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 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.
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:
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
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:
You need to complete the opportunity.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
Your company wants every lead record to be rated as Cold when the record is created.
You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.
To complete this task, sign in to the Dynamics 365 portal.
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.
You need to create a price list for loaves of bread. What should you set up?
You need to purchase a license for the sales manager. Which license should you purchase?
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.
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 help the new salesperson resolve the access issue.
What should you change?
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.
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 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 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 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.
You need to send a notification to contacts for the pop-up sale.
What should you create?
You need to provide First Up Consultants the access they require. What should you do?
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.
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 company uses Dynamics 365 Sales.
You need to implement the Microsoft Relationship Sales solution.
Which add-on should you install?
You are a Dynamics 365 Sales administrator for a car dealership. You create a custom Service entity.
Salespeople must be able to see all related appointments in the timeline. A salesperson creates an appointment but is unable to see any Service records available in the Regarding field. Salespeople have permission to view service record.
You need to ensure that the salesperson is able to connect the appointment to the service.
What should you do?
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 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: Qualify the opportunity.
Does the solution meet the goal?
You are configuring Dynamics 365 Sales Insights.
You need to configure the system to meet the following requirements:
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 panes or scroll to view content.
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 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 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 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 determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
You need to configure the system for all the large quantity pricing requirements.
What should you do?
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 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 to handle all ticket sales.
What should you configure?
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 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 resolve the sales manager's issue regarding private box customers.
What should you do?
You need to determine how notes and attachments are handled in converted leads.
How are they handled?
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 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 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 create the required number of orders for ClientA.
How many orders should you create?
You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
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 determine the cause of the error for approved quotes.
Why does the error occur?
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
You need to resolve the issue UserA is experiencing.
Where should you add UserA?
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 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 implement sales lost to competitors.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.