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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 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?

A.

Share the record with User2

A.

Share the record with User2

Answers
B.

Grant User2 the security role

B.

Grant User2 the security role

Answers
C.

Instruct User2 to follow the record

C.

Instruct User2 to follow the record

Answers
D.

Add User2 to the Sales team

D.

Add User2 to the Sales team

Answers
Suggested answer: A

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record-based-security-control-access-records#sharing-records

You manage a Dynamics 365 Sales environment.

You need to ensure that all possible activities are automatically converted to leads by using the record creation rule. Which three activities can you convert to leads? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A.

Service activity

A.

Service activity

Answers
B.

Email

B.

Email

Answers
C.

Phone call

C.

Phone call

Answers
D.

Task

D.

Task

Answers
E.

Custom activity

E.

Custom activity

Answers
Suggested answer: B, C, D

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.

A.

an opportunity that has quotes in the draft status

A.

an opportunity that has quotes in the draft status

Answers
B.

an opportunity that has quotes in the won status

B.

an opportunity that has quotes in the won status

Answers
C.

an opportunity that has quotes in the active status

C.

an opportunity that has quotes in the active status

Answers
D.

an opportunity that has quotes in the revised status reason

D.

an opportunity that has quotes in the revised status reason

Answers
Suggested answer: B, C

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?

A.

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

A.

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

Answers
B.

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

B.

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

Answers
C.

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

C.

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

Answers
D.

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

D.

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

Answers
Suggested answer: D

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.

A.

The opportunity has other quotes in the won status.

A.

The opportunity has other quotes in the won status.

Answers
B.

The opportunity has other quotes in the draft status.

B.

The opportunity has other quotes in the draft status.

Answers
C.

The opportunity has other quotes in the active status.

C.

The opportunity has other quotes in the active status.

Answers
D.

The opportunity has other quotes in the revised status reason.

D.

The opportunity has other quotes in the revised status reason.

Answers
Suggested answer: A, B

A company uses Dynamics 365 for Sales.

You must track a competitor to help your company win a sale.

You need to associate the competitor with a Dynamics 365 entity.

To which type of entity can you associate the competitor?

A.

Opportunity

A.

Opportunity

Answers
B.

Lead

B.

Lead

Answers
C.

Account

C.

Account

Answers
D.

Contacts

D.

Contacts

Answers
Suggested answer: A

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-competitor-record-sales

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?

A.

Share the record with User2

A.

Share the record with User2

Answers
B.

Grant User2 the stakeholder role

B.

Grant User2 the stakeholder role

Answers
C.

Grant User2 the security role

C.

Grant User2 the security role

Answers
D.

Instruct User2 to follow the record

D.

Instruct User2 to follow the record

Answers
Suggested answer: A

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record-based-security-control-access-records#sharing-records

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?

A.

Opportunity status reason

A.

Opportunity status reason

Answers
B.

Opportunity close status

B.

Opportunity close status

Answers
C.

Opportunity status

C.

Opportunity status

Answers
D.

Opportunity close status reason

D.

Opportunity close status reason

Answers
Suggested answer: A

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.

A.

Create the unit Each with Box as the base unit.

A.

Create the unit Each with Box as the base unit.

Answers
B.

Update the unit Box with Each as the base unit.

B.

Update the unit Box with Each as the base unit.

Answers
C.

Set Each as the primary unit.

C.

Set Each as the primary unit.

Answers
D.

Make Each the base unit for all units.

D.

Make Each the base unit for all units.

Answers
Suggested answer: C

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-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?

A.

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

A.

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

Answers
B.

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

B.

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

Answers
C.

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

C.

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

Answers
D.

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

D.

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

Answers
Suggested answer: D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-invoice-sales

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