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NEW QUESTION # 80
You need to configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geographical-area
NEW QUESTION # 81
You need to add the new types to the product catalog.
What should you do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 82
You create a discount list for a company.
Two salespeople encounter the following issues when they create opportunities:
* Salesperson1 does not see the discount on the opportunity line item.
* Salesperson2 sees the discount applied to the line total instead of the unit price.
You need to ensure that discounts are applied properly.
What should you do? To answer, drag the appropriate actions to the correct issues. Each action 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.
Answer:
Explanation:
Explanation
Letter Description automatically generated with low confidence
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list
NEW QUESTION # 83
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.
NOTE: Each correct selection is worth one point.
- A. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
- B. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.
- C. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
- D. Create tiles and a dashboard in Microsoft Power BI.
- E. Create charts with required data in Dynamics 365.
Answer: A,B,C
NEW QUESTION # 84
You need to enter information about VendorZ into the system.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
- A. Create a new connection type.
- B. Update the contact preference for Company
- C. Create a sub-contact record for the vendor for Company
- D. Update the contact preference for VendorZ.
- E. Create an account record for VendorZ.
Answer: A,E
NEW QUESTION # 85
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 86
You need to create visualizations for managers.
What should you configure? To answer, select the appropriate options In the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 87
You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which finer type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source 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.
Answer:
Explanation:
NEW QUESTION # 88
A company uses Dynamics 365 Sales to manage sales orders.
You need to demonstrate the process of going from a lead to an order.
Which stage applies to each task? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/nurture-sales-from-lead-order-sales
NEW QUESTION # 89
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification 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.
Answer:
Explanation:
NEW QUESTION # 90
You are creating a new account form for Inside sales. The company name is in the account name field.
Company employees are entered as contacts.
The form must meet the following requirements with minimal additions:
* List employee names.
* include the street address, city, and state as one field.
* Include columns to allow for entry of three separate email addresses.
* Ensure that users can only edit the phone number and email columns.
You need to configure the form.
Which option should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 91
You manage Dynamics 365 Sales. You have a sales territory named SalesTerritoryA which has an associated manager.
You need to create a new sales territory named SalesTerritoyB and assign the SalesTerritoryA manager to SalesTerritoryB.
Which four 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.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
NEW QUESTION # 92
Hotspot Question
You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.
You need to ensure that you can install the business process flows.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 93
You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.
Users report that the results they obtain when using Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results
NEW QUESTION # 94
A customer places an order that includes all of the products from a previous order.
You need to add products from the previous order to the new order.
From which sources can you retrieve the list of products? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 95
You need to set up goals for the salespeople.
How should you set up the configurations? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Graphical user interface, table Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/goals-overview
NEW QUESTION # 96
You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.
What should you do?
- A. Add User2 to the Sales team
- B. Grant User2 the security role
- C. Share the record with User2
- D. Instruct User2 to follow the record
Answer: C
Explanation:
Section: Manage Core Sales Identities
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record- based-security-control-access-records#sharing-records
NEW QUESTION # 97
A sates manager needs to add a new business closure.
You need to configure a new business closure schedule.
Which four 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.
Answer:
Explanation:
Explanation
Schedule a new business closure
Make sure that you have the required security role or equivalent permissions.
More information: Manage security roles in service scheduling
* In the Customer Service Hub sitemap, go to Scheduling.
* From the list of entity records, select Settings > Business Closures.
* The Business Closures view is displayed. You can switch between various system views using the drop-down menu.
* Select any existing record to see additional options in the command bar
* On the command bar, select New to schedule a new business closure.
You can also select New from the business closure grid to create a new business closure record.
Schedule business closure
A quick create dialog box is displayed.
* In the Schedule a Business Closure dialog box, type or modify information in the text boxes:
* In the Name box, type a name that describes the purpose of the closure.
The first 12 characters of the name appear on each day of the closure on the calendar view of the affected resource's Work Hours.
* If the closure is an all-day event, select the All-Day Event check box. The application automatically enters the duration of 1 day.
* In the Start Time and End Time boxes, enter the start and end date and time for the closure.
* If you want to enter duration instead of an end time, select the length of the closure in the Duration box. The application automatically calculates the end time for you.
If you want to enter a specific time period, clear the All Day Event check box. You can then specify the hours during which your organization will be closed.
* To save this business closure, select OK.
https://docs.microsoft.com/en-us/dynamics365/customer-service/set-when-business-closed-csh
NEW QUESTION # 98
You need to help the salespeople prioritize their tasks
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 99
You need to create invoices for all customers.
Which products should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 100
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.
NOTE: Each correct selection is worth one point.
- A. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
- B. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.
- C. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
- D. Create tiles and a dashboard in Microsoft Power BI.
- E. Create charts with required data in Dynamics 365.
Answer: A,B,C
NEW QUESTION # 101
You need to configure accounting options.
Which options should you use? To answer, drag the appropriate options to the correct tasks. 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.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/work-fiscal-year-settings
NEW QUESTION # 102
A company wants to implement the Forecast Management feature in Dynamics 365 Sales.
The company plans to use the Opportunity Status Reason field to indicate that sales have closed. They want to use settings based on the organizational reporting structure. Salespeople must only see their own forecasts.
You need to select the appropriate settings to meet the company's requirements.
Which settings should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/select-template-forecast
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast
NEW QUESTION # 103
You are setting up a product catalog in Dynamics 365 Sales.
You must set up the following promotions in the product catalog:
Customers receive a free bag of chips when they purchase one can of soda.
Soda has different prices based on whether customers buy a can, a six-pack, or a case.
Customers receive an additional 10 percent off a purchase of 10 case of soda.
You need to set up the promotions.
Which feature 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.
Answer:
Explanation:
NEW QUESTION # 104
A company enables sales accelerator in Microsoft Dynamics 365 Sales. All salespeople use a custom customer form. A salesperson observes that a work list displays TaskA instead of TaskB for a customer. The salesperson requires the following setup:
* Display only TaskB in the work list.
* View the task on the customer record as a visual cue.
You need to recommend changes to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
Answer:
Explanation:
NEW QUESTION # 105
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