MB-210 : Microsoft Dynamics 365 for Sales : Part 05

MB-210 : Microsoft Dynamics 365 for Sales : Part 05

1. HOTSPOT

   You use Dynamics 365 for Sales.

   You need to add products to an opportunity.

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

   NOTE: Each correct selection is worth one point.

   

   

2. You manage Dynamics 365 environments for client organizations.

   A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost.

   You need to configure Dynamics 365 to ensure that you can capture the required information.

   Which field should you configure?

   • Opportunity status reason
   • Opportunity close status
   • Opportunity status
   • Opportunity close status reason

3. A company manufactures widgets. Widgets can be sold in the following ways:

   

   The company discovers that customers want to buy widgets individually.

   You need to add a unit named Each.

   • Create the unit Each with Box as the base unit.
   • Update the unit Box with Each as the base unit.
   • Set Each as the primary unit.
   • Make Each the base unit for all units.

4. A company is using Dynamics 365 Sales.

   Several invoices have an incorrect shipping date.

   You need to change the shipping date on all the invoices.

   What should you do?

   • Select an order, edit, and then create an invoice for each incorrect order that corresponds to the invoice.
   • Select all invoices simultaneously and select Confirm Invoice to change them.
   • Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the invoices with the correct date.
   • Select individual invoices and edit. Repeat for all incorrect invoices.

5. You are a salesperson working with Dynamics 365. Your role includes working with opportunities.

   You successfully close a sale.

   Which two actions should you perform? Each correct answer presents part of the solution.

   NOTE: Each correct selection is worth one point.

   • Change Est. Revenue to Actual amount
   • Set the Status reason to Won.
   • Change Est. Close Date to Actual close date.
   • Change the Actual Revenue to Actual amount.

6. HOTSPOT

   You experience the following issues when you work with quotes in Dynamics 365 Sales:

   – An administrative assistant is unable to access the function to edit a quote in the system.
   – 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.

   

   

7. 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:

   – There are three flavors: strawberry, vanilla, and chocolate.
   – Each can costs $5.00.
   – A dozen cans cost $55.00.
   – Each case has four dozen cans and costs $200.00.
   – A combination case includes a dozen cans of each flavor and costs $160.00.
   – 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.

   

   

8. HOTSPOT

   You are converting a lead for the manufacturing manager from Contoso, Ltd. Neither the company nor the manufacturing manager are in your Dynamics 365 system.

   You need to ensure that the lead record is correctly converted.

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

   NOTE: Each correct selection is worth one point.

   

   

9. You are a Dynamics 365 Sales administrator. You create a discount list.

   The sales team needs to use the discount list for opportunities.

   You need to ensure that the discount list is available and that products are discounted as expected.

   To what should you associate the discount list?

   • Product
   • Price list item
   • Price list
   • Product family

10. A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes.

    You need to set up a unit group so that the manufacturer can sell different quantities.

    What should you create first?

    • related unit
    • unit of measure
    • primary unit
    • base unit

11. A company uses Dynamics 365 Sales.

    You need to associate a competitor with each closed opportunity for reporting.

    What should you do?

    • Select the Follow option for the competitor.
    • Add the competitor to the opportunity close record.
    • Create a user post for the competitor.
    • Enable auditing for the competitor entity.

12. HOTSPOT

    You are a sales representative and use Dynamics 365 Sales.

    You are working with the following lead record:

    

    Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

    NOTE: Each correct selection is worth one point.

    

    

13. HOTSPOT

    You run a sales report for Fourth Coffee named Account Overview. The following report displays:

    

    Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

    NOTE: Each correct selection is worth one point.

    

    

14. HOTSPOT

    You have a sales report that shows activities for Accounts in the last 30 days. When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report.

    

    A Form: Report: Account Activity last 30 Days

    Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.

    NOTE: Each correct selection is worth one point.

    

    

15. DRAG DROP

    The product development team for a toy company creates a new remote-control toy.

    You need to create the necessary records and record relationships to sell the product.

    Which five records and/or components should you configure in sequence? To answer, move the appropriate records and/or components from the list of records and components 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.

    

    

16. HOTSPOT

    You send a quote to a client. The client calls and negotiates a better price.

    You need to send an updated quote to the client.

    What is required to modify the quote? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    

    

17. 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?

    • Add the product to the order and use Get Products
    • Add a write-in product
    • Add an existing product and change the name and price
    • Add the product to the quote and use Get Products

18. You are a Dynamics 365 Sales administrator.

    The sales team is having difficulty locating related products.

    You need to make it easier for the sales team to find groups of products that are similar.

    What should you use?

    • Related products
    • Product bundles
    • Product families
    • Product unit groups

19. You are a salesperson using Dynamics 365 Sales.

    You need to be able to modify the product price on an active invoice that uses current pricing.

    What should you do?

    • Set the Invoice Product to Override Price
    • Set an End Date for the Price List to ensure the Price List is expired
    • Set an End Date for the Price List to ensure the Price List is not expired
    • Set the Invoice Product to Use Default

20. A company uses Dynamics 365 for Sales.

    You create a new quote and associate an opportunity to the quote.

    You need to display all your items from the opportunity in the quote.

    What should you do?

    • Activate the quote
    • Select Get Products from the command bar in the Quote entity
    • Select Add Line Items on the Opportunity entity
    • Select Recalculate from the command bar on the Opportunity entity