HOTSPOT -
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.
Hot Area:
 

You need to add the unfavorable credit and reference check reasons to the RFQ close process.
What should you do?

A. Delete the RFQ Lead record.

B. Create custom status reasons.

C. Convert the credit and reference activities to an opportunity.

D. Add a stage to the business process flow.

E. Create custom activities for the credit and reference checks.

You need to process CompanyB's order.
What should you do?

A. Activate the quotes.

B. Create an invoice for CompanyB.

C. Create an order from each quote per country.

D. Submit the order for CompanyB.

DRAG DROP -
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.
Select and Place:
 

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.

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.

DRAG DROP -
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.
Select and Place:
 

DRAG DROP -
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.
Select and Place:
 

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

A. Configure an end date for the price list.

B. Set the Invoice Product to Use Default.

C. Set the Invoice Product to Override Price.

You need to configure a phone call activity for the dean.
To which value should you set the value of the Call With field?

A. stakeholder

B. record owner

C. contact name

D. dean

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

A. Convert all incoming phone calls to leads.

B. Convert the dean’s phone call to an opportunity.

C. Convert the sales manager’s emails to leads.

D. Convert the sales manager’s emails to opportunities.

HOTSPOT -
You need to create a discount list for ticket sales.
Which pricing methods should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

HOTSPOT -
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.
Hot Area:
 

You need to identify new customer pending sales.
What should you do?

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

HOTSPOT -
You need to manage existing RFQs.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

You need to determine the cause of the error for approved quotes.
Why does the error occur?

A. The opportunity is in Active state.

B. The quote template is in Active mode.

C. The quote has been deleted.

D. The quote is in Active state.

You need to resolve the issue for PreferredCustomerA.
What should you create?

A. a product bundle for each country

B. a playbook category

C. a price list for the currency of each country

D. a product catalog for each country

E. a discount list for Preferred Customers

HOTSPOT -
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.
Hot Area:
 

HOTSPOT -
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.
Hot Area:
 

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

A. Status and Stakeholders

B. Status and Contact

C. Status Reason and Competitor

D. Status Reason and Description

You need to implement the time study.
What should you create?

A. business rule

B. insight cards with Sales Insights

C. custom activity type

D. new data step in the business process flow

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

A. Competitor

B. Product

C. Accounts

D. Contacts

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.

A. Update the contact preference for VendorZ.

B. Create a new connection type.

C. Create an account record for VendorZ.

D. Update the contact preference for CompanyD.

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

You need to configure the system to handle all ticket sales.
What should you configure?

A. Discount Lists

B. Product Bundles

C. Product Catalog Settings

D. Goals

You need to configure the system for all the large quantity pricing requirements.
What should you do?

A. Create a product catalog.

B. Create a quote with a write-in product.

C. Create a workflow for price list.

D. Create an opportunity.

DRAG DROP -
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.
Select and Place:
 

HOTSPOT -
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.
Hot Area:
 

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?

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

HOTSPOT -
You need to configure the credit and reference screening playbook to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

HOTSPOT -
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.
Hot Area:
 

HOTSPOT -
You need to configure forecasting according to the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

HOTSPOT -
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.
Hot Area:
 

HOTSPOT -
You need to configure the RFQ Won/Loss chart.
How should you configure the chart? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?

A. Rollup Queries

B. Business Closures

C. Sales Territories

D. Fiscal Year Settings

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.

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.

HOTSPOT -
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.
Hot Area:
 

You need to create the required number of orders for ClientA.
How many orders should you create?

A. 1

B. 2

C. 3

D. 7

HOTSPOT -
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.
Hot Area:
 

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

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

You need to implement dashboards.
Which URL should you use?

A. https://bellowscollege.crm.dynamics.com

B. http://bellowscollege.crm.dynamics.com

C. https://bellowscollege.dynamics.com

D. https://crm.bellowscollege.dynamics.com

DRAG DROP -
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.
Select and Place:
 

HOTSPOT -
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.
Hot Area:
 

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

A. a Microsoft Flow workflow

B. a playbook

C. a Lifecycle Services (LCS) package

You need to create a chart for the athletic director.
What should you do?

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.

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

A. The field needs to be added to the form

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

C. The users do not have the appropriate permissions

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

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

DRAG DROP -
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.
Select and Place:
 

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. Yes

B. No

HOTSPOT -
A company implements the Microsoft Relationship Sales Solution.
You need to configure synchronization settings.
What should you configure?
To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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?

A. Yes

B. No

A company implements Dynamics 365 Sales.
The company has the following requirements:
✑ Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
✑ Managers must be able to look at the goals and calculations any time.
The solution must use goal features without customization.
You need to create the calculation.
What should you configure?

A. Rollup query

B. Goal metric

C. Rollup entity

D. Drill-down entity

HOTSPOT -
A company is implementing Dynamics 365 Sales.
You need to determine which tool or service to recommend for the company's 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: