MB-210 : Microsoft Dynamics 365 for Sales : Part 03

MB-210 : Microsoft Dynamics 365 for Sales : Part 03

1. 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 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 a Dynamics 365 Sales system administrator.

   The sales team wants to use automated conversation starters.

   You need to ensure that the controls are available to developers.

   Solution: Remove any subscriptions associated with Microsoft Relationship Sales and disable JavaScript.

   Does the solution meet the goal?

   • Yes
   • No

2. 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.

   

   

3. HOTSPOT

   An organization uses Dynamics 365 Sales to manage customer relationships.

   When a potential customer submits an email inquiry, the system must create a lead record and send a response.

   You need to ensure that a lead record is created for the potential customer and a reply email is sent.

   How should you configure the environment? To answer, select the appropriate options in the answer area.

   NOTE: Each correct selection is worth one point.

   

   

4. You are a Dynamics 365 administrator for a company. The company’s fiscal year is April 1 through March 31.

   You need to create a system view for all users that displays data for the current fiscal year by default.

   What should you do?

   • Set up fiscal year settings and create a view in the default solution
   • Use date ranges to create a view in the default solution
   • Set up fiscal year settings and create a view from the advanced find
   • Use date ranges to create a view from the advanced find

5. DRAG DROP

   You are a Dynamics 365 Sales administrator.

   You need to review an interactive dashboard for Accounts in the Sales Hub.

   For each scenario, which filter 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.

   

   

6. 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?

   • Assign the Dynamics 365 System Customizer role to the user
   • Assign the Common Data Service User role to the user
   • In the Power Apps Admin center, assign Environment Maker permissions to the user
   • In the Office 365 Admin center, assign Application proxy permissions to the user

7. You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.

   To which security role should you assign User1?

   • Sales Person
   • Knowledge Manager
   • System Customizer
   • CEO – Business Manager

8. You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.

   Managers must be able to determine how the relationship with customers is trending for each opportunity.

   You need to implement a solution.

   Which solution should you implement?

   • Dynamics 365 for Sales content pack for Microsoft Power BI
   • Social Selling Assistant
   • LinkedIn Sales Navigator
   • Sales Insights
   • Relationship Assistant

9. You are a Dynamics 365 administrator for a dental office.

   You need to create a process in Sales Hub to ensure that team members perform the following actions:

   – Call patients to remind them about upcoming appointments.
   – Update patient contact information.

   What should you create?

   • a task flow
   • a business rule
   • a calendar
   • an on-demand workflow

10. DRAG DROP

    A company wants to use Dynamics 365 Sales with their internal phone system.

    You need to configure Dynamics 365 to use the softphone dialer.

    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.

    

    

11. HOTSPOT

    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.

    

    

12. HOTSPOT

    A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.

    The measurement of goals must be based on the total deal amount upon closing an opportunity.

    The fiscal year for the goals must be based on the calendar year.

    You need to create the rollup query for the goal metrics.

    Which options should you select? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    

    

13. A company is implementing Dynamics 365 Sales. The company has ten products and four territories.

    Each territory must have a price list specific for the territory and must use these prices as default product prices.

    You need to configure the price lists for the territories.

    What should you do?

    • Create a product family with each product list four times. Include the territory price for each product list.
    • Create a price list with a discount list for each territory.
    • Create a price list for each territory and add a territory relationship record.
    • Create one price list and margin for each territory.

14. A company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD).

    A sales representative sells products to customers in the United Kingdom and Spain.

    You need to determine the currency for the quote.

    Which currency will the quote use?

    • Pound sterling
    • Euro
    • USD
    • Peso

15. A company has three business units. User privileges are set to ensure that users can see only records owned by their own business unit.

    If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit fields match.

    You must ensure that duplicate records are not created for contacts.

    You need to create the duplicate detection rules.

    Which two filters should you configure? Each correct answer is part of the complete solution.

    NOTE: Each correct selection is worth one point.

    • First Name and Last Name and Email
    • First Name and Last Name and Preferred Phone
    • First Name and Last Name and Email and Business Unit
    • First Name and Last Name and Preferred Phone and Business Unit
    • First Name and Last Name and Owner

16. Sales representatives at an organization have access to the contact records in their business unit.

    You need to ensure that sales representatives can access contact records in all business units that are subordinate to their business unit. Sales representatives must not have access to other records in the organization.

    Which access level should you assign to the Contact entity?

    • User
    • Organization
    • Parent: Child Business Unit
    • Business Unit

17. A company uses special pricing for bulk purchases of products.

    A sales team member cannot create pricing lists for preferred customers.

    You need to set up a discount price list.

    What are three possible security roles that can be used? Each correct answer presents a complete solution.

    NOTE: Each correct selection is worth one point.

    • Sales Team Member
    • Vice President of Sales
    • Sales Manager
    • CEO-Business Manager
    • President of Sales

18. HOTSPOT

    You are implementing Dynamics 365 Sales for a company that has salespeople in the following cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople for all three cities.

    You must set up territories by states. Each state must be a parent territory and have a different manager.

    Sales information must be shown by city and then by state.

    You need to set up territories for Florida.

    Which settings should you use? To answer, select the appropriate options in the answer area.
    Requirement Setting

    

    

19. You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.

    To which security role should you assign User1?

    • Sales Manager
    • Knowledge Manager
    • System Customizer
    • Common Data Service

20. You are the Dynamics 365 administrator for a group of financial advisors.

    Advisors must use one business process flow to guide them through the standard lead to invoice process.

    Each entity has the following number of stages and steps:

    

    You need to modify the business process flow to make it valid.

    What should you reduce?

    • number of entities
    • total number of stages
    • total number of steps
    • number of steps per stages
    Explanation:
    The total number of stages here would be 50 which is more than the maximum limit of 30.