|Microsoft Dynamics 365 for Sales
|334 Questions Answers With Explanation
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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?
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 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?
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
D. Phone call
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
C. Knowledge Article
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?