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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.







You need to resolve the missing credit card order.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Create the order.

A.

Create the order.

Answers
B.

Qualify a lead.

B.

Qualify a lead.

Answers
C.

Create a contact

C.

Create a contact

Answers
D.

Convert the email.

D.

Convert the email.

Answers
Suggested answer: C, D

You need to fix the opportunity fating issue that EmployeeB reports. What should you update?

A.

Exchange data

A.

Exchange data

Answers
B.

Activity influence

B.

Activity influence

Answers
C.

Health score grading

C.

Health score grading

Answers
D.

Communication frequency

D.

Communication frequency

Answers
Suggested answer: C

DRAG DROP

You need to assign the appropriate out-of-the-box security roles.

Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role 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.


Question 243
Correct answer: Question 243

Explanation:

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. A sales manager requests to view all the closed opportunities by source campaigns. The manager wants the visual formatted as a stacked bar comparison of which closed opportunities are won versus lost.

You need to configure your environment to provide access to the visual. You must name the visual Opportunities Won vs. Lost by Campaign.

To complete this task, sign in to the Dynamics 365 portal.

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

1. Create a new chart.

2. Select bar chart.

3. Name the chart Opportunities Won vs. Lost by Campaign.

4. Select the Opportunities view to be used by the chart.

5. Configure the Legend Entries for Opportunities Won and Opportunities Lost by source campaigns.

6. Click Save & Close.

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 copy of Sales Dashboard and name the dashboard Sales Dashboard 2. The new dashboard must NOT include a view that displays the activities widgets.

To complete this task, sign in to the Dynamics 365 portal.

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

1. Navigate to Dashboards.

2. Open the Sales Dashboard.

3. Click Save As and enter the name Sales Dashboard 2 to save a copy of the dashboard.

4. Click Edit.

5. Select the view that displays the activities widgets.

6. Click Remove

7. Click Save.

HOTSPOT

A company uses Dynamics 365 Sales to track activities. The sales department plans to use leads.

You need to determine:

Which activities convert to leads.

Which field carries over from the activity to the lead.

Which feature should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.


Question 246
Correct answer: Question 246

Explanation:

https://community.learnmsdynamics.com/post/how-to-create-leads-in-microsoft-dynamics-365-5f157032469b481ed3ad3caa

DRAG DROP

A salesperson progresses through the Lead to Opportunity sales process.

You need to identify what needs to be completed to enter the next stage.

Which action should you perform to advance the business process to each subsequent stage? To answer, drag the appropriate actions to the correct stages. Each action 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.


Question 247
Correct answer: Question 247

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/nurture-sales-from-lead-order-sales

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. Your company plans to generate a report to provide reasons for the disqualification of leads.

You need to add a reason of Cannot meet timeline for delivery and then apply the reason to a Sales Lead named Brian LaMee.

To complete this task, sign in to the Dynamics 365 portal.

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

1. Navigate to Settings > Customization > Customize the System.

2. Expand the Entities menu.

3. Scroll down and expand Leads, then click on Fields.

4. Double click on the Status Reason field.

5. Change status to Disqualified.

6. Click Add.

7. Type in the new status reason: Cannot meet timeline for delivery

8. Click OK.

9. Click Publish All Customizations.

10.Open the lead named Brian LaMee.

11.From the command bar, click Disqualify and select the new status reason.

Reference:

https://www.azamba.com/2018/08/16/how-to-add-a-reason-to-disqualify-a-lead-in-microsoft-dynamics-365-for-sales-crm/

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 gather information from a prospect named Cat Francis to qualify the prospect as a new sales opportunity. You need to identify the prospect, complete all the required fields, and qualify the prospect in the sales process. To complete this task, sign in to the Dynamics 365 portal.

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

You need to create a lead and qualify the lead.

1. Navigate to Leads.

2. Click New.

3. In the Qualify stage of the process bar, select the contact named Cat Francis. When you select an existing contact while creating a lead record, the following information is automatically populated in the Lead form: First Name, Last Name, Job Title, Business Phone, Mobile Phone and Email.

4. Click Save.

5. In the Lead record, click the Qualify button in the toolbar. This will convert the lead to an opportunity.

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/create-edit-lead-sales

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.

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

You need to edit the Lead to Opportunity Sales Process business process flow by making the step mandatory. 1. In the site map, select Sales Settings.

2. Under Customization, select Business Process Flows.

3. Select the Lead to Opportunity Sales Process business process flow.

4. In the Develop stage of the business process flow, select the Customer Need step.

5. Tick the Required checkbox to make this step mandatory.

6. Click Save to save the changes.

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-professional/customize-business-process-flows

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