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.
Hot Area:
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 filter 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.
Select and Place:
DRAG DROP
You are a Dynamics 365 Sales administrator.
You need to ensure that each salesperson can perform the following tasks when new leads are added to the system:
1.
Create an appointment
2.
Add documentation.
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.
Select and Place:
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.
Hot Area:
You are Dynamics 365 for Sales administrator.
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?
A. In the System Settings sales tab, change the default revenue type to System Calculated
B. In custom controls, change the default revenue setting to System Calculated
C. In Personalization settings for each user, change the default revenue type to System Calculated
D. In Opportunities, change the default value of the revenue type to System Calculated
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
A. Sales Person
B. Knowledge Manager
C. System Customizer
D. CEO - Business Manager
You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create quotes.
A member of the sales team requests that you change the order in which columns display in customer quotes.
You need to modify the quote template.
What should you use?
A. template editor
B. mail merge template
C. Microsoft Word template
D. Report Wizard
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?
A. related unit
B. unit of measure
C. primary unit
D. base unit
A company uses Dynamics 365 Sales.
You need to associate a competitor with each closed opportunity for reporting.
What should you do?
A. Select the Follow option for the competitor.
B. Add the competitor to the opportunity close record.
C. Create a user post for the competitor.
D. Enable auditing for the competitor entity.
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?
A. Yes
B. No
A company uses Dynamics 365 Sales. You are redesigning the main form.
Sales representatives for the company require a slider for a probability column where they enter a customer's opportunity. The sales representatives want to avoid custom development.
You need to configure the form.
What should you do?
A. Embed a Power BI report in the form.
B. Add a Power Apps component framework (PCF) control to the form.
C. Create a business rule.
D. Change the column type to calculated.
E. Add JavaScript.
A sales team uses the out-of-the-box Kanban board to view the All Opportunities list.
A read-only grid is displayed for all other views.
You must display the same Kanban board when sales team members view the My Open Opportunities list.
You need to configure the view for the sales team members.
What should you add to the view?
A. PCF control
B. Business rule
C. Custom control
D. JavaScript
A company is using Relationship Analytics. The company emails customers three times a month.
To increase customer loyalty, the company is adding a policy that requires sales representatives to meet with customers two times a quarter as well.
You need to update the settings.
What should you configure?
A. Health score
B. Talking points
C. Communication frequency
D. Conversation intelligence
You need to fix the opportunity rating issue that EmployeeB reports. What should you update?
A. Health score grading
B. Communication frequency
C. Activity influence
D. Exchange data
You need to implement dashboards. Which URL should you use?
A. https://bellowscollege.com.dynamics.com
B. http://bellowscollege.com.dynamics.com
C. https://crm.bellowscollege.dynamics.com
D. https://bellowscollege.dynamics.com