Microsoft MB-210 Practice Test - Questions Answers, Page 3
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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?
Share the record with User2
Grant User2 the security role
Instruct User2 to follow the record
Add User2 to the Sales team
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.
Service activity
Phone call
Task
Custom activity
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.
an opportunity that has quotes in the draft status
an opportunity that has quotes in the won status
an opportunity that has quotes in the active status
an opportunity that has quotes in the revised status reason
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?
Users can add the expired price list to opportunities created prior to the expire date.
Users can add the expired price list to an opportunity but will see a warning.
Opportunities that use the expired price list can continue through their lifecycle.
Opportunities that use the expired price list will display a warning that prices must be replaced.
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.
The opportunity has other quotes in the won status.
The opportunity has other quotes in the draft status.
The opportunity has other quotes in the active status.
The opportunity has other quotes in the revised status reason.
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?
Opportunity
Lead
Account
Contacts
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?
Share the record with User2
Grant User2 the stakeholder role
Grant User2 the security role
Instruct User2 to follow the record
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?
Opportunity status reason
Opportunity close status
Opportunity status
Opportunity close status reason
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.
Create the unit Each with Box as the base unit.
Update the unit Box with Each as the base unit.
Set Each as the primary unit.
Make Each the base unit for all 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?
Select an order, edit, and then create an invoice for each incorrect order that corresponds to the invoice.
Select all invoices simultaneously and select Confirm Invoice to change them.
Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the invoices with the correct date.
Select individual invoices and edit. Repeat for all incorrect invoices.
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