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MB-210 Sample Questions Answers

Questions 4

You need to ensure that sales numbers reflect the accounting calendar.

What should you configure?

Options:

A.

Rollup Queries

B.

Business Closures

C.

Sales Territories

D.

Fiscal Year Settings

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Questions 5

You need to determine the cause of the error for approved quotes.

Why does the error occur?

Options:

A.

The quote has been deleted.

B.

The opportunity is in Active state.

C.

The quote template is in Active mode.

D.

The quote is in Active state.

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Questions 6

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.

Options:

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Questions 7

You need to create the required number of orders for ClientA.

How many orders should you create?

Options:

A.

1

B.

2

C.

3

D.

7

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Questions 8

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.

Options:

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Questions 9

You need to optimize generated forecasts. What should you create?

Options:

A.

one predictive opportunity scoring model

B.

two predictive opportunity scoring models

C.

two predictive lead scoring models

D.

one predictive lead scoring model

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Questions 10

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 11

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.

Options:

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Questions 12

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.

Options:

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Questions 13

You need to resolve the issue UserA is experiencing.

Where should you add UserA?

Options:

A.

Team

B.

Field Security Profile

C.

Office 365 group

D.

Business Unit

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Questions 14

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 15

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 ofQualified

D.

Configure the solution to automatically convert leads to opportunities

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Questions 16

You need to determine which fields are required when opportunities are marked as lost.

Which fields are required?

Options:

A.

Status and Stakeholders

B.

Status and Contact

C.

Status Reason and Competitor

D.

Status Reason and Description

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Questions 17

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 18

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 19

You need to implement dashboards.

Which URL should you use?

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Questions 20

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 21

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 22

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.

Options:

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Questions 23

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 24

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 25

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 26

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 27

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 28

You need to process CompanyB's order.

What should you do?

Options:

A.

Submit the order for CompanyB.

B.

Create an order from each quote per country.

C.

Activate the quotes.

D.

Create an invoice for CompanyB.

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Questions 29

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.

Options:

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Questions 30

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.

Options:

A.

Create a primary account for the customer and contacts for each country of operation.

B.

Create each country sales territory as a sub-territory of the global territory.

C.

Associate the customer accounts for each country with the primary account.

D.

Create a primary account for the customer and assign it to the global territory.

E.

Associate the accounts in each country with the country sales territory in which it is located.

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Questions 31

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 32

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 33

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 34

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 35

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 36

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 37

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 38

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 39

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 40

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 41

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 42

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.

Options:

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Questions 43

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?

Options:

A.

personal view, and share it with the other representatives

B.

report that is sent to the team once a day

C.

system view

D.

system dashboard

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Questions 44

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?

Options:

A.

Convert the opportunity to a quote

B.

Create a new quote from the customer

C.

Create a new quote from the opportunity

D.

Create a new quote with the opportunity price list

Questions 45

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 46

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 47

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 48

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 49

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 50

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 51

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 52

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 53

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 54

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 55

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 56

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, selectActuals

C.

In the Business Management section of Settings, configureGoal Metrics

D.

In the Goals Settings section of App Settings, selectRollup recurrence

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Exam Code: MB-210
Exam Name: Microsoft Dynamics 365 for Sales
Last Update: Dec 2, 2023
Questions: 349
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