Microsoft MB-210 Exam Dumps For Brilliant Exam Study 2023

1. A company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD).

A sales representative sells products to customers in the United Kingdom and Spain.

You need to determine the currency for the quote.

Which currency will the quote use?

2. 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.

3. HOTSPOT

You run a sales report for Fourth Coffee named Account Overview.

The following report displays:

4. An organization uses Dynamics 365 for Sales.

You need to create a quote template in Microsoft Word for use in the organization.

What should you do?

5. 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?

6. 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.

7. DRAG DROP

You manage a Dynamics 365 environment for 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.

8. HOTSPOT

You are a Dynamics 365 for Sales administrator.

You create the following flow.





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.

9. DRAG DROP

A company uses Dynamics 365 Sales to manage sales orders.

You need to create an order for a new customer.

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.

10. A company uses special pricing for bulk purchases of products.

A sales team member cannot create pricing lists for preferred customers.

You need to set up a discount price list.

What are three possible security roles that can be used? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

11. 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 configuring Dynamics 365 Sales for a US-based company as follows:

✑ Utah to California is the West territory

✑ Illinois to Colorado is the Central territory.

✑ Maine to Indiana is the East territory.

The company wants the territories set up as follows:

✑ Salespersons 1 and 2 sell in the West territory.

✑ Salespersons 5 and 6 sell in the Central territory.

✑ Salespersons 3 and 4 sell in the East territory.

✑ Postal code for each state used as the location.

You need to set up the territories.

Solution:

✑ Create the West territory, add the manager.

✑ Add members for each territory and save.

✑ Repeat for the Central and East territories.

✑ Add connections to each territory.

Does the solution meet the goal?

12. A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.

The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: Convert the Opportunity to a quote.

Does the solution meet the goal?

13. You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.

User1 asks a user named User2 to assist with the opportunity while she is on vacation.

You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.

What should you do?

14. You are updating a price list item in Dynamics 365 Sales.

You need to manually enter. The price of a product for a price list item.

Which pricing method should you use?

15. CORRECT TEXT

Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.

When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.

Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.

Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.

Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.

You gather information from a prospect named Cat Francis to qualify the prospect as a new sales opportunity.

You need to identify the prospect, complete all the required fields, and qualify the prospect in the sales process.

To complete this task, sign in to the Dynamics 365 portal.

16. A company uses Dynamics 365 Sales Professional.

A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.

You need to assign the appropriate default security role.

Which security role should you assign to the user?

17. A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.

You need to ensure that users can assign salespeople to sales territories.

Which security role can you use?

18. You are a salesperson working with Dynamics 365. Your role includes working with opportunities.

You successfully close a sale.

Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

19. HOTSPOT

A company wants to implement the Forecast Management feature in Dynamics 365 Sales.

The company plans to use the Opportunity Status Reason field to indicate that sales have closed. They want to use settings based on the organizational reporting structure. Salespeople must only see their own forecasts.

You need to select the appropriate settings to meet the company’s requirements.

Which settings should you select? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

20. A company uses Dynamics 365 for Sales.

You create a new quote and associate an opportunity to the quote.

You need to display all your items from the opportunity in the quote.

What should you do?

21. 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?

22. HOTSPOT

A customer places an order that includes all of the products from a previous order.

You need to add products from the previous order to the new order.

From which sources can you retrieve the list of products? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

23. 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?

24. 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.

25. 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 configuring Dynamics 365 Sales for a US-based company as follows:

✑ Utah to California is the West territory,

✑ Illinois to Colorado is the Central territory.

✑ Maine to Indiana is the East territory.

The company wants the territories set up as follows:

✑ Salespersons 1 and 2 sell in the West territory.

✑ Salespersons 5 and 6 sell in the Central territory.

✑ Salespersons 3 and 4 sell in the East territory.

✑ Postal code for each state used as the location.

You need to set up the territories-Solution:

✑ Create the West territory, add the manager, and save.

✑ Repeat for the Central and East territories.

✑ Add members for each territory.

✑ Select Related under each territory and select the postal codes applicable for each terriority.

Does the solution meet the goal?

26. HOTSPOT

A salesperson has an active quote for a customer.

The customer wants to add one product to the quote and remove one product from the quote.

You need to make the changes.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

27. 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.

28. HOTSPOT

You use opportunities with products and price lists in Dynamics 365 for Sales.

You need to add products than exist in PriceListA and PriceListB to an opportunity.

Which actions should you perform? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

29. 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.

30. You need to determine the cause of the issue with desktop users and business cards.

What is the cause of the issue?

31. You need to implement the time study.

What should you create?

32. HOTSPOT

You are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of events are children of a main event.

The sales manager wants to forecast the revenue for each customer’s main event by rolling up the forecasts of the children of each main event.

You need to configure the forecast.

How should you configure each step? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

33. You are a Dynamics 365 Sales administrator for a company. All sales representatives at the company have smart phones.

You need to recommend a solution that allows sales representatives to take photos of the opportunity notes and use the photo as input for new opportunities in Dynamics 365.

Which two options will achieve the goal? Each correct answer presents a complete solution. NOTE: Each correct answer is worth one point.

34. 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.

35. HOTSPOT

A store sells toys to companies and individual consumers.

You need to track the following relationships by using out-of-the-box functionality:

• For individual consumers, log information about parents and their children. If a record for a parent is deleted, the record for the child must also be deleted.

• For companies that are subsidiaries, the store records their relationship to a corporate office. You must display the information in a hierarchical view.

What should you do to create each relationship? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

36. You are an administrator for Dynamics 365 for Sales.

You need to ensure that a user can install and configure the Social Selling Assistant.

Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

37. 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?

38. DRAG DROP

You use Dynamics 365 for Sales.

You are in stage two of business process flow that has five stages.

You need to use multiple business process flows.

Which actions should you perform? To answer, drag the appropriate actions to the correct scenarios. 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.

39. HOTSPOT

A company implements the Microsoft Relationship Sales Solution.

You need to configure synchronization settings.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

40. HOTSPOT

You are implementing Dynamics 365 Sales for a company that has salespeople in the following cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople for 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.

Requirement Setting

41. 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?

42. 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 process CompanyB's order.

What should you do?

43. 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?

44. A company manufactures widgets.

Widgets can be sold in the following ways:





The company discovers that customers want to buy widgets individually.

You need to add a unit named Each.

45. HOTSPOT

You are setting up a product catalog.

The product catalog must be set up with the following parameters:

• $100.00 off if a customer buys more than 10 cases

• S10.00 less if a customer buys two different products together instead of individually

• Single product sold in quantities of 1, 6, and 12; price per unit decreases as quantities increase

You need to set up the parameters.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

46. You cancel an order in Dynamics 365 Sales by mistake.

You need to mark the order status as fulfilled instead of cancelled.

What should you do?

47. You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

48. 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?

49. 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.

50. You need to create a chart for the athletic director.

What should you do?

51. A company plans to move their headquarters from the United States to Europe.

You need to round all currency values to four decimal places and display the correct currency symbol.

Solution: Change the currency code and symbol so that both are displayed.

Does the solution meet the goal?

52. 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.

53. 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.

54. 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.

55. HOTSPOT

A company releases a new catalog.

The company requires salespeople to do the following:

• Contact customers about the new catalog.

• Set up appointments with the customers to deliver the catalog.

You need to set up playbooks to track the activities.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

56. You work for a company using Dynamics 365 for Sales.

When customers call the company, they must provide their quote number. Customers report that quote

numbers are too long.

You need to shorten quote numbers to the minimum possible length.

What should you do?

57. HOTSPOT

An organization uses Dynamics 365 Sales to manage customer relationships.

When a potential customer submits an email inquiry, the system must create a lead record and send a response.

You need to ensure that a lead record is created for the potential customer and a reply email is sent.

How should you configure the environment? To answer, select the appropriate options m the answer area.

NOTE Each correct selection is worth one point.

58. A company plans to move their headquarters from the United States to Europe.

You need to round all currency values to four decimal places and display the correct currency symbol.

Solution: Change the currency decimal precision and currency display options.

Does the solution meet the goal?

59. You close a lost opportunity. The company you lost the opportunity to is a competitor with whom you do business. The company is already set up with an account and competitor record in the system.

You want to track the lost opportunity without having to reopen the opportunity.

You need to track the company to the opportunity.

What should you do?

60. HOTSPOT

You manage a Dynamics 365 Sales environment.

You need to create a dashboard that lists customers and their activities. The dashboard must include tiles that are permanently displayed.

How should you configure the dashboard? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

61. An organization attends a tradeshow and identifies several leads.

One specific lead wants to make a purchase in the next week.

You need to create an invoice.

At which stage can you create the invoice?

62. DRAG DROP

A company uses Dynamics 365 Sales. The company uses the accounts, contacts, leads, and opportunities tables and five custom tables. The company has three roles: manager, administrator, and frontline worker.

The sales manager requires the most cost-effective licensing option for each level of user.

The user requirements are as follows:





You need to assign the licenses.

Which licenses should you assign? To answer, drag the appropriate licenses to the correct roles. Each license 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.

63. 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.

64. DRAG DROP

You manage Dynamics 365 Sales. You have a sales territory named SalesTerritoryA which has an associated manager.

You need to create a new sales territory named SalesTerritoyB and assign the SalesTerritoryA manager to SalesTerritoryB.

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. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

65. A company uses Dynamics 365 Sales.

You need to email a quote to a customer.

When user interface option should you use?

66. 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?

67. HOTSPOT

You are creating a new account form for Inside sales. The company name is in the account name field. Company employees are entered as contacts.

The form must meet the following requirements with minimal additions:

• List employee names.

• include the street address, city, and state as one field.

• Include columns to allow for entry of three separate email addresses.

• Ensure that users can only edit the phone number and email columns.

You need to configure the form.

Which option should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

68. 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.

69. A company plans to close early on the last day of the month for an employee celebration.

You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day.

Which feature should you use?

70. HOTSPOT

A company uses Dynamics 365 for Sales.

You need to reduce the number of pre-sales support days that are available based on the days the company is closed for public holidays.

How should you configure the schedule? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

71. A company uses Dynamics 365 App for Outlook for all Dynamics 365 Sales users.

Some salespeople want to automatically trade and link emails to Dynamics 365 Sales records.

You need to assist salespeople with automatic email tracking.

What should you do?

72. CORRECT TEXT

Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.

When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.

Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.

Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.

Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.

You need to create a new opportunity record that contains the following information:

✑ Topic: New window installation

✑ Contact: Jay Orth

✑ Account: Fabrikam West

✑ Purchase timeframe: This quarter

✑ Estimated budget: $6,400.00

To complete this task, sign in to the Dynamics 365 portal.

73. CORRECT TEXT

Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.

When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.

Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.

Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.

Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.

Your company wants every lead record to be rated as Cold when the record is created.

You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.

To complete this task, sign in to the Dynamics 365 portal.

74. 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?

75. 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.

76. HOTSPOT

You are a Dynamics 365 Sales administrator.

You create a forecast by using the forecast category layout shown in the exhibit:





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.

77. 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.

78. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 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 forecast.

Does the solution meet the goal?

79. A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff members?

80. You are a Dynamics 365 for Sales administrator.

The sales team is having difficulty locating related products.

You need to make it easier for the sales team to find groups of products that are similar.

What should you use?

81. A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.

You need to ensure that users can assign salespeople to sales territories.

Which security role can you use?

82. DRAG DROP

A company implements Dynamics 365 Sales Insights.

You must implement predictive forecasting.

You need to confirm that fields are populated prior to deployment.

Which field must you populate? To answer, drag the appropriate fields to the correct requirements. Each field 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.

83. You are a Dynamics 365 administrator for a company. The company’s fiscal year is April 1 through March 31.

You need to create a system view for all users that displays data for the current fiscal year by default.

What should you do?

84. 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.

85. You need to create a component for deliveries.

What should you create?

86. You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource. You need to ensure that a user can install the business process flows.

What should you do?

87. 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

88. You need to fix the opportunity fating issue that EmployeeB reports.

What should you update?

89. DRAG DROP

You manage a Dynamics 365 Sales environment for an organization.

You need to edit the display name of a business process flow.

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.

90. You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer.

You need to create a quote that automatically includes all the products from the opportunity.

What should you do?

91. You are a salesperson using Dynamics 365 for Sales.

You need to be able to modify the product price on an active invoice that uses current pricing.

What should you do?

92. You need to determine which fields are required when opportunities are marked as lost.

Which fields are required?

93. DRAG DROP

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 spirt bar between panes or scroll to view content.

94. 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 36S Sales system administrator.

The sales team warns to use automated conversation starters.

You need to ensure that the controls are available to developers.

Solution: Disable JavaScript and disable pop-up blockers.

Does the solution meet the goal?

95. DRAG DROP

You manage the Dynamics 365 environment for Contoso, Ltd. A rule automatically creates a lead associated with an email when an email is sent to [email protected].

You need to ensure that the marketing manager receives an email each time an email request is sent to [email protected].

How should you configure the rule? To answer, drag the appropriate actions to the correct

requirements. 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.

96. A customer creates a custom events table. The Events table has an N:1 relationship with the Accounts table. The events team tracks activities against events.

The account manager wants to see all activities related to accounts in the timeline.

You need to allow event activities to appear in the account timeline.

What should you update?

97. An organization uses sales dashboards in Dynamics 365.

You need to configure a single a dashboard that includes the following data:

✑ both complex key performance indicators that are derived from external data and custom visuals

✑ real-time data on sales performance that is based on Dynamics 365 data.

Which three actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

98. You manage Dynamics 365 environments for client organizations.

A client suspects they are losing business. The client must be able to capture reasons each time an

opportunity is lost.

You need to configure Dynamics 365 to ensure that you can capture the required information.

Which field should you configure?

99. A company uses Dynamics 365 Sales.

You need to change the description field on the quote.

Which state allows you to make the change?

100. A company is implementing Dynamics 365 Sales. The company has ten products and four territories.

Each territory must have a price list specific for the territory and must use these prices as default product prices.

You need to configure the price lists for the territories.

What should you do?

101. You need to resolve the issue UserA is experiencing.

Where should you add UserA?