Exam Topics Questions Flashcards

1
Q

You are a Dynamics 365 for Sales system customizer.

You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?

A

Nope.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

You are a Dynamics 365 for Sales system customizer.

You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.
Does the solution meet the goal?

A

No

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

You are a Dynamics 365 for Sales system customizer.

You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Use Unified Interface apps.
Does the solution meet the goal?

A

No

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

A company plans to move their headquarters from the US to Europe

You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency decimal precision and currency display options.
Does the solution meet the goal?

A

Qui

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

A company plans to move their headquarters from the US to Europe.

You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the default currency.
Does the solution meet the goal?

A

Non

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

You work for a company using Dynamics 365 for Sales.

You need to shorten quote numbers to the minimum possible length.
What should you do?
A. Change the field type from auto number to decimal number
B. Reduce the auto number prefix to one character
C. Reduce the suffix length to four characters
D. Ensure that the prefix setting is read-only

A

B for booyah

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

You are a Dynamics 365 administrator.

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

Aaaachoooo!

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

You are Dynamics 365 for Sales administrator.

You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?

A. In the System Settings sales tab, change the default revenue type to System Calculated
B. In custom controls, change the default revenue setting to System Calculated
C. In Personalization settings for each user, change the default revenue type to System Calculated
D. In Opportunities, change the default value of the revenue type to System Calculated

A

Deeeez Respectfully

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

You need to create an interactive dashboard.

Which three entities can you use? Each correct answer presents a complete solution.
A. Queue Item
B. Opportunity
C. Knowledge Article
D. Case
E. Invoice

A

A. Queue Item
C. Knowledge Article
D. Case

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

You have opportunities that have values in multiple currencies.

The currency exchange rate automatically updates.
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
A. when a change is made to a currency field
B. when a user opens the opportunity record
C. when a user manually recalculates opportunity
D. when the calculate rollup field system job for the msdyn_projectteam entity runs

A

A. When a change is made to the currency field

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

A company plans to close early on the last day of the month for an employee celebration.
You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day.
Which feature should you use?

A. Events
B. Business closure
C. Fiscal calendar
D. Time off request

A

B

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

An organization uses sales dashboards in Dynamics 365.

You need to configure a single a dashboard that includes the following data:

-both complex key performance indicators that are derived from external data and custom visuals
-real-time data on sales performance that is based on Dynamics 365 data.

Which three actions should you perform?
A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.
B.Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.
C.Create tiles and a dashboard in Microsoft Power BI.
D. Create charts with required data in Dynamics 365.
E.Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

A

A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualisations.
B. Create all visuals in a Microsoft Power Bi Dashboard. Embed the dashboard in D365.
E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

You are an administrator for Dynamics 365 for Sales.

You need to ensure that a user can install and configure the Social Selling Assistant.
Which two actions should you perform?

A. Grant the user the sales manager role
B.Assign the user a license for Microsoft Dynamics 365 (online) or Microsoft Social Engagement
C.Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement
D.Grant the user the system administrator or system customizer role

A

C.Assign the user a license for both Microsoft Dynamics 365 (online) and Microsoft Social Engagement
D.Grant the user the system administrator or system customizer role

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

A company uses Dynamics 365 for Sales.

The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?

A. Delegate
B. Sales Person
C.Sales Manager
D. System Customizer

A

D. System Customizer

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

A company uses D365 for Sales to analyze their wins and losses data.

Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.
Which entity should you use?

A. Opportunity Close
B.Opportunity
C.Competitor
D. Opportunity Line

A

B.Opportunity

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

An organization uses Dynamics 365 for Sales.

You need to create a quote template in Microsoft Word for use in the organization.
What should you do?

A. Create a flow
B. Enable dynamic content in Microsoft Word
C. Enable the Developer tab in Microsoft Word
D. Enable VBA in Microsoft Word

A

C. Enable the Developer tab in Microsoft Word

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

You use business process flows for all Dynamics 365 opportunities.

Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: When closing an opportunity, use the Close as Won dialog.
Does the solution meet the goal?

Yes or No?

A

Nope

18
Q

You use business process flows for all Dynamics 365 opportunities.

Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: On the last stage of the business process flow, select Finish.
Does the solution meet the goal?

A

Yes!

19
Q

You use business process flows for all Dynamics 365 opportunities.

Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: Change the opportunity to an inactive state.
Does the solution meet the goal?

A

No!

20
Q

A company uses Dynamics 365 for Sales.

The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
A. Marketing Professional
B. Sales Person
C. Delegate
D. CEO ג€” Business Manager

A

D

21
Q

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: Create a subscription to Microsoft Relationship Sales and enable JavaScript and pop-up blockers.
Does the solution meet the goal?

A

No

22
Q

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: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up blockers.
Does the solution meet the goal?

A

Yes!

23
Q

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?

A

NO!

24
Q

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?

A. Set up fiscal year settings and create a view in the default solution
B. Use date ranges to create a view in the default solution
C. Set up fiscal year settings and create a view from the advanced find
D. Use date ranges to create a view from the advanced find

A

A. Set up fiscal year settings and create a view in the default solution

25
Q

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?

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

A

A. Assign the Dynamics 365 System Customizer role to the user

26
Q

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?

A. Sales Person
B. Knowledge Manager
C. System Customizer
D. CEO ג€” Business Manager

A

D

27
Q

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

A

D

28
Q

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. a task flow
B. a business rule
C. a calendar
D. an on-demand workflow

A

A. a task flow

29
Q

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?

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

A

C. Create a price list for each territory and add a territory relationship record.

30
Q

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?

A. Pound sterling
B. Euro
C. USD
D. Peso

A

C. USD

31
Q

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?

A. First Name and Last Name and Email
B. First Name and Last Name and Preferred Phone
C. First Name and Last Name and Email and Business Unit
D. First Name and Last Name and Preferred Phone and Business Unit
E. First Name and Last Name and Owner

A

C. First Name and Last Name and Email and Business Unit
D. First Name and Last Name and Preferred Phone and Business Unit

32
Q

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?

A. User
B. Organization
C. Parent: Child Business Unit
D. Business Unit

A

C. Parent: Child Business Unit

33
Q

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?

A. Sales Team Member
B. Vice President of Sales
C. Sales Manager
D. CEO-Business Manager
E. President of Sales

A

B. Vice President of Sales
C. Sales Manager
D. CEO-Business Manager

34
Q

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?

A. Sales Manager
B. Knowledge Manager
C. System Customizer
D. Common Data Service

A

A. Sales Manager

35
Q

A company uses Dynamics 365 Sales Professional.

A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.
You need to assign the appropriate default security role.
Which security role should you assign to the user?

A. Sales Professional app access
B. Sales Team Member
C. Sales Professional
D. Sales Professional Manager

A

A. Sales Professional app access

36
Q

You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.

Solution: Create a Power Automate flow to track the activities.
Does the solution meet the goal?

A

No way

37
Q

A company uses Dynamics 365 Sales.

You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Enable auditing on for the Playbook Activity entity.

Does the solution meet the goal?

A

NOOOOOOoo

38
Q

A company uses Dynamics 365 Sales.

You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.

Solution: Enable the playbook in Playbook settings.
Does the solution meet the goal?

A

yeah

39
Q

A company uses Dynamics 365 Sales.

You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Edit the playbook template and set the value of the Track Progress option to yes.
Does the solution meet the goal?

A

Yes, finally

40
Q

A company uses Dynamics 365 Sales Professional.

A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team.
You need to create the new sales team.
Which two values must you configure?

A. Team administrator
B. Team channel name
C. Team name
D. Team description
E. Business unit name

A

C. Team name
E. Business unit name