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MB-210 Sample Questions Answers

Questions 4

A company that sells products in multiple regions uses Dynamics 365 Sales.

The company has different product offerings in each region.

The system must be set up to send the latest product information to each region every month.

You need to set up the distribution of product information for the regions.

What should you set up?

Options:

A.

guided selling

B.

territories

C.

relationship intelligence

D.

dynamic marketing lists

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Questions 5

You need to ensure that the Accounts table data does not contain duplicates.

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.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

Options:

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Questions 6

You need to provide First Up Consultants the access they require. What should you do?

Options:

A.

Modify security role privileges.

B.

Apply a Dynamics 365 Sales Professional license.

C.

Grant access to the partner portal.

D.

Add the Sales Enterprise App role.

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Questions 7

You need to solve the TesterA issue. What should you do?

Options:

A.

Select Enable Dynamics 365 for mobile.

B.

Log out and log back in to view non-production apps.

C.

Select Apps from the non-production apps.

D.

Customize the mobile app to match the model-driven app.

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Questions 8

You need to resolve the issue reported by User1.

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

NOTE: Each correct selection is worth one point.

Options:

A.

Configure the connection graph.

B.

Configure Linkedln Sales Navigator Lead lookup control.

C.

Create a tab for Linkedln Sales Navigator and make it visible.

D.

install Linkedin Sales Navigator and enable it.

E.

Enable CRM sync and activity writeback.

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Questions 9

You need to help the salespeople prioritize their tasks

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 10

You need to help the new salesperson resolve the access issue.

What should you change?

Options:

A.

Salesperson role to a Sales Manager role

B.

Team member license to a Dynamics 365 Sales Enterprise license

C.

Dynamics 365 Sales Enterprise license to a Dynamics 365 Sales Premium license

D.

Sales Team Member role to a Salesperson role

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Questions 11

You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.

What should you recommend?

Options:

A.

Dynamics 365 Sales Premium

B.

Dynamics 365 Team member

C.

Dynamics 365 Sales Enterprise

D.

Dynamics 365 Sales Professional

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Questions 12

You need to help the salespeople track their emails.

Which three actions should you perform? Each correct answer presents pan of the solution.

NOTE: Each correct selection is worth one point.

Options:

A.

Enable server-side synchronization.

B.

Add the Dynamics 365 App for Outlook security role to the user.

C.

Enable email engagement.

D.

Turn on auto capture.

E.

Add the Dynamics 365 App for Outlook to the salesperson.

F.

Approve the salesperson's email address.

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Questions 13

You need to improve lead assignments.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 14

You need to configure the system for the contracts team.

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.

Options:

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Questions 15

You need to provide a solution for the traveling salespeople.

What should you recommend for each scenario? To answer, drag the appropriate apps to the correct scenarios. Each app 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: Bach correct selection is worth one point.

Options:

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Questions 16

You need to purchase a license for the sales manager. Which license should you purchase?

Options:

A.

Dynamics 365 Team member

B.

Dynamics 365 Sales Professional

C.

Dynamics 365 Sales Enterprise

D.

Dynamics 365 Sales Premium

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Questions 17

What should you create for each audience? To answer, drag the appropriate list types to the correct audiences. Each list type 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.

Options:

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Questions 18

You need to send a notification to contacts for the pop-up sale.

What should you create?

Options:

A.

campaign

B.

quick campaign

C.

marketing email

D.

customer journey

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Questions 19

You need to enter information about VendorZ into the system.

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

NOTE: Each correct selection is worth one point.

Options:

A.

Update the contact preference for CompanyD.

B.

Update the contact preference for VendorZ.

C.

Create a new connection type.

D.

Create an account record for VendorZ.

E.

Create a sub-contact record for the vendor for CompanyD.

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Questions 20

You need to implement sales lost to competitors.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 21

You need to resolve the issues on the ticket’s dashboard.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 22

You need to ensure that new managers receive the information they need.

What should you do? To answer, drag the appropriate actions to the correct information. Each action 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.

Options:

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Questions 23

You need to configure the system to handle all ticket sales.

What should you configure?

Options:

A.

Discount Lists

B.

Product Bundles

C.

Product Catalog Settings

D.

Goals

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Questions 24

You need to choose where to enter the other show names in the system.

Where should you add the shows?

Options:

A.

Competitor

B.

Product

C.

Accounts

D.

Contacts

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Questions 25

You need to configure the system for all the large quantity pricing requirements.

What should you do?

Options:

A.

Create a workflow for price list

B.

Create a quote with a write-in product

C.

Create an opportunity.

D.

Create a product catalog

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Questions 26

You need to determine the cause of the issue with desktop users and business cards.

What is the cause of the issue?

Options:

A.

The Al Builder Business Card control needs to be configured for the field on the form.

B.

The field needs to be added to the form.

C.

A business rule needs to be set up to show the field.

D.

The users do not have the appropriate permissions.

E.

Show image on the form is not selected in Form Properties.

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Questions 27

You need to choose where to enter the other show names in the system. Where should you add the shows?

Options:

A.

Product

B.

Accounts

C.

Contacts

D.

Competitor

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Questions 28

You need to handle large quantity opportunities.

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.

Options:

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Questions 29

You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting.

What should you do?

Options:

A.

Create a workflow for the Goals entity

B.

In the Goals section of App Settings, select Actuals

C.

In the Business Management section of Settings, configure Goal Metrics

D.

In the Goals Settings section of App Settings, select Rollup recurrence

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Questions 30

You need to determine which configuration changes to make to address closed and lost opportunities.

Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification 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.

Options:

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Questions 31

You need to create orders for large quantity purchases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution

NOTE: Each correct selection is worth one point.

Options:

A.

Create an invoice from the order record.

B.

Make a copy of the quote and save it as won.

C.

Select Won when prompted.

D.

Select a Create order from the Quote record.

E.

Select Convert to work order from the Opportunity record.

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Questions 32

You need to choose which product's solution fits the analysis needed.

Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution 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.

Options:

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Questions 33

You need to determine how notes and attachments are handled in converted leads.

How are they handled?

Options:

A.

moved to the account after the lead is qualified

B.

deleted after the lead is qualified

C.

stay with the inactive lead after the opportunity is qualified

D.

automatically moved to the opportunity after the lead is qualified

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Questions 34

You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

Options:

A.

contact name

B.

stakeholder

C.

record owner

D.

dean

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Questions 35

You need to create and configure access to the Orders report and the Discounts by Number of Employees report.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 36

You need to identify new customer pending sales.

What should you do?

Options:

A.

Create status reasons in the solution and associate them with Open status

B.

Add statuses for all the pending sales stages

C.

Set all new leads to a default status of Qualified

D.

Configure the solution to automatically convert leads to opportunities

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Questions 37

You need to configure group sales discounts for alumni.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 38

You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?

Options:

A.

Set the Invoice Product to Override Price

B.

Set the Invoice Product to Use Default

C.

Configure an end date for the price list

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Questions 39

You need to create invoices for all customers.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 40

You need to increase efficiency and consistency for ticket sales to meet company requirements.

What should you create?

Options:

A.

a Microsoft Flow workflow

B.

a playbook

C.

a Lifecycle Services (LCS) package

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Questions 41

You need to implement dashboards.

Which URL should you use?

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Questions 42

You need to create a discount list for ticket sales.

Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.

NOTE: Each correct selection is worth one point.

Options:

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Questions 43

You need to configure accounting options.

Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option 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.

Options:

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Questions 44

You need to resolve the sales manager's issue regarding private box customers.

What should you do?

Options:

A.

Convert all incoming phone calls to leads.

B.

Convert the sales manager's emails lo opportunities.

C.

Convert the sales manager's emails to leads.

D.

Convert the dean's phone call to an opportunity.

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Questions 45

You need to create a chart for the athletic director.

What should you do?

Options:

A.

Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.

B.

Use the ticket type as the X-axis. Use amount of sales on the Y-axis

C.

Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis

D.

Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.

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Questions 46

You need to configure opportunity status reasons to meet the requirements for existing customer sales.

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

NOTE: Each correct selection is worth one point.

Options:

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Questions 47

You need to ensure that the salespeople can access all their meetings when they travel.

What should you recommend the salespeople use?

Options:

A.

Dynamics 365 Sales Insights

B.

Dynamics 365 for phones and tablets app

C.

Dynamics 365 Sales mobile app

D.

Dynamics 365 for Outlook

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Questions 48

You need to explain to a salesperson where to find information in the mobile app.

Which location should you direct them to for the information?

To answer, drag the appropriate locations to the correct information required. Each location 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.

Options:

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Questions 49

An organization uses Dynamics 365 Sales to manage customer relationships.

When a potential customer submits an email inquiry, the system must create a lead record and send a response.

You need to ensure that a lead record is created for the potential customer and a reply email is sent.

How should you configure the environment? To answer, select the appropriate options m the answer area.

NOTE Each correct selection is worth one point.

Options:

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Questions 50

A company uses Dynamics 365 Sales.

A user cannot find the option to view activities in the Kanban view or rearrange the activities.

You need to make the Kanban view available to the user.

What should you do?

Options:

A.

Add the user to the correct security role.

B.

Create a new system view.

C.

Add the control to the Activity table.

D.

Instruct the user to create a personal view.

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Questions 51

A company uses Dynamics 365 for Sales.

You need to reduce the number of pre-sales support days that are available based on the days the company is closed for public holidays.

How should you configure the schedule? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

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Questions 52

You are Dynamics 365 for Sales administrator.

Sales representatives must enter estimated revenue only as an exception.

You need to ensure that estimated revenue for opportunities is automatically calculated.

What should you do?

Options:

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

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Questions 53

A company uses Dynamics 365 Sales with no third-party products to design visual outputs for salespeople and managers You must create the following visualizations:

• A bar chart with leads and opportunities from Dynamics 365 Sales, as well as invoices from an ERP system.

• A Tag chart by month for the fiscal year.

• Weekly scheduled reports for management.

You need to select the tools to use.

Which tool should you use? To answer, drag the appropriate tools to the correct visualizations. Each tool 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.

Options:

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Questions 54

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?

Options:

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

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Questions 55

Contoso, Ltd., plans to configure 100 sequences.

The company operates several sub-brands across the following geographical locations:

• Contoso Pharmaceuticals

* North America

* Europe, Middle East, and Africa (EMEA)

* Asia

• Contoso Suites

* South America

* Europe, Middle East, and Africa (EMEA)

You need to ensure all sequences that relate to Contoso Pharmaceuticals business in Asia are easily discoverable and structured hierarchically. What should you do?

Options:

A.

Create a nested tag.

B.

Edit the name.

C.

Edit the description.

D.

Create a tag.

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Questions 56

You work for a company using Dynamics 365 for Sales.

When customers call the company, they must provide their quote number. Customers report that quote

numbers are too long.

You need to shorten quote numbers to the minimum possible length.

What should you do?

Options:

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

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Questions 57

You manage a Dynamics 365 environment for Sales. You create the following rule items to respond to inbound emails from potential customers:

    Emails that contain the words support or help must create a new high-priority case.

    Emails that contain the words buy or purchase must create a warm-lead record. The words buy and purchase are more important than support or help.

    Emails that specifically mention ProductA must always create a hot lead for that product regardless of other words mentioned.

    If none of the targeted words are present in an email, a cold lead must be created.

You need to configure the order in which rule items are processed.

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

Options:

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Questions 58

A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.

A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.

You need to create the tasks and assign the tasks to the lead records.

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.

Options:

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Exam Code: MB-210
Exam Name: Microsoft Dynamics 365 for Sales
Last Update: Jul 11, 2024
Questions: 367
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