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You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No.
The salespeople require a country/region column to appear only if the US Citizen column is set to No.
You need to enable the column to appear when the condition is met.
What should you configure?
A company uses Dynamics 365 Sales with Microsoft Exchange and server-side synchronization.
All users have approved mailboxes. Some users report that emails will not send.
You need to resolve the issue.
What should you do?
A company is using Dynamics 365 Sales Premium with LinkedIn Sales Navigator.
You must configure the following process steps:
• Set up a meeting and notify the manager if a quote is sent for over a million dollars.
• Enable the salesperson to view LinkedIn customer profiles and manually add info to records without leaving the view.
• Ensure that the sequence is added to existing quotes.
You need to enforce this process.
Which feature should you use? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You are consulting for a company that is installing Microsoft Power BI to work with a Dynamics 365 Sales application.
The administrator must configure each required option to successfully integrate the Sales Analytics template for use in Dynamics 365 Sales.
You need to identify which option to select.
Which option should you use? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
A quote is accepted by a customer. A salesperson creates an order from the quote. The customer contacts the salesperson to request a repeat of the same order.
The salesperson wants to create another order from the same quote.
You need to create the order.
What should you do?
A company uses Dynamics 365 Sales.
A user cannot find the option to view activities in the Kanban view or rearrange the activities.
You need to make the Kanban view available to the user.
What should you do?
A company is evaluating Dynamics 365 Sales licenses.
The sales manager wants the following features:
• knowledge management
• sequence designer
• predictive forecasting
You need to recommend sales plans that provide the full feature capabilities in the most cost-effective manner.
Which sales plans should you recommend? To answer, drag the appropriate sales plans to the correct features. Each sales plan may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
A sales manager creates a view for leads in the manager’s region. The view displays only 25 records per page.
The sales manager wants the view to display 100 records per page.
You need to recommend a solution for the sales manager.
What should you recommend?
A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.
The company wants to improve usability for its users.
You need to limit users to only individual department forms and views.
What should you do?
A company deploys Dynamics 365 Sales Enterprise.
Users must be able to view account and contact records but not edit or add information to those records.
You need to set up user access.
What should you do?
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 company is evaluating Dynamics 365 Sales to replace an existing customer relationship management (CRM).
An IT manager observes that the company requires 20 custom tables. The company wants the most cost-effective solution.
You need to recommend a license type to the company.
What should you recommend?
A sales manager creates personal views in Dynamics 365 Sales.
The sales manager must allow the following:
• Assistants must be able to only add and remove columns from the personal view as needed.
• Supervisors must be able to modify columns in the personal views when necessary and give direct reports access to the views.
You need to assist the manager with setup.
Which actions should the sales manager perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
You are a salesperson for a company.
A customer asks you to place an order based on a draft quote you have provided.
You need to create the order.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area.
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 company sells products and services. The company sales team uses the leads form to track all prospects. The team uses the following columns on the form:
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 company uses Dynamics 365 Sales and Dynamics 365 Customer Service. The company plans to automate a series of activities.
You need to configure playbooks to meet the company's requirements.
Which component is used for the configuration? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company that sells products in multiple regions uses Dynamics 365 Sales.
The company has different product offerings in each region.
The system must be set up to send the latest product information to each region every month.
You need to set up the distribution of product information for the regions.
What should you set up?
A company uses Dynamics 365 Sales.
The sales manager wants lead to automatically route to the salesperson who has the fewest leads.
You need to automate the process.
What should you set up?
HOTSPOT -
You are a Dynamics 365 for Sales administrator. You have an interactive experience leads dashboard.
You need to create a filtered view of the dashboard.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
A company uses Dynamics 365 Sales.
Sales representatives for the company want changes to the data entry page for new customers. Much of the information on the page is not required. The representatives request fewer tab entries to get to required data entry areas.
You need to simplify data entry for the sales representatives.
What should you do?
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: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?
You are a Dynamics 365 administrator.
A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to ֲ£. Other managers are not experiencing this issue.
You need to fix the currency symbol for the sales manager.
What should you change?
The company wants to avoid custom development where possible.
The sales team requires only the following functionality to appear:
• Type when Timeframe equals Less than 6 months
• Product when Type equals Products
• Other Product when Product contains the product Other
You need to update the form.
What should you configure for each scenario? To answer, drag the appropriate views to the correct scenarios. Each view 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.
