HOTSPOT
A company uses Dynamics 365 Sales to manage sales orders.
You need to demonstrate the process of going from a lead to an order.
Which stage applies to each task? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
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.
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:
HOTSPOT
A company implements the Microsoft Relationship Sales Solution.
You need to configure synchronization settings.
What should you configure?
To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
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.
Select and Place:
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?
A. Dynamics 365 for Sales content pack for Microsoft Power BI
B. Social Selling Assistant
C. LinkedIn Sales Navigator
D. Sales Insights
E. Relationship Assistant
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 36S Sales system administrator.
The sales team warns to use automated conversation starters. You need to ensure that the controls are available to developers.
Solution: Disable JavaScript and disable pop-up blockers.
Does the solution meet the goal?
A. Yes
B. No
You manage a Dynamics 365 environment You introduce a new product. Opportunities with the product are created.
You need to find all opportunities that include the product.
What should you use?
A. Quick Find
B. Relevance Search
C. Categorized Search
D. Advanced find
A customer creates a custom events table. The Events table has an N:1 relationship with the Accounts table. The events team tracks activities against events.
The account manager wants to see all activities related to accounts in the timeline.
You need to allow event activities to appear in the account timeline.
What should you update?
A. Relationship type in the relationship definition
B. Timeline setting in System Settings
C. Timeline field on the account form
D. Relationship Rollup View in the relationship definition