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You need to help the salespeople track their emails.
Which three actions should you perform? Each correct answer presents pan of the solution.
NOTE: Each correct selection is worth one point.
Note: This question Is part of a series of questions that present the same scenario. Each question In the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to It. As a result, these questions will not appear In the review screen.
You are a Dynamics 36S Sales system administrator.
The sales team warns to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Disable JavaScript and disable pop-up blockers.
Does the solution meet the goal?
A salesperson progresses through the Lead to Opportunity sales process.
You need to identify what needs to be completed to enter the next stage.
Which action should you perform to advance the business process to each subsequent stage? To answer, drag the appropriate actions to the correct stages. 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.
You implement Dynamics 365 Sales for a company in New York that sells gym equipment. The company has two types of salespeople: inside sales and outside sales. The inside salespeople must enter the following data in leads:
• First and last name
• Phone number
• Full address
o If the address is not in New York, the customer's driver's license number must be entered.
o If the address is in New York, the driver's license option should not appear.
The outside salespeople must be able to see leads and visit clients based on the following customer location:
• Customers with an address outside of New York
• Customers with an address inside New York
You need to assist the salespeople by using a minimum number of components.
What should the salespeople create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You are implementing Dynamics 365 Sales for a company.
The company wants to use features that do the following:
• Provide a salesperson with up-to-date information on email, meetings, and more in Dynamics 365.
• Retrieve information from emails about customers in Microsoft Dataverse without manual data entry.
• Track read receipts to customers in Dataverse.
You need to configure the correct component.
What should you configure? To answer, drag the appropriate components to the correct requirements. 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.
You are a Dynamics 365 Sales consultant.
A customer asks you to create a main form for contacts. The form must include the following information:
You need to configure the form.
Which options should you use? To answer, drag the appropriate options to the correct information. 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.
You are configuring Dynamics 365 Sales for a U.S.-based company. The company has two territories that are divided as follows:
• West territory: California to Texas
• East territory; Missouri to Maine
The sales territories should be configured as follows:
You need to set up the sales territories.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the forecast.
Does the solution meet the goal?
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.
Does the solution meet the goal?
An organization uses sales dashboards in Dynamics 365.
You need to configure a single a dashboard that includes the following data:
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
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.
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: Enable the playbook in Playbook settings.
Does the solution meet the goal?
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 company is connecting Dynamics 365 Sales records to Microsoft Teams.
Users experience the following issues on different lead records when they try to access documents in Dynamics 365 Sales:
• UserA receives an error that states file sharing is not setup.
• UserB receives an error that states the user does not have permissions to view files.
• UserC is still able to view documents after the user was removed from the Microsoft Teams channel.
You need to resolve the issues.
What should you do for each issue? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency decimal precision and currency display options.
Does the solution meet the goal?
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: Each correct selection is worth one point.
You need to ensure that the Accounts table data does not contain duplicates.
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.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
You need to ensure that the salespeople can access all their meetings when they travel.
What should you recommend the salespeople use?
You need to explain to a salesperson where to find information in the mobile app.
Which location should you direct them to for the information?
To answer, drag the appropriate locations to the correct information required. Each location 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.
You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
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.
NOTE: Each correct selection is worth one point.
You need to configure the system for incoming email to support creation of leads from email requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to determine the cause of the error for approved quotes.
Why does the error occur?
You need to create the required number of orders for ClientA.
How many orders should you create?
You need to resolve the issue UserA is experiencing.
Where should you add UserA?
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.
You need to determine how notes and attachments are handled in converted leads.
How are they handled?
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.
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.
You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
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.
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.
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.
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.
NOTE: Each correct selection is worth one point.
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.
You need to choose which product's solution fits the analysis needed.
Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution may be used once, more than once, or not at all You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
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.
You need to choose where to enter the other show names in the system.
Where should you add the shows?
You need to configure the system to handle all ticket sales.
What should you configure?
You need to choose where to enter the other show names in the system. Where should you add the shows?
You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
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?
You need to configure the system for all the large quantity pricing requirements.
What should you do?
You need to purchase a license for the sales manager. Which license should you purchase?
You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
You need to help the salespeople prioritize their tasks
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to provide a solution for the traveling salespeople.
What should you recommend for each scenario? To answer, drag the appropriate apps to the correct scenarios. Each app 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: Bach correct selection is worth one point.
You need to improve lead assignments.
Which actions should you take? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
What should you create for each audience? To answer, drag the appropriate list types to the correct audiences. Each list type 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.
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.
You need to send a notification to contacts for the pop-up sale.
What should you create?