Microsoft MB-210 Practice Test - Questions Answers, Page 35

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.

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?

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.

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.

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.

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

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.

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.

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.