MB-210 : Microsoft Dynamics 365 for Sales : Part 06

MB-210 : Microsoft Dynamics 365 for Sales : Part 06

1. An organization attends a tradeshow and identifies several leads.

   One specific lead wants to make a purchase in the next week.

   You need to create an invoice.

   At which stage can you create the invoice?

   • Lead
   • Order
   • Opportunity
   • Quote

2. 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?

   • Add a new product family to an existing product family
   • Delete the existing price list and create a new one
   • Create a unit group for use with the product family
   • Add a parent product family to an existing product family

3. You are creating orders from quotes in Dynamics 365.

   In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.

   You need to ensure that closed orders use existing functionality to reflect the circumstances.

   Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution.

   NOTE: Each correct selection is worth one point.

   •  Cancel
   • Activate
   • Accept
   • Fulfill

4. You are a Dynamics 365 for Sales administrator. You are setting up a product catalog.

   You need to configure the base unit group.

   Which quantity or measurement should you configure?

   • the highest needed to sell the product or service
   • the least frequently used to sell the service
   • the most frequently used to sell the service
   • the lowest needed to sell the product or service

5. 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.

   A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.

   The customer is now ready to complete the purchase.

   You need to create a quote from the opportunity.

   Solution: Close the opportunity as won.

   Does the solution meet the goal?

   • Yes
   • No

6. 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.

   A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.

   The customer is now ready to complete the purchase.

   You need to create a quote from the opportunity.

   Solution: Convert the Opportunity to a quote.

   Does the solution meet the goal?

   • Yes
   • No

7. 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.

   A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.

   The customer is now ready to complete the purchase.

   You need to create a quote from the opportunity.

   Solution: Qualify the opportunity.

   Does the solution meet the goal?

   • Yes
   • No

8. You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer.

   You need to create a quote that automatically includes all the products from the opportunity.

   What should you do?

   • Convert the opportunity to a quote
   • Create a new quote from the customer
   • Create a new quote from the opportunity
   • Create a new quote with the opportunity price list

9. A company uses Dynamics 365 for Sales.

   You need to change the description field on the quote.

   Which state allows you to make the change?

   • Closed
   • Active
   • Draft
   • Won

10. HOTSPOT

    A customer places an order that includes all of the products from a previous order. You plan to add products from the previous order to the new order.

    From where can you retrieve the list of products? To answer, select the appropriate options in the answer area.

    NOTE: Each correct selection is worth one point.

    

    

11. HOTSPOT

    You use Dynamics 365 Sales.

    You need to add products to an invoice.

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

    NOTE: Each correct selection is worth one point.

    

    

12. HOTSPOT

    You use Dynamics 365 for Sales system customizer.

    You need to create product kits and bundles.

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

    NOTE: Each correct selection is worth one point.

    

    

13. 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.

    A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.

    The customer is now ready to complete the purchase.

    You need to create a quote from the opportunity.

    Solution: On the Quotes tab of the opportunity, select Add New Quote.

    Does the solution meet the goal?

    • Yes
    • No

14. You are a salesperson using Dynamics 365 Sales.

    You need to revise an active quote.

    What happens to the original quote record?

    • The quote is deleted
    • The quote is converted into an order and a copy of the quote is put in draft mode for modification
    • The quote is put in draft mode for modification.
    • The quote is closed, and a copy of the quote is put in draft mode for modification

15. DRAG DROP

    You are setting up a product catalog in Dynamics 365 Sales.

    You need to set up the catalog using the least amount of effort.

    In which order should you set up the catalog? To answer, drag the appropriate components to the correct order position. 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.

    

    

16. DRAG DROP

    A company uses Dynamics 365 Sales to manage sales orders.

    You need to create an order for a new customer.

    In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

    

    

17. A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders.

    You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote.

    What should you do?

    • Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
    • Close the opportunity as won.
    • Convert the quote to an order. Set the value of the Close Opportunity option to Yes.
    • Convert the quote to an order. Set the value of the Close Opportunity option to No.

18. You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create quotes.

    A member of the sales team requests that you change the order in which columns display in customer quotes.

    You need to modify the quote template.

    What should you use?

    • template editor
    • mail merge template
    • Microsoft Word template
    • Report Wizard

19. You are a system customizer in Dynamics 365 Sales.

    You need to set up product families.

    Which option is available?

    • Create a maximum of 10 child product families
    • Set a product bundle as a parent of a product family
    • Add the product to multiple product families
    • Set a product property as an option set

20. A company uses Dynamics 365 Sales.

    You attempt to add a product to an order, but the product cannot be located.

    You need to determine why the product is missing.

    What is the cause?

    • The product was not published
    • The product is missing required information
    • The write-in option was not used
    • The product was not listed in the quote