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NEW QUESTION # 153
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. Business Unit
- B. Organization
- C. Parent: Child Business Unit
- D. User
Answer: C
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
NEW QUESTION # 154
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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
NEW QUESTION # 155
A company releases a new catalog.
The company requires salespeople to do the following:
* Contact customers about the new catalog.
* Set up appointments with the customers to deliver the catalog.
You need to set up playbooks to track the activities.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Graphical user interface, text, application Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
NEW QUESTION # 156
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 correct selection is worth one point.
- A. Business unit name
- B. Team name
- C. Team administrator
- D. Team channel name
- E. Team description
Answer: A,B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-teams
NEW QUESTION # 157
You are a salesperson using Dynamics 365. You receive customer phone calls and manage leads.
You need to qualify leads and send phone calls to sales representatives.
How should you manage each of the following situations? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 158
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: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 159
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 NOTE: Each correct selection is worth one point.
- A. Make a copy of the quote and save it as won.
- B. Select a Create order from the Quote record.
- C. Create an invoice from the order record.
- D. Select Convert to work order from the Opportunity record.
- E. Select Won when prompted.
Answer: A,B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-orders-sp
Topic 4, Contoso Ltd.
Background
Contoso, Ltd. manufactures electronic components for robotic assembly machines. The company specializes in wiring harnesses that are made to customer specifications.
The company's corporate office and a manufacturing plant are in Detroit. The company also has offices and manufacturing plants in the following countries:
China
Germany
Mexico
United Kingdom (UK)
Current environment
Sales
Customers who have operations in more than one country are managed by the sales team within the country from which a request originated. However, it is difficult to get information about sales for these customers.
Each salesperson manually creates customer quotes using Microsoft Word and Excel templates. This causes pricing inconsistencies, which is affecting profitability.
Customers who have total sales over $1,5M per year receive special Preferred Customer discount pricing on products and services.
Costs, pricing, and product availability vary greatly by country.
Sales teams
Each office has a dedicated sales team. Sales are managed by a global team in countries without a sales office.
Each sales team has a projected revenue target that is tied to the factory capacity in their country, except for the global team. The global team's projected revenue target is derived using a percentage of their actual sales from the previous year.
Each sales team maintains a spreadsheet in which they record customer requests for quotes (RFQs). The spreadsheets are stored on a network drive.
Sales team revenue targets are set yearly based on manufacturing capacities at each plant.
Individual sales targets are based on product lines by quarter.
Current RFQ process
The company defines the following process for processing RFQs:
Requirements
General setup
Standard functionality must be used when possible.
All open RFQs must be imported into the solution.
All information must be accessible to the entire executive management team.
Country-specific sales information must be accessible only to sales representatives assigned to those teams.
Sales and quote processes must be standardized across all sales divisions.
Sales territories must be set up for each country as well as for a global territory.
The global team will take over the management of RFQs for customers who have operations in more than one region.
Due to regulatory considerations, the solution must be able to limit the kinds of products that can be sold by region.
RFQ management
New RFQs must be entered initially into the system as Leads until they are reviewed.
The default forecast categories must be used.
Standardized quote formats and product pricing must be enforced across all sales offices.
All tasks and follow-up activities with customers to close RFQs must be associated directly with the RFQs.
Credit and reference checks
All new customers must undergo credit and reference checks before estimates are created for any RFQs.
This information will be recorded in a new custom field called Credit Check that has a Yes/No value.
The finance manager must be assigned the credit and reference review when an RFQ is ready for review.
If a customer's credit and reference review is unfavorable, the finance manager must follow up with the customer and the sales representative by phone.
The customer's credit report must be added to the RFQ as a permanent record and for audit purposes.
The solution must provide both a sample script that the finance manager can use as well as a checklist of how to perform the check.
Reporting
The sales manager dashboard must show the following data:
Projected revenue and profitability per country by month and fiscal year.
Projected and current product sales per country by month and fiscal year.
RFQ Won/Loss revenue comparison by fiscal quarter.
RFQ status by sales representative within their territory.
RFQs that are awaiting management approval and how long they have been waiting.
Sales lost to competitors month over month.
Managers must also be able to track how long an RFQ has been awaiting credit and reference checks, and how many RFQs have had unfavorable results from credit or reference checks.
Issues
PreferredCustomerA, who has factories in Germany, the UK, and Canada, reports that their sales representatives give different pricing and discounts to customers depending on the country in which the RFQ is initiated.
Several RFQs that have passed management review but failed standard credit checks have been issued quotes. To prevent this, credit checks must now be done before the management approval meeting.
Several imported RFQs contain quotes for discontinued products. Updated quotes with current product offers need to be sent to customers.
CompanyB needs pricing for harnesses for their plants in Germany, the UK, and Argentina.
CompanyC received a quote for harnesses for their US home office. They need the products for their Canadian plant.
CompanyD wants sales orders and shipments sent directly to VendorZ, who manufactures several subassemblies for them. VendorZ also builds components for other customers as well as for Contoso, Ltd.
The chief financial officer (CFO) is concerned about the amount of work that the new credit and reference checks will create. Therefore, a time-study needs to be initiated for that work to see whether an additional person needs to be hired.
NEW QUESTION # 160
You are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of events are children of a main event.
The sales manager wants to forecast the revenue for each customer's main event by rolling up the forecasts of the children of each main event.
You need to configure the forecast.
How should you configure each step? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast-using-custom-rollup-entity
NEW QUESTION # 161
A company uses Dynamics 365 Sales. The company plans to use Microsoft SharePoint to organize documents.
All access to documents must be through Dynamics 365 Sales. You must limit document access to only salespeople.
You need to set up SharePoint for use.
What should you set up for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 162
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. Make Each the base unit for all units.
- B. Update the unit Box with Each as the base unit.
- C. Create the unit Each with Box as the base unit.
- D. Set Each as the primary unit.
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units
NEW QUESTION # 163
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Connect the existing segment to the sequence.
2 - Create a sequence.
3 - Add tasks to the sequence.
4 - Activate the sequence.
NEW QUESTION # 164
A customer places an order that includes all of the products from a previous order.
You need to add products from the previous order to the new order.
From which sources can you retrieve the list of products? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 165
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. Enable the Developer tab in Microsoft Word
- B. Enable dynamic content in Microsoft Word
- C. Enable VBA in Microsoft Word
- D. Create a flow
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365
NEW QUESTION # 166
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:
Explanation:
Letter Description automatically generated with low confidence
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list
NEW QUESTION # 167
A company is implementing Dynamics 365 Sales.
The solution must support a new standardized sales process. The process must be the same for both new and existing customers.
Sales representatives must follow up on email inquiries about products within 24 hours.
The time it takes for sales representatives to follow up on inquiries must be reportable.
All quotes for new customers must be reviewed and approved by the sales manager for specific criteria.
You need to configure playbooks to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
NEW QUESTION # 168
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:
Explanation:
Explanation
NEW QUESTION # 169
You need to configure the system for the contracts team.
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:
Topic 7, Best for You Organics Company
Best for. You Organics Company specializes in delivering fresh and frozen organic fruits and vegetables to commercial and residential customers. The company recently started making ice cream bars. The company named this business line IceCreamBarLine. Best for. You Organics Company plans to sell individual ice cream bars from food trucks and sell cases to convenience stores and gas stations.
Best for You Organics Company purchased a fleet of windowed trucks to sell individual ice cream bars and perform deliveries. The salespeople are the truck drivers.
Best for You Organics Company uses Dynamics 365 Sales and Microsoft 365. The company plans to use the sales accelerator features with IceCreamBarLine before rolling it out to other departments. The company has external stakeholders who are involved in sales opportunities.
Current environment setup
* Best for You Organics Company uses one business unit in Dynamics 365 Sales.
* All users have Dynamics 365 Sales Enterprise licenses.
* All salespeople use a mobile app when they are not in the office.
* Best for You Organics Company uses Exchange Online.
* Lead records are created automatically when marketing forms are submitted on the Best for You Organics Company website.
* Each salesperson manages a district. A district named DistrictA does not have cellular or Wi-Fi service.
Current salesperson process
* Appointments are scheduled through Microsoft Outlook and Dynamics 365 Sales.
* Custom insight cards are created to show tasks that have missed their due date.
* Emails sent to customers are sent from Dynamics 365 Sales.
* Salespeople use Microsoft SharePoint in Dynamics 365 Sales to store documents on leads and opportunities.
Dynamics 365 Sales
* The company requires that only salespeople have access to the sales accelerator features.
Emails
* Email interactions, such as when an email is opened, must be tracked.
* Emails received by stakeholders must be visible on an opportunity record as soon as they are received.
* Salespeople require the option to keep stakeholder emails private or make them visible to others.
* Salespeople require their appointments and tasks to synchronize with Outlook.
Phone calls
* Calls to customers must be placed by using Dynamics 365 Sales.
* Salespeople must be able to record their calls and have real-time transcription.
Appointments
* Appointments must be entered while the salesperson is at a customer's location.
* Salespeople must be able to review their next meeting when they travel.
Alerts
* A salesperson must be alerted immediately when a marketing form is submitted for the salesperson's district.
Leads and opportunities
* Items in the worklist must display activities from leads and opportunities only.
* Salespeople must be able to create shared Microsoft OneNote notebooks for each opportunity.
NEW QUESTION # 170
You are a Dynamics 365 Sales consultant for a food service company. The company caters for client companies.
The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.
The lunch bundle is created at $200.00. It will include the following.
You need to explain how the sales staff should manage the product bundle in the opportunity.
What should they do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/pricing-product-bundles
NEW QUESTION # 171
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.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
NEW QUESTION # 172
A sates manager needs to add a new business closure.
You need to configure a new business closure schedule.
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.
Answer:
Explanation:
NEW QUESTION # 173
You implement the Dynamics 365 App for Outlook.
You need to associate emails to lead records.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 174
You are an administrator for Dynamics 365 for Sales.
You need to ensure that a user can install and configure the Social Selling Assistant.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement
- B. Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement
- C. Grant the user the sales manager role
- D. Grant the user the system administrator or system customizer role
Answer: B,D
Explanation:
Explanation/Reference:
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt793319 (v=crm.8)
NEW QUESTION # 175
You are a Sales Manager using Microsoft Dynamics 365.
You need to analyze how your sales performance and activities relate to sales of products that happened after the initial order.
The sales transactions are stored in an ERP system.
Which tool should you use to combine your sales activities with your ERP sales data?
- A. Excel Templates
- B. the Report Wizard in Dynamics 365
- C. Charts and Dashboards
- D. Power BI
Answer: D
NEW QUESTION # 176
You need to resolve the issue reported by User1.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Enable CRM sync and activity writeback.
- B. install Linkedin Sales Navigator and enable it.
- C. Create a tab for Linkedln Sales Navigator and make it visible.
- D. Configure Linkedln Sales Navigator Lead lookup control.
- E. Configure the connection graph.
Answer: B,D,E
NEW QUESTION # 177
The product development team for a toy company creates a new remote-control toy.
You need to create the necessary records and record relationships to sell the product.
Which five records and/or components should you configure in sequence? To answer, move the appropriate records and/or components from the list of records and components to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
Explanation
NEW QUESTION # 178
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