Microsoft MB-210 Practice Test - Questions Answers, Page 34
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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?
additional filters
multiple columns
advanced features
premium forecasting
separate views
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.
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.
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?
Create a new security role in Dynamics 365 Sales.
Update the users list in the SharePoint site.
Update privileges in the Dynamics 365 Sales security role of the contract team.
Create a new group in the SharePoint site.
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.
You need to help the new salesperson resolve the access issue.
What should you change?
Salesperson role to a Sales Manager role
Team member license to a Dynamics 365 Sales Enterprise license
Dynamics 365 Sales Enterprise license to a Dynamics 365 Sales Premium license
Sales Team Member role to a Salesperson role
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.
You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
Dynamics 365 Sales Premium
Dynamics 365 Team member
Dynamics 365 Sales Enterprise
Dynamics 365 Sales Professional
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.
Enable server-side synchronization.
Add the Dynamics 365 App for Outlook security role to the user.
Enable email engagement.
Turn on auto capture.
Add the Dynamics 365 App for Outlook to the salesperson.
Approve the salesperson's email address.
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