HOTSPOT
You manage a Dynamics 365 Sales environment.
You need to create a dashboard that lists customers and their activities. The dashboard must include tiles that are permanently displayed.
How should you configure the dashboard? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
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:
1.
List employee names.
2.
Include the street address, city, and state as one field.
3.
Include columns to allow for entry of three separate email addresses.
4.
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.
Hot Area:
DRAG DROP
You manage the Dynamics 365 environment for Contoso, Ltd. A rule automatically creates a lead associated with an email when an email is sent to [email protected].
You need to ensure that the marketing manager receives an email each time an email request is sent to [email protected].
How should you configure the rule? To answer, drag the appropriate actions to the correct requirements. 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.
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:
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
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year's forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Update the target goal amount for each user.
B. Upload the new quota amounts for each user.
C. Create a new relationship between sites.
D. Create and assign users to new resource groups for each manager.
E. Adjust the forecast values directly.
F. Assign the users to their new managers.
A company uses Dynamics 365 Sales.
You need to email a quote to a customer.
Which user interface option should you use?
A. Assign
B. Share
C. Form Editor
D. Print Quote for Customer
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.
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?
A. Update privileges in the Dynamics 365 Sales security role of the contract team.
B. Create a new group in the SharePoint site.
C. Create a new security role in Dynamics 365 Sales.
D. Update the users list in the SharePoint site.
You need to increase efficiency and consistency for ticket sales to meet company requirements. What should you create?
A. a Microsoft Flow workflow
B. a playbook
C. a Lifecycle Services (LCS) package