HOTSPOT
You are a Dynamics 365 for Sales administrator. You have an interactive experience leads dashboard.
You need to create a filtered view of the dashboard.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
You use opportunities in Dynamics 365 Sales.
Opportunities that were closed as lost frequently come back and are eventually won.
You need to be able to track these occurrences and have insight into the process.
What happens during the reopen and close process? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
DRAG DROP
You use opportunities with business process flows in Dynamics 365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the opportunity.
Which three 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.
Select and Place:
DRAG DROP
You are implementing Dynamics 365 Sales for a beverage company.
The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:
1.
There are three flavors: strawberry, vanilla, and chocolate.
2.
Each can costs $5.00.
3.
A dozen cans cost $55.00.
4.
Each case has four dozen cans and costs $200.00.
5.
A combination case includes a dozen cans of each flavor and costs $160.00.
6.
Purchases of four or more cases get an extra 10 percent off the price.
You need to set up the product catalog.
Which components should you use? To answer, drag the appropriate components to the correct entry descriptions. Each component 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.
Select and Place:
A company manufactures widgets. Widgets can be sold in the following ways:
The company discovers that customers want to buy widgets individually. You need to add a unit named Each.
A. Create the unit Each with Box as the base unit.
B. Update the unit Box with Each as the base unit.
C. Set Each as the primary unit.
D. Make Each the base unit for all units.
You are a system customizer in Dynamics 365 Sales.
You need to set up product families.
Which option is available?
A. Create a maximum of 10 child product families.
B. Set a product bundle as a parent of a product family.
C. Add the product to only one product family.
D. Set one product as a parent to another product.
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:
1.
Utah to California is the West territory
2.
Illinois to Colorado is the Central territory.
3.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
1.
Salespersons 1 and 2 sell in the West territory.
2.
Salespersons 5 and 6 sell in the Central territory.
3.
Salespersons 3 and 4 sell in the East territory.
4.
Postal code for each state used as the location.
You need to set up the territories.
Solution:
1.
Create the West territory, add the manager, and save.
2.
Repeat for the Central and East territories.
3.
Add the members for each territory.
4.
Select Related and add the Resource territories.
Does the solution meet the goal?
A. Yes
B. No
You are creating a forecast.
You want to include only opportunities that sell more than 100 units.
You need to configure this within the system.
What should you configure?
A. multiple columns
B. premium forecasting
C. advanced features
D. additional filters
E. separate views
A company uses Dynamics 365 Sales.
The sales manager wants leads to automatically route to the salesperson who has the fewest leads.
You need to automate the process.
What should you set up?
A. assignment rule
B. assistant
C. sequence
D. playbook
E. business process flow
You need to implement the time study. What should you create?
A. business rule
B. insight cards with Sales Insights
C. custom activity type
D. new data step in the business process flow