Microsoft MB-210 Practice Test - Questions Answers, Page 33

A company manually assigns leads to salespeople.

The sales manager requires automated lead assignment rules. An administrator enables the feature.

However, you are unable to access the Assignment rules area.

You need to request access from the administrator.

Which security role should you request?

DRAG DROP

A company uses Dynamics 365 Sales. You have administrator privileges. The salespeople require the

following functionality:

• Display all email correspondence between salespeople and customers in the timeline of the customer. • View when customers open emails sent from Dynamics 365 Sales by a salesperson.

You need to configure the system.

Which features should you configure? To answer, drag the appropriate features to the correct requirements. Each feature 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.

DRAG DROP

A company uses Dynamics 365 Sales Insights to follow up on leads and opportunities.

The company requires a customized workspace and guidance with the following functionality:

• View only unopened work items.

• Create a set of ordered activities when a new lead comes in.

You need to configure the system.

Which feature needs to be configured? To answer, drag the appropriate configurations to the correct requirements. Each configuration 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.

A company is using Dynamics 365 Sales without any customizations.

A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in Canada. You must ensure that the order is tracked properly.

You need to create the minimum number of orders to deliver to the locations.

How many orders should you create?

HOTSPOT

You implement Dynamics 365 Sales for a company in New York that sells gym equipment. The company has two types of salespeople: inside sales and outside sales. The inside salespeople must enter the following data in leads:

• First and last name

• Phone number

• Full address

o If the address is not in New York, the customer's driver's license number must be entered.

o If the address is in New York, the driver's license option should not appear.

The outside salespeople must be able to see leads and visit clients based on the following customer location:

• Customers with an address outside of New York

• Customers with an address inside New York

You need to assist the salespeople by using a minimum number of components.

What should the salespeople create? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No. The salespeople require a country/region column to appear only if the US Citizen column is set to No. You need to enable the column to appear when the condition is met. What

should you configure?

A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff

members?

A sales manager creates a marketing list that includes all contacts from a specific city. The manager plans to use the list in a campaign. The manager forgot to filter out contacts who have a credit hold.

You need to create a campaign with the updated contacts. What should you do?

HOTSPOT

A customer plans to track external individuals who influence an opportunity.

The sales manager wants to add a new role named influencer to identify these individuals.

You need to create the role.

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

NOTE: Each correct selection is worth one point.