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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.


HOTSPOT

A store sells toys to companies and individual consumers.

You need to track the following relationships by using out-of-the-box functionality:

• For individual consumers, log information about parents and their children. If a record for a parent is deleted, the record for the child must also be deleted. • For companies that are subsidiaries, the store records their relationship to a corporate office. You must display the information in a hierarchical view. What should you do to create each relationship? To answer, select the appropriate options in the answer area NOTE: Each correct selection is worth one point.


Question 311
Correct answer: Question 311

You are creating a pricing list in Dynamics 365 Sales.

All prices must end in $.98.

You need to select the function that establishes this pricing requirement.

What should you use?

A.

Rounding Amount

A.

Rounding Amount

Answers
B.

Percentage

B.

Percentage

Answers
C.

Pricing Method

C.

Pricing Method

Answers
D.

Rounding Policy

D.

Rounding Policy

Answers
Suggested answer: D

You are using a forecast template. You must configure the forecast by territory. You need to configure the forecast parameters. Which parameter should you configure?

A.

Hierarchy relationship

A.

Hierarchy relationship

Answers
B.

Top of hierarchy

B.

Top of hierarchy

Answers
C.

Hierarchy entity

C.

Hierarchy entity

Answers
D.

Rollup entity

D.

Rollup entity

Answers
Suggested answer: C

A company is using Relationship Analytics. The company emails customers three times a month.

To increase customer loyalty, the company is adding a policy that requires sales representatives to meet with customers two times a quarter as well. You need to update the settings.

What should you configure?

A.

Health score

A.

Health score

Answers
B.

Talking points

B.

Talking points

Answers
C.

ommunication frequency

C.

ommunication frequency

Answers
D.

Conversation intelligence

D.

Conversation intelligence

Answers
Suggested answer: C

A company that sells products in multiple regions uses Dynamics 365 Sales.

The company has different product offerings in each region.

The system must be set up to send the latest product information to each region every month.

You need to set up the distribution of product information for the regions.

What should you set up?

A.

guided selling

A.

guided selling

Answers
B.

territories

B.

territories

Answers
C.

relationship intelligence

C.

relationship intelligence

Answers
D.

dynamic marketing lists

D.

dynamic marketing lists

Answers
Suggested answer: D

DRAG DROP

A company uses Dynamics 365 Sales. The company uses the accounts, contacts, leads, and opportunities tables and five custom tables. The company has three roles: manager, administrator, and frontline worker.

The sales manager requires the most cost-effective licensing option for each level of user. The user requirements are as follows:

You need to assign the licenses.

Which licenses should you assign? To answer, drag the appropriate licenses to the correct roles. Each license 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 316
Correct answer: Question 316

A company uses Dynamics 365 Sales.

The sales manager wants leads to automatically route to the salesperson who has the fewest leads.

You need to automate the process.

What should you set up?

A.

assignment rule

A.

assignment rule

Answers
B.

assistant

B.

assistant

Answers
C.

sequence

C.

sequence

Answers
D.

playbook

D.

playbook

Answers
E.

business process flow

E.

business process flow

Answers
Suggested answer: A

A company uses Dynamics 365 Sales.

Sales representatives for the company want changes to the data entry page for new customers. Much of the information on the page is not required. The representatives request fewer tab entries to get to required data entry areas.

You need to simplify data entry for the sales representatives.

What should you do?

A.

Remove unnecessary columns from the view.

A.

Remove unnecessary columns from the view.

Answers
B.

Create a Microsoft Power Bl dashboard that contains only the relevant information.

B.

Create a Microsoft Power Bl dashboard that contains only the relevant information.

Answers
C.

Remove unnecessary columns from the form.

C.

Remove unnecessary columns from the form.

Answers
D.

Edit the site map so only the main form is available.

D.

Edit the site map so only the main form is available.

Answers
Suggested answer: C

DRAG DROP

You implemented Dynamics 365 Sales for a company.

The company s management team requires templates for sales analytics within Dynamics 365 Sales.

You recommend Microsoft Power Bl templates to the team.

You need to assist the team with Power Bl template installation.

Which three actions should you recommend be performed in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.


Question 319
Correct answer: Question 319

HOTSPOT

You implemented Dynamics 365 Sales for a company.

Users experience the following issues:

• Salespeople can display a view of all accounts. The account phone number column, which is the last column, displays only the header with no data. • The company creates a system view named Salesperson customer for last 90 days. This view is unavailable for the salespeople. You need to resolve the issues.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.


Question 320
Correct answer: Question 320
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