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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 orders from quotes in Dynamics 365.

In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order. You need to ensure that closed orders use existing functionality to reflect the circumstances.

Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

A.

Cancel

A.

Cancel

Answers
B.

Activate

B.

Activate

Answers
C.

Accept

C.

Accept

Answers
D.

Fulfill

D.

Fulfill

Answers
Suggested answer: A, D

Explanation:

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

You are a Dynamics 365 for Sales administrator. You are setting up a product catalog.

You need to configure the base unit group.

Which quantity or measurement should you configure?

A.

the highest needed to sell the product or service

A.

the highest needed to sell the product or service

Answers
B.

the least frequently used to sell the service

B.

the least frequently used to sell the service

Answers
C.

the most frequently used to sell the service

C.

the most frequently used to sell the service

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D.

the lowest needed to sell the product or service

D.

the lowest needed to sell the product or service

Answers
Suggested answer: D

Explanation:

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

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: Close the opportunity as won.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: Convert the Opportunity to a quote.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: A

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: Qualify the opportunity.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: B

Explanation:

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice

You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer. You need to create a quote that automatically includes all the products from the opportunity.

What should you do?

A.

Convert the opportunity to a quote

A.

Convert the opportunity to a quote

Answers
B.

Create a new quote from the customer

B.

Create a new quote from the customer

Answers
C.

Create a new quote from the opportunity

C.

Create a new quote from the opportunity

Answers
D.

Create a new quote with the opportunity price list

D.

Create a new quote with the opportunity price list

Answers
Suggested answer: A

A company uses Dynamics 365 for Sales.

You need to change the description field on the quote.

Which state allows you to make the change?

A.

Closed

A.

Closed

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B.

Active

B.

Active

Answers
C.

Draft

C.

Draft

Answers
D.

Won

D.

Won

Answers
Suggested answer: C

Note: This question-is part of a series of questions that present the same scenario. Each question-in the series contains a unique solution that might meet the stated goals. Some question-sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase. The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: On the Quotes tab of the opportunity, select Add New Quote.

Does the solution meet the goal?

A.

Yes

A.

Yes

Answers
B.

No

B.

No

Answers
Suggested answer: A

Explanation:

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

You are a salesperson using Dynamics 365 for Sales.

You need to revise an active quote.

What happens to the original quote record?

A.

The quote is deleted

A.

The quote is deleted

Answers
B.

The quote is converted into an order and a copy of the quote is put in draft mode for modification

B.

The quote is converted into an order and a copy of the quote is put in draft mode for modification

Answers
C.

The quote is put in draft mode for modification

C.

The quote is put in draft mode for modification

Answers
D.

The quote is closed, and a copy of the quote is put in draft mode for modification

D.

The quote is closed, and a copy of the quote is put in draft mode for modification

Answers
Suggested answer: C

A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders.

You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote. What should you do?

A.

Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.

A.

Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.

Answers
B.

Close the opportunity as won.

B.

Close the opportunity as won.

Answers
C.

Convert the quote to an order. Set the value of the Close Opportunity option to Yes.

C.

Convert the quote to an order. Set the value of the Close Opportunity option to Yes.

Answers
D.

Convert the quote to an order. Set the value of the Close Opportunity option to No.

D.

Convert the quote to an order. Set the value of the Close Opportunity option to No.

Answers
Suggested answer: B

Explanation:

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

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