

Do not create contacts from emails from unknown senders

Disable create records for emails from unkown senders

Enable duplicate detection rules for emails

Disable duplicate detection rules for leads

Enable create lead in email tracking

You need to configure territories and membership. Which configurations should you use? To answer, select the appropriate options in the answer area.

Number of territories to set up

You need to configure territories and membership. Which configurations should you use? To answer, select the appropriate options in the answer area.

Add Salesperson1 and Salesperson2

You need to ensure that sales numbers reflect the accounting calendar. What should you configure?

Rollup Queries

Business Closures

Sales Territories

Fiscal Year Settings

You need to create a chart for the athletic director. What should you do?

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

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

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

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

You need to increase efficiency and consistency for ticket sales to meet company requirements. What should you create?

A Microsoft Flow workflow

A playbook

A Lifecycle Services (LCS) package

You need to implement dashboards. Which URL should you use?

Https://bellowscollege.crm.dynamics.com

Http://bellowscollege.crm.dynamics.com

Https://bellowscollege.dynamics.com

Https://crm.bellowscollege.dynamics.com

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?

Create a workflow for the Goals entity

In the Goals section of App Settings, select Actuals

In the Business Management section of Settings, configure Goal Metrics

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

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

The field needs to be added to the form

Show image on the form is not selected in Form Properties

The users do not have the appropriate permissions

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

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

You need to set up the required sales tracking for multinational customers. Which two actions should you perform?

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

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

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

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

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

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

Status and Stakeholders

Status and Contact

Status Reason and Competitor

Status Reason and Description

You need to determine the cause of the error for approved quotes. Why does the error occur?

The opportunity is in Active state.

The quote template is in Active mode.

The quote has been deleted.

The quote is in Active state.

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