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NEW QUESTION # 71
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.
Answer:
Explanation:
1 - Create a hot lead
2 - Create a warm lead
3 - Create a case with high priority
4 - Create a cold lead
NEW QUESTION # 72
A company uses Dynamics 365 Sales. The company plans to use Microsoft SharePoint to organize documents.
All access to documents must be through Dynamics 365 Sales. You must limit document access to only salespeople.
You need to set up SharePoint for use.
What should you set up for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 73
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 74
A company wants to use Dynamics 365 Sales with their internal phone system.
You need to configure Dynamics 365 to use the softphone dialer.
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:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/integrate-sample-softphone
https://docs.microsoft.com/en-us/dynamics365/customer-service/channel-integration-framework/configure- channel-provider-channel-integration-framework
NEW QUESTION # 75
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?
- A. Yes
- B. No
Answer: A
NEW QUESTION # 76
A company wants to use Dynamics 365 Sales with their internal phone system.
You need to configure Dynamics 365 to use the softphone dialer.
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:
Explanation
Reference:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/integrate-sample-softphone
https://docs.microsoft.com/en-us/dynamics365/customer-service/channel-integration-framework/configure-chann
NEW QUESTION # 77
You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
- A. Business Closures
- B. Sales Territories
- C. Rollup Queries
- D. Fiscal Year Settings
Answer: D
NEW QUESTION # 78
You are working with a company to implement Microsoft Dynamics 365 for their sales division.
The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them.
Which component of Microsoft Dynamics 365 should you use to manage this ability?
- A. Folder Level Tracking
- B. Email Engagement
- C. Auto Capture
- D. Relationship Assistant
Answer: B
Explanation:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-email- engagement.aspx
NEW QUESTION # 79
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.
Answer:
Explanation:
Explanation:
Graphical user interface, text, application Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
NEW QUESTION # 80
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.
- A. Set Each as the primary unit.
- B. Update the unit Box with Each as the base unit.
- C. Create the unit Each with Box as the base unit.
- D. Make Each the base unit for all units.
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units
NEW QUESTION # 81
A company usesDynamics 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.
Answer:
Explanation:
Explanation
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-order-sales#create-an-order
NEW QUESTION # 82
A company uses Dynamics 365 Sales to manage sales orders.
You need to demonstrate the process of going from a lead to an order.
Which stage applies to each task? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 83
You run a sales report for Fourth Coffee named Account Overview. The following report displays:
Answer:
Explanation:
Explanation
NEW QUESTION # 84
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:
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.
NEW QUESTION # 85
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?
- A. Percent Markup - Current Cost
- B. Percent of List
- C. Currency Amount___________
- D. Percent Margin - Standard Cost
Answer: C
NEW QUESTION # 86
You use opportunities with business process flows in Dynamics 365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the opportunity.
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 - Create a view of the business process flow entity and include duration and Active Stages Started On
2 - Create a chart on the opportunity entity and use the view to include the necessary fields
3 - Add the owner field from the opportunity to the view
NEW QUESTION # 87
A company is implementing Dynamics 365 Sales.
The solution must support a new standardized sales process. The process must be the same for both new and existing customers.
* Sales representatives must follow up on email inquiries about products within 24 hours.
* The time it takes for sales representatives to follow up on inquiries must be reportable.
* All quotes for new customers must be reviewed and approved by the sales manager for specific criteria.
You need to configure playbooks to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Text, table Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
NEW QUESTION # 88
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. Grant the user the sales manager role
- B. Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement
- C. Grant the user the system administrator or system customizer role
- D. Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement
Answer: B,C
Explanation:
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-
365/mt793319(v=crm.8)
NEW QUESTION # 89
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. Add the email address to the email profile.
- B. Disable impersonation mode.
- C. Test and enable the mailboxes.
- D. Turn on automatic tracking.
Answer: B
NEW QUESTION # 90
Salespeople must learn how the Dynamics 365 Sales mobile app operates.
You need to explain how the mobile app can be used to complete common daily tasks.
Which feature should be used for each task? To answer, drag the appropriate features to the correct tasks. 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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 91
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 copy of Sales Dashboard and name the dashboard Sales Dashboard 2. The new dashboard must NOT include a view that displays the activities widgets.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
Explanation:
See explanation below.
* Navigate to Dashboards.
* Open the Sales Dashboard.
* Click Save As and enter the name Sales Dashboard 2 to save a copy of the dashboard.
* Click Edit.
* Select the view that displays the activities widgets.
* Click Remove
* Click Save.
NEW QUESTION # 92
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