You need to send a notification to contacts for the pop-up sale.

What should you create?

Reveal Solution Hide Solution

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?

Reveal Solution Hide Solution

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.

Reveal Solution Hide Solution

Correct Answer:

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.

Reveal Solution Hide Solution

Correct Answer:

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.

Reveal Solution Hide Solution

Correct Answer:

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?

Reveal Solution Hide Solution

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

Reveal Solution Hide Solution

Correct Answer:

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.

Reveal Solution Hide Solution

Correct Answer:

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?

Reveal Solution Hide Solution

A company uses Dynamics 365 Sales.

You need to change the description field on the quote.

Which state allows you to make the change?

Reveal Solution Hide Solution