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NEW QUESTION 1
You are Dynamics 365 for Sales administrator. Sales representatives must enter estimated revenue only as an exception. You need to ensure that estimated revenue for opportunities is automatically calculated. What should you do?
A. In the System Settings sales tab, change the default revenue type to System Calculated.
B. In custom controls, change the default revenue setting to System Calculated.
C. In Personalization settings for each user, change the default revenue type to System Calculated.
D. In Opportunities, change the default value of the revenue type to System Calculated.
Answer: D
NEW QUESTION 2
You manage a default Dynamics 365 for Sales environment. You are configuring a sales dashboard. You need to create an interactive dashboard. Which three entities can you use? (Each correct answer presents a complete solution. Choose three.)
A. Queue Item
B. Opportunity
C. Knowledge Article
D. Case
E. Invoice
Answer: ACD
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactive-dashboards
NEW QUESTION 3
A company plans to close early on the last day of the month for an employee celebration. You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day. Which feature should you use?
A. Events
B. Business closure
C. Fiscal calendar
D. Time off request
Answer: B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-when-business-closed-csh
NEW QUESTION 4
An organization uses sales dashboards in Dynamics 365. You need to configure a single a dashboard that includes the following data:
– both complex key performance indicators that are derived from external data and custom visuals
– real-time data on sales performance that is based on Dynamics 365 data
Which three actions should you perform? (Each correct answer presents part of the solution. Choose three.)
A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
B. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
C. Create tiles and a dashboard in Microsoft Power BI.
D. Create charts with required data in Dynamics 365.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.
Answer: ABE
NEW QUESTION 5
An organization uses Dynamics 365 for Sales. You need to create a quote template in Microsoft Word for use in the organization. What should you do?
A. Create a flow
B. Enable dynamic content in Microsoft Word
C. Enable the Developer tab in Microsoft Word
D. Enable VBA in Microsoft Word
Answer: C
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365
NEW QUESTION 6
You manage Dynamics 365 environments for client organizations. A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost. You need to configure Dynamics 365 to ensure that you can capture the required information. Which field should you configure?
A. Opportunity status reason
B. Opportunity close status
C. Opportunity status
D. Opportunity close status reason
Answer: A
NEW QUESTION 7
An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. You need to create a process that meets the following requirements:
– create an order from a quote
– close the associated opportunity as won
– update the actual values to reflect values from the quote
Which two opportunities can you close as won? (Each correct answer presents a complete solution. Choose two.)
A. The opportunity has other quotes in the won status.
B. The opportunity has other quotes in the draft status.
C. The opportunity has other quotes in the active status.
D. The opportunity has other quotes in the revised status reason.
Answer: AB
NEW QUESTION 8
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
B. Active
C. Draft
D. Won
Answer: C
NEW QUESTION 9
HotSpot
You use Dynamics 365 for Sales system customizer. You need to create product kits and bundles. What should you create? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-bundles-sell-multiple-items-together
NEW QUESTION 10
Drag and Drop
The product development team for a toy company creates a new remote-control toy. You need to create the necessary records and record relationships to sell the product. Which five records and/or components should you configure in sequence? (To answer, move the appropriate records and/or components from the list of records and components to the answer area and arrange them in the correct order.)
Answer:
NEW QUESTION 11
You are a Dynamics 365 for 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
B. Product bundles
C. Product families
D. Product unit groups
Answer: A
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/define-related-products-increase-chances-sales
NEW QUESTION 12
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
B. the least frequently used to sell the service
C. the most frequently used to sell the service
D. the lowest needed to sell the product or service
Answer: D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-professional/create-unit-group-add-units
NEW QUESTION 13
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.
B. Delete the existing price list and create a new one.
C. Create a unit group for use with the product family.
D. Add a parent product family to an existing product family.
Answer: A
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-family
NEW QUESTION 14
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