Topic 1, Bellows College Case Study
Overview
This is a case study. Case 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.
lo 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 Information tab, 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.
Overview
Background
Bellows College has several spots teams. Sporting events take place throughout the year.
Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track ail ticket sales for a season.
Sales team
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. inside phones sales representatives primarily handle individual cash or credit card ticket sales- Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.
Dynamics 365
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the college s needs.
The college has identified the following requirements for the new system:
– Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
– Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
– Maximize private box sales.
– Provide visibility into all potential and pending sales.
– Track and report follow up activities performed by all sales representatives.
Current processes
Ticket sales
Ticket sales are completed and displayed based on the college s fiscal year which begins July 1 and ends June 30.
Ticket sales tor existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (end sales representative accountability), a phone can activity will be auto-generated every time a new opportunity is created. Ticket sales feu new customers will be entered in the solution as leads. Leads will have the following statuses: Open Qualified, and Disqualified. Status values cannot be customized. Status reasons can be customized.
Ticket prices
The standard ticket price for all sporting events is 550. Non-alumni whet purchases are priced based on the standard rate. Alumni ticket purchases ate priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit.
The college has the following markup and margin policies for the three categories of ticket purchasers:
Ticket package discounts are available for group purchases.
The following table shows
Private box seats
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers win be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval. Approved.
Requirements
Accounting
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must Include:
– Price List Products: Products tied to a price list
– Non-catalog Products: Existing products not part of the product catalog
– Opportunity Products: Products from a previously created opportunity
– Product prices on the invoice can be changed at the salespersons discretion.
System configuration
The system must be set up as follows:
– Individual cash and credit cards sales will be entered as orders in the system.
– New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected. Left Message, and Wrong Number when closed.
– Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested. Budget cuts, No Longer in business. Other. It Other is chosen, the sales representative must provide additional information in the provided text box.
Tickets
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.
Reporting
The school’s athletic director needs a fiscal yea’ report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All tales reporting must be completed by using Dynamics 365 foe Sales. Bellows College has purchased the online version o’ the Sales Content Pack for Power BI to allow for visualizations and the creation of dashboards ‘or ticket sales. The sales team needs to use a secured connection to access the Bellows College Power Bi dashboard.
Problem Statements
The sales manager is concerned with the tack of sates from one of the sales representatives in comparison to the other sales representatives- The legacy system does not provide enough data to allow the manage* to give proper feedback or guidance. The sales manager has received emails from a potential private box customer named Contoso. Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.
You need to configure pricing for the Contoso, Ltd. invoice.
What should you do?
- A . Set the Invoice Product to Override Price
- B . Set the Invoice Product to Use Default
- C . Configure an end date for the price list
HOTSPOT
You need to create a discount list for ticket sales.
Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area. NOTE: Each correct selection is worth one point.
You need to implement dashboards.
Which URL should you use?
- A . https://bellowscollege.crm.dynamics.com
- B . http://bellowscollege.crm.dynamics.com
- C . https://bellowscollege.dynamics.com
- D . https://crm.bellowscollege.dynamics.com
You need to resolve the sales manager’s issue regarding private box customers.
What should you do?
- A . Convert all incoming phone calls to leads.
- B . Convert the sales manager’s emails lo opportunities.
- C . Convert the sales manager’s emails to leads.
- D . Convert the dean’s phone call to an opportunity.
You need to configure a phone call activity for the dean.
To which value should you set the value of the Call With field?
- A . contact name
- B . stakeholder
- C . record owner
- D . dean
A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/add-phone-call-task-email-appointment-activity-case-record
HOTSPOT
You need to configure group sales discounts for alumni.
Which discount type parameters should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
You need to create a chart for the athletic director.
What should you do?
- A . Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.
- B . Use the ticket type as the X-axis. Use amount of sales on the Y-axis
- C . Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis
- D . Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.
B
Explanation:
The school’s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
- A . a Microsoft Flow workflow
- B . a playbook
- C . a Lifecycle Services (LCS) package
B
Explanation:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
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.
DRAG DROP
You need to configure accounting options.
Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/power-platform/admin/work-fiscal-year-settings
You need to identify new customer pending sales.
What should you do?
- A . Create status reasons in the solution and associate them with Open status
- B . Add statuses for all the pending sales stages
- C . Set all new leads to a default status of Qualified
- D . Configure the solution to automatically convert leads to opportunities
A
Explanation:
To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.
DRAG DROP
You need to create invoices for all customers.
Which products should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
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.
Topic 2, Humongous insurance Case Study
Overview
This is a case study. Case 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.
lo 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 Nextbutton. 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 Questionclick the Question button to return to the question.
Background
Humongous insurance provides fleet automotive insurance. The company s accounting year is July 1st-June 31st.
They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United States, and the United Kingdom.
The company is making a big push for the Start of their second quarter on October 1st.
Current environment
* United States salespeople ate located in either the north, east south, west or national territory.
* Only national territory sales team members can send quotes and Invoices across multiple territories.
* Sales managers route leads based on territory.
* Salesperson! and Salesperson2 are part of the south region and the national account respectively.
* Salespeople cannot accurately report progression of sales and whether they are closed or still in process.
* Manager and underwriter approval is communicated by email.
* Many salespeople use different quote layouts.
Requirements
Territories
* Each territory must be set up as a Business Unit for security.
* Each territory must have the ability to qualify its own leads.
Security
* National sales team members must have privileges in order to see sales and account Information managed by the regional sales teams.
* Configure appropriate security for national and each regional sales.
Goals
* Salespeople’s goals must roll up to their manager’s goal.
* Goal mettles need lo automatically calculate every 12 hours.
Quotes
* Set up version traceability for quotes.
* Quotes must be marked with the word "Final’ when approved.
* Quotes and orders must be generated in their clients" currency.
* Quotes and invoices must be able to be viewed across a variety of devices.
* Pricing must be standardized for insurance products while supporting tiered pricing across national and regional accounts.
Opportunities
* Closed opportunities that are won or lost must capture competitor information. The company wants a visualization built ‘or the categories related to why the opportunities closed a certain way.
* When an opportunity is nearing time to quote, products should be added to the opportunity.
Other Requirements
* Simplify data entry and reduce dual data entry.
* Help salespeople and their managers keep track of where they are in the sales process.
* Use out-of-the-box reports where possible.
* Generate invoice numbers automatically.
* Begin invoice numbers with the letters INV.
* Allow managers to be able to view a diagram and dull down to leads converted in the last 30 days.
Issues
* Salespeople cannot identify the sales process stage process for each customer.
* Updated products are not easily updated within the product groups.
* There is no pricing tool.
* Salespeople must research each product every time they have to Quote a customer on a product
* User A is unable to quality leads.
* The manager follows the process on an approved quote but an error occurs.
* Client A purchases products from multiple regions for a single order.
* Not all products are available in regional pricelists or national pricelists.
HOTSPOT
You need to create visualizations for managers.
What should you configure? To answer, select the appropriate options In the answer area. NOTE: Each correct selection is worth one point.
You need to determine the cause of the error for approved quotes.
Why does the error occur?
- A . The quote has been deleted.
- B . The opportunity is in Active state.
- C . The quote template is in Active mode.
- D . The quote is in Active state.
You need to resolve the issue UserA is experiencing.
Where should you add UserA?
- A . Team
- B . Field Security Profile
- C . Office 365 group
- D . Business Unit
HOTSPOT
You need to set up quotes to meet the requirements.
How should you configure the quotes? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
HOTSPOT
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. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-rules-to-automatically-create-or-update-records
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.
Explanation:
Reference: https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geographical-area
You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
- A . Rollup Queries
- B . Business Closures
- C . Sales Territories
- D . Fiscal Year Settings
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
- A . Status and Stakeholders
- B . Status and Contact
- C . Status Reason and Competitor
- D . Status Reason and Description
HOTSPOT
You need to set up goals for the salespeople.
How should you set up the configurations? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/goals-overview
You need to determine how notes and attachments are handled in converted leads.
How are they handled?
- A . moved to the account after the lead is qualified
- B . deleted after the lead is qualified
- C . stay with the inactive lead after the opportunity is qualified
- D . automatically moved to the opportunity after the lead is qualified
D
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
You need to create the required number of orders for Client A.
How many orders should you create?
- A . 1
- B . 2
- C . 3
- D . 7
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.
You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
- A . The Al Builder Business Card control needs to be configured for the field on the form.
- B . The field needs to be added to the form.
- C . A business rule needs to be set up to show the field.
- D . The users do not have the appropriate permissions.
- E . Show image on the form is not selected in Form Properties.
DRAG DROP
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
You need to choose where to enter the other show names in the system.
Where should you add the shows?
- A . Product
- B . Accounts
- C . Contacts
- D . Competitor
You need to configure the system for all the large quantity pricing requirements.
What should you do?
- A . Create a workflow for price list
- B . Create a quote with a write-in product
- C . Create an opportunity.
- D . Create a product catalog
D
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-product-catalog-walkthrough
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?
- A . Create a workflow for the Goals entity
- B . In the Goals section of App Settings, select Actuals
- C . In the Business Management section of Settings, configure Goal Metrics
- D . In the Goals Settings section of App Settings, select Rollup recurrence
D
Explanation:
The number of tickets each salesperson sells must be totalled 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.
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.
DRAG DROP
You need to ensure that new managers receive the information they need.
What should you do? To answer, drag the appropriate actions to the correct information. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
You need to choose where to enter the other show names in the system.
Where should you add the shows?
- A . Competitor
- B . Product
- C . Accounts
- D . Contacts
DRAG DROP
You need to handle large quantity opportunities.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-quote-sales
You need to create orders for large quantity purchases.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution NOTE: Each correct selection is worth one point.
- A . Create an invoice from the order record.
- B . Make a copy of the quote and save it as won.
- C . Select Won when prompted.
- D . Select a Create order from the Quote record.
- E . Select Convert to work order from the Opportunity record.
BD
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-orders-sp
You need to configure the system to handle all ticket sales.
What should you configure?
- A . Discount Lists
- B . Product Bundles
- C . Product Catalog Settings
- D . Goals
A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list
Topic 4, Contoso Ltd.
Background
Contoso, Ltd. manufactures electronic components for robotic assembly machines. The company specializes in wiring harnesses that are made to customer specifications.
The company’s corporate office and a manufacturing plant are in Detroit.
The company also has offices and manufacturing plants in the following countries:
✑ China
✑ Germany
✑ Mexico
✑ United Kingdom (UK)
Current environment
Sales
✑ Customers who have operations in more than one country are managed by the sales team within the country from which a request originated. However, it is difficult to get information about sales for these customers.
✑ Each salesperson manually creates customer quotes using Microsoft Word and Excel templates. This causes pricing inconsistencies, which is affecting profitability.
✑ Customers who have total sales over $1,5M per year receive special Preferred Customer discount pricing on products and services.
✑ Costs, pricing, and product availability vary greatly by country.
Sales teams
✑ Each office has a dedicated sales team. Sales are managed by a global team in countries without a sales office.
✑ Each sales team has a projected revenue target that is tied to the factory capacity in their country, except for the global team. The global team’s projected revenue target is derived using a percentage of their actual sales from the previous year.
✑ Each sales team maintains a spreadsheet in which they record customer requests for quotes (RFQs). The spreadsheets are stored on a network drive.
✑ Sales team revenue targets are set yearly based on manufacturing capacities at each plant.
✑ Individual sales targets are based on product lines by quarter.
Current RFQ process
The company defines the following process for processing RFQs:
Requirements
General setup
✑ Standard functionality must be used when possible.
✑ All open RFQs must be imported into the solution.
✑ All information must be accessible to the entire executive management team.
✑ Country-specific sales information must be accessible only to sales representatives assigned to those teams.
✑ Sales and quote processes must be standardized across all sales divisions.
✑ Sales territories must be set up for each country as well as for a global territory.
✑ The global team will take over the management of RFQs for customers who have operations in more than one region.
✑ Due to regulatory considerations, the solution must be able to limit the kinds of products that can be sold by region.
RFQ management
✑ New RFQs must be entered initially into the system as Leads until they are reviewed.
✑ The default forecast categories must be used.
✑ Standardized quote formats and product pricing must be enforced across all sales offices.
✑ All tasks and follow-up activities with customers to close RFQs must be associated directly with the RFQs.
Credit and reference checks
✑ All new customers must undergo credit and reference checks before estimates are created for any RFQs. This information will be recorded in a new custom field called Credit Check that has a Yes/No value.
✑ The finance manager must be assigned the credit and reference review when an RFQ is ready for review.
✑ If a customer’s credit and reference review is unfavorable, the finance manager must follow up with the customer and the sales representative by phone.
✑ The customer’s credit report must be added to the RFQ as a permanent record and for audit purposes.
✑ The solution must provide both a sample script that the finance manager can use
as well as a checklist of how to perform the check.
Reporting
The sales manager dashboard must show the following data:
✑ Projected revenue and profitability per country by month and fiscal year.
✑ Projected and current product sales per country by month and fiscal year.
✑ RFQ Won/Loss revenue comparison by fiscal quarter.
✑ RFQ status by sales representative within their territory.
✑ RFQs that are awaiting management approval and how long they have been waiting.
✑ Sales lost to competitors month over month.
Managers must also be able to track how long an RFQ has been awaiting credit and reference checks, and how many RFQs have had unfavorable results from credit or reference checks.
Issues
✑ PreferredCustomerA, who has factories in Germany, the UK, and Canada, reports that their sales representatives give different pricing and discounts to customers depending on the country in which the RFQ is initiated.
✑ Several RFQs that have passed management review but failed standard credit checks have been issued quotes. To prevent this, credit checks must now be done before the management approval meeting.
✑ Several imported RFQs contain quotes for discontinued products. Updated quotes with current product offers need to be sent to customers.
✑ CompanyB needs pricing for harnesses for their plants in Germany, the UK, and Argentina.
✑ CompanyC received a quote for harnesses for their US home office. They need the products for their Canadian plant.
✑ CompanyD wants sales orders and shipments sent directly to VendorZ, who manufactures several subassemblies for them. VendorZ also builds components for other customers as well as for Contoso, Ltd.
✑ The chief financial officer (CFO) is concerned about the amount of work that the new credit and reference checks will create. Therefore, a time-study needs to be initiated for that work to see whether an additional person needs to be hired.
You need to set up the required sales tracking for multinational customers.
Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
- A . Create a primary account for the customer and contacts for each country of operation.
- B . Create each country sales territory as a sub-territory of the global territory.
- C . Associate the customer accounts for each country with the primary account.
- D . Create a primary account for the customer and assign it to the global territory.
- E . Associate the accounts in each country with the country sales territory in which it is located.
BE
Explanation:
Reference: https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geographical-area
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.
HOTSPOT
You need to configure forecasting according to the requirements.
What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/capture-forecast-category-opportunity
https://rocketcrm.co.uk/sales-forecasting-dynamics-365-new-feature/
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.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview?view=op-9-1
You need to process CompanyB’s order.
What should you do?
- A . Submit the order for CompanyB.
- B . Create an order from each quote per country.
- C . Activate the quotes.
- D . Create an invoice for CompanyB.
C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-quotes-sales-professional
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.
- A . Update the contact preference for CompanyD.
- B . Update the contact preference for VendorZ.
- C . Create a new connection type.
- D . Create an account record for VendorZ.
- E . Create a sub-contact record for the vendor for CompanyD.
You need to add the unfavorable credit and reference check reasons to the RFQ close process.
What should you do?
- A . Create custom activities for the credit and reference checks.
- B . Add a stage to the business process flow.
- C . Convert the credit and reference activities lo an opportunity.
- D . Delete the RFQ Lead record.
- E . Create custom status reasons.
E
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
You need to implement the time study.
What should you create?
- A . business rule
- B . insight cards with Sales Insights
- C . custom activity type
- D . new data step in the business process flow
C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/work-with-activities?view=op-9-1
HOTSPOT
You need to implement sales lost to competitors.
What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast
You need to resolve the issue for PreferredCustomerA, What should you create?
- A . a product catalog for each country
- B . a discount list for Preferred Customers
- C . a price list for the currency of each country
- D . a product bundle for each country
- E . a playbook category
C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-products
HOTSPOT
You need to manage existing RFQs.
What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-currency-pricelist
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.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
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.
You need to optimize generated forecasts.
What should you create?
- A . one predictive opportunity scoring model
- B . two predictive opportunity scoring models
- C . two predictive lead scoring models
- D . one predictive lead scoring model
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.
- A . Create the order.
- B . Qualify a lead.
- C . Create a contact
- D . Convert the email.
You need to fix the opportunity fating issue that EmployeeB reports.
What should you update?
- A . Exchange data
- B . Activity influence
- C . Health score grading
- D . Communication frequency
DRAG DROP
You need to assign the appropriate out-of-the-box security roles.
Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
You need to solve the TesterA issue.
What should you do?
- A . Select Enable Dynamics 365 for mobile.
- B . Log out and log back in to view non-production apps.
- C . Select Apps from the non-production apps.
- D . Customize the mobile app to match the model-driven app.
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.
You need to create a price list for loaves of bread.
What should you set up?
- A . one price list item, one discount list
- B . one price list item, three discount lists
- C . three price list items, one discount list
- D . three price list items, no discount lists
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.
You need to create a component for deliveries.
What should you create?
- A . scheduled flow
- B . booking alert
- C . custom activity table
- D . business process flow
DRAG DROP
You need to create new leads from activities.
What should you do? To answer, drag the appropriate actions to the correct activity types. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point.
You need to 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.
- A . Configure the connection graph.
- B . Configure Linkedln Sales Navigator Lead lookup control.
- C . Create a tab for Linkedln Sales Navigator and make it visible.
- D . install Linkedin Sales Navigator and enable it.
- E . Enable CRM sync and activity writeback.
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.
DRAG DROP
You need to provide a solution for the traveling salespeople.
What should you recommend for each scenario? To answer, drag the appropriate apps to the correct scenarios. Each app 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: Bach correct selection is worth one point.
You need to provide First Up Consultants the access they require.
What should you do?
- A . Modify security role privileges.
- B . Apply a Dynamics 365 Sales Professional license.
- C . Grant access to the partner portal.
- D . Add the Sales Enterprise App role.
You need to purchase a license for the sales manager.
Which license should you purchase?
- A . Dynamics 365 Team member
- B . Dynamics 365 Sales Professional
- C . Dynamics 365 Sales Enterprise
- D . Dynamics 365 Sales Premium
DRAG DROP
You need to configure the system for the contracts team.
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.
Explanation:
Select the Opportunity table.
Enable the Based on entity functionality.
Create a file type field.
You need to help the new salesperson resolve the access issue.
What should you change?
- A . Salesperson role to a Sales Manager role
- B . Team member license to a Dynamics 365 Sales Enterprise license
- C . Dynamics 365 Sales Enterprise license to a Dynamics 365 Sales Premium license
- D . Sales Team Member role to a Salesperson role
HOTSPOT
You need to help the salespeople prioritize their tasks
What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
- A . Dynamics 365 Sales Premium
- B . Dynamics 365 Team member
- C . Dynamics 365 Sales Enterprise
- D . Dynamics 365 Sales Professional
You need to help the salespeople track their emails.
Which three actions should you perform? Each correct answer presents pan of the solution. NOTE: Each correct selection is worth one point.
- A . Enable server-side synchronization.
- B . Add the Dynamics 365 App for Outlook security role to the user.
- C . Enable email engagement.
- D . Turn on auto capture.
- E . Add the Dynamics 365 App for Outlook to the salesperson.
- F . Approve the salesperson’s email address.
HOTSPOT
You need to improve lead assignments.
Which actions should you take? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
You need to send a notification to contacts for the pop-up sale.
What should you create?
- A . campaign
- B . quick campaign
- C . marketing email
- D . customer journey
Topic 7, Best for You Organics Company
Overview
Best for. You Organics Company specializes in delivering fresh and frozen organic fruits and vegetables to commercial and residential customers. The company recently started making ice cream bars. The company named this business line IceCreamBarLine. Best for. You Organics Company plans to sell individual ice cream bars from food trucks and sell cases to convenience stores and gas stations.
Best for You Organics Company purchased a fleet of windowed trucks to sell individual ice cream bars and perform deliveries. The salespeople are the truck drivers.
Best for You Organics Company uses Dynamics 365 Sales and Microsoft 365. The company plans to use the sales accelerator features with IceCreamBarLine before rolling it out to other departments. The company has external stakeholders who are involved in sales opportunities.
Current environment setup
• Best for You Organics Company uses one business unit in Dynamics 365 Sales.
• All users have Dynamics 365 Sales Enterprise licenses.
• All salespeople use a mobile app when they are not in the office.
• Best for You Organics Company uses Exchange Online.
• Lead records are created automatically when marketing forms are submitted on the Best for You Organics Company website.
• Each salesperson manages a district. A district named DistrictA does not have cellular or Wi-Fi service.
Current salesperson process
• Appointments are scheduled through Microsoft Outlook and Dynamics 365 Sales.
• Custom insight cards are created to show tasks that have missed their due date.
• Emails sent to customers are sent from Dynamics 365 Sales.
• Salespeople use Microsoft SharePoint in Dynamics 365 Sales to store documents on leads and opportunities.
Dynamics 365 Sales
• The company requires that only salespeople have access to the sales accelerator features.
Emails
• Email interactions, such as when an email is opened, must be tracked.
• Emails received by stakeholders must be visible on an opportunity record as soon as they are received.
• Salespeople require the option to keep stakeholder emails private or make them visible to others.
• Salespeople require their appointments and tasks to synchronize with Outlook.
Phone calls
• Calls to customers must be placed by using Dynamics 365 Sales.
• Salespeople must be able to record their calls and have real-time transcription.
Appointments
• Appointments must be entered while the salesperson is at a customer’s location.
• Salespeople must be able to review their next meeting when they travel.
Alerts
• A salesperson must be alerted immediately when a marketing form is submitted for the salesperson’s district.
Leads and opportunities
• Items in the worklist must display activities from leads and opportunities only.
• Salespeople must be able to create shared Microsoft OneNote notebooks for each opportunity.
You need to ensure that the salespeople can access all their meetings when they travel.
What should you recommend the salespeople use?
- A . Dynamics 365 Sales Insights
- B . Dynamics 365 for phones and tablets app
- C . Dynamics 365 Sales mobile app
- D . Dynamics 365 for Outlook
DRAG DROP
You need to explain to a salesperson where to find information in the mobile app.
Which location should you direct them to for the information? To answer, drag the appropriate locations to the correct information required. Each location 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.
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.
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.
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?
- A . Price list
- B . Product
- C . Price list item
- D . Product family
C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-products
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
HOTSPOT
You use Dynamics 365 Sales.
You need to add products to an invoice.
Which options should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
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?
- A . Delete the product
- B . Edit the name
- C . Retire the product
C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/retire-product
A company uses Dynamics 365 Sales.
You need to change the description field on the quote.
Which state allows you to make the change?
- A . Draft
- B . Closed
- C . Active
- D . Won
DRAG DROP
You use products with properties for your opportunities in Dynamics 365.
You are adding a new product to your product catalog.
You need to create the product with a new set of properties.
Which Three product catalog components should you configure in sequence? To answer, move the appropriate components from the list of components to the answer area and arrange them in the correct order.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-product-family
A company uses Dynamics 365 Sales.
You need to email a quote to a customer.
When user interface option should you use?
- A . Assign
- B . Form Editor
- C . Print Quote for Customer
- D . Share
DRAG DROP
You are a sales manager at an international company using Dynamics 365 Sales.
You need to set up the product catalog.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:
You need to modify the business process flow to make it valid.
- A . total number of steps
- B . number of steps per stages
- C . number of entities
- D . total number of stages
D
Explanation:
The total number of stages here would be 50 which is more than the maximum limit of 30.
Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview?view=op-9-1
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.
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.
- A . Team channel name
- B . Team name
- C . Team description
- D . Team administrator
- E . Business unit name
B, E
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-teams
DRAG DROP
You are implementing Dynamics 365 Sales for a beverage company.
The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:
* There are three flavors: strawberry, vanilla, and chocolate.
* Each can costs S5.00
* A dozen cans cost S55.O0.
* Each case has four dozen cans and costs $200.00.
* A combination case includes a dozen cans of each flavor and costs $160.00.
* Purchases of four or more cases get an extra 10 percent off the price.
You need to set up the product catalog.
Which components should you use? To answer, drag the appropriate components to the correct entry descriptions. 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.
You manage a Dynamics 365 environment You introduce a new product. Opportunities with the product are created.
You need to find all opportunities that include the product.
What should you use?
- A . Quick Find
- B . Relevance Search
- C . Categorized Search
- D . Advanced find
HOTSPOT
You are a sales representative and use Dynamics 365 Sales.
You are working with the following lead record:
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.
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.
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?
- A . Configure units.
- B . Add a price list.
- C . Add a product name.
- D . Specify revenue.
B
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/add-products-opportunity-sp
HOTSPOT
A company uses Dynamics 365 Sales to manage sales orders.
You need to demonstrate the process of going from a lead to an order.
Which stage applies to each task? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/nurture-sales-from-lead-order-sales
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.
HOTSPOT
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
* create and edit user-level privileges on the lead and note entities
* business unit-level append, append to, and assign privileges on the lead and note entities
* organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
* Add notes to leads
* Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365
DRAG DROP
You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which finer type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source 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.
HOTSPOT
You have a sales report that shows activities for Accounts in the last 30 days. When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report.
A Form: Report: Account Activity last 30 Days.
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.
You manage Dynamics 365 Sales.
A sales representative must identify and track internal support resources. The resources may assume different roles for each opportunity.
You need to display the support resources with the appropriate role in the opportunity.
What should you do?
- A . Add a new access team.
- B . On the System Settings sales tab, add the new custom roles in the Sales Team Roles list.
- C . Add a new connection role.
- D . On the Opportunity form, select the sales team subgrid, open the properties, and add the new custom roles.
- E . Add a new relationship role.
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 use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: At any stage in the business process flow prior to the final stage, select Finish.
Does the solution meet the goal?
- A . Yes
- B . No
A
Explanation:
Reference: https://www.itaintboring.com/dynamics-crm/dynamics-how-process-duration-is-calculated/
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?
- A . Yes
- B . No
B
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controlsforms
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.
Does the solution meet the goal?
- A . Yes
- B . No
A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controlsforms