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SIMULATION 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 receive a request to prevent a salesperson from advancing an opportunity to the Propose stage of the Lead to Opportunity Sales Process until the salesperson captures the customer need. You need to configure your environment to meet the requirement. To complete this task, sign in to the Dynamics 365 portal.


SIMULATION 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.








HOTSPOT

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.


Question 1
Correct answer: Question 1

Explanation:

Reference:

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

HOTSPOT

A company is implementing Dynamics 365 Sales.

You need to determine which tool or service to recommend for the company’s requirements.

Which tool or service should you recommend to meet each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.


Question 2
Correct answer: Question 2

Explanation:

Reference:

https://docs.microsoft.com/en-us/power-virtual-agents/fundamentals-what-is-power-virtual-agents

https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview

https://docs.microsoft.com/en-us/power-virtual-agents/advanced-hand-off

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 opportunity.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

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.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: A

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

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: Update the roll-up recurrence frequency.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

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.

A.

AI Builder with Dynamics 365 for phones

A.

AI Builder with Dynamics 365 for phones

Answers
B.

Canvas App with a flow button

B.

Canvas App with a flow button

Answers
C.

AI Builder with Power Automate instant flow

C.

AI Builder with Power Automate instant flow

Answers
D.

Dynamics 365 for phones only

D.

Dynamics 365 for phones only

Answers
Suggested answer: B, C

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.

A.

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

A.

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

Answers
B.

Adjust the forecast values directly.

B.

Adjust the forecast values directly.

Answers
C.

Assign the users to their new managers.

C.

Assign the users to their new managers.

Answers
D.

Upload the new quota amounts for each user.

D.

Upload the new quota amounts for each user.

Answers
Suggested answer: C, D

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/activate-upload-simple-columns-data-forecast

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?

A.

Add each security role to the forecast configuration.

A.

Add each security role to the forecast configuration.

Answers
B.

Grant all security roles access in the forecast configuration.

B.

Grant all security roles access in the forecast configuration.

Answers
C.

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

C.

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

Answers
D.

Grant users permission to view the Forecast Category field.

D.

Grant users permission to view the Forecast Category field.

Answers
Suggested answer: A

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast

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?

A.

The sales order is not complete.

A.

The sales order is not complete.

Answers
B.

The price list has expired.

B.

The price list has expired.

Answers
C.

The sales order processing integration is enabled.

C.

The sales order processing integration is enabled.

Answers
D.

You have not selected the Get Products button.

D.

You have not selected the Get Products button.

Answers
Suggested answer: C

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-orders

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.

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

A.

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

Answers
B.

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

B.

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

Answers
C.

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

C.

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

Answers
D.

A view with the revenue for each salesperson

D.

A view with the revenue for each salesperson

Answers
E.

A view with the appointments for each salesperson

E.

A view with the appointments for each salesperson

Answers
Suggested answer: C

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-goal-metric

Total 368 questions
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