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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.







Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet 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, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A company plans to move their headquarters from the United States to Europe.

You need to round all currency values to four decimal places and display the correct currency symbol. Solution: Change the default currency.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

You work for a company using Dynamics 365 for Sales.

When customers call the company, they must provide their quote number. Customers report that quote numbers are too long. You need to shorten quote numbers to the minimum possible length.

What should you do?

A.

Change the field type from auto number to decimal number

A.

Change the field type from auto number to decimal number

Answers
B.

Reduce the auto number prefix to one character

B.

Reduce the auto number prefix to one character

Answers
C.

Reduce the suffix length to four characters

C.

Reduce the suffix length to four characters

Answers
D.

Ensure that the prefix setting is read-only

D.

Ensure that the prefix setting is read-only

Answers
Suggested answer: B

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix-contract-case-article-quote-order-invoice-campaign-category-knowledge-articles

You are a Dynamics 365 administrator.

A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to £. Other managers are not experiencing this issue. You need to fix the currency symbol for the sales manager.

What should you change?

A.

the default currency in personal options

A.

the default currency in personal options

Answers
B.

the currencies in settings

B.

the currencies in settings

Answers
C.

the currency display option in system settings

C.

the currency display option in system settings

Answers
D.

the current format in personal options

D.

the current format in personal options

Answers
Suggested answer: A

You are Dynamics 365 for Sales administrator.

Sales representatives must enter estimated revenue only as an exception.

You need to ensure that estimated revenue for opportunities is automatically calculated.

What should you do?

A.

In the System Settings sales tab, change the default revenue type to System Calculated

A.

In the System Settings sales tab, change the default revenue type to System Calculated

Answers
B.

In custom controls, change the default revenue setting to System Calculated

B.

In custom controls, change the default revenue setting to System Calculated

Answers
C.

In Personalization settings for each user, change the default revenue type to System Calculated

C.

In Personalization settings for each user, change the default revenue type to System Calculated

Answers
D.

In Opportunities, change the default value of the revenue type to System Calculated

D.

In Opportunities, change the default value of the revenue type to System Calculated

Answers
Suggested answer: D

You manage a default Dynamics 365 Sales environment. You are configuring a sales dashboard.

You need to create an interactive dashboard.

Which three entities can you use? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A.

Queue Item

A.

Queue Item

Answers
B.

Opportunity

B.

Opportunity

Answers
C.

Knowledge Article

C.

Knowledge Article

Answers
D.

Case

D.

Case

Answers
E.

Invoice

E.

Invoice

Answers
Suggested answer: A, C, D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactive-dashboards

You have opportunities that have values in multiple currencies. The currency exchange rate automatically updates. You need to ensure that currency values are accurately reported.

When is the new currency exchange rate applied to the opportunity records?

A.

when a change is made to a currency field

A.

when a change is made to a currency field

Answers
B.

when a user opens the opportunity record

B.

when a user opens the opportunity record

Answers
C.

when a user manually recalculates opportunity

C.

when a user manually recalculates opportunity

Answers
D.

when the calculate rollup field system job for the msdyn_projectteam entity runs

D.

when the calculate rollup field system job for the msdyn_projectteam entity runs

Answers
Suggested answer: A

A company plans to close early on the last day of the month for an employee celebration.

You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day.

Which feature should you use?

A.

Events

A.

Events

Answers
B.

Business closure

B.

Business closure

Answers
C.

Fiscal calendar

C.

Fiscal calendar

Answers
D.

Time off request

D.

Time off request

Answers
Suggested answer: B

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-when-business-closed-csh

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.

Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.

A.

Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.

Answers
B.

Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.

B.

Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.

Answers
C.

Create tiles and a dashboard in Microsoft Power BI.

C.

Create tiles and a dashboard in Microsoft Power BI.

Answers
D.

Create charts with required data in Dynamics 365.

D.

Create charts with required data in Dynamics 365.

Answers
E.

Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

E.

Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

Answers
Suggested answer: A, B, E

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.

Grant the user the sales manager role

A.

Grant the user the sales manager role

Answers
B.

Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement

B.

Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement

Answers
C.

Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement

C.

Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement

Answers
D.

Grant the user the system administrator or system customizer role

D.

Grant the user the system administrator or system customizer role

Answers
Suggested answer: C, D

Explanation:

Reference: https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt793319(v=crm.8)

A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles. You need to ensure that users can assign salespeople to sales territories.

Which security role can you use?

A.

Delegate

A.

Delegate

Answers
B.

Sales Person

B.

Sales Person

Answers
C.

Sales Manager

C.

Sales Manager

Answers
D.

System Customizer

D.

System Customizer

Answers
Suggested answer: D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-sales-territories-organize-business-markets-geographical-area

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