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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 a salesperson working with Dynamics 365. Your role includes working with opportunities.

You successfully close a sale.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Change Est. Revenue to Actual amount

A.

Change Est. Revenue to Actual amount

Answers
B.

Set the Status reason to Won.

B.

Set the Status reason to Won.

Answers
C.

Change Est. Close Date to Actual close date.

C.

Change Est. Close Date to Actual close date.

Answers
D.

Change the Actual Revenue to Actual amount.

D.

Change the Actual Revenue to Actual amount.

Answers
Suggested answer: A, D

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/close-opportunity-won-lost-sales

You are a Dynamics 365 Sales administrator. You create a discount list.

The sales team needs to use the discount list for opportunities.

You need to ensure that the discount list is available and that products are discounted as expected. To what should you associate the discount list?

A.

Product

A.

Product

Answers
B.

Price list item

B.

Price list item

Answers
C.

Price list

C.

Price list

Answers
D.

Product family

D.

Product family

Answers
Suggested answer: B

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-products

A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes.

You need to set up a unit group so that the manufacturer can sell different quantities.

What should you create first?

A.

related unit

A.

related unit

Answers
B.

unit of measure

B.

unit of measure

Answers
C.

primary unit

C.

primary unit

Answers
D.

base unit

D.

base unit

Answers
Suggested answer: C

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units

A company uses Dynamics 365 Sales.

You need to associate a competitor with each closed opportunity for reporting.

What should you do?

A.

Select the Follow option for the competitor.

A.

Select the Follow option for the competitor.

Answers
B.

Add the competitor to the opportunity close record.

B.

Add the competitor to the opportunity close record.

Answers
C.

Create a user post for the competitor.

C.

Create a user post for the competitor.

Answers
D.

Enable auditing for the competitor entity.

D.

Enable auditing for the competitor entity.

Answers
Suggested answer: B

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/close-opportunity-won-lost-sales

You create an invoice with products and services for a customer.

You need to add pricing for a product that is not available in the product catalog.

What should you do?

A.

Add the product to the order and use Get Products

A.

Add the product to the order and use Get Products

Answers
B.

Add a write-in product

B.

Add a write-in product

Answers
C.

Add an existing product and change the name and price

C.

Add an existing product and change the name and price

Answers
D.

Add the product to the quote and use Get Products

D.

Add the product to the quote and use Get Products

Answers
Suggested answer: B

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/add-product-quote-order-invoice

You are a Dynamics 365 Sales administrator.

The sales team is having difficulty locating related products.

You need to make it easier for the sales team to find groups of products that are similar.

What should you use?

A.

Related products

A.

Related products

Answers
B.

Product bundles

B.

Product bundles

Answers
C.

Product families

C.

Product families

Answers
D.

Product unit groups

D.

Product unit groups

Answers
Suggested answer: A

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/define-related-products-increase-chances-sales

You are a salesperson using Dynamics 365 for Sales.

You need to be able to modify the product price on an active invoice that uses current pricing.

What should you do?

A.

Set the Invoice Product to Override Price

A.

Set the Invoice Product to Override Price

Answers
B.

Set an End Date for the Price List to ensure the Price List is expired

B.

Set an End Date for the Price List to ensure the Price List is expired

Answers
C.

Set an End Date for the Price List to ensure the Price List is not expired

C.

Set an End Date for the Price List to ensure the Price List is not expired

Answers
D.

Set the Invoice Product to Use Default

D.

Set the Invoice Product to Use Default

Answers
Suggested answer: A

A company uses Dynamics 365 for Sales.

You create a new quote and associate an opportunity to the quote.

You need to display all your items from the opportunity in the quote.

What should you do?

A.

Activate the quote

A.

Activate the quote

Answers
B.

Select Get Products from the command bar in the Quote entity

B.

Select Get Products from the command bar in the Quote entity

Answers
C.

Select Add Line Items on the Opportunity entity

C.

Select Add Line Items on the Opportunity entity

Answers
D.

Select Recalculate from the command bar on the Opportunity entity

D.

Select Recalculate from the command bar on the Opportunity entity

Answers
Suggested answer: B

An organization attends a tradeshow and identifies several leads.

One specific lead wants to make a purchase in the next week.

You need to create an invoice.

At which stage can you create the invoice?

A.

Lead

A.

Lead

Answers
B.

Order

B.

Order

Answers
C.

Opportunity

C.

Opportunity

Answers
D.

Quote

D.

Quote

Answers
Suggested answer: B

You are a Dynamics 365 system customizer. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders. You need to create a product family.

What should you do?

A.

Add a new product family to an existing product family

A.

Add a new product family to an existing product family

Answers
B.

Delete the existing price list and create a new one

B.

Delete the existing price list and create a new one

Answers
C.

Create a unit group for use with the product family

C.

Create a unit group for use with the product family

Answers
D.

Add a parent product family to an existing product family

D.

Add a parent product family to an existing product family

Answers
Suggested answer: A

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-family

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