You are a Dynamics 365 Sales administrator for a company. All sales representatives at the company have smart phones.You need to recommend a solution that allows sales representatives to take photos of the opportunity notes and use the photo as input for new opportunities in Dynamics 365.Which two options will achieve the goal? Each correct answer presents a complete solution.NOTE: Each correct answer is worth one point.

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A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.The company divides a business unit into three separate units. Each unit will have a new manager.You need to update the quotas for each user for the current fiscal year’s forecast.Which two actions should you perform? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.

Assign the users to their new managers.

Upload the new quota amounts for each user.

Create and assign users to new resource groups for each manager.

Adjust the forecast values directly.

Assign the users to their new managers.

Upload the new quota amounts for each user.

You are a Dynamics 365 Sales administrator for a company that has locations in five regions.The company’s owner wants regional managers to update their own forecasts. The owner wants full transparency for all forecasts to all current and future employees.You need to allow users to see the forecasts for every region.What should you do?

Add each security role to the forecast configuration.

Grant all security roles access in the forecast configuration.

Add the view privilege to each user’s security role.

Grant users permission to view the Forecast Category field.

You are a salesperson using Dynamics 365 Sales.An invoice needs to be created on an order. The Create Invoice button is not visible.You need to determine why the Create Invoice button is not visible.Why is the button missing?

The sales order processing integration is enabled.

The sales order is not complete.

The sales order processing integration is enabled.

You have not selected the Get Products button.

A company measures their sales team on the number of appointments they make in a fiscal year.The company needs to be able to track how many appointments have been scheduled by each salesperson.You need to ensure the sales representatives are achieving their appointment targets.What should you configure?

A goal for each salesperson with metric type set to count for number of appointments made

A goal for each salesperson with metric type to set to amount for number of appointments made

A goal for each salesperson with metric type set to count for each customer

A goal for each salesperson with metric type set to count for number of appointments made

A view with the revenue for each salesperson

A view with the appointments for each salesperson

You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team.The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items.You need to make the change.What should you do?

Edit the existing forecast, remove the Lost column, and add a new calculated column.

Create a new forecast and update the Amount field in the layout.

Create a new forecast, remove the Lost column, and add a new calculated column.

Edit the existing forecast and update the Amount field in the layout.

You need to provide First Up Consultants the access they require. What should you do?

Grant access to the partner portal.

Modify security role privileges.

Apply a Dynamics 365 Sales Professional license.

Grant access to the partner portal.

Add the Sales Enterprise App role.

You need to purchase a license for the sales manager. Which license should you purchase?

Dynamics 365 Sales Professional

You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.User1 asks a user named User2 to assist with the opportunity while she is on vacation.You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity. What should you do?

Instruct User2 to follow the record

An order uses quote and order functionality in Dynamics 365 Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. Which two opportunities can you close as won? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.

an opportunity that has quotes in the won status

an opportunity that has quotes in the active status

an opportunity that has quotes in the draft status

an opportunity that has quotes in the won status

an opportunity that has quotes in the active status

an opportunity that has quotes in the revised status reason

You use price lists in Dynamics 365 for Sales. Some price lists have expired.Users need to be able to continue to manage their opportunities.Which option is possible?

Opportunities that use the expired price list will display a warning that prices must be replaced.

Users can add the expired price list to opportunities created prior to the expire date.

Users can add the expired price list to an opportunity but will see a warning.

Opportunities that use the expired price list can continue through their lifecycle.

Opportunities that use the expired price list will display a warning that prices must be replaced.

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:Create an order from a quote.Close the associated opportunity as won.Update the actual values to reflect values from the quote.Which two opportunities can you close as won? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.

The opportunity has other quotes in the won status.

The opportunity has other quotes in the draft status.

The opportunity has other quotes in the won status.

The opportunity has other quotes in the draft status.

The opportunity has other quotes in the active status.

The opportunity has other quotes in the revised status reason.

You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.User1 asks a user named User2 to assist with the opportunity while she is on vacation.You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity. What should you do?

Grant User2 the stakeholder role

Instruct User2 to follow the record

You manage Dynamics 365 environments for client organizations.A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost. You need to configure Dynamics 365 to ensure that you can capture the required information.Which field should you configure?

Opportunity close status reason

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.

Create the unit Each with Box as the base unit.

Update the unit Box with Each as the base unit.

Make Each the base unit for all units.

A company is using Dynamics 365 Sales.Several invoices have an incorrect shipping date.You need to change the shipping date on all the invoices.What should you do?

Select individual invoices and edit. Repeat for all incorrect invoices.

Select an order, edit, and then create an invoice for each incorrect order that corresponds to the invoice.

Select all invoices simultaneously and select Confirm Invoice to change them.

Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the invoices with the correct date.

Select individual invoices and edit. Repeat for all incorrect invoices.

You are a salesperson working with Dynamics 365. Your role includes working with opportunities.You successfully close a sale.Which two actions should you perform? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.

Change Est. Revenue to Actual amount

Change the Actual Revenue to Actual amount.

Change Est. Revenue to Actual amount

Change Est. Close Date to Actual close date.

Change the Actual Revenue to Actual amount.

A company uses Dynamics 365 Sales.You need to associate a competitor with each closed opportunity for reporting.What should you do?

Add the competitor to the opportunity close record.

Select the Follow option for the competitor.

Add the competitor to the opportunity close record.

Create a user post for the competitor.

Enable auditing for the competitor entity.

You create an invoice with products and services for a customer.You need to add pricing for a product that is not available in the product catalog.What should you do?

Add the product to the order and use Get Products

Add an existing product and change the name and price

Add the product to the quote and use Get Products

You are a salesperson using Dynamics 365 for Sales.You need to be able to modify the product price on an active invoice that uses current pricing.What should you do?

Set the Invoice Product to Override Price

Set an End Date for the Price List to ensure the Price List is expired

Set an End Date for the Price List to ensure the Price List is not expired

Set the Invoice Product to Use Default

A company uses Dynamics 365 for Sales.You create a new quote and associate an opportunity to the quote.You need to display all your items from the opportunity in the quote.What should you do?

Select Get Products from the command bar in the Quote entity

Select Add Line Items on the Opportunity entity

Select Recalculate from the command bar on the Opportunity entity

You are a Dynamics 365 system customizer. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders. You need to create a product family.What should you do?

Add a new product family to an existing product family

Delete the existing price list and create a new one

Create a unit group for use with the product family

Add a parent product family to an existing product family

Microsoft MB-210 Practice Test 1 - Free Online Exam Questions 1-40

Question 1 / 40

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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.

Microsoft MB-210 image Question 1 9023949 10052024125703000

Correct answer:

Microsoft MB-210 image answer Question 1 9023949 10052024125703000

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Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast-using-custom-rollup-entity

asked 05/10/2024

Dina Elizabeth Perez de Paz

46 questions

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