You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
You need to determine the cause of the error for approved quotes.
Why does the error occur?
You need to create visualizations for managers.
What should you configure? To answer, select the appropriate options In the answer area.
NOTE: Each correct selection is worth one point.
You need to create the required number of orders for ClientA.
How many orders should you create?
You need to configure the system for incoming email to support creation of leads from email requirements.
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 determine how notes and attachments are handled in converted leads.
How are they handled?
You need to ensure that employees have the appropriate territory set up.
What should you do? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
You need to set up quotes to meet the requirements.
How should you configure the quotes? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to resolve the issue UserA is experiencing.
Where should you add UserA?
You need to configure pricing for the Contoso, Ltd. invoice.
What should you do?
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?
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 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 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 configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
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 increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?
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 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 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 configure the RFQ process flow.
What should you create to meet each requirement? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
You need to set up the required sales tracking for multinational customers.
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 help the new salesperson resolve the access issue.
What should you change?
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 recommend to the sales manager which license to use for salespeople who work on tradeshow leads.
What should you recommend?
You need to provide First Up Consultants the access they require. What should you do?
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 purchase a license for the sales manager. Which license should you purchase?
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 send a notification to contacts for the pop-up sale.
What should you create?
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.
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.
A company is evaluating Dynamics 365 Sales licenses. The sales manager wants the following features:
• knowledge management
• sequence designer
• predictive forecasting
You need to recommend sales plans that provide the full feature capabilities in the most cost-effective manner.
Which sales plans should you recommend? To answer, drag the appropriate sales plans to the correct features. Each sales plan may be used once, more than once, or not at all. You may need to drag the spirt bar between panes or scroll to view content.
A sales representative at a company uses Dynamics 365 Sa4es. The representative is assigned the Salesperson security role
The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default. Other sales representatives must be able to display the same information and format when necessary.
You need to set up the system.
What should you create?
You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer.
You need to create a quote that automatically includes all the products from the opportunity.
What should you do?
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 choose where to enter the other show names in the system.
Where should you add the shows?
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 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 for all the large quantity pricing requirements.
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 configure the system to handle all ticket sales.
What should you configure?
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 choose where to enter the other show names in the system. Where should you add the shows?
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?