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Microsoft Dynamics 365 for Sales Certification Sample Questions and Practice Exam
NEW QUESTION 55
You need to process CompanyB's order.
What should you do?
- A. Submit the order for CompanyB.
- B. Create an invoice for CompanyB.
- C. Create an order from each quote per country.
- D. Activate the quotes.
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-quotes-sales-professional
NEW QUESTION 56
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.
Answer:
Explanation:
Explanation
NEW QUESTION 57
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.
- A. Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement
- B. Grant the user the system administrator or system customizer role
- C. Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement
- D. Grant the user the sales manager role
Answer: A,B
Explanation:
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/ mt793319(v=crm.8)
NEW QUESTION 58
You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.
Users report that the results they obtain when using Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results
NEW QUESTION 59
You need to choose which product's solution fits the analysis needed.
Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution 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.
Answer:
Explanation:
Explanation
NEW QUESTION 60
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.
Answer:
Explanation:
NEW QUESTION 61
You need to implement the time study.
What should you create?
- A. custom activity type
- B. business rule
- C. new data step in the business process flow
- D. insight cards with Sales Insights
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/work-with-activities?view=op-9-1
NEW QUESTION 62
Drag and Drop Question
The product development team for a toy company creates a new remote-control toy.
You need to create the necessary records and record relationships to sell the product.
Which five records and/or components should you configure in sequence? To answer, move the appropriate records and/or components from the list of records and components 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.
Answer:
Explanation:
NEW QUESTION 63
You need to determine how notes and attachments are handled in converted leads.
How are they handled?
- A. deleted after the lead is qualified
- B. moved to the account after the lead is qualified
- C. stay with the inactive lead after the opportunity is qualified
- D. automatically moved to the opportunity after the lead is qualified
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
NEW QUESTION 64
You are a Dynamics 365 Sales system customizer.
Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.
You need to configure the search tool to show the open and closed opportunities in the Customize the System area.
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.
Answer:
Explanation:
1 - Expand the Opportunity entity
2 - Open the Quick Find View
3 - Change the filter criteria to Status Does Not Equal Open
NEW QUESTION 65
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.
Answer:
Explanation:
Explanation
NEW QUESTION 66
You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You need to close opportunities.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 67
You are a sales person working in the Microsoft Dynamics 365 web interface You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
- A. Use Advanced Find to search both Accounts and Con
- B. Use Advanced Find to search for alt Account records that are active.
- C. Save your query, and give it a name.
- D. Use Advanced Find to filter the records, based on the*r ZIP/Post code.
- E. Export the query to Excel, and import it every time ydu need to use it
Answer: B,C,D
NEW QUESTION 68
You need to configure group sales discounts for alumni.
Which discount type parameters should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 69
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
* create and edit user-level privileges on the lead and note entities
* business unit-level append, append to, and assign privileges on the lead and note entities
* organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
* Add notes to leads
* Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365
NEW QUESTION 70
An administrator configures Dynamics 365 Sales to use embedded intelligence.
As part of the deployment, the following features are configured:
* automated notification of a missed opportunity closing date
* the web diem for sales is used for user communications
* server-side synchronization configured to track incoming messages
* automated meeting requests from incoming email messages
You need to determine which features are available for implementations of Microsoft Exchange.
Which product or products should you use for each feature? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 71
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. Somequestion 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 theterritories-Solution:
* Create the West territory, add the manager, and save.
* Repeat for the Central and East territories.
* Add members for each territory.
* SelectRelatedunder each territory and select the postal codes applicable for eachterriority.
Does the solution meet the goal?
- A. No
- B. Yes
Answer: B
NEW QUESTION 72
You are a salesperson using Dynamics 365. You receive customer phone calls and manage leads.
You need to qualify leads and send phone calls to sales representatives.
How should you manage each of the following situations? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 73
Sales representatives at an organization have access to the contact records in their business unit.
You need to ensure that sales representatives can access contact records in all business units that are subordinate to their business unit. Sales representatives must not have access to other records in the organization.
Which access level should you assign to the Contact entity?
- A. User
- B. Organization
- C. Parent: Child Business Unit
- D. Business Unit
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
NEW QUESTION 74
You are a Dynamics 365 system customizer. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders.
You need to create a product family.
What should you do?
- A. Add a new product family to an existing product family
- B. Delete the existing price list and create a new one
- C. Create a unit group for use with the product family
- D. Add a parent product family to an existing product family
Answer: A
Explanation:
Section: Manage Sales Entities
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-family
NEW QUESTION 75
You need to create visualizations for managers.
What should you configure? To answer, select the appropriate options In the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION 76
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
Answer:
Explanation:
Explanation
NEW QUESTION 77
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