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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 are creating a forecast.

You want to include only opportunities that sell more than 100 units.

You need to configure this within the system.

What should you configure?

A.

additional filters

A.

additional filters

Answers
B.

multiple columns

B.

multiple columns

Answers
C.

advanced features

C.

advanced features

Answers
D.

premium forecasting

D.

premium forecasting

Answers
E.

separate views

E.

separate views

Answers
Suggested answer: A

HOTSPOT

A salesperson closes an opportunity for a customer as lost. The customer reconsiders and asks the salesperson to create an invoice for the opportunity. The salesperson wants an invoice that meets the following requirements:

• Create the invoice without making changes to the original opportunity.

• Add tax to the invoice.

You need to create the invoice.

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

NOTE: Each correct selection is worth one point.



Question 332
Correct answer: Question 332

HOTSPOT

You are setting up a product catalog.

The product catalog must be set up with the following parameters:

• $100.00 off if a customer buys more than 10 cases

• S10.00 less if a customer buys two different products together instead of individually

• Single product sold in quantities of 1, 6, and 12; price per unit decreases as quantities increase

You need to set up the parameters.

What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.


Question 333
Correct answer: Question 333

A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.

The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.

You need to restrict privileges to secure the documents.

What should you do?

A.

Create a new security role in Dynamics 365 Sales.

A.

Create a new security role in Dynamics 365 Sales.

Answers
B.

Update the users list in the SharePoint site.

B.

Update the users list in the SharePoint site.

Answers
C.

Update privileges in the Dynamics 365 Sales security role of the contract team.

C.

Update privileges in the Dynamics 365 Sales security role of the contract team.

Answers
D.

Create a new group in the SharePoint site.

D.

Create a new group in the SharePoint site.

Answers
Suggested answer: D

HOTSPOT

A company is connecting Dynamics 365 Sales records to Microsoft Teams.

Users experience the following issues on different lead records when they try to access documents in Dynamics 365 Sales:

• UserA receives an error that states file sharing is not setup.

• UserB receives an error that states the user does not have permissions to view files.

• UserC is still able to view documents after the user was removed from the Microsoft Teams channel.

You need to resolve the issues.

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

NOTE: Each correct selection is worth one point.


Question 335
Correct answer: Question 335

Explanation:


You need to help the new salesperson resolve the access issue.

What should you change?

A.

Salesperson role to a Sales Manager role

A.

Salesperson role to a Sales Manager role

Answers
B.

Team member license to a Dynamics 365 Sales Enterprise license

B.

Team member license to a Dynamics 365 Sales Enterprise license

Answers
C.

Dynamics 365 Sales Enterprise license to a Dynamics 365 Sales Premium license

C.

Dynamics 365 Sales Enterprise license to a Dynamics 365 Sales Premium license

Answers
D.

Sales Team Member role to a Salesperson role

D.

Sales Team Member role to a Salesperson role

Answers
Suggested answer: B

HOTSPOT

You need to help the salespeople prioritize their tasks

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

NOTE: Each correct selection is worth one point.


Question 337
Correct answer: Question 337

You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.

What should you recommend?

A.

Dynamics 365 Sales Premium

A.

Dynamics 365 Sales Premium

Answers
B.

Dynamics 365 Team member

B.

Dynamics 365 Team member

Answers
C.

Dynamics 365 Sales Enterprise

C.

Dynamics 365 Sales Enterprise

Answers
D.

Dynamics 365 Sales Professional

D.

Dynamics 365 Sales Professional

Answers
Suggested answer: D

You need to help the salespeople track their emails.

Which three actions should you perform? Each correct answer presents pan of the solution.

NOTE: Each correct selection is worth one point.

A.

Enable server-side synchronization.

A.

Enable server-side synchronization.

Answers
B.

Add the Dynamics 365 App for Outlook security role to the user.

B.

Add the Dynamics 365 App for Outlook security role to the user.

Answers
C.

Enable email engagement.

C.

Enable email engagement.

Answers
D.

Turn on auto capture.

D.

Turn on auto capture.

Answers
E.

Add the Dynamics 365 App for Outlook to the salesperson.

E.

Add the Dynamics 365 App for Outlook to the salesperson.

Answers
F.

Approve the salesperson's email address.

F.

Approve the salesperson's email address.

Answers
Suggested answer: C, D, E

HOTSPOT

You need to improve lead assignments.

Which actions should you take? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.


Question 340
Correct answer: Question 340
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