Microsoft MB-210 Practice Test - Questions Answers, Page 29

HOTSPOT

You are creating a new account form for Inside sales. The company name is in the account name field. Company employees are entered as contacts. The form must meet the following requirements with minimal additions:

• List employee names.

• include the street address, city, and state as one field.

• Include columns to allow for entry of three separate email addresses.

• Ensure that users can only edit the phone number and email columns.

You need to configure the form.

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

NOTE: Each correct selection is worth one point.

HOTSPOT

You are a Dynamics 365 Sales administrator. You set the fiscal year to begin in January.

A sales manager needs a monthly forecast for the next three years that starts in August of the next year. You need to configure the forecast using the fewest number of forecasts.

How should you configure each requirement? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

HOTSPOT

You are a Dynamics 365 Sales administrator for a medical office. The office provides a new service for doctors to consult with patients online on a first come, first served basis. Patients are created as Contacts. Doctors can only view patient records for patients in their care.

The doctors need to see a graph of all interactions with each patient.

You need to create an entity to log online interactions.

How should you configure the entity? To answer, select the appropriate options in the answer area

NOTE: Each correct selection is worth one point.

DRAG DROP

A company is evaluating Dynamics 365 Sales licenses. The sales manager wants the following features:

• knowledge management

• sequence designer

• predictive forecasting

You need to recommend sales plans that provide the full feature capabilities in the most costeffective manner. Which sales plans should you recommend? To answer, drag the appropriate sales plans to the correct features. Each sales plan may be used once, more than once, or not at all. You may need to drag the spirt bar between panes or scroll to view content.

DRAG DROP

You are configuring Dynamics 365 Sales for a U.S.-based company. The company has two territories that are divided as follows:

• West territory: California to Texas

• East territory; Missouri to Maine

The sales territories should be configured as follows:

You need to set up the sales territories.

Which five 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 customer uses Dynamics 365 Sales and Sales insights sales accelerator. The company wants to use an automatic activity generator. You need to set up the generator. Which tool should you use? To answer, drag the appropriate tools to the correct scenarios. 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.

HOTSPOT

You run a sales report for Fourth Coffee named Account Overview. The following report displays:

A sales representative at a company uses Dynamics 365 Sa4es. The representative is assigned the Salesperson security role The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default. Other sales representatives must be able to display the same information and format when necessary.

You need to set up the system.

What should you create?

You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource. You need to ensure that a user can install the business process flows. What should you do?