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:
HOTSPOT
You experience the following issues when you work with quotes in Dynamics 365 Sales:
1.
An administrative assistant is unable to access the function to edit a quote in the system.
2.
The Send to customer option is unavailable after you enter a quote.
You need to resolve the issues.
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 are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of events are children of a main event.
The sales manager wants to forecast the revenue for each customer's main event by rolling up the forecasts of the children of each main event.
You need to configure the forecast.
How should you configure each step? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
You are a Dynamics 365 Sales consultant for a food service company. The company caters for client companies.
The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.
The lunch bundle is created at $200.00. It will include the following.
You need to explain how the sales staff should manage the product bundle in the opportunity.
What should they do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
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:
HOTSPOT
You need to configure the RFQ Won/Loss chart.
How should you configure the chart? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
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 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 default currency.
Does the solution meet the goal?
A. Yes
B. No
An organization uses sales dashboards in Dynamics 365.
You need to configure a single a dashboard that includes the following data:
1.
both complex key performance indicators that are derived from external data and custom visuals
2.
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. 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.
You are a Dynamics 365 Sales administrator for a car dealership. You create a custom Service entity.
Salespeople must be able to see all related appointments in the timeline. A salesperson creates an appointment but is unable to see any Service records available in the Regarding field. Salespeople have permission to view service record.
You need to ensure that the salesperson is able to connect the appointment to the service.
What should you do?
A. Create a connection to the Service record.
B. Add a timeline to the Service form.
C. Enable activities on the Service entity.
D. Assign privileges to Activities.
A company uses Dynamics 365 Sales. You are redesigning the main form.
Sales representatives for the company require a slider for a probability column where they enter a customer's opportunity. The sales representatives want to avoid custom development.
You need to configure the form.
What should you do?
A. Embed a Power BI report in the form.
B. Add a Power Apps component framework (PCF) control to the form.
C. Create a business rule.
D. Change the column type to calculated.
E. Add JavaScript.