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?
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.

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

You need to help the new salesperson resolve the access issue.
What should you change?
You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
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.
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.

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.

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.

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

You need to send a notification to contacts for the pop-up sale.
What should you create?
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.
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.

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.

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.

You need to configure the system to handle all ticket sales.
What should you configure?
You need to choose where to enter the other show names in the system.
Where should you add the shows?
You need to configure the system for all the large quantity pricing requirements.
What should you do?
You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
You need to choose where to enter the other show names in the system. Where should you add the shows?
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.

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?
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.

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.
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.

You need to determine how notes and attachments are handled in converted leads.
How are they handled?
You need to configure a phone call activity for the dean.
To which value should you set the value of the Call With field?
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.

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.

You need to configure pricing for the Contoso, Ltd. invoice.
What should you do?
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.

You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
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.

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.

You need to resolve the sales manager's issue regarding private box customers.
What should you do?
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.

You need to ensure that the salespeople can access all their meetings when they travel.
What should you recommend the salespeople use?
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.

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.

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?
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.

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?
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.

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?
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?
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?
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.

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.
