Microsoft MB-210 Practice Test - Questions Answers, Page 30

A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants to improve usability for its users.

You need to limit users to only individual department forms and views.

What should you do?

HOTSPOT

A company enables sales accelerator in Microsoft Dynamics 365 Sales. All salespeople use a custom customer form. A salesperson observes that a work list displays TaskA instead of TaskB for a customer. The salesperson requires the following setup:

• Display only TaskB in the work list.

• View the task on the customer record as a visual cue.

You need to recommend changes to meet the requirements.

HOTSPOT

A sales manager creates personal views in Dynamics 365 Sales. The sales manager must allow the following:

• Assistants must be able to only add and remove columns from the personal view as needed.

• Supervisors must be able to modify columns in the personal views when necessary and give direct reports access to the views. You need to assist the manager with setup.

Which actions should the sales manager perform? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

DRAG DROP

A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records. A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules. You need to create the tasks and assign the tasks to the lead records.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

A company deploys Dynamics 365 Sales Enterprise.

Users must be able to view account and contact records but not edit or add information to those records. You need to set up user access.

What should you do?

HOTSPOT

A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team. The sales manager requires the following functionality:

• Automate lead assignments.

• Ensure even lead distribution among salespeople.

You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible. You need to create a lead assignment rule for each country/region.

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

NOTE: Each correct selection is worth one point.

A company is evaluating Dynamics 365 Sales to replace an existing customer relationship management (CRM). An IT manager observes that the company requires 20 custom tables. The company wants the most cost-effective solution. You need to recommend a license type to the company.

What should you recommend?

A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views. You must display the same Kanban board when sales team members view the My Open Opportunities list. You need to configure the view for the sales team members. What should you add to the view?

A company uses Dynamics 365 Sales. The company does not use any custom views or forms.

You select a customer and create an appointment for the next day.

You need to find the appointment.

Which two places will display the appointment? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.