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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
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?
A. Assign the Dynamics 365 System Customizer role to the user
B. Assign the Common Data Service User role to the user
C. In the Power Apps Admin center, assign Environment Maker permissions to the user
D. In the Office 365 Admin center, assign Application proxy permissions to the user
You need to set up the required sales tracking for multinational customers.C? Each correct answer presents part of the solution,NOTE: Each correct selection is worth one point.
A. Create a primary account for the customer and assign it to the global territory.
B. Create a primary account for the customer and contacts for each country of operation.
C. Associate the accounts in each country with the country sales territory in which it is located.
D. Associate the customer accounts for each country with the primary account.
E. Create each country sales territory as a sub-territory of the global territory.
You use business process flows for all Dynamics 365 opportunities.Some opportunities are closed before business process flow durations are calculated.You need to ensure that business process flow duration values are calculated.Solution: At any stage in the business process flow prior to the final stage, select Finish.Does the solution meet the goal?
A. Yes
B. No
A company uses Dynamics 365 Sales. The default currency for the company is US dollars (USD). The company does business in the United States, Mexico, and the United Kingdom. The company sells 10 types of products. Each product requires its own pricing structure. You need to create price lists by using the local currency across countries and regions. How many price lists should you create?
A. 1
B. 3
C. 10
D. 30
You manage a Dynamics 365 Sales environment.You need to ensure that all possible activities are automatically converted to leads by using the record creation rule.Which three activities can you convert to leads? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point
A. Service activity
B. Custom activity
C. Email
D. Phone call
E. Task
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. You are a Dynamics 365 Sales system administrator. The sales team wants to use automated conversation starters. You need to ensure that the controls are available to developers. Solution: Remove any subscriptions associated with Microsoft Relationship Sales and disable JavaScript.Does the solution meet the goal?
A. Yes
B. No
You create an invoice with products and services for a customer.You need to add pricing for a product that is not available in the product catalog.What should you do?
A. Add the product to the order and use Get Products
B. Add a write-in product
C. Add an existing product and change the name and price
D. Add the product to the quote and use Get Products
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
You are a Dynamics 365 administrator. A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to £. Other managers are not experiencing this issue. You need to fix the currency symbol for the sales manager.What should you change?
A. the default currency in personal options
B. the currencies in settings
C. the currency display option in system settings
D. the current format in personal options
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 c complete solution.NOTE: Each correct selection is worth one point.
A. Queue Item
B. Opportunity
C. Knowledge Article
D. Case
E. Invoice
You manage a Dynamics 365 environment You introduce a new product. Opportunitieswith the product are created.You need to find all opportunities that include the product.What should you use?
A. Quick Find
B. Relevance Search
C. Categorized Search
D. Advanced find
You are a Dynamics 365 for Sales system customizer.You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.Solution: Use Dynamics 365 AI for Sales.Does the solution meet the goal?
A. Yes
B. No
A company uses Dynamics 365 Sales.You need to change the description field on the quote.Which state allows you to make the change?
A. Draft
B. Closed
C. Active
D. Won
A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.Which entity should you use?
A. Opportunity Close
B. Opportunity
C. Competitor
D. Opportunity Line
A company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD).A sales representative sells products to customers in the United Kingdom and Spain.You need to determine the currency for the quote.Which currency will the quote use?
A. Pound sterling
B. Euro
C. USD
D. Peso
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
A company uses Dynamics 365 for Sales.You must track a competitor to help your company win a sale.You need to associate the competitor with a Dynamics 365 entity.To which type of entity can you associate the competitor?
A. Opportunity
B. Lead
C. Account
D. Contacts
You work for a company using Dynamics 365 for Sales.When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.You need to shorten quote numbers to the minimum possible length.What should you do?
A. Reduce the auto number prefix to one character
B. Reduce the auto number prefix to two characters
C. Reduce the suffix length to four characters
D. Ensure that the prefix setting is read-only
A company plans to move their headquarters from the United States to Europe.You need to round all currency values to four decimal places and display the correct currency symbol.Solution: Change the currency decimal precision and currency display options.Does the solution meet the goal?
A. Yes
B. No
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 company uses Dynamics 365 Sales. You create a playbook to send documents to new sales managers. You need to configure the system to record all activity associated with each playbook. Solution: Enable auditing on for the Playbook Activity entity.Does the solution meet the goal?
A. Yes
B. No
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 in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen. You are configuring Dynamics 365 Sales for a US-based company as follows: Utah to California is the West territory, Illinois to Colorado is the Central territory. Maine to Indiana is the East territory. The company wants the territories set up as follows: Salespersons 1 and 2 sell in the West territory. Salespersons 5 and 6 sell in the Central territory. Salespersons 3 and 4 sell in the East territory. Postal code for each state used as the location. You need to set up the territories-Solution: Create the West territory, add the manager, and save. Add members for each territory. Repeat for the Central and East territories.Does the solution meet the goal?
A. No
B. Yes
You use price lists in Dynamics 365 for Sales. Some price lists have expired.Users need to be able to continue to manage their opportunities.Which option is possible?
A. User can add the expired price list to opportunities created prior to the expire date.
B. Users can add the expired price list to an opportunity but will see a warning.
C. Opportunities that use the expired price list can continue through their lifecycle.
D. Opportunities that use the expired price list will display a warning that prices must be replaced.
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