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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 need to send a notification to contacts for the pop-up sale.

What should you create?

A.

campaign

A.

campaign

Answers
B.

quick campaign

B.

quick campaign

Answers
C.

marketing email

C.

marketing email

Answers
D.

customer journey

D.

customer journey

Answers
Suggested answer: A

HOTSPOT

You are a salesperson for a company.

You experience the following issues when you open an opportunity:

* One of the stakeholders does not appear in the Stakeholders subgrid.

* The price does not calculate for one of the products added to the opportunity.

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 342
Correct answer: Question 342

You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.

A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital. You need to ensure that the nurse is associated with both hospitals in the system. What should you do?


A.

Open the contact record for the nurse and create a connection to HospitatB.

A.

Open the contact record for the nurse and create a connection to HospitatB.

Answers
B.

Create an access team that has the nurse as owner. Open the HospitalA account record and assign it to the new team account. Repeat this process for HospitalB.

B.

Create an access team that has the nurse as owner. Open the HospitalA account record and assign it to the new team account. Repeat this process for HospitalB.

Answers
C.

Create business units for HospitalA and HospitalB Open the contact record for the nurse and assign it to a user in HospitalB.

C.

Create business units for HospitalA and HospitalB Open the contact record for the nurse and assign it to a user in HospitalB.

Answers
D.

Open the Hospital8 record and assign the nurse to a task activity.

D.

Open the Hospital8 record and assign the nurse to a task activity.

Answers
Suggested answer: B

HOTSPOT

A customer uses opportunities as part of a sales cycle.

The sales team wants to close opportunities. The team requires the following:

* an additional status reason when the opportunity is lost

* the ability to view details in Advanced Find when the opportunity is lost

You need to configure the system.

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

NOTE: Each correct selection is worth one point.


Question 344
Correct answer: Question 344

DRAG DROP

A company uses Dynamics 365 Sales.

The company wants to rate the overall performance of a contact.

You need to add a star rating to the contact record.

Which three actions should you perform 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 345
Correct answer: Question 345

Explanation:

Create a choice column in the Contact table.

Add a column component.

Add teh column to the form.


HOTSPOT

A company uses Dynamics 365 Sales.

An account form has a subgrid of contacts. Users report that the information in the subgrid is cut off and requires a horizontal scroll bar. The users must be able to view the information in a card format.

You need to reformat the subgrid to always use a custom card form.

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

NOTE: Each correct selection is worth one point.


Question 346
Correct answer: Question 346

DRAG DROP

You are setting up forecasting for a company.

The forecasting setup requires columns that aggregate the following information:

* All forecasts for territory to the territory managers

* Committed amount with the closed amount

* Customer sales order amounts imported from the ERP system

You need to configure the column types.

Which type should you use? To answer, drag the appropriate types to the correct columns. Each type 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 347
Correct answer: Question 347

HOTSPOT

A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).

You need to create the rollup query for the goal metrics.

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

NOTE: Each correct selection is worth one point.


Question 348
Correct answer: Question 348

DRAG DROP

A company is implementing Power Bl templates for Dynamics 365 Sales.

The company wants to use prebuilt dashboards.

You need to identify the steps to configure the Power Bl templates.

Which four actions should you perform 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 349
Correct answer: Question 349

Explanation:

Install the Power BI template application.

Connect your Dynamics 365 Sales organization to the Power BI template app.

Configure the refresh frequency for the Power BI dataset.

Publish the application within your organization.


DRAG DROP

A company uses Dynamics 365 Sales with no third-party products to design visual outputs for salespeople and managers You must create the following visualizations:

* A bar chart with leads and opportunities from Dynamics 365 Sales, as well as invoices from an ERP system.

* A Tag chart by month for the fiscal year.

* Weekly scheduled reports for management.

You need to select the tools to use.

Which tool should you use? To answer, drag the appropriate tools to the correct visualizations. Each tool 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 350
Correct answer: Question 350
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