MB2-717 Sales – Flashcards
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One of your prospects is reviewing a quote you have provided and will be making a decision to either accept or revise your offer. You need to reflect the prospect's response by setting the quote status. Which two options can you use to achieve this goal? Each correct answer presents a complete solution. A. Fulfilled B. Won C. Inactive D. Draft
answer
B and D
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You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction? A. Quote B. Order C. Lead D. Opportunity
answer
C
question
You are using Price Lists specific to campaigns. A campaign has recently ended, and you deactivated the associated Price List. How are Opportunities. Quotes, and Orders with the campaign-specific price list affected by the deactivation? A. Those that already have the deactivated Price List can continue to use the Price List as normal. B. They will need to be manually updated with new the Price List when applicable. C. Only Opportunities can continue to work with a deactivated Price List. Quotes and Orders require an active Price List D. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.
answer
A. (https://neilparkhurst.com/2016/04/17/mb2-713-certification-microsoft-dynamics-crm-2016-sales-product-catalog-price-lists/)
question
An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser. Which action should you recommend? A. Create the detailed analytics as an Excel Template, and instruct the users to download the template. B. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users. C. Create the detailed analytics as a Report and instruct the users to run the report when needed. D. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.
answer
C
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Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee. You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point and allow other staff to see that you are now managing the sale. How can you meet these needs in Microsoft Dynamics 365? A. Email the new management information to everyone in the company. B. Delete the Opportunity and recreate it. C. Assign the record to yourself. D. Assign the record to a team.
answer
D
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You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You are doing a global search for the name of a contact that you have not communicated with in over a year. You are using a partial value search, but the global search is unable to find the contact record. What is a reason that would prevent global search from finding the record? A. Only an administrator can implement global searches. B. The record for this contact is currently deactivated. C. You cannot use partial values in a global search. D. Global search only searches account and opportunity records.
answer
B
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An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability. Now the organization wants to include weighted revenue in their goals. Which two options meet this customer's needs? Each answer represents a complete solution. A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held. B. Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals. C. Create a new goal metric and name it "Weighted Revenue."' Add roll up fields for actual value, and use the weighted revenue held for the in-progress value. D. Edit the existing goal metric for revenue, add a custom roll up field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom roll up field.
answer
C D
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You want to use the Export to Excel Templates function. of Microsoft Dynamics 365. What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution. A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts. B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting. C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization. D. You can create charts, tables, and sheers to analyze your opportunities.
answer
C,D
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You are a support specialist in charge of managing a product catalog within Microsoft Dynamics 365 for your company. You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category. How should you meet this requirement? A. Create multiple product relationships. B. Create multiple product families. C. Create multiple product bundles. D. Create multiple product catalogs.
answer
B
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You are a technical support specialist for your company. The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser. What should you suggest to meet this sales staffs need? A. Advise them to run the Microsoft Dynamics 365 web app on their phones. B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones. C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal. D. Advise them to download the Microsoft Dynamics 365 App from their phone's store.
answer
D
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You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record. What should you add to the quote? A. Add Service Activities. B. Add Price Lists. C. Add Quote Products as tine items. D. Add a connection between the Opportunity and the Quote.
answer
B (https://neilparkhurst.com/2016/04/24/mb2-713-certification-microsoft-dynamics-crm-2016-sales-sales-order-processing-quotes/)
question
After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer? A. Opportunity B. Quote C. Lead D. Order
answer
B
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Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that you can review the activity history on the lead. Where are two places you can find this information? Each correct answer presents a complete solution. A. Disqualified Leads view B. Advanced Find C. Closed Leads view D. Leads Lookup view
answer
B,C
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You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record? A. delete the opportunity record, and create a contact record B. close the opportunity as Won C. delete the opportunity record, and create a customer record D. close the opportunity as Lost
answer
B
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You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process. What are two advantages of having the organization's sales professionals utilize Auto Capture? Each correct answer presents a complete solution. A. They will not need to go into Outlook to track their emails. B. They can delay sending an email until an appropriate time. C. They can see untracked emails from Exchange in their activity list D. They can be notified when an embedded link has been clicked within a sent email-
answer
A,C
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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. Power BI B. Excel Templates C. the Report Wizard in Dynamics 365 D. Charts and Dashboards
answer
A
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You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale. What are three ways to create such an Opportunity? Each correct answer presents a complete solution, A. from an email activity B. from a Lead C. from a Work Order D. from a Case E. manually
answer
A,B,E
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You are the sales manager for your company. You want to track key performance indicators as well as record activities for all of your clients in order to improve the ratio of, and turn leads into, sales. Which feature of Microsoft Dynamics 365 will allow you to do this? A. Relationship Analytics B. Email Engagement C. Auto Capture D. Relationship Assistant
answer
D
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You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team? A. Share only the views with the team. B. Share the views with each team member individually. C. Share the dashboard, views, and charts with the team. D. Share the dashboard and charts with each team member individually.
answer
C
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You have received an email from a person you met at a conference you recently attended. The email mentions that their organization might be interested in the services provided by your organization. You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization. Which record type can be used to accomplish this goal? A. Account B. Opportunity C. Lead D. Contact
answer
C
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You are a sales executive for a sates organization. You are inputting data to create your Microsoft Dynamics 365 environment. One of your customers is the purchasing manager at Contoso Ltd- and has been ordering from you for over two years after being referred by the VP of Operations of one of your current customers, Fabrikam. You need to input the required records for this data. Which three examples represent accurate record configurations? Each correct answer presents a complete solution. A. Create a lead record for Fabrikam. B. Create an account record for the purchasing manager at Contoso Ltd. C. Create a connection record for VP of Operations at Fabrikam. D. Create an account record for Contoso Ltd. E. Create a contact record for the purchasing manager
answer
C,D,E
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You are a sales manager for your company. You want your salespeople to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application. With which type of database can Relationship Assistant integrate in order for salespeople to better manage their business relationships? A. Exchange B. Office Delve C. SharePoint D. SQL
answer
A
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You have recently been hired as a sales assistant for a new employer. The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want to use the CRM Help Center for assistance to perform these tasks. Which two help sources are available for you? Each correct answer presents a complete solution. A. phone support B. training links C. online chat D. community blogs
answer
B,C
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The bank you work for had a booth at a trade show where they collected leads for people interested in getting a loan with the bank. You are sent a .csv file with 100 leads with whom the bank expects you to follow up. You need to load these leads in the fastest way possible. What are two options for doing this in Microsoft Dynamics 365? Each correct answer presents a complete solution. A. Use the Import Data feature to upload your data file to Microsoft Dynamics 365. B. Convert emails to leads in Outlook by using Microsoft Dynamics 365 for Outlook, C. Use the Quick Create New Lead record in Microsoft Dynamics 365. D. Convert emails to leads in Outlook by using the Microsoft Dynamics 365 App for Outlook.
answer
A,C
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You are working in the Sales module of Microsoft Dynamics 365. Your manager has asked you to provide a report of Sales Pipeline as quickly as possible. What is the quickest way to provide your manager with the report? A. Use one of the built-in reports in Microsoft Dynamics 365. B. Create an Advanced Find query of your opportunities, sorted by client. C. Create a Static Worksheet and export to Excel. D. Create a Dynamic Worksheet and export to Excel.
answer
A
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You are a sales manager. You need to have a formal way for your sales staff to track your competitor information over the course of the year. Which three areas in Microsoft Dynamics 365 allow you to track this information? Each correct answer presents a complete solution. A. Opportunities B. Tasks C. Sales literature D. Cases E. Products
answer
A,C,E
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You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You want to create your own personal views within Dynamics 365. How can you perform this task? A. Use the Advanced Find tool to create personal views. B. Use Global Search to create personal views. C. Use the Quick Find tool to create personal views. D. Use an Editable Grid to create personal views.
answer
A
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One of your customers has sent you an email requesting an invoice for products you have sold and delivered to them. You are getting ready to send the invoice. You need to complete the next step quickly. Where should you look to see the status of the transaction? A. Opportunity B. Quote C. Invoice D. Order
answer
A
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You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution. A. Export to Static Worksheet B. Export to Excel Online C. Export to Dynamic Pivot Table D. Export to Dynamic Worksheet
answer
B,D
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As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for. How are these details tracked in a default configuration of Microsoft Dynamics 365? A. Many accounts can be associated with many contacts. B. Multiple company records can be selected on the company field inside contact records. C. One account can be associated with many contacts. D. One account can be associated with only one contact.
answer
C
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You are the project manager for a Microsoft Dynamics 365 implementation and are training the company sales staff. All staff members use laptops with the Microsoft Office Suite fully installed. What are two ways sales staff can access and use Dynamics 365 when they are traveling outside of the office? Each correct answer presents a complete solution. A. They can use Microsoft Outlook. B. They can use any web browser. C. They can gain online access by using the Azure portal. D. They can use Skype for Business.
answer
A. They can use Microsoft Outlook. B. They can use any web browser.
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You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record? A. close the opportunity as Lost B. delete the opportunity record, and create a customer record C. close the opportunity as Won D. delete the opportunity record, and create a contact record
answer
B
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You are working with the Microsoft Dynamics 365 for Phones app. You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage. You need to be able to update the record with information for qualifying the Opportunity. What are three items you can capture on the Opportunity to help you manage this opportunity through to a sale? Each correct answer presents a complete solution. A. tracking product returns B. tracking activities related to the opportunity C. tracking Invoice adjustment notes D. tracking competitors E. tracking the products in which the customer is interested
answer
B. tracking activities related to the opportunity D. tracking competitors E. tracking the products in which the customer is interested
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After several weeks of negotiation with a customer, the customer decides to purchase ten tor them. You need to send a new quote to the customer while keeping records of the requested change. What should you do? A. Revise the quote, activate, and send the new quote to the customer. B. Close the quote as Lost. Create a new quote and send it to the customer. C. Create a new Opportunity, and send a new quote to the customer. D. Close the Opportunity as Lost create a new quote, and send it to the customer.
answer
A
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You are a project manager in charge of implementing Microsoft Dynamics 365 for a sales organization. You are creating a product catalog. You have created a number of products, yet sales people are complaining that they cannot add these products to any invoices. What must be done so that the sales people can add these products to their invoices? A. The products must first be added to an opportunity. B. The products must first be activated. C. The products must be placed into draft status. D. The products must first be included in a quote.
answer
B
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An organization uses goals aligned with fiscal periods. The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated? A. Goals will automatically set the date range to match the new fiscal periods. B. Goals will become inactive until they are manually aligned with the new fiscal periods. C. Fiscal periods cannot be changed when used by active goals. Deactivate the goals while adjusting the fiscal period. D. Goals will continue to run using the old fiscal periods. A user can manually update the goals if needed.
answer
B
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You are using Microsoft Dynamics 365 on your tablet You need to be able to edit the opportunity records using Editable Grids on the tablet What do you need to do to enable Editable Grids on your tablet for opportunities? A. You need to enable Editable Grids under Settings in the tablet client. B. You need to enable Editable Grids under Options in the web client C. You need to ask your system administrator to enable Editable Grids for tablets.
answer
C
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An organization uses goals in a hierarchy with parent and child goals in Microsoft Dynamics 365. A sales manager leaves the organization and will not be replaced. The sales manager's goal has 10 child goals under it. You want to keep the child goals while removing the sales manager's parent goal from the system. What action should you take? A. Deactivate the parent goal B. Delete the parent goal. The 10 child goals will not be affected. C. Recreate the 10 child goals without the parent goal. Then, delete the old parent and child goals. D. In each of the 10 child goals, clear the parent goal field and then delete the parent goal.
answer
B
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A customer accepts a quote for 10 products sold by your organization. The customer agrees to pay for half of the total immediately and pay the other half once the products are received. How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction? A. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Fulfilled status reason. B. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Paid status reason. C. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Fulfilled status reason. D. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Paid status reason.
answer
A
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You are working with a company to implement Microsoft Dynamics 365 for their sales division. The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them. Which component of Microsoft Dynamics 365 should you use to manage this ability? A. Email Engagement B. Auto Capture C. Relationship Assistant D. Folder Level Tracking
answer
A
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You are a sales manager for a large company that is about to implement Microsoft Dynamics 365. A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm. You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records. How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management? A. Fabrikam, Inc. is a Primary Contact B. Fabrikam. Inc. is a Parent account. C. Fabrikam. Inc. is a Parent Customer. D. Fabrikam, Inc. is a Child account.
answer
B
question
You are using Microsoft Dynamics 365 to sell products in different currencies. The currency exchange rates are updated on a regular basis. You need to anticipate the impact of the exchange rates on your analytics and KPIs. What are all the circumstances (one answer) in which the money fields are updated according to the current exchange rate in Microsoft Dynamics 365? A. When the exchange rate is updated, all active records with the changed currency are updated. B. It is updated any time the record is updated in any way. C. It is updated when the record is created, a money field is updated, or the status changes. D. When the currency is added to a record, the exchange rate is set until the currency field is changed.
answer
C
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You are a sales person working in the Microsoft Dynamics 365 web interface. You want to create a view that you can use to segment your active customers by area, based on their physical address. Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution. A. Use Advanced Find to search both Accounts and Customers B. Save your query, and give it a name. C. Export the query to Excel, and import it every time ydu need to use it D. Use Advanced Find to search for alt Account records that are active. E. Use Advanced Find to filter the records, based on their ZIP/Post code.
answer
B,D,E
question
On an Opportunity. you need to show Stakeholder, Products. Competition, and Sales Teams related to the Opportunity. What' s automatically set when selecting a related record from within the Opportunity form? A. the creation date of the related record B. the Last Date Modified field on the related record C. the relationship between the related record and the Opportunity D. the ownership of the related record
answer
C
question
You want to review the status of the sales opportunities you have been working on for the past three months. Which three system views allow you to review Won and Lost opportunities in Microsoft Dynamics 365? Each correct answer presents a complete solution. A. Closed Opportunities B. All Opportunities C. Top Open Opportunities D. My Open Opportunities E. Lost Opportunities
answer
B,D,E
question
You are using Microsoft Dynamics 365 to track your competitors. You want to take full advantage of the "Win/Loss" report that is available for competitors. What two steps should your users take to track competitors to get reliable results from this report? Each answer represents a part of the solution. A. Track competitors on sales literature. B. Track competitors on open opportunities. C. Track competitors on opportunities closed as Lost D. Track competitors on the products used.
answer
B,C
question
You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes tor the same set of products, but from two different price lists for comparison. What should you do in order to respond to this customer's request? A. Create two Opportunities with different price lists. Then create one Quote from each of the Opportunities. B. Create one Opportunity with one Quote. Then, have the customer review the quote Before creating another. C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote- D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.
answer
D
question
You are using Microsoft Dynamics 365 to track competitors. A user has closed an opportunity as lost but the user forgot to add the correct competitor in the process. How should you instruct the user to ensure the correct competitor is tracked? A. Ask the user to open the opportunity, close record associated with the opportunity, and add the competitor. B. Ask the user to reopen the opportunity, and add the competitor association directly to the opportunity. C. Ask the user to reopen the opportunity, repeat the close process, and add the competitor during this process. D. Ask the user to change the competitor association on the opportunity record.
answer
C
question
You are working for a company that is in the process of trying to secure a large contract.As you work with this sales opportunity, you need to manage all the various people involved in the sale, both from the customer and external stakeholder point of view. You need visibility on the Opportunity record to do this. Which type of functionality can you use in Microsoft Dynamics 365 to facilitate visibility of those involved? A. Stakeholders B. Business Process Flows C. Contact Preferences D. Chats
answer
A
question
You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers. The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities. How should you offer bulk discounts? A. Create a Discount List and associate it with the Price List Item directly. B. Create a Discount List, and associate it with the Quote directly. C. Create a Discount List and associate it with the Product directly. D. Create a Discount List and associate it with the Price List directly.
answer
A
question
You receive an email from a person who was referred to your organization by a third party. You track the email and create a Lead for the prospect After a few emails exchanged between you and the prospect you realize that the service they are want is not a service your company offers. How do you capture this information in Microsoft Dynamics 365? A. Disqualify the Lead. B. Close the Lead as Lost. C. Untrack the emails exchanged with the prospect D. Qualify the Lead. Close the Opportunity as Lost.
answer
A
question
You have been working with a potential customer for some time and learn that they are purchasing the product from another company. You need to disqualify the lead in Microsoft Dynamics 365. When disqualifying the lead, which option should you select? A. Disqualify > Lost to competitor B. Disqualify > Lost C. Disqualify D. Disqualify > Reject Lead
answer
B
question
You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics you organized at a trade show. What type of record should you create for each card? A. Prospect B. Lead C. Account D. Opportunity
answer
B
question
You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need. You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review. What should you do? A. Delete the Lead. B. Activate the Lead C. Close the Lead as Won. D. Qualify the Lead.
answer
D
question
You are using Microsoft Dynamics 365 for sales. Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors. You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365. How should you complete this task? A. Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365. B. Add the documents as sales literature, and associate them with the right competitors. C. Add the documents as Email Templates associated with the opportunity entity. D. Add the documents as attachments in the notes section for each competitor.
answer
B
question
You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on this, which action will meet your need? A. Add additional multiple linear business process flows. B. Add stages to the linear business process flow. C. Add branches to the business process flow. D. Add multiple steps to the business process flow.
answer
A
question
You are a sales manager for a large sales organization that uses Microsoft Dynamics 365. Many of your products have different pricing, based on geographical area. You want your salespeople to automatically be assigned the designated price, based on their assigned territory. How can you accomplish this? A. Assign a product catalog for each territory. B. Assign a default price list for each territory. C. Assign a discount list for each territory. D. Assign a base currency for each territory.
answer
B
question
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BI. The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution. A. Once Power BI is enabled for the organization, a complete Power BI Dashboard can be added as a personal dashboard. B. Once Power BI is enabled for the organization, a Power BI tile can be added to a personal dashboard. C. A System Administrator can add a Power BI Dashboard in Microsoft Dynamics 365 on a system dashboard. D. A System Administrator can add a Power BI tile in Microsoft Dynamics 365 on a system dashboard.
answer
A,B
question
You need visibility to all of your Opportunities to better analyze the information to decide how best to progress with each. What is unique to a Personal View of Opportunities? A. You can share them. B. You can export them. C. You can view them. D. You can use Charts with them.
answer
C
question
You are a sales person using Microsoft Dynamics 365. You need to use the web client to show the outcomes of an Opportunity to your sales team. Which two types of information should you capture on a Resolution Activity related to a closed Opportunity? Each correct answer presents part of the solution. A. actual revenue amount from the Opportunity B. the status of the Opportunity, Won or Lost C. appointment activities Q D. phone call activities E. close date of the Opportunity
answer
A,B
question
You are using Microsoft Dynamics 365. You can find your disqualified leads but are unable to delete the ones you have chosen for deletion. What do you need to do to delete the leads? A. Ask your system administrator to give you the security permissions to delete leads. B. Ask your system administrator to give you share permission to delete leads. C. Reactivate the leads, then delete them. D. Qualify the leads, and then delete them.
answer
A
question
You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up? A. For each of the products, add the Product Properties. B. Create a Price List add the Product Properties to the Price List and add the Products as price list items. C. Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family. D. Create the Product Family, add the Product Properties, create the Products, and add the Family Hierarchy in the process.
answer
C
question
You are setting up a Product Catalog in Microsoft Dynamics 365 for a company selling laptops and accessories. When a laptop is added to an Opportunity, a travel case should be suggested as an accessory, but a laptop should not be suggested as an accessory to the travel case. How should you set this up? A. On the product record for the travel case, add a bi-directional relationship of the type Accessory to the laptop product record. B. On the product record for the laptop, add a bi-directional relationship of the Type Accessory to the travel case product record. C. On the product record for the travel case, add a uni-directional relationship of the type Accessory to the laptop product record. D. On the product record for the laptop, add a uni-directional relationship of the type Accessory to the travel case product record.
answer
D
question
You are a mortgage broker for a bank. You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system. What should you do? A. Create a Connection between the Opportunity and the accountant. B. Add the accountant as a competitor. C. Tie a Document containing the accountant s business card to the Opportunity, D. Add a note to the Opportunity with the accountants' information.
answer
A
question
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 Activity form B. Quick Create Campaign Response form C. Quick Create Lead form D. Quick Create Contact form
answer
D
question
You are a solutions architect for a sales organization that uses Microsoft Dynamics 365. The company has just acquired their first international client. Which two configuration tasks will have to be made in order to accommodate the currency exchange between the two organizations? Each answer represents part of the solution A. Assign the new customer a base currency. B. A system currency must be added. C. Assign the new customer a default currency. D. A custom currency must be added.
answer
A,B
question
You are working with a sates division to better manage their sales processes by better utilizing the functionality of Microsoft Dynamics 365. You recommend using Relationship Insights to better analyze customer-interaction data to improve sales efforts. What are two features of Relationship Insights that can be used to accomplish this? Each correct answer presents a complete solution. A. Auto Capture B. Data Loader Service C. Relationship Assistant D. Sales Insights
answer
A,C
question
You are the sales manager for a company that utilizes Microsoft Dynamics 365. Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season, Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer. A. The prices are removed from the default price list field for all of the company s products. B. Any pre-existing opportunities associated with those price lists will continue to use them. C. Any existing sales transactional records will automatically be deactivated until a new price list is created. D. Any existing sales transactional records will automatically associate with the default price list.
answer
B,D
question
You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity. The customer now confirms the Quote, and you close it as Won and choose to automatically close the Opportunity at the same time. Which two statements about the Opportunity are true? Each answer represents part of the solution. A. The Opportunity is closed as Won and has an Opportunity Close Activity and a Quote Close Activity in the Activities pane. B. The Actual Revenue on the Opportunity is populated with the amount from the Won Quote. C. The Opportunity Line Items nave been updated to match the Won Quote. D. The Opportunity is closed as Won and has an Opportunity Close Activity in the Activities pane as the only close activity.
answer
A,D
question
You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use? Each correct answer presents a complete solution. A. comma-separated values (.csv) B. compressed (.zip) C. Excel 97-2003 Spreadsheet (.xls) D. Access Database (.accdb)
answer
A,C
question
You are creating Word Templates for a customer using Microsoft Dynamics 365. The customer needs a Word Template for the account entity and wants to merge data records related to the account. Which related records can be included in the Word Templates? A. only records related in N:1 and N:N relationships B. only records related in N:1 and 1:N relationships C. records related in 1:N. N:1. and N:N relationships D. only records in an N:1 relationship
answer
C
question
You are working with the default Opportunity form In Microsoft Dynamics 365. Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible. You need to be able to add additional records and activities to the Opportunity without leaving the form. What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution. A. Invoices B. Credit Notes / Adjustment Notes C. Stakeholders D. Products
answer
C,D
question
After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer? A. Opportunity B. Lead C. Quote D. Order
answer
C
question
You are a new sales executive for a company that utilizes Microsoft Dynamics 365. You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers. How will the activity state of the designated tasks be modified to reflect the fulfillment of these activities? A. You must manually change the activity state to Canceled. B. The activity state will update automatically when the associated opportunity is won. C. The activity state will update automatically when the associated sale order is complete. D. You must manually change the activity state to Completed.
answer
D
question
An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-of-box capabilities, how should you get this report for the sales executive? A. On a view of opportunities, run the Pipeline Management Excel Template. B. Add the Power BI content pack for Sales Managers, and share it with the executive. C. Run the built-in Competitor Win/Loss report and send it to the sales executive. D. Create a dashboard with the chart editor and include the competitors' details, and share it with the sates executive.
answer
C
question
An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors. They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps? A. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant. B. Configure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card. C. In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity. D. Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.
answer
A
question
An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on a regular basis by using Relationship Insights? A. Create a workflow on leads to remind the owner if there has been no activity for seven days. B. Enable the Relationship Assistant on the card options for "No Activity with Lead." and change the "Days before notifying" to 7. C. Enable Email Engagement on the card options for No Activity with Lead," and change the "Days before notifying" to 7. D. Enable Relationship Insights with Relationship Analytics to show cards for leads with no activity.
answer
B
question
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers. Customers are grouped into "standard" and "VIP" categories. You need to create goals that only calculate sales on each account flagged as a "VIP" customer. Which approach should you take? A. Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP. B. Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP. C. Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP. D. Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.
answer
B
question
You need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent Delinquent customers need to be set to read only, while the rest should be available for read and write purposes. Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution. A. Qualified B. Delinquent C. Inactive D. Active
answer
CD
question
As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly. You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries. Which approach should you take? A. Create quarterly and annual goals for each sales person, with an annual parent goal for you. B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you. C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement D. Create quarterly goals for each sales person, and an annual goal for your opportunities.
answer
C
question
You are building a sales dashboard for your organization using Microsoft Dynamics 365. You want to make sure that your users get insights into the sales pipeline. Using only the built-in chart editor, which of the following combinations should you choose? A. a combination of column charts and bar charts, along with a bubble chart to indicate the value of each opportunity and where it is in the pipeline B. a combination of column charts and bar charts, along with a funnel chart to indicate how much estimated revenue is in each phase of the pipeline C. a combination of column charts, bar charts, and pie charts, with a tag chart to visualize the different sales stages D. a combination of column charts and bar charts, along with an area chart to indicate the value of each opportunity and where it is in the pipeline
answer
B
question
You want to add documents to records in Microsoft Dynamics 365. You need the ability to search within the documents and associate documents with custom entities. How should you approach this requirement? A. Recommend adding the documents as Word Templates, and associate them with the needed entities. B. Recommend setting up SharePoint integration, and enable it for the needed entities. C. Recommend adding the documents as Sales Literature D. Recommend adding the documents as attachments for the relevant records.
answer
B
question
You are a sales support specialist for a company that utilizes Microsoft Dynamics 365. You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365. Which instance below would be created as an Opportunity record in Microsoft Dynamics 365? A. a person who calls into the company after receiving a mass mailing advertisement from your company B. a person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property C. a person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years D. a list of people supplied by a marketing research firm that matches your target market
answer
D
question
You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal? A. Navigate to your instance in Microsoft Outlook and create a Lead. B. Track the email- Manually create a Lead in Microsoft Dynamics 365. C. Track the email. Convert the email to a Lead record. D. Create a Lead from the CRM tab in Microsoft Outlook.
answer
C
question
You are a sales person for a large automobile dealership. You created a lead within Microsoft Dynamics 365 for a potential customer who was interested in a current sales event at your dealership. The potential customer selected a new car but was unable to finance it due to bad credit The potential customer has given up for the time being. How should you modify the record to update it for this sales opportunity? A. close as Lost B. close as Won C. close as Disqualified D. close as Cancelled
answer
A
question
You notice that all of your current customers are stored m Microsoft Dynamics 365 as Account records. You need to create records for other organizations you work with to support your customers. These organizations represent vendors, partners, and distributors. What record type should you use for these organizations? A. Account B. Prospect C. Organization D. Company
answer
A. Account B. Prospect C. Organization D. Company
question
An organization is using the Relationship Assistant in Microsoft Dynamics 365. A small minority of their users need to only see the Email Cards from Exchange. The rest of the cards are in their way, prohibiting them from property using the feature to work with their email in Microsoft Dynamics 365. How should you help this group of users? A. Create a Business Unit for the users, and configure the Relationship Assistant for that group to only display Email Cards from Exchange. B. For the small group of users, configure their security roles to have no read privileges on the Action Card entity. C. Instruct the users to access their personal settings for the Relationship Assistant and turn off the cards they do not wish to see. D. Turn off all card notifications for all users except the Email Cards from Exchange.
answer
A
question
You are a sales manager for your company. In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused. Which feature of Microsoft Dynamics 365 performs these functions? A. Auto Capture B. Relationship Assistant C. Email Engagement D. Site Map Designer
answer
B
question
As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for. How are these details tracked in a default configuration of Microsoft Dynamics 365? A. Many accounts can be associated with many contacts. B. Multiple company records can be selected on the company fiew inside contact records. C. One account can be associated with many contacts. D. One account can be associated with only one contact.
answer
C
question
You are a sales manager who has a large sates team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors in relationship to a lost opportunity? A. Resolution activities B. Phone activities C. Task activities D. Email activities
answer
A
question
You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead. When qualifying the lead, what happens next in your standard sales process? A. An order is created. B. An opportunity is created. C. An invoice is created. D. A quote is created.
answer
B
question
You are working with an organization that uses Microsoft Dynamics 365 for sales. You want to show the sales personnel action carets with reminders for opportunity close dates, activities, reminders for emails that have not been responded to. and statistics on how often sent emails have been opened by recipients. Which features should you implement in Dynamics 365? A. Relationship Insights with Auto Capture and Email Engagement B. Relationship Insights with Relationship Assistant and Email Engagement C. Relationship Insights with Relationship Analytics and Email Engagement D. Relationship Insights with Relationship Analytics and Relationship Assistant
answer
B
question
You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email. The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all. Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant A. Relationship Insights with Email Engagement B. Relationship Assistant C. Server-Side Synchronization between Microsoft Dynamics 365 and Exchange D. Relationship Insights with Auto Capture
answer
D
question
An opportunity to partner with one of your competitors on a large project has come up, but you are unable to select the competitor as a customer on the opportunity. Which two record types can you assign to the competitor to enable you to select them as a customer? Each correct answer presents a complete solution. A. Lead B. Contact C. Account D. Prospect
answer
B,C
