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NEW QUESTION # 129
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:
Explanation:
Explanation
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geogr
NEW QUESTION # 130
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 VBA in Microsoft Word
- B. Enable the Developer tab in Microsoft Word
- C. Enable dynamic content in Microsoft Word
- D. Create a flow
Answer: B
Explanation:
Section: Perform Configuration
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-
365
NEW QUESTION # 131
You use Dynamics 365 for Sales.
You need to add products to aninvoice.
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 # 132
You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
- A. Dynamics 365 Sales Professional
- B. Dynamics 365 Sales Enterprise
- C. Dynamics 365 Team member
- D. Dynamics 365 Sales Premium
Answer: A
NEW QUESTION # 133
You need to choose which product's solution fits the analysis needed.
Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution may be used once, more than once, or not at all You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 134
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
You need to create a new field for an opportunity to capture the Billing Contact. The field must be populated by using a contact record. You must set the field as required, and then add the field to the form at the bottom of the Summary section.
To complete this task, sign in to the Dynamics 365 portal.
Answer:
Explanation:
See explanation below.
Explanation
You need to create a customer lookup field then add it to the Opportunity entity.
Go to Settings > Customizations.
Select Customize the System.
Under Components, expand Entities, and then select the Opportunity entity.
Select Fields.
Click New.
Create the Billing Contact field.
Set the Field Requirement to Business Required.
Set the Data Type to Lookup.
For the Target Record Type select Contact.
Click Save and Close.
Click Publish All Customizations.
Open the Opportunities form.
In the Field Explorer drag the new field into the form.
Click Save
Click Publish
NEW QUESTION # 135
You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You need to close opportunities.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 136
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. CEO - Business Manager
- C. Marketing Professional
- D. Common Data Service
Answer: B
NEW QUESTION # 137
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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 138
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.
Answer:
Explanation:
1 - Navigate to Sales Hub and select Opportunities.
2 - Edit an opportunity record.
3 - Navigate to the Quotes tab.
4 - Select Get Products.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-quote-sales
NEW QUESTION # 139
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: Add the LinkedIn Sales Navigator Contact (member profile) control.
Does the solution meet the goal?
- A. No
- B. Yes
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controlsforms
NEW QUESTION # 140
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.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 141
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:
Explanation:
Explanation
NEW QUESTION # 142
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.
Answer:
Explanation:
NEW QUESTION # 143
A sales manager creates personal views in Dynamics 365 Sales. The sales manager must allow the following:
* Assistants must be able to only add and remove columns from the personal view as needed.
* Supervisors must be able to modify columns in the personal views when necessary and give direct reports access to the views.
You need to assist the manager with setup.
Which actions should the sales manager perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 144
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.
Which form sections should you use? To answer, select the appropriate options m the answer area?
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 145
You are working on a sales opportunity for a maintenance company.
You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?
- A. Quick Create Campaign Response form
- B. Quick Create Lead form
- C. Quick Create Activity form
- D. Quick Create Contact form
Answer: D
NEW QUESTION # 146
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 correct selection is worth one point.
- A. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.
- B. Create charts with required data in Dynamics 365.
- C. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
- D. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
- E. Create tiles and a dashboard in Microsoft Power BI.
Answer: A,C,D
NEW QUESTION # 147
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