A company measures their sales team on the number of appointments they make in a fiscal year.
The company needs to be able to track how many appointments have been scheduled by each salesperson.
You need to ensure the sales representatives are achieving their appointment targets.
What should you configure?
C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-goal-metric
You are a salesperson using Dynamics 365 Sales.
An invoice needs to be created on an order. The Create Invoice button is not visible.
You need to determine why the Create Invoice button is not visible.
Why is the button missing?
C
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-orders
You are a Dynamics 365 Sales administrator for a company that has locations in five regions.
The companys owner wants regional managers to update their own forecasts. The owner wants full transparency for all
forecasts to all current and future employees.
You need to allow users to see the forecasts for every region.
What should you do?
A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate
forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal years forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
D F
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/activate-upload-simple-columns-data-forecast
https://syncratec.com/how-to-set-up-a-dynamics-365-sales-forecast-model-part-1/
You are a Dynamics 365 Sales administrator for a company. All sales representatives at the company have smart phones.
You need to recommend a solution that allows sales representatives to take photos of the opportunity notes and use the
photo as input for new opportunities in Dynamics 365.
Which two options will achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct answer is worth one point.
B C
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a
unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Update the roll-up recurrence frequency.
Does the solution meet the goal?
B
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a
unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the forecast.
Does the solution meet the goal?
A
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a
unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the opportunity.
Does the solution meet the goal?
B
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date
HOTSPOT
A company is implementing Dynamics 365 Sales.
You need to determine which tool or service to recommend for the companys requirements.
Which tool or service should you recommend to meet each requirement? To answer, select the appropriate options in the
answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-virtual-agents/fundamentals-what-is-power-virtual-agents
https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview https://docs.microsoft.com/en-us/power-virtual-
agents/advanced-hand-off
HOTSPOT
You are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of
events are children of a main event.
The sales manager wants to forecast the revenue for each customers main event by rolling up the forecasts of the children
of each main event.
You need to configure the forecast.
How should you configure each step? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast-using-custom-rollup-entity
DRAG DROP
You are a sales manager at an international company using Dynamics 365 Sales.
You need to set up the product catalog.
Which four 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:
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales/set-up-product-catalog-walkthrough
A company uses Dynamics 365 Sales to manage sales leads.
You must create two leads. One lead must target customers between ages 30 to 40 in the oil industry. The other lead must
be based on interactions with your website in the last week.
You need to set up conditions when creating the leads.
What are two categories of conditions? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
C D
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads
HOTSPOT
A customer uses opportunities as part of a sales cycle.
The sales team wants to close opportunities. The team requires the following:
an additional status reason when the opportunity is lost
the ability to view details in Advanced Find when the opportunity is lost
You need to configure the system.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales/customize-opportunity-close-experience
https://www.toplineresults.com/2016/03/creating-a-query-for-closed-opportunities-in-microsoft-dynamics-crm/
A company is using Dynamics 365 Sales without any customizations.
A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in
Canada. You must ensure that the order is tracked properly.
You need to create the minimum number of orders to deliver to the locations.
How many orders should you create?
D
SIMULATION
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes,
and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live
environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g.,
copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you
accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much
time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to
complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
Your company wants every lead record to be rated as Cold when the record is created.
You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for
a user named Sam Smith.
To complete this task, sign in to the Dynamics 365 portal.
See explanation below.
Explanation:
1. Go to Settings > Customizations.
2. Select Customize the System.
3. Under Components, expand Entities, and then select the Lead entity.
4. Select Fields.
5. Select the Rating field and click Edit.
6. Set the Default Value to Cold.
7. Click Save and Close.
8. Click Publish All Customizations.
9. In the site map, select Leads.
10.Select New.
11.Enter New Roof in the Topic field.
12.Enter Sam Smith in the Name fields.
13.Verify that the Rating is Cold.
14.Save the Lead record.