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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.







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 opportunity record that contains the following information:

Topic: New window installation

Contact: Jay Orth

Account: Fabrikam West

Purchase timeframe: This quarter Estimated budget: $6,400.00

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

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

1. In the site map, select Opportunities.

2. Click New.

3. In the Topic field, enter New window installation

4. In the Contact field, select Jay Orth.

5. In the Account field, select Fabrikam West

6. In the Purchase Timeframe field, select This quarter.

7. In the Budget Amount field, enter $6,400.00 8. Click Save to save the opportunity record.

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/create-edit-opportunity-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 need to update an opportunity to have a topic of Home Entertainment and to list that the opportunity plans to purchase from your competitor named Carter Electronics.

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

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

1. In the site map, select Opportunities.

2. Open the opportunity record.

3. Type Home Entertainment into the Topic field.

4. Save the changes.

5. In the opportunity record, click Close as Lost.

6. In the Close Opportunity dialog box, click on the Competitor field then search for and select Carter Electronics.

7. Click OK.

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/close-opportunity-won-lost-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 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.

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

You need to create a customer lookup field then add it to the Opportunity entity.

1. Go to Settings > Customizations.

2. Select Customize the System.

3. Under Components, expand Entities, and then select the Opportunity entity.

4. Select Fields.

5. Click New.

6. Create the Billing Contact field.

7. Set the Field Requirement to Business Required.

8. Set the Data Type to Lookup.

9. For the Target Record Type select Contact.

10.Click Save and Close.

11.Click Publish All Customizations.

12.Open the Opportunities form.

13.In the Field Explorer drag the new field into the form.

14.Click Save

15.Click Publish

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 wants every lead record to be rated as Cold when the record is created.

You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.

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

A.
A.
Answers
Suggested answer: A

Explanation:

Answer: A

Explanation:

1. Go to Settings > Customizations.

2. Select Customize the System.

3. Under Components, expand Entities, and then select the Lead entity.

4. Select Fields.

5. Select the Rating field and click Edit.

6. Set the Default Value to Cold.

7. Click Save and Close.

8. Click Publish All Customizations.

9. In the site map, select Leads.

10.Select New.

11.Enter New Roof in the Topic field.

12.Enter Sam Smith in the Name fields.

13.Verify that the Rating is Cold.

14.Save the Lead record.

You run a bicycle parts company that uses a proprietary cloud ERP system, Dynamics 365 Sales, and an inventory system. You need to create visualizations that meet the following requirements:

Consolidate data from all three systems.

Provide users with a deeper understanding of customers spending habits.

Which application should you use?

A.

Sales Insights

A.

Sales Insights

Answers
B.

Project Operations

B.

Project Operations

Answers
C.

Customer Service Insights

C.

Customer Service Insights

Answers
D.

Audience insights

D.

Audience insights

Answers
Suggested answer: D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/overview https://us.hso.com/blog/microsoft-dynamics-365-customer-insights-heres-what-it-is-and-6-reasons-you-should-care/

You need to display activities by using the calendar view.

What should you do?

A.

Create a custom view

A.

Create a custom view

Answers
B.

Add the calendar control

B.

Add the calendar control

Answers
C.

Edit filters in the view setting

C.

Edit filters in the view setting

Answers
D.

Add the Kanban control

D.

Add the Kanban control

Answers
Suggested answer: B

Explanation:

Reference: https://crmtipoftheday.com/1206/view-any-dynamics-365-record-on-a-calendar/

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 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 are configuring Dynamics 365 Sales for a US-based company as follows:

Utah to California is the West territory

Illinois to Colorado is the Central territory. Maine to Indiana is the East territory.

The company wants the territories set up as follows:

Salespersons 1 and 2 sell in the West territory.

Salespersons 5 and 6 sell in the Central territory.

Salespersons 3 and 4 sell in the East territory.

Postal code for each state used as the location.

You need to set up the territories.

Solution:

Create the West territory and add the manager.

Add members and save.

Repeat for the Central and East territories.

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/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area?view=op-9-1 https://docs.microsoft.com/en-us/dynamics365/field-service/set-upterritories

A company is using Dynamics 365 Sales without any customizations.

A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in Canada. You must ensure that the order is tracked properly. You need to create the minimum number of orders to deliver to the locations.

How many orders should you create?

A.

two

A.

two

Answers
B.

three

B.

three

Answers
C.

four

C.

four

Answers
D.

one

D.

one

Answers
Suggested answer: D

A company uses Dynamics 365 Sales to manage sales leads.

You must create two leads. One lead must target customers between ages 30 to 40 in the oil industry. The other lead must be based on interactions with your website in the last week. You need to set up conditions when creating the leads.

What are two categories of conditions? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A.

Entity

A.

Entity

Answers
B.

Date range

B.

Date range

Answers
C.

Behaviour rules

C.

Behaviour rules

Answers
D.

Fixed rules

D.

Fixed rules

Answers
Suggested answer: C, D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads

A company implements Dynamics 365 Sales.

The company has the following requirements:

Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal. Managers must be able to look at the goals and calculations any time. The solution must use goal features without customization.

You need to create the calculation.

What should you configure?

A.

Rollup query

A.

Rollup query

Answers
B.

Goal metric

B.

Goal metric

Answers
C.

Rollup entity

C.

Rollup entity

Answers
D.

Drill-down entity

D.

Drill-down entity

Answers
Suggested answer: A

Explanation:

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

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