MB-210Free trial

A company manually assigns leads to salespeople.

The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.

You need to request access from the administrator.

Which security role should you request?

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 HospitalA. 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?

DRAG DROP

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.

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 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.

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

Lead Process

• Leads created at the head office must be automatically distributed 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

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory.
o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 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: Each correct selection is worth one point.

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.

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 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.

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

Lead Process -

• Leads created at the head office must be automatically distributed 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 -

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 new salesperson resolve the access issue.

What should you change?

HOTSPOT

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.

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 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.

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

Lead Process

• Leads created at the head office must be automatically distributed 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

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory.
o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 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.

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.

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 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.

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

Lead Process -

• Leads created at the head office must be automatically distributed 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 -

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 recommend to the sales manager which license to use for salespeople who work on tradeshow leads.

What should you recommend?

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.

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 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.

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

Lead Process -

• Leads created at the head office must be automatically distributed 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 -

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 provide First Up Consultants the access they require.

What should you do?

DRAG DROP

A company uses Dynamics 365 Sales Insights to follow up on leads and opportunities.

The company requires a customized workspace and guidance with the following functionality:

• View only unopened work items.
• Create a set of ordered activities when a new lead comes in.

You need to configure the system.

Which feature needs to be configured? To answer, drag the appropriate configurations to the correct requirements. Each configuration 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

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.

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 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.

Background

Liberty’s Delightful Sinful Bakery & Café (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:

Current Environment

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

EmployeeA:

• Manages the Commercial territory
• Will also manage the new Retail territory 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

EmployeeD:

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

Requirements

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.

Orders

• Orders are used to record bakery orders.
• Each order may include multiple deliveries.
• EmployeeD must be able to schedule and track actual delivery start and end times.

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 LinkedIn 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.

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.

DRAG DROP -
You manage a Dynamics 365 environment Sales. You create the following rule items to respond to inbound emails from potential customers:
✑ Emails that contain the words support or help must create a new high-priority case.
✑ Emails that contain the words buy or purchase must create a warm-lead record. The words buy and purchase are more important than support or help.
✑ Emails that specifically mention ProductA must always create a hot lead for that product regardless of other words mentioned.
✑ If none of the targeted words are present in an email, a cold lead must be created.
You need to configure the order in which rule items are processed.
In which order should you run the rule items? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

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.

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 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.

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

Lead Process -

• Leads created at the head office must be automatically distributed 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 -

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 purchase a license for the sales manager.

Which license should you purchase?

HOTSPOT

A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).

You need to create the rollup query for the goal metrics.

Which option should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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.

HOTSPOT

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.

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 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.

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

Lead Process

• Leads created at the head office must be automatically distributed 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

• Pop-up sale
o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory.
o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
• 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 increase the follow-up rate for salespeople after a tradeshow.

Which actions should you take? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

HOTSPOT

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.

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 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.

Background

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.

Current environment

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.

Requirements

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 configure the sales accelerator.

Which action should you configure for each requirement?

To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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.

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 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.

Background -

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.

Current environment -

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.

Requirements -

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 configure Dynamics 365 Sales to allow salespeople to enter notes.

Which configuration action should you perform for the opportunity table?

DRAG DROP -
You are a Dynamics 365 administrator.
You need to configure action cards in Relationship Assistant.
Which action card should you enable for each scenario? To answer, drag the appropriate action cards to the correct scenarios. Each action card 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 manage a Dynamics 365 for Sales environment.
You need to automatically create records for salespeople when they complete 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.
Select and Place:

HOTSPOT -
You are a Dynamics 365 Sales environment.
You need to implement the Social Selling Assistant.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

You manage a default Dynamics 365 Sales environment. You are configuring a sales dashboard.
You need to create an interactive dashboard.
Which three entities can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

HOTSPOT -
You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.
You need to ensure that you can install the business process flows.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

DRAG DROP -
You are configuring Dynamics 365 Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders.
You need to ensure that salespeople can move through the sales process and view progress.
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:

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 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?

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?

DRAG DROP -
You are a Dynamics 365 for Sales administrator.
You need to implement Versium Predict with custom views.
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.
Select and Place: