MB-210 V14.02

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The safer , easier way to help you pass any IT exams.
Exam : MB-210
Title : Microsoft Dynamics 365 for

Sales
Version : V14.02
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1. Topic 1, Bellows College Case Study
Case Study
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.
lo 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.
Overview
Background
Bellows College has several spots teams. Sporting events take place throughout the year.
Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel
to track who has paid for each private box seat for each season. The college uses a paper-based system
to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate
purchasing information.
The college currently does not support ticket sales on the day of a sporting event All tickets must be
purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization
needs an updated system that will support internal sales people and track ail ticket sales for a season.
Sales team
Bellows College has inside phone sales representatives and regional sales representatives that are
assigned to specific sales territories. inside phones sales representatives primarily handle individual cash
or credit card ticket sales- Regional sales representatives primarily handle group and private box sales.
Phone inquiries for group and private box sales are entered into the system and assigned to the
appropriate regional representative.
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Dynamics 365
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are
hired to configure the system to meet the college s needs.
The college has identified the following requirements for the new system:
- Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all
sports and venues.
- Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
- Maximize private box sales.
- Provide visibility into all potential and pending sales.
- Track and report follow up activities performed by all sales representatives.
Current processes
Ticket sales
Ticket sales are completed and displayed based on the college s fiscal year which begins July 1 and ends
June 30.
Ticket sales tor existing customers will be entered as new opportunities for tracking and reporting
purposes. To facilitate timely follow-up (end sales representative accountability), a phone can activity will
be auto-generated every time a new opportunity is created. Ticket sales feu new customers will be
entered in the solution as leads. Leads will have the following statuses: Open Qualified, and Disqualified.
Status values cannot be customized. Status reasons can be customized.
Ticket prices
The standard ticket price for all sporting events is 550. Non-alumni whet purchases are priced based on
the standard rate. Alumni ticket purchases ate priced at the current cost. This season the current cost is
$35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard
profit.
The college has the following markup and margin policies for the three categories of ticket purchasers:
Ticket package discounts are available for group purchases.

The following table shows
Private box seats

Because of the limited number of private box seats, private box seats sell out quickly. These seats are
offered to current renters first then alumni. Remaining box seat tickets are made available to others from
year to year. The dean of the college has expressed the desire to personally call the CEOs or primary
decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers win be entered as opportunities and converted to orders when
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finalized. Private box and group sales for new customers will be entered as leads and will follow a
standardized sales process. To support reporting, pending new customer sales will go through a
verification process using the stages New, Pending Approval. Approved.
Requirements
Accounting
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period
must be displayed based upon the July 1 date. The accounting period must support abbreviations and
must be divisible into four quarters.
Invoices must Include:
- Price List Products: Products tied to a price list
- Non-catalog Products: Existing products not part of the product catalog
- Opportunity Products: Products from a previously created opportunity
- Product prices on the invoice can be changed at the salespersons discretion.
System configuration
The system must be set up as follows:
- Individual cash and credit cards sales will be entered as orders in the system.
- New opportunities will automatically generate a required phone call activity for the assigned sales
representative to be completed within 5 days. Valid outcomes of the call will be set to Connected. Left
Message, and Wrong Number when closed.
- Non-renewals of private box rentals should be designated with the following outcomes for tracking and
reporting purposes: Not interested. Budget cuts, No Longer in business. Other. It Other is chosen, the
sales representative must provide additional information in the provided text box.
Tickets
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or
bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate
prices as percentage of costs.
Reporting
The school's athletic director needs a fiscal yea' report that includes specific formatting based on a
defined template. The report must contain a chart that displays the type of ticket purchaser (alumni,
non-alumni, and student).
All tales reporting must be completed by using Dynamics 365 foe Sales. Bellows College has purchased
the online version o' the Sales Content Pack for Power BI to allow for visualizations and the creation of
dashboards 'or ticket sales. The sales team needs to use a secured connection to access the Bellows
College Power Bi dashboard.
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Problem Statements
The sales manager is concerned with the tack of sates from one of the sales representatives in
comparison to the other sales representatives- The legacy system does not provide enough data to allow
the manage* to give proper feedback or guidance. The sales manager has received emails from a
potential private box customer named Contoso. Ltd. confirming that they have not had any contact from
any sales representative even though they are ready to purchase group tickets.
HOTSPOT
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:
2.You need to implement dashboards.

Which URL should you use?
A. https://bellowscollege.crm.dynamics.com
B. http://bellowscollege.crm.dynamics.com
C. https://bellowscollege.dynamics.com
D. https://crm.bellowscollege.dynamics.com
Answer: A
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3.You need to resolve the sales manager's issue regarding private box customers.
What should you do?
A. Convert all incoming phone calls to leads.
B. Convert the sales manager's emails lo opportunities.
C. Convert the sales manager's emails to leads.
D. Convert the dean's phone call to an opportunity.
Answer: C
4.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.
Answer:
5.HOTSPOT
You need to create a discount list for ticket sales.
Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the
answer area. NOTE: Each correct selection is worth one point.
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Answer:
6.You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?
A. contact name
B. stakeholder
C. record owner
D. dean
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/add-phone-call
-task-email-appointment-activity-case-record
7.You need to create a chart for the athletic director.

What should you do?
A. Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.
B. Use the ticket type as the X-axis. Use amount of sales on the Y-axis
C. Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis
D. Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.
Answer: B
Explanation:
The school’s athletic director needs a fiscal year report that includes specific formatting based on a
defined template. The report must contain a chart that displays the type of ticket purchaser (alumni,
non-alumni, and student).
8.HOTSPOT
You need to create and configure access to the Orders report and the Discounts by Number of Employees
report.
What should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct
selection is worth one point.
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Answer:
9.You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
A. a Microsoft Flow workflow
B. a playbook
C. a Lifecycle Services (LCS) package
Answer: B
Explanation:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all
sports and venues.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
10.DRAG DROP
You need to create invoices for all customers.
Which products should you use? To answer, select the appropriate options in the answer area. NOTE:
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Answer:
11.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.
Answer:
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12.You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?
A. Set the Invoice Product to Override Price
B. Set the Invoice Product to Use Default
C. Configure an end date for the price list
Answer: A
13.You need to identify new customer pending sales.

What should you do?
A. Create status reasons in the solution and associate them with Open status
B. Add statuses for all the pending sales stages
C. Set all new leads to a default status of Qualified
D. Configure the solution to automatically convert leads to opportunities
Answer: A
Explanation:
To support reporting, pending new customer sales will go through a verification process using the stages
New, Pending Approval, Approved.
14. Topic 2, Humongous insurance Case Study
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.
lo 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
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To display the first question in this case study, click the Nextbutton. Use the buttons in the left pane to
information such as business requirements, existing environment and problem statements. If the case
study has anAll Informationtab, note that the information displayed is identical to the information displayed
on the subsequent tabs. When you are ready to answer a Questionclick the Question button to return to
the question.
Background
Humongous insurance provides fleet automotive insurance. The company s accounting year is July
1st-June 31st.
They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United
States, and the United Kingdom.
The company is making a big push for the Start of their second quarter on October 1st.
Current environment
* United States salespeople ate located in either the north, east south, west or national territory.
* Only national territory sales team members can send quotes and Invoices across multiple territories.
* Sales managers route leads based on territory.
* Salesperson! and Salesperson2 are part of the south region and the national account respectively.
* Salespeople cannot accurately report progression of sales and whether they are closed or still in
process.
* Manager and underwriter approval is communicated by email.
* Many salespeople use different quote layouts.
Requirements
Territories
* Each territory must be set up as a Business Unit for security.
* Each territory must have the ability to qualify its own leads.
Security
* National sales team members must have privileges in order to see sales and account Information
managed by the regional sales teams.
* Configure appropriate security for national and each regional sales.
Goals
* Salespeople's goals must roll up to their manager's goal.
* Goal mettles need lo automatically calculate every 12 hours.
Quotes
* Set up version traceability for quotes.
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* Quotes must be marked with the word "Final' when approved.

* Quotes and orders must be generated in their clients" currency.
* Quotes and invoices must be able to be viewed across a variety of devices.
* Pricing must be standardized for insurance products while supporting tiered pricing across national and
regional accounts.
Opportunities
* Closed opportunities that are won or lost must capture competitor information. The company wants a
visualization built 'or the categories related to why the opportunities closed a certain way.
* When an opportunity is nearing time to quote, products should be added to the opportunity.
Other Requirements
* Simplify data entry and reduce dual data entry.
* Help salespeople and their managers keep track of where they are in the sales process.
* Use out-of-the-box reports where possible.
* Generate invoice numbers automatically.
* Begin invoice numbers with the letters INV.
* Allow managers to be able to view a diagram and dull down to leads converted in the last 30 days.
Issues
* Salespeople cannot identify the sales process stage process for each customer.
* Updated products are not easily updated within the product groups.
* There is no pricing tool.
* Salespeople must research each product every time they have to Quote a customer on a product
* User A is unable to quality leads.
* The manager follows the process on an approved quote but an error occurs.
* Client A purchases products from multiple regions for a single order.
* Not all products are available in regional pricelists or national pricelists.
You need to resolve the issue UserA is experiencing.

Where should you add UserA?
A. Team
B. Field Security Profile
C. Office 365 group
D. Business Unit
Answer: D
15.You need to determine the cause of the error for approved quotes.
Why does the error occur?
A. The quote has been deleted.
B. The opportunity is m Active state.
C. The quote template is in Active mode.
D. The quote is in Active state.
Answer: D
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16.You need to create the required number of orders for ClientA.

How many orders should you create?
A. 1
B. 2
C. 3
D. 7
Answer: A
17.HOTSPOT
You need to configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
18.HOTSPOT
You need to configure the system for incoming email to support creation of leads from email
requirements.
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What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct
Answer:
19.HOTSPOT
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.
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Answer:
Explanation:
Graphical user interface, application
Description automatically generated with medium confidence
20.You need to determine how notes and attachments are handled in converted leads.
How are they handled?
A. moved to the account after the lead is qualified
B. deleted 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
21.HOTSPOT
You need to set up quotes to meet the requirements.
How should you configure the quotes? To answer, select the appropriate options in the answer area.
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Answer:
22.You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
A. Status and Stakeholders
B. Status and Contact
C. Status Reason and Competitor
D. Status Reason and Description
Answer: C
23.HOTSPOT
You need to set up goals for the salespeople.
How should you set up the configurations? To answer, select the appropriate options in the answer area.
Answer:
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Explanation:
Graphical user interface, table
Description automatically generated
24.You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
A. Rollup Queries
B. Business Closures
C. Sales Territories
D. Fiscal Year Settings
Answer: D
25. Topic 3, group of theaters Case Study
Case Study
This is a case studyCase 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

To display the first question in this case study, click the Next button. Use the buttons in the left pane to
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information such as business requirements, existing environment, and problem statements. If the case
study has an All Informationtab, 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
A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual
representatives by using a mobile app.
Each theater has a manager. The managers rotate between theaters every six months.
The company plans to implement Dynamics 365 Sales.
Current environment
The company uses the following pricing structure for tickets:
Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often
inconsistent. Ticket sales are often lost because customers go to other shows.
Requirements
Business cards
* The business card of every group sales customer must be scanned and the image saved with the
contact record.
* A customer's business card must be scanned even if the customer has been to the theater before.
* Business cards must show up on all contact forms.
Salespeople
* Each salesperson needs to sell a certain amount of tickets per month.
* The number of tickets each salesperson sells must be totaled only at the end of the month, before the
monthly meeting between the salesperson and their manager.
* Salespeople must not be able to check the quantity sold in the system daily.
Opportunities
* The name of the sales manager must be added to opportunity records when sales representatives close
opportunities.
* Opportunities that are lost must include the reasons other show and not interested.
* Some of the opportunities who order a large quantity of tickets every week want quotes quickly on
various quantities.
They want it broken down as follows:
* Price breakout by ticket
* Quantity discount amount
* Original ticket price
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Orders
* Customers who buy a large quantity of tickets to a show must always get a quote first.
* Orders must always be created from the Quote record when it is a large purchase.
* Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to
them.
Data Analysis
* Analyze email messages that pertain to ticket sales of the shows.
* Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.
* Analyze accounts and assess the account representative's relationship with the customer to gauge the
level of communication.
Visuals
A Tickets dashboard for all cashiers must be created that contains the following bar Charts:
* all the tickets sold for each show
* all the tickets available for each show
* accounts that have purchased groups of 10 or more tickets
* purchased tickets by age groups
Shows
* Representatives must track which shows customers go to when they do not purchase the tickets to their
shows. This information must be entered in the records.
* Every time a potential large sale is lost, the representative needs to ask the customer which show ticket
was purchased instead of their show.
* Shows at other theaters must be updated on a monthly basis.
* Quantity discounts and bulk purchase for different shows must be consistent.
Issues
* The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about
age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets
sold but is missing accounts that purchased more than 20 tickets.
* Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that
they can see all areas of the dashboard.
* Representative 1 is unable to scan business cards.
* Some users do not see the business cards when using their desktop machines, but they see them from
their tablets and mobile phones.
* There are no business card images in the system.
* Duplicate contacts are being created with business card scans.
You need to create orders for large quantity purchases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
A. Create an invoice from the order record.
B. Make a copy of the quote and save it as won.
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C. Select Won when prompted.

D. Select a Create order from the Quote record.
E. Select Convert to work order from the Opportunity record.
Answer: B,D
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-orders-sp
26.You need to make the appropriate change to the system to ensure that statistics are
correct in time for each manager/salesperson meeting.
What should you do?
A. Create a workflow for the Goals entity
B. In the Goals section of App Settings, select Actuals
C. In the Business Management section of Settings, configure Goal Metrics
D. In the Goals Settings section of App Settings, select Rollup recurrence
Answer: D
Explanation:
The number of tickets each salesperson sells must be totalled only at the end of the month, before the
monthly meeting between the salesperson and their manager. Salespeople must not be able to check the
quantity sold in the system daily.
27.You need to configure the system for all the large quantity pricing requirements.
What should you do?
A. Create a workflow for price list
B. Create a quote with a write-in product
C. Create an opportunity.
D. Create a product catalog
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-product-catalog-walkthrough
28.HOTSPOT
You need to resolve the issues on the ticket’s dashboard.
Which configurations should you change? To answer, select the appropriate options in the answer area.
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Answer:
29.DRAG DROP
You need to handle large quantity opportunities.
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.
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Answer:
30.You need to configure the system to handle all ticket sales.

What should you configure?
A. Discount Lists
B. Product Bundles
C. Product Catalog Settings
D. Goals
Answer: A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list
31.You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
A. The Al Builder Business Card control needs to be configured for the field on the form.
B. The field needs to be added to the form.
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C. A business rule needs to be set up to show the field.

D. The users do not have the appropriate permissions.
E. Show image on the form is not selected in Form Properties.
Answer: E
32.You need to choose where to enter the other show names in the system.
Where should you add the shows?
A. Product
B. Accounts
C. Contacts
D. Competitor
Answer: D
33.DRAG DROP
You need to ensure that new managers receive the information they need.
What should you do? To answer, drag the appropriate actions to the correct information. 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.
Answer:
34.DRAG DROP
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
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panes or scroll to view content. NOTE: Each correct selection is worth one point.
Answer:
35.You need to choose where to enter the other show names in the system.
Where should you add the shows?
A. Competitor
B. Product
C. Accounts
D. Contacts
Answer: C
36.DRAG DROP
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct
additions. Each modification 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:
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37. 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:
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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
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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 add the unfavorable credit and reference check reasons to the RFQ close process.
What should you do?
A. Create custom activities for the credit and reference checks.
B. Add a stage to the business process flow.
C. Convert the credit and reference activities lo an opportunity.
D. Delete the RFQ Lead record.
E. Create custom status reasons.
Answer: E
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
38.HOTSPOT
You need to manage existing RFQs.
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Answer:
Explanation:
Graphical user interface, text, application, email
39.You need to resolve the issue for PreferredCustomer A,

A. a product catalog for each country
B. a discount list for Preferred Customers
C. a price list for the currency of each country
D. a product bundle for each country
E. a playbook category
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-p
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ricing-products
40.HOTSPOT
You need to configure the credit and reference screening playbook to meet the requirements.
Answer:
Explanation:
41.You need to implement the time study.

A. business rule
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B. insight cards with Sales Insights

C. custom activity type
D. new data step in the business process flow
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/work-with-activ
ities?view=op-9-1
42.HOTSPOT
You need to configure forecasting according to the requirements.
Answer:
Explanation:
Text
30 / 123
Description automatically generated with medium confidence
43.HOTSPOT
You need to implement sales lost to competitors.
Answer:
Explanation:
Text
Description automatically generated with low confidence
44.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
A. Create a primary account for the customer and contacts for each country of operation.
B. Create each country sales territory as a sub-territory of the global territory.
C. Associate the customer accounts for each country with the primary account.
D. Create a primary account for the customer and assign it to the global territory.
E. Associate the accounts in each country with the country sales territory in which it is located.
Answer: B,E
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-market
s-geographical-area
45.You need to enter information about VendorZ into the system.
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A. Update the contact preference for CompanyD.
B. Update the contact preference for VendorZ.
C. Create a new connection type.
D. Create an account record for VendorZ.
E. Create a sub-contact record for the vendor for CompanyD.
Answer: C,D
46.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:
Answer:
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Explanation:
47.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
33 / 123
Answer:
Explanation:
48.You need to process CompanyB's order.

What should you do?
A. Submit the order for CompanyB.
B. Create an order from each quote per country.
C. Activate the quotes.
D. Create an invoice for CompanyB.
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-quotes-sales-professional
49. Topic 5, Mix Questions
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HOTSPOT
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:
50.HOTSPOT
A company sells telephones. The company has a list of telephone colors that customers can choose.
For one month, the company wants to sell a red phone at a special price.
You need to set up the red phone for the sales team.
How should you configure the product and price list items? To answer, select the appropriate options in
the answer area. NOTE: Each correct selection is worth one point.
Answer:
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Explanation:
Table
51.HOTSPOT
You manage a Dynamics 365 Sales environment.
You need to configure the default status for each lead.
Which status reason should you associate to each scenario? To answer, select the appropriate options in
Answer:
36 / 123
52.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
A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
B. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
C. Create tiles and a dashboard in Microsoft Power BI.
D. Create charts with required data in Dynamics 365.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.
Answer: A,B,E
53.HOTSPOT
You send a quote to a client. The client calls and negotiates a better price.
You need to send a revised quote to the client.
What is required to modify the quote? To answer, select. NOTE: Each correct selection is worth one point.
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Answer:
54.You are a Dynamics 365 Sales administrator. You create a discount list.
The sales team needs to use the discount list for opportunities.
You need to ensure that the discount list is available and that products ate discounted as expected.
To what should you associate the discount list?
A. Price list
B. Product
C. Price list item
D. Product family
Answer: C
Explanation:
Reference:
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ricing-products
55.A company uses Dynamics 365 Sales.

You need to associate a competitor with each closed opportunity for reporting.
What should you do?
A. Select the Follow option for the competitor.
B. Add the competitor to the opportunity close record.
C. Create a user post for the competitor.
D. Enable auditing for the competitor entity.
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/close-opportunity-won-lost-sales
56.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, you will NOT be able to return to it. As a result, these questions will not
appear in the review screen.
You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: On the last stage of the business process flow, select Finish.
Does the solution meet the goal?
A. Yes
B. No
Answer: A
57.A company has three business units. User privileges are set to ensure that users can see only records
owned by their own business unit.
If a contact is needed for all business units, one contact record must be created for each business unit. A
contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business
Unit fields match.
You must ensure that duplicate records are not created for contacts.
You need to create the duplicate detection rules.
Which two filters should you configure? Each correct answer is part of the complete solution. NOTE: Each
A. First Name and Last Name and Email
B. First Name and Last Name and Preferred Phone
C. First Name and Last Name and Email and Business Unit
D. First Name and Last Name and Preferred Phone and Business Unit
E. First Name and Last Name and Owner
Answer: C,D
Explanation:
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Reference:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean
58.You manage a Dynamics 365 environment You introduce a new product. Opportunities with the
product are created.
You need to find all opportunities that include the product.
What should you use?
A. Quick Find
B. Relevance Search
C. Categorized Search
D. Advanced find
Answer: A
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.
A. Yes
B. No
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date
60.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?
A. Add a new access team.
B. On the System Settings sales tab, add the new custom roles in the Sales Team Roles list.
C. Add a new connection role.
D. On the Opportunity form, select the sales team subgrid, open the properties, and add the new custom
roles.
E. Add a new relationship role.
Answer: B
61.HOTSPOT
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You use Dynamics 365 for Sales.

You need to add products to an opportunity.
Which actions should you perform? To answer, select the appropriate options in the answer area. NOTE:
Answer:
62.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.
Answer:
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63.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?
A. Create a flow
B. Enable dynamic content in Microsoft Word
C. Enable the Developer tab in Microsoft Word
D. Enable VBA in Microsoft Word
Answer: C
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dyna
mics-365
64.A company is using Dynamics 365 Sales.

Several invoices have an incorrect shipping date.
You need to change the shipping date on all the invoices.
What should you do?
A. Select an order, edit, and then create an invoice for each incorrect order that corresponds to the
invoice.
B. Select all invoices simultaneously and select Confirm Invoice to change them.
C. Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the
invoices with the correct date.
D. Select individual invoices and edit. Repeat for all incorrect invoices.
Answer: D
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-invoice-sales
65.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.
A. Yes
B. No
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quo
tesales-order-invoice
66.DRAG DROP
You manage a Dynamics 365 Sales environment for an organization.
You need to edit the display name of a business process flow.
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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:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-busi
ness-process-flow?view=op-9-1

You need to change the description field on the quote.
Which state allows you to make the change?
A. Draft
B. Closed
C. Active
D. Won
Answer: A
68.A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the
reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities
closed as lost.
Which entity should you use?
A. Opportunity Close
B. Opportunity
C. Competitor
D. Opportunity Line
Answer: B
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69.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. Sales Manager
B. Knowledge Manager
C. System Customizer
D. Common Data Service
Answer: A
70.You manage a Dynamics 365 environment. A user named User! 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?
A. Add User2 to the Sales team.
B. Instruct User2 to follow the record.
C. Add User2 to the Owner team.
D. Add User2 to an Access team.
Answer: A
71.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. Create the unit Each with Box as the base unit.
B. Update the unit Box with Each as the base unit.
C. Set Each as the primary unit.
D. Make Each the base unit for all units.
Answer: C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units
72.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.
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Which settings should you use? To answer, select the appropriate options in the answer area. NOTE:
Answer:
73.HOTSPOT
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area. NOTE:
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Answer:
74.DRAG DROP
You are configuring Dynamics 365 for 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.
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Answer:
75.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.
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What should you do?

A. Create a product family with each product list four times. Include the territory price for each product list.
B. Create a price list with a discount list for each territory.
C. Create a price list for each territory and add a territory relationship record.
D. Create one price list and margin for each territory.
Answer: C
Explanation:
Reference:
ricing-products
76.You are a Dynamics 365 administrator for a dental office.

You need to create a process in Sales Hub to ensure that team members perform the following actions:
✑ Call patients to remind them about upcoming appointments.
✑ Update patient contact information.
A. a task flow
B. a business rule
C. a calendar
D. an on-demand workflow
Answer: A
77.You manage a default Dynamics 365 for 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 c complete solution. NOTE: Each
A. Queue Item
B. Opportunity
C. Knowledge Article
D. Case
E. Invoice
Answer: A,C,D
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactiveda
shboards
78.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.
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Answer:
You are a Dynamics 365 Sales system administrator.
The sales team wants to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Remove any subscriptions associated with Microsoft Relationship Sales and disable JavaScript.
A. Yes
B. No
Answer: B
80.You use price lists in Dynamics 365 for Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
A. Users can add the expired price list to opportunities created prior to the expire date.
B. Users can add the expired price list to an opportunity but will see a warning.
C. Opportunities that use the expired price list can continue through their lifecycle.
D. Opportunities that use the expired price list will display a warning that prices must be replaced.
Answer: D
81.A company uses special pricing for bulk purchases of products.
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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.
A. Sales Team Member
B. Vice President of Sales
C. Sales Manager
D. CEO-Business Manager
E. President of Sales
Answer: B,C,D
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list
82.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. In the System Settings sales tab, change the default revenue type to System
Calculated
B. In custom controls, change the default revenue setting to System Calculated
C. In Personalization settings for each user, change the default revenue type to System
Calculated
D. In Opportunities, change the default value of the revenue type to System Calculated
Answer: D
83.HOTSPOT
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
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Answer:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results
84.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 default currency.
A. Yes
B. No
Answer: B
85.You are a Dynamics 365 for Sales administrator. You are setting up a product catalog.
You need to configure the base unit group.
Which quantity or measurement should you configure?
A. the highest needed to sell the product or service
B. the least frequently used to sell the service
C. the most frequently used to sell the service
D. the lowest needed to sell the product or service
Answer: D
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-professional/create-unit-gro
upadd-units
86.DRAG DROP
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.
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Which three actions should you perform in sequence? To answer, move the appropriate actions from the
Answer:
87.DRAG DROP
A company uses Dynamics 365 Sales to manage product lines.
You need to set up a catalog of products.
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. NOTE: More than one order of answer choices is
correct. You will receive credit for any of the correct orders you select.
Answer:
88.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.
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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.
Answer:
89.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?
A. when a change is made to a currency field
B. when a user opens the opportunity record
C. when a user manually recalculates opportunity
D. when the calculate rollup field system job for the msdyn_projectteam entity runs
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Answer: A
90.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?
A. Activate the quote
B. Select Get Products from the command bar in the Quote entity
C. Select Add Line Items on the Opportunity entity
D. Select Recalculate from the command bar on the Opportunity entity
Answer: B
91.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.
Answer:
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92.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?
A. Reduce the auto number prefix to one character
B. Reduce the auto number prefix to two characters
C. Reduce the suffix length to four characters
D. Ensure that the prefix setting is read-only
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix
-contract-case-article-quote-order-invoice-campaign-category-knowledge-articles
93.DRAG DROP
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.
55 / 123
Answer:
56 / 123
94.HOTSPOT
You run a sales report for Fourth Coffee named Account Overview.
The following report displays:
Answer:
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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.
A. No
B. Yes
Answer: B
96.HOTSPOT
You use opportunities in Dynamics 365 Sales.
Opportunities that were closed as lost frequently come back and are eventually won.
You need to be able to track these occurrences and have insight into the process.
What happens during the reopen and close process? To answer, select the appropriate options in the
Answer:
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97.DRAG DROP
A sates manager needs to add a new business closure.
You need to configure a new business closure schedule.
Answer:
Explanation:
Schedule a new business closure
Make sure that you have the required security role or equivalent permissions.
More information: Manage security roles in service scheduling
✑ In the Customer Service Hub sitemap, go to Scheduling.
✑ From the list of entity records, select Settings > Business Closures.
✑ On the command bar, select New to schedule a new business closure.
You can also select New from the business closure grid to create a new business closure record.
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Schedule business closure

A quick create dialog box is displayed.
✑ In the Schedule a Business Closure dialog box, type or modify information in the text boxes:
The first 12 characters of the name appear on each day of the closure on the calendar view of the affected
resource's Work Hours.
✑ uk.co.certification.simulator.questionpool.PList@e2a8f10
If you want to enter a specific time period, clear the All Day Event check box. You can then specify the
hours during which your organization will be closed.
✑ To save this business closure, select OK.
https://docs.microsoft.com/en-us/dynamics365/customer-service/set-when-business-closed-csh
98.DRAG DROP
You are setting up a product catalog in Dynamics 365 Sales.
You must set up the following promotions in the product catalog:
✑ Customers receive a free bag of chips when they purchase one can of soda.
✑ Soda has different prices based on whether customers buy a can, a six-pack, or a case.
✑ Customers receive an additional 10 percent off a purchase of 10 case of soda.
You need to set up the promotions.
Which feature should you configure? 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
60 / 123
Answer:
Explanation:
Graphical user interface, text, application
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Edit the playbook template and set the value of the Track Progress option to yes.
A. Yes
B. No
Answer: A
Explanation:
Activity tracking is enabled in the Playbook template.
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activities
61 / 123
100.You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create
quotes.
A member of the sales team requests that you change the order in which columns display in customer
quotes.
You need to modify the quote template.
A. template editor
B. mail merge template
C. Microsoft Word template
D. Report Wizard
Answer: C
Solution: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up
blockers.
A. Yes
B. No
Answer: A
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✑ Select Related and add the Resource territories.
A. No
B. Yes
Answer: A
103.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?
A. Change the field type from auto number to decimal number
B. Reduce the auto number prefix to one character
C. Reduce the suffix length to four characters
D. Ensure that the prefix setting is read-only
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix
contract-case-article-quote-order-invoice-campaign-category-knowledge-articles
Solution: Create a Power Automate flow to track the activities.
A. Yes
B. No
Answer: B
Explanation:
105.HOTSPOT
You experience the following issues when you work with quotes in Dynamics 365 Sales:
✑ An administrative assistant is unable to access the function to edit a quote in the system.
✑ The Send to customer option is unavailable after you enter a quote.
You need to resolve the issues.
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Answer:
106.HOTSPOT
You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You need to close opportunities.
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Answer:
107.DRAG DROP
You use Dynamics 365 Sales. You create a quote and send it to a customer.
You need to add a product to the quote and make the modified quote available to the customer.
Answer:
Explanation:
Graphical user interface, application
108.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
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opportunity is lost.
You need to configure Dynamics 365 to ensure that you can capture the required information.
Which field should you configure?
A. Opportunity status reason
B. Opportunity close status
C. Opportunity status
D. Opportunity close status reason
Answer: A
Solution: Change the opportunity to an inactive state.
A. Yes
B. No
Answer: B
110.You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:
You need to modify the business process flow to make it valid.

A. total number of steps
B. number of steps per stages
C. number of entities
D. total number of stages
Answer: D
Explanation:
The total number of stages here would be 50 which is more than the maximum limit of 30.
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-p
rocess-flows-overview?view=op-9-1
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Solution: Create a subscription to Microsoft Relationship Sales and enable JavaScript and pop-up
blockers.
A. Yes
B. No
Answer: B
112.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?
A. Delegate
B. Sales Person
C. Sales Manager
D. System Customizer
Answer: C
113.You use business process flows for all Dynamics 365 opportunities.
Solution: At any stage in the business process flow prior to the final stage, select Finish.
A. Yes
B. No
Answer: A
114.DRAG DROP
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.
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Answer:
115.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?
A. Set up fiscal year settings and create a view in the default solution
B. Use date ranges to create a view in the default solution
C. Set up fiscal year settings and create a view from the advanced find
D. Use date ranges to create a view from the advanced find
Answer: A
116.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
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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.
Answer:
Explanation:
References:
https://community.dynamics.com/crm/b/crmpowerobjects/archive/2018/12/31/enable-and-configurerelatio
nship-assistant
Solution: When closing an opportunity, use the Close as Won dialog.
A. Yes
B. No
Answer: B
118.HOTSPOT
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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
Answer:
119.An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be
provided to customers at one time. Quotes are revised often.
You need to create a process that meets the following requirements:
✑ Create an order from a quote.
✑ Close the associated opportunity as won.
✑ Update the actual values to reflect values from the quote.
Which two opportunities can you close as won? Each correct answer presents a complete solution. NOTE:
A. The opportunity has other quotes in the won status.
B. The opportunity has other quotes in the draft status.
C. The opportunity has other quotes in the active status.
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D. The opportunity has other quotes in the revised status reason.

Answer: A,D
Explanation:
- If there is any draft or active quote associated with opportunity and you close the opportunity as won
then the below error message is display in alert: "Opportunity cannot be closed There are still active or
draft quotes associated with this opportunity. These must be closed before the opportunity can be closed.
If you contact support, please provide the technical details.
Solution: Change the currency code and symbol so that both are displayed.
A. Yes
B. No
Answer: B
121.You are an administrator for Dynamics 365 for Sales.

You need to ensure that a user can install and configure the Social Selling Assistant.
A. Grant the user the sales manager role
B. Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement
C. Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement
D. Grant the user the system administrator or system customizer role
Answer: C,D
Explanation:
References:
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt7
93319(v=crm.8)
122.A company deploys reporting for Dynamics 365 Sales.

You need to set up the Power BI content pack.
Which Power BI product should you use to customize the content pack reports?
A. Power Bl website
B. Power Bl Desktop
C. Power Bl Premium
D. Power Bl Professional
Answer: D
Explanation:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-organizational-content-pack-introdu
ction
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123.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:
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124.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 Unified Interface apps.
A. Yes
B. No
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-contr
olsforms
125.A company uses Dynamics 365 Sales. The default currency for the company is US dollars (USD).
The company does business in the United States, Mexico, and the United Kingdom. The company sells
10 types of products.
Each product requires its own pricing structure.
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You need to create price lists by using the local currency across countries and regions.
How many price lists should you create?
A. 1
B. 3
C. 10
D. 30
Answer: C
Explanation:
Reference:
ricing-products
Proposed solution: Recalculate the opportunity.
A. Yes
B. No
Answer: B
Explanation:
Reference:
127.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?
A. Lead
B. Order
C. Opportunity
D. Quote
Answer: B
128.You are a salesperson using Dynamics 365 Sales.

You need to add a product line item in an opportunity.
What should you do first in the opportunity?
A. Configure units.
B. Add a price list.
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C. Add a product name.

D. Specify revenue.
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/add-products-opportunity-sp
129.You are a system customizer in Dynamics 365 Sales.

You need to set up product families.
Which option is available?
A. Create a maximum of 10 child product families
B. Set a product bundle as a parent of a product family
C. Add the product to multiple product families
D. Set a product property as an option set
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/use-properties-describe-product
Proposed solution: Update the roll-up recurrence frequency.
A. Yes
B. No
Answer: B
Explanation:
Reference:
131.DRAG DROP
You manage a Dynamics 365 for Sales environment.
You need to automatically create records for salespeople when they complete phone call activities.
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Answer:
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-rules-toa
utomatically-create-or-update-records
132.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?
A. Convert the opportunity to a quote
B. Create a new quote from the customer
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C. Create a new quote from the opportunity

D. Create a new quote with the opportunity price list
Answer: A
Explanation:
References:
133.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?
A. Marketing Professional
B. Sales Person
C. Delegate
D. CEO – Business Manager
Answer: D
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-sales-territories-orga
nize-business-markets-geographical-area
134.DRAG DROP
You are a Dynamics 365 for Sales administrator.
You need to implement Versium Predict with custom views.
Answer:
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You attempt to add a product to an order, but the product cannot be located.
You need to determine why the product is missing.
What is the cause?
A. The product was not published
B. The product is missing required information
C. The write-in option was not used
D. The product was not listed in the quote
Answer: A
136.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
Answer:
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137.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?
A. Assign the Dynamics 365 System Customizer role to the user
B. Assign the Common Data Service User role to the user
C. In the Power Apps Admin center, assign Environment Maker permissions to the user
D. In the Office 365 Admin center, assign Application proxy permissions to the user
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/add-ready-
use-business-processes
138.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.
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Answer:
Explanation:
Table
139.You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.
Managers must be able to determine how the relationship with customers is trending for each opportunity.
You need to implement a solution.
Which solution should you implement?
A. Dynamics 365 for Sales content pack for Microsoft Power BI
B. Social Selling Assistant
C. LinkedIn Sales Navigator
D. Sales Insights
E. Relationship Assistant
Answer: D

You must track a competitor to help your company win a sale.
You need to associate the competitor with a Dynamics 365 entity.
To which type of entity can you associate the competitor?
A. Opportunity
B. Lead
C. Account
D. Contacts
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-comp
etitorrecord-sales
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Solution: Enable auditing on for the Playbook Activity entity.
A. Yes
B. No
Answer: B
Explanation:
142.A customer recently visited one of your retail outlets. You created an opportunity for the customer for
a large purchase.
Solution: Close the opportunity as won.
A. Yes
B. No
Answer: B
Explanation:
References:
143.You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You successfully close a sale.
A. Change Est. Revenue to Actual amount
B. Set the Status reason to Won.
C. Change Est. Close Date to Actual close date.
D. Change the Actual Revenue to Actual amount.
Answer: A,D
Explanation:
Reference:
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144.DRAG DROP
You are a Dynamics 365 Sales administrator.
You need to ensure that each salesperson can perform the following tasks when new leads are added to
the system:
• Create an appointment
• Add documentation.
Answer:
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Explanation:
Step 1: Choose Business process Flow
Step 2: Add a stage
Step 3: Add steps to stage
Step 4: Activate Processes
https://docs.microsoft.com/en-us/power-automate/create-business-process-flow
145.You manage a Dynamics 365 Sales environment.

You need to ensure that all possible activities are automatically converted to leads by using the record
creation rule.
Which three activities can you convert to leads? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point
A. Service activity
B. Custom activity
C. Email
D. Phone call
E. Task
Answer: C,D,E
146.You need to set up the required sales tracking for multinational customers.
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A. Create a primary account for the customer and assign it to the global territory.
B. Create a primary account for the customer and contacts for each country of operation.
C. Associate the accounts in each country with the country sales territory in which it is located.
D. Associate the customer accounts for each country with the primary account.
E. Create each country sales territory as a sub-territory of the global territory.
Answer: B,C
147.You are a Dynamics 365 Sales administrator for a company that has locations in five regions.
The company's owner wants regional managers to update their own forecasts. The owner wants full
transparency for all forecasts to all current and future employees.
You need to allow users to see the forecasts for every region.
What should you do?
A. Grant users permission to view the Forecast Category field.
B. Grant all security roles access in the forecast configuration.
C. Add each security role to the forecast configuration.
D. Add the view privilege to each user's security role.
Answer: D
148.HOTSPOT
You are a Dynamics 365 for 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
Answer:
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149.DRAG DROP
You create a discount list for a company.
Two salespeople encounter the following issues when they create opportunities:
✑ Salesperson1 does not see the discount on the opportunity line item.
✑ Salesperson2 sees the discount applied to the line total instead of the unit price.
You need to ensure that discounts are applied properly.
What should you do? To answer, drag the appropriate actions to the correct issues. 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.
Answer:
Explanation:
Letter
Description automatically generated with low confidence
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150.You create an invoice with products and services for a customer.

You need to add pricing for a product that is not available in the product catalog.
What should you do?
A. Add the product to the order and use Get Products
B. Add a write-in product
C. Add an existing product and change the name and price
D. Add the product to the quote and use Get Products
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/add-product-quot
eorder-invoice

You need to change the description field on the quote.
Which state allows you to make the change?
A. Closed
B. Active
C. Draft
D. Won
Answer: C
152.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?
A. the default currency in personal options
B. the currencies in settings
C. the currency display option in system settings
D. the current format in personal options
Answer: A
153.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
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Answer:
154.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
155.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.
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Answer:
156.You are a salesperson using Dynamics 365 for Sales.

You need to revise an active quote.
What happens to the original quote record?
A. The quote is deleted
B. The quote is converted into an order and a copy of the quote is put in draft mode for modification
C. The original quote is put in draft mode for modification
D. The quote is closed, and a copy of the quote is put in draft mode for modification
Answer: C
157.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
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Answer:
Explanation:
Graphical user interface, text, application
158.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.
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.
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Answer:
159.You are a system customizer in Dynamics 365 Sales.

You need to set up product families.
Which option is available?
A. Create a maximum of 10 child product families.
B. Set a product bundle as a parent of a product family.
C. Add the product to only one product family.
D. Set one product as a parent to another product.
Answer: C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/change-product-parent
160.HOTSPOT
You are a Dynamics 365 Sales system customizer.
You need to create Product Bundles and Product Families.
What should you create? To answer, select the appropriate options in the answer area. NOTE: Each
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Answer:
161.HOTSPOT
You implement the Dynamics 365 App for Outlook.
You need to associate emails to lead records.
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Answer:
162.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:
Answer:
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163.HOTSPOT
A company is implementing Dynamics 365 Sales.
You need to determine which tool or service to recommend for the company’s requirements.
Which tool or service should you recommend to meet each requirement? To answer, select the
appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Answer:
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Explanation:
164.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?
A. Events
B. Business closure
C. Fiscal calendar
D. Time off request
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-when-busine
ssclosed-csh
165.DRAG DROP
You are implementing Dynamics 365 Sales for a beverage company.
The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:
* There are three flavors: strawberry, vanilla, and chocolate.
* Each can costs S5.00
* A dozen cans cost S55.O0.
* Each case has four dozen cans and costs $200.00.
* A combination case includes a dozen cans of each flavor and costs $160.00.
* Purchases of four or more cases get an extra 10 percent off the price.
You need to set up the product catalog.
Which components should you use? To answer, drag the appropriate components to the correct entry
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descriptions. Each component 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:
166.DRAG DROP
You are a sales manager at an international company using Dynamics 365 Sales.
You need to set up the product catalog.
Answer:
167.DRAG DROP
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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:
168.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.
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How should you respond? To answer, select the appropriate options in the answer area. NOTE: Each
Answer:
Explanation:
A customer recently visited one of your retail outlets. You created an opportunity for the customer for a
large purchase.
Solution: On the Quotes tab of the opportunity, select Add New Quote.
A. Yes
B. No
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-quote
-sales
170.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.
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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:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-fa
mily
171.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.
A. Related products
B. Product bundles
C. Product families
D. Product unit groups
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/define-relatedpro
ducts-increase-chances-sales
172.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.
A. Al Builder with Dynamics 365 for phones
B. Canvas App with a flow button
C. Al Builder with Power Automate instant flow
D. Dynamics 365 for phones only
Answer: B,C
173.HOTSPOT
A salesperson must complete an opportunity by verifying the existing products and adding a new product
from the product list. The product list has standard pricing.
The salesperson observes the following issues with the products:
✑ The price per unit for each item in the product list is $0.00.
✑ Some of the existing product lines use a default price and have an incorrect price per unit.
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You need to complete the opportunity.

Answer:
Explanation:
Table
174.A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders.
You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total
amount from the quote.
What should you do?
A. Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
B. Close the opportunity as won.
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C. Convert the quote to an order. Set the value of the Close Opportunity option to Yes.
D. Convert the quote to an order. Set the value of the Close Opportunity option to No.
Answer: B
Explanation:
Reference:
175.DRAG DROP
You use products with properties for your opportunities in Dynamics 365.
You are adding a new product to your product catalog.
You need to create the product with a new set of properties.
Which Three product catalog components should you configure in sequence? To answer, move the
appropriate components from the list of components to the answer area and arrange them in the correct
order.
Answer:
Explanation:
Text
176.DRAG DROP
You are setting up a product catalog in Dynamics 365 Sales.
You need to set up the catalog using the least amount of effort.
In which order should you set up the catalog? To answer, drag the appropriate components to the correct
order position. Each component 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.
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Answer:
177.HOTSPOT
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales
Representatives mark completed calls by using one of the following values: Wrong Number, Left Message,
or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
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Answer:
178.HOTSPOT
You are a sales representative and use Dynamics 565 Sales.
You are working with the following lead record:
102 / 123
Answer:
179.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.
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What should you do?

A. Set the Invoice Product to Override Price
B. Set an End Date for the Price List to ensure the Price List is expired
C. Set an End Date for the Price List to ensure the Price List is not expired
D. Set the Invoice Product to Use Default
Answer: A
A company plans to move their headquarters from the United States to Europe.
Solution: Add a new currency and configure the currency precision and symbol.
A. Yes
B. No
Answer: A
A. No
B. Yes
Answer: A
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Solution: Change the currency decimal precision and currency display options.
A. Yes
B. No
Answer: A
Solution: Enable the playbook in Playbook settings.
A. Yes
B. No
Answer: B
Explanation:
184.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.
Answer:
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185.You are a Dynamics 365 Sales administrator for an organization.

The organization is no longer going to sell a product in the product catalog.
You need to ensure that the product is no longer available for selection by sales staff.
What should you do?
A. Delete the product
B. Edit the name
C. Retire the product
Answer: C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/retire-product

You need to email a quote to a customer.
When user interface option should you use?
A. Assign
B. Form Editor
C. Print Quote for Customer
D. Share
Answer: C
187.DRAG DROP
A company wants to use Dynamics 365 Sales with their internal phone system.
You need to configure Dynamics 365 to use the softphone dialer.
106 / 123
Answer:

Solution: Use Dynamics 365 AI for Sales.
A. Yes
B. No
107 / 123
Answer: B
Explanation:
References:
olsforms
189.You are creating orders from quotes in Dynamics 365.

In some circumstances, customers no longer require an order. In other circumstances, your company
delivers the order.
You need to ensure that closed orders use existing functionality to reflect the circumstances.
Which two methods of closing an order are available out of the box? Each correct answer presents a
complete solution. NOTE: Each correct selection is worth one point.
A. Cancel
B. Activate
C. Accept
D. Fulfill
Answer: A,D
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-order-
sales
190.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.
Answer:
108 / 123
191.HOTSPOT
You use Dynamics 365 for Sales system customizer.
You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area. NOTE: Each
Answer:
Explanation:
References:
109 / 123
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-productbu
ndles-sell-multiple-items-together
192.HOTSPOT
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:
Answer:
Explanation:
Table
193.A company sends PDF quotes to customers.

A salesperson wants to revise the look of a quote after selecting the Export to PDF button.
You need to modify the template for the PDF.
Where should you modify the template?
A. Microsoft Excel
B. a report
C. Microsoft Word
110 / 123
D. the PDF document

Answer: C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-quote-pdf-sales-
professional
194.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?
A. Sales Professional app access
B. Sales Team Member
C. Sales Professional
D. Sales Professional Manager
Answer: A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-users
195.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?
A. Relationship type in the relationship definition
B. Timeline setting in System Settings
C. Timeline field on the account form
D. Relationship Rollup View in the relationship definition
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollu
p-fields?view=op-9-1
https://blog.magnetismsolutions.com/blog/satyvirjasra/2017/10/08/introduction-to-rollup-views-in-microso
ft-dynamics-365
196.A company uses Dynamics 565 Sales Professional.

A new enterprise sales team must be created. The sales manager will be responsible for adding members
and removing members from the team.
You need to create the new sales team.
Which two values must you configure? Each correct answer presents part of the solution. NOTE: Each
A. Team channel name
B. Team name
111 / 123
C. Team description
D. Team administrator
E. Business unit name
Answer: B,D
197.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. Salesperson
B. Common Data Service
C. CEO - Business Manager
D. Marketing Professional
Answer: B
198.A customer recently visited one of your retail outlets. You created an opportunity for the customer for
a large purchase.
Solution: Qualify the opportunity.
A. Yes
B. No
Answer: B
Explanation:
References:
199.HOTSPOT
You are a Dynamics 365 for Sales administrator.
You create the following flow.
112 / 123
Answer:
200.HOTSPOT
You need to add products to an invoice.
Which options should you use? To answer, select the appropriate options in the answer area. NOTE:
Answer:
113 / 123
201.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?
A. Share the record with User2
B. Grant User2 the stakeholder role
C. Grant User2 the security role
D. Instruct User2 to follow the record
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record
based-security-control-access-records#sharing-records
202.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?
A. Pound sterling
B. Euro
C. USD
D. Peso
Answer: C
Explanation:
Reference:
114 / 123
https://blog.magnetismsolutions.com/blog/colinmaitland/2019/05/20/dynamics-365-currency-configuratio
n-forprice-list-items
203.HOTSPOT
You run an Account Overview report for Fourth Coffee. The following results are displayed.
Answer:
115 / 123
204.DRAG DROP
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
Answer:
116 / 123
205.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 of List
B. Percent Markup - Current Cost
C. Percent Margin - Standard Cost
D. Currency Amount
Answer: D
Explanation:
Reference:
ricing-products
206.Note: This question Is part of a series of questions that present the same scenario. Each question In
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.
Solution: Disable JavaScript and disable pop-up blockers.
A. Yes
B. No
Answer: A
207.HOTSPOT
An organization implements Dynamics 365 Sales.
A consultant is adding new controls to existing application forms.
You need to ensure that Linkedin information appears on the Sales form.
117 / 123
Which form sections should you use? To answer, select the appropriate options m the answer area?
Answer:
208.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. Currency Amount___________
C. Percent of List
D. Percent Margin - Standard Cost
Answer: B
118 / 123
209.HOTSPOT
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.
Answer:
210.HOTSPOT
You are converting a lead for the manufacturing manager from Contoso, Ltd. Neither the company nor the
manufacturing manager are in your Dynamics 365 system.
You need to ensure that the lead record a correctly convened.
Which values should you use? To answer, select the appropriate options in the answer area. NOTE: Each
119 / 123
Answer:
211.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?
A. related unit
B. unit of measure
C. primary unit
D. base unit
Answer: C
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units
212.DRAG DROP
You need to email the sales manager when salespeople update their phone call activities.
Answer:
120 / 123

Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.
A. Yes
B. No
Answer: A
Explanation:
References:
olsforms
214.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.
Answer:
121 / 123
215.HOTSPOT
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:
Answer:
122 / 123
123 / 123

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KillTest

Title : Microsoft Dynamics 365 for

1. Topic 1, Bellows College Case Study

To start the case study

Ticket package discounts are available for group purchases.

Private box seats

2.You need to implement dashboards.

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

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

12.You need to configure pricing for the Contoso, Ltd. invoice.

13.You need to identify new customer pending sales.

14. Topic 2, Humongous insurance Case Study

To start the case study

* Quotes must be marked with the word "Final' when approved.

You need to resolve the issue UserA is experiencing.

16.You need to create the required number of orders for ClientA.

25. Topic 3, group of theaters Case Study

To start the case study

You need to create orders for large quantity purchases.

C. Select Won when prompted.

30.You need to configure the system to handle all ticket sales.

C. A business rule needs to be set up to show the field.

37. Topic 4, Contoso Ltd.

Current RFQ process

Credit and reference checks

The sales manager dashboard must show the following data:

39.You need to resolve the issue for PreferredCustomer A,

41.You need to implement the time study.

B. insight cards with Sales Insights

Description automatically generated with medium confidence

45.You need to enter information about VendorZ into the system.

48.You need to process CompanyB's order.

49. Topic 5, Mix Questions

52.An organization uses sales dashboards in Dynamics 365.

55.A company uses Dynamics 365 Sales.

60.You manage Dynamics 365 Sales.

You use Dynamics 365 for Sales.

63.An organization uses Dynamics 365 for Sales.

64.A company is using Dynamics 365 Sales.

67.A company uses Dynamics 365 Sales.

71.A company manufactures widgets.

The company discovers that customers want to buy widgets individually.

What should you do?

76.You are a Dynamics 365 administrator for a dental office.

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

82.You are Dynamics 365 for Sales administrator.

A Form: Report: Account Activity last 30 Days.

90.A company uses Dynamics 365 for Sales.

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

Schedule business closure

✑ Add members for each territory.

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

108.You manage Dynamics 365 environments for client organizations.

You need to modify the business process flow to make it valid.

An administrator configures Dynamics 365 Sales to use embedded intelligence.

D. The opportunity has other quotes in the revised status reason.

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

122.A company deploys reporting for Dynamics 365 Sales.

124.You are a Dynamics 365 for Sales system customizer.

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