Online MB-210 Exam Dumps Help You Build Confidence

1. 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.

Your company wants every lead record to be rated as Cold when the record is created.

You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.

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

2. HOTSPOT

You run a sales report for Fourth Coffee named Account Overview.

The following report displays:

3. A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.

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? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

4. A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.

The company wants to improve usability for its users.

You need to limit users to only individual department forms and views.

What should you do?

5. 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?

6. DRAG DROP

You are a Dynamics 365 Sales system customizer.

Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.

You need to configure the search tool to show the open and closed opportunities in the Customize the System area.

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.

7. HOTSPOT

You are a salesperson for a company.

You experience the following issues when you open an opportunity:

• One of the stakeholders does not appear in the Stakeholders subgrid.

• The price does not calculate for one of the products added to the opportunity.

You need to resolve the issues.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

8. HOTSPOT

You use opportunities with products and price lists in Dynamics 365 for Sales.

You need to add products than exist in PriceListA and PriceListB to an opportunity.

Which actions should you perform? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

9. HOTSPOT

You are converting a lead for the manufacturing manager from Contoso, Ltd. Neither the company nor the manufacturing manager are in your Dynamics 365 system.

You need to ensure that the lead record a correctly convened.

Which values should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

10. Topic 5, Liberty's Delightful Sinful Bakery & Café



Overview

Liberty's Delightful Sinful Bakery & Cafe (Liberty's) sells baked goods to only commercial customers for resale from its East and West territories. The bakery acquired a company that it will incorporate as its retail line of business. Each territory will contain a Retail and Commercial territory.

Liberty's has two territories, each divided as shown below.







Configuration:

• The Commercial territory has a different price list than the Retail territory.

• The criteria used to measure the probability of a sale will be different for retail and commercial.

• All loaves cost the same and all buns cost the same.

• Auto-create records for newly qualified leads is turned on to simplify the lead qualification process.

• Liberty's logs all phone calls, appointments, and emails in Dynamics 365 Sales.

• Accounts were imported for the Retail territory.

• Liberty's finds that the information on their accounts and contacts are often outdated.

• Liberty's must use Microsoft Relationship Sales.



Discounts

To add the pricing for retail, Liberty's will update all price lists to reflect the retail price and provide the following discounts:

• 10 percent off for 10-19 items

• 20 percent off for 20-49 items

• 30 percent off for more than 50 items



Job roles

EmployecA:

• Manages the Commercial territory

• Will also manage the new Retail terntory starting next month

• Responsible for all sales functions, including forecasting and product management EmployeeB:

• Hired for retail sales only

• Must create new accounts and contacts but should not be able to create or edit products EmployeeC:

• Serves as a Liberty's executive

• Requires read-only access to Contacts and Accounts tables in Dynamics 365 Sales Employee©:

• Serves as an operations manager, responsible for managing orders and deliveries



General

• With the acquisition of the retail company, new bread types must be added. These bread types must apply to loaves and buns.

• A lead must be generated from an activity record.

• Liberty's wants to improve accuracy about Accounts and Contacts but does not want to track messages generated outside of the system.

• With the addition of the retail branch. Liberty's must create a forecasting model to estimate the revenue for the next quarter.

• If a phone call is received from a new potential customer, a lead must be generated from the activity record.

• Liberty's must automatically maintain current account and contact information.

• The system must be able to rate the health of an opportunity based on the following scale:

o 1 = Good

o 2 = Fair

o 3 = Poor

• The health rating must include all conversations and interactions, including those on social media.



Issues

• A duplicate detection rule is set up, and the flag to check for duplicates is turned on; however, duplicates still exist.

• EmployeeB and other employees notice that all their opportunities are rated as Good, but when reviewing the activities, they see that the rating should be Poor.

• User1 complains that the user's message responses to leads in Linkedln are missing.

• TesterA cannot find the model-driven app to test.

• Liberty's receives an email with a customer order. When the customer calls to pay with a credit card over the phone, Liberty's cannot find the customer order.



DRAG DROP

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.

11. You need to help the new salesperson resolve the access issue.

What should you change?

12. 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?

13. DRAG DROP

A company uses Dynamics 365 Sales to manage sales orders.

You need to create an order for a new customer.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

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

Where should you add the shows?

15. 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?

16. 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?

17. 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?

18. HOTSPOT

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.

19. You are configuring sales accelerator for a retail business. The company uses four tables: Lead, Quote, Product and a custom merchandise table. The default main form is used for all tables.

The company plans to implement the Up Next widget for sellers on all applicable tables.

You need to configure the widget so it is displayed correctly for sellers.

Solution: Add Lead to workspace settings and add the widget to the Lead table form.

Does the solution meet the goal?

20. HOTSPOT

You are implementing Dynamics 365 Sales for a company that has salespeople in the following cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople for all three cities.

You must set up territories by states. Each state must be a parent territory and have a different manager.

Sales information must be shown by city and then by state.

You need to set up territories for Florida.

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

21. DRAG DROP

The product development team for a toy company creates a new remote-control toy.

You need to create the necessary records and record relationships to sell the product.

Which five records and/or components should you configure in sequence? To answer, move the appropriate records and/or components from the list of records and components 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.

22. 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.

A sales manager requests to view all the closed opportunities by source campaigns. The manager wants the visual formatted as a stacked bar comparison of which closed opportunities are won versus lost.

You need to configure your environment to provide access to the visual. You must name the visual Opportunities Won vs. Lost by Campaign.

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

23. HOTSPOT

You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.

You need to update the dashboard to display wrong phone numbers.

How should you make the modification? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

24. HOTSPOT

You need to configure territories and membership.

Which configurations should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

25. DRAG DROP

You are setting up the product catalog in Dynamics 365 Sales.

The following promotions must be set up in the product catalog:

• Customers receive a free mug with the purchase of one can of soda.

• Customers receive a five percent price decrease on the purchase of 12 cases of soda.

• Soda has various prices based on whether the purchase is for one can, one six-pack, or a case.

You need to choose which feature to set up in the product catalog.

Which feature should you use? To answer, drag the appropriate features to the correct requirements. Each feature 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.

26. 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 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?

27. 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?

28. HOTSPOT

You are a Dynamics 365 Sales administrator. The sales team has questions about competitor tracking.

You need to provide answers to the questions from the sales team.

How should you respond? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

29. 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?

30. 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: Recalculate the opportunity.

Does the solution meet the goal?

31. HOTSPOT

A company implements the Microsoft Relationship Sales Solution.

You need to configure synchronization settings.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

32. 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.

33. HOTSPOT

You are setting up a product catalog.

The product catalog must be set up with the following parameters:

• $100.00 off if a customer buys more than 10 cases

• S10.00 less if a customer buys two different products together instead of individually

• Single product sold in quantities of 1, 6, and 12; price per unit decreases as quantities increase

You need to set up the parameters.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

34. DRAG DROP

You manage a Dynamics 365 Sales environment.

You need to email the sales manager when salespeople update their 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.

35. 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: Close the opportunity as won.

Does the solution meet the goal?

36. A company uses Dynamics 365 Sales.

You need to implement the Microsoft Relationship Sales solution.

Which add-on should you install?

37. DRAG DROP

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.

38. 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?

39. 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.

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

What is the cause of the issue?

41. 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: Recalculate the forecast.

Does the solution meet the goal?

42. HOTSPOT

A company sells telephones. The company has a list of telephone colors that customers can choose.

For one month, the company wants to sell a red phone at a special price.

You need to set up the red phone for the sales team.

How should you configure the product and price list items? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

43. HOTSPOT

You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.

Users report that the results they obtain when using Global Search are not useful.

You need to configure Dynamics 365 to enable the users to locate leads.

What should you implement? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

44. 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: Convert the Opportunity to a quote.

Does the solution meet the goal?

45. HOTSPOT

You are a Dynamics 365 Sales administrator.

You create a forecast by using the forecast category layout shown in the exhibit:





Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic. NOTE: Each correct selection is worth one point.

46. DRAG DROP

A company uses Dynamics 365 Sales. You qualify a lead record.

Which record is created when you quality a lead? To answer, drag the appropriate record types to the correct leads. Each record type 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.

47. HOTSPOT

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.

48. HOTSPOT

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.

49. HOTSPOT

A company is implementing Dynamics 365 Sales.

The solution must support a new standardized sales process.

The process must be the same for both new and existing customers.

✑ Sales representatives must follow up on email inquiries about products within 24 hours.

✑ The time it takes for sales representatives to follow up on inquiries must be reportable.

✑ All quotes for new customers must be reviewed and approved by the sales manager for specific criteria.

You need to configure playbooks 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.

50. HOTSPOT

You need to help the salesperson manage customer email interactions.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

51. 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?

52. HOTSPOT

You are a Dynamics 365 Sales system customizer.

You need to create Product Bundles and Product Families.

What should you create? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

53. HOTSPOT

You are a Dynamics 365 Sales administrator. You set the fiscal year to begin in January.

A sales manager needs a monthly forecast for the next three years that starts in August of the next year.

You need to configure the forecast using the fewest number of forecasts.

How should you configure each requirement? To answer, the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

54. HOTSPOT

You manage a Dynamics 365 Sales environment.

You need to configure the default status for each lead.

Which status reason should you associate to each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

55. HOTSPOT

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.

56. 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?

57. You need to resolve the issue UserA is experiencing.

Where should you add UserA?

58. 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?

59. HOTSPOT

An organization uses Dynamics 365 Sales to manage customer relationships.

When a potential customer submits an email inquiry, the system must create a lead record and send a response.

You need to ensure that a lead record is created for the potential customer and a reply email is sent.

How should you configure the environment? To answer, select the appropriate options m the answer area. NOTE Each correct selection is worth one point.

60. You need to implement the time study.

What should you create?

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

Where should you add the shows?

62. You are a salesperson using Dynamics 365 for Sales.

You need to revise an active quote.

What happens to the original quote record?

63. 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 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: Change the opportunity to an inactive state.

Does the solution meet the goal?

64. HOTSPOT

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.

65. HOTSPOT

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.

66. DRAG DROP

You manage a Dynamics 365 Sales environment for an organization.

You need to edit the display name of a business process flow.

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.

67. 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: Create a subscription to Microsoft Relationship Sales and enable JavaScript and pop-up blockers.

Does the solution meet the goal?

68. 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?

69. DRAG DROP

You are setting up forecasting for a company.

The forecasting setup requires columns that aggregate the following information:

• All forecasts for territory to the territory managers

• Committed amount with the closed amount

• Customer sales order amounts imported from the ERP system

You need to configure the column types.

Which type should you use? To answer, drag the appropriate types to the correct columns. Each type 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

70. You need to implement dashboards.

Which URL should you use?

71. 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.

72. 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?

73. 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?

74. DRAG DROP

A customer uses Dynamics 365 Sales and Sales insights sales accelerator. The company wants to use an automatic activity generator. You need to set up the generator.

Which tool should you use? To answer, drag the appropriate tools to the correct scenarios. Each tool 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.

75. 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.

76. A company is implementing the Dynamics 365 Sales mobile app.

The company requires setup of several push notifications for sellers who use the app.

You need to create the push notifications.

Which feature should you use?

77. 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: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up blockers.

Does the solution meet the goal?

78. You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.

A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for Hospital A. You realize you can add the nurse as a contact to only one hospital.

You need to ensure that the nurse is associated with both hospitals in the system.

What should you do?

79. Topic 6, Contoso, Ltd (An Appliance Company)



Background

Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales company, to manage opportunities in areas where they do not have salespeople. The First Up Consultants personnel do not have Dynamics 365 Sales licenses. The internal sales team generates about 500 tradeshow leads per month.

Contoso, Ltd. uses Dynamics 365 Sales with no additional features enabled. The company currently uses only custom forms and the Sales Hub app.

The company recently hired a sales manager. The sales manager plans to improve processes and must keep costs as low as possible. A hands-off approach means the sales manager will view information in Dynamics 365 Sales but will not add entries. The sales manager identified the following areas that require major improvement

• Leads process

• Opportunity process

• Marketing process

• General company collaboration and communication



Leads Process

• Leads created at The head office must be automatically distnbuted to salespeople in a cyclical order. Tradeshow leads are created by salespeople and do not need to be redistributed.

• Lead assignments are often delayed because other tasks become a priority.

• To help prioritize tasks, the salespeople require the Up Next widget for the Lead form.

• The salespeople require a task that reminds them to call the lead one week after the tradeshow.

• The salespeople are excellent at meeting leads at tradeshows. One day after the tradeshow, they manually send a follow up email, but that is often where the communication stops.

• Salespeople often forget to track customer emails to their leads when they are in Microsoft Outlook.



Opportunity Process

• The contracts team must review all contracts uploaded in Dynamics 365 Sales for opportunities, but they do not have access to Dynamics 365 Sales.

• Opportunities are often transferred to different child or parent accounts, so contracts should not be filed by account.

• First Up Consultants must track the progress of the opportunity in Dynamics 365 Sales.



Marketing Process

• The contracts team must review all contracts uploaded in Dynamics 365 Sales for opportunities, but they do not have access to Dynamics 365 Sales.

• Opportunities are often transferred to different child or parent accounts, so contracts should not be filed by account.

o Pop-up sale emails must only go to a manually selected group of cont<365 Sales.,

• Tradeshow

o The sales administrator must send marketing materials to specific leads collected from

the tradeshow when the tradeshow ends. The sales administrator must manually select the

leads from all the leads collected.

• Flyers

o The sales administrator must send a quarterly sales flyer to leads in the local area. These leads are collected from the website. The leads must be automatically added or removed throughout the quarter.



General Issues

• Salespeople often travel to visit customers. Currently, the salespeople connect to Dynamics 365 Sales through a browser on their phones. The Dynamics 365 Sales forms are often small and difficult to use.

• The salespeople require availability of the following features on their phone:

o Receive an alert that notifies them of a new lead assignment even when they are not using Dynamics 365 Sales. o View all meetings and appointments from Outlook and Dynamics 365 Sales in one view. o Generate a SQL Server Reporting Services (SSRS) quote for a customer.

• Salespeople require emails to appear on Dynamics 365 Sales records so they can associate the email to the record without needing to navigate to another app.

• A new salesperson can open records but cannot access the app. The salesperson has been granted the same app access as all other salespeople.

You need to help the sales administrator identify leads generated from the tradeshow and website.



DRAG DROP

What should you create for each audience? To answer, drag the appropriate list types to the correct audiences. Each list type 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.

80. A company deploys Dynamics 365 Sales Enterprise.

Users must be able to view account and contact records but not edit or add information to those records.

You need to set up user access.

What should you do?

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

Which fields are required?

82. A company uses Dynamics 365 Sales.

You need to configure the Sales Insights sales accelerator.

What should you create?

83. HOTSPOT

A company uses Microsoft 365 and Dynamics 365 Sales. The company sets up server-side synchronization in preparation for mailbox configuration.

A new business manager must be able to approve mailboxes for users.

You need to assign roles to the business manager by using the principle of least privilege.

Which roles should you assign? To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point.

84. Topic 3, group of theaters Case Study



Overview

This is a case studyCase studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.



To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.



At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.



To start the case study

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Informationtab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.



Background

A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.

Each theater has a manager. The managers rotate between theaters every six months.

The company plans to implement Dynamics 365 Sales.



Current environment

The company uses the following pricing structure for tickets:





Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.



Requirements

Business cards

* The business card of every group sales customer must be scanned and the image saved with the contact record.

* A customer's business card must be scanned even if the customer has been to the theater before.

* Business cards must show up on all contact forms.



Salespeople

* Each salesperson needs to sell a certain amount of tickets per month.

* The number of tickets each salesperson sells must be totaled only at the end of the month, before the monthly meeting between the salesperson and their manager.

* Salespeople must not be able to check the quantity sold in the system daily.



Opportunities

* The name of the sales manager must be added to opportunity records when sales representatives close opportunities.

* Opportunities that are lost must include the reasons other show and not interested.

* Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities.

They want it broken down as follows:

* Price breakout by ticket

* Quantity discount amount

* Original ticket price



Orders

* Customers who buy a large quantity of tickets to a show must always get a quote first.

* Orders must always be created from the Quote record when it is a large purchase.

* Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.



Data Analysis

* Analyze email messages that pertain to ticket sales of the shows.

* Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.

* Analyze accounts and assess the account representative's relationship with the customer to gauge the level of communication.



Visuals

A Tickets dashboard for all cashiers must be created that contains the following bar Charts:

* all the tickets sold for each show

* all the tickets available for each show

* accounts that have purchased groups of 10 or more tickets

* purchased tickets by age groups



Shows

* Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.

* Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.

* Shows at other theaters must be updated on a monthly basis.

* Quantity discounts and bulk purchase for different shows must be consistent.



Issues

* The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.

* Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.

* Representative 1 is unable to scan business cards.

* Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.

* There are no business card images in the system.

* Duplicate contacts are being created with business card scans.



DRAG DROP

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.

85. 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 ate discounted as expected.

To what should you associate the discount list?

86. HOTSPOT

A customer places an order that includes all of the products from a previous order.

You need to add products from the previous order to the new order.

From which sources can you retrieve the list of products? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

87. 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.

88. A company uses Dynamics 365 Sales.

You need to email a quote to a customer.

When user interface option should you use?

89. DRAG DROP

You are setting up a product catalog in Dynamics 365 Sales.

You need to set up the catalog using the least amount of effort.

In which order should you set up the catalog? To answer, drag the appropriate components to the correct order position. Each component 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.

90. HOTSPOT

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.

91. DRAG DROP

A company uses Dynamics 365 Sales Professional. You are assigned the System Administrator role at the environment level only.

Sellers in the company require Forecasting and the sales accelerator functionality in the Sales Hub application.

You need to upgrade the environment to make the functionality available. The solution must meet all licensing compliance requirements.

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.

92. 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. NOTE: Each correct selection is worth one point.

93. 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?

94. HOTSPOT

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.

95. You need to create a price list for loaves of bread.

What should you set up?

96. DRAG DROP

A company uses Dynamics 365 Sales.

A sales manager wants to send an email to all contacts who live in a specific city. The manager does not want to create an email template or reuse the list of contacts. The email must be created and sent automatically.

You need to configure the system to send the email.

Which three actions should you recommend be performed 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: Each correct selection is worth one point.

97. HOTSPOT

A salesperson must complete an opportunity by verifying the existing products and adding a new product from the product list. The product list has standard pricing.

The salesperson observes the following issues with the products:

✑ The price per unit for each item in the product list is $0.00.

✑ Some of the existing product lines use a default price and have an incorrect price per unit.

You need to complete the opportunity.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

98. Topic 8, Mix Questions



HOTSPOT

You are Implementing Dynamics 365 Sales for a company that has salespeople in the fallowing cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople tar all Three cities.

You must set up territories by states. Each state must be a parent territory and have a different manager.

Sales information must be shown by city and then by state.

You need to set up territories for Florida.

Which settings should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

99. HOTSPOT

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.

100. HOTSPOT

You are a salesperson working with Dynamics 365. Your role includes working with opportunities.

You need to close opportunities.

Which actions should you perform? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

101. HOTSPOT

A company uses Dynamics 365 Sales. The company does not use any customizations.

The system must create activity records for every interaction a salesperson has with customers and contacts.

You need to configure the system by using minimal customizations.

How should you configure the system? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

102. You are using the Dynamics 365 Sales mobile app. You need to identify the actions you can perform with the app.

Solution: Create notes.

Does the solution meet the goal?

103. HOTSPOT

You implemented Dynamics 365 Sales for a company.

Users experience the following issues:

• Salespeople can display a view of all accounts. The account phone number column, which is the last column, displays only the header with no data.

• The company creates a system view named Salesperson customer for last 90 days. This view is unavailable for the salespeople.

You need to resolve the issues.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

104. 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?

105. 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.

106. 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. NOTE: Each correct selection is worth one point.

107. HOTSPOT

You send a quote to a client. The client calls and negotiates a better price.

You need to send a revised quote to the client.

What is required to modify the quote? To answer, select. NOTE: Each correct selection is worth one point.

108. HOTSPOT

A salesperson closes an opportunity for a customer as lost. The customer reconsiders and asks the salesperson to create an invoice for the opportunity.

The salesperson wants an invoice that meets the following requirements:

• Create the invoice without making changes to the original opportunity.

• Add tax to the invoice.

You need to create the invoice.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

109. A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.

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? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

110. HOTSPOT

You send a quote to a client. The client calls and negotiates a better price.

You need to send an updated quote to the client.

What is required to modify the quote? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point

111. DRAG DROP

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.