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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.
HOTSPOT A company uses Microsoft 365 and Dynamics 365 Sales. The company sets up server-side synchronization in preparation for mailbox configuration. A new business manager must be able to approve mailboxes for users. You need to assign roles to the business manager by using the principle of least privilege. Which roles should you assign? To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point.
HOTSPOT You use Dynamics 365 for Sales. You need to add products to an invoice. Which options should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
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.
HOTSPOT A company uses Dynamics 365 Sales. The company does not use any customizations. The system must create activity records for every interaction a salesperson has with customers and contacts. You need to configure the system by using minimal customizations. How should you configure the system? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
You are a system customizer in Dynamics 365 Sales. You need to set up product families. Which option is available?
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 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.
You run a bicycle parts company that uses a proprietary cloud ERP system, Dynamics 365 Sales, and an inventory system. You need to create visualizations that meet the following requirements: Consolidate data from all three systems. Provide users with a deeper understanding of customers spending habits. Which application should you use?
DRAG DROP You are a Dynamics 365 Sales consultant. A customer asks you to create a main form for contacts. The form must include the following information: account name and phone number related opportunities notes and activities You need to configure the form. Which options should you use? To answer, drag the appropriate options to the correct information. Each option 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.

Question 145 - MB-210 discussion

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HOTSPOT

An organization uses Dynamics 365 Sales to manage customer relationships.

When a potential customer submits an email inquiry, the system must create a lead record and send a response. You need to ensure that a lead record is created for the potential customer and a reply email is sent.

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

NOTE: Each correct selection is worth one point.


Question 145
Correct answer: Question 145

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-rules-to-automatically-create-or-update-records

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asked 05/10/2024
Janko Schutte
32 questions
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