NEW QUESTION 1
You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up?

• A. For each of the products, add the Product Properties.
• B. Create a Price List add the Product Properties to the Price List and add the Products as price list items.
• C. Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family.
• D. Create the Product Family, add the Product Properties, create the Products, and add the Family Hierarchy in the process.

Answer: C

NEW QUESTION 2
You are using Microsoft Dynamics 365.
You can find your disqualified leads but are unable to delete the ones you have chosen for deletion.
What do you need to do to delete the leads?

• A. Ask your system administrator to give you the security permissions to delete leads.
• B. Ask your system administrator to give you share permission to delete leads.
• C. Reactivate the leads, then delete them.
• D. Qualify the leads, and then delete them.

Answer: A

NEW QUESTION 3
After several weeks of negotiation with a customer, the customer decides to purchase ten tor them.
You need to send a new quote to the customer while keeping records of the requested change. What should you do?

• A. Revise the quote, activate, and send the new quote to the customer.
• B. Close the quote as Los
• C. Create a new quote and send it to the customer.
• D. Create a new Opportunity, and send a new quote to the customer.
• E. Close the Opportunity as Lost create a new quote, and send it to the customer.

Answer: A

NEW QUESTION 4
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers.
Customers are grouped into "standard" and "VIP" categories.
You need to create goals that only calculate sales on each account flagged as a "VIP" customer.
Which approach should you take?

• A. Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP.
• B. Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP.
• C. Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
• D. Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.

Answer: C

NEW QUESTION 5
You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use? Each correct answer presents a complete solution.

• A. comma-separated values (.csv)
• B. compressed (.zip)
• C. Excel 97-2003 Spreadsheet (.xls)
• D. Access Database (.accdb)

Answer: AC

NEW QUESTION 6
As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for.
How are these details tracked m a default configuration of Microsoft Dynamics 365?

• A. Many accounts can be associated with many contacts.
• B. Multiple company records can be selected on the company fiew inside contact records.
• C. One account can be associated with many contacts.
• D. One account can be associated with only one contact.

Answer: A

NEW QUESTION 7
You are a mortgage broker for a bank.
You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system.
What should you do?

• A. Create a Connection between the Opportunity and the accountant.
• B. Add the accountant as a competitor.
• C. Tie a Document containing the accountant s business card to the Opportunity,
• D. Add a note to the Opportunity with the accountants' information.

Answer: B

NEW QUESTION 8
You are a sales person for a large automobile dealership.
You created a lead within Microsoft Dynamics 365 for a potential customer who was interested in a current sales event at your dealership. The potential customer selected a new car but was unable to finance it due to bad credit The potential customer has given up for the time being.
How should you modify the record to update it for this sales opportunity?

• A. dose as Lost
• B. dose as Won
• C. dose as Disqualified
• D. dose as Cancelled

Answer: B

NEW QUESTION 9
You are working with an organization that uses Microsoft Dynamics 365 for sales.
You want to show the sales personnel action carets with reminders for opportunity close dates, activities, reminders for emails that have not been responded to. and statistics on how often sent emails have been opened by recipients.
Which features should you implement in Dynamics 365?

• A. Relationship Insights with Auto Capture and Email Engagement
• B. Relationship Insights with Relationship Assistant and Email Engagement
• C. Relationship Insights with Relationship Analytics and Email Engagement
• D. Relationship Insights with Relationship Analytics and Relationship Assistant

Answer: B

NEW QUESTION 10
You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.
A customer requests quotes tor the same set of products, but from two different price lists for comparison.
What should you do in order to respond to this customer's request?

• A. Create two Opportunities with different price list
• B. Then create one Quote from each of the Opportunities.
• C. Create one Opportunity with one Quot
• D. Then, have the customer review the quote Before creating another.
• E. Create one Opportunity with one Quot
• F. Then, revise the Quote and add the other price list to the Quote-
• G. Create two Quotes from the same Opportunit
• H. Then, switch the price list on one of the Quotes.

Answer: B

NEW QUESTION 11
An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-of-box capabilities, how should you get this report for the sales executive?

• A. On a view of opportunities, run the Pipeline Management Excel Template.
• B. Add the Power BI content pack for Sales Managers, and share it with the executive.
• C. Run the built-in Competitor Win/Loss report and send it to the sales executive.
• D. Create a dashboard with the chart editor and include the competitors' details, and share it with the sates executive.

Answer: C

NEW QUESTION 12
You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?

• A. Quote
• B. Order
• C. Lead
• D. Opportunity

Answer: A

NEW QUESTION 13
An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly.
How should you help your users contact leads on a regular basis by using Relationship Insights?

• A. Create a workflow on leads to remind the owner if there has been no activity for seven days.
• B. Enable the Relationship Assistant on the card options for "No Activity with Lead." and change the "Days before notifying™" to 7.
• C. Enable Email Engagement on the card options for No Activity with Lead," and change the "Days before notifying™" to 7.
• D. Enable Relationship Insights with Relationship Analytics to show cards for leads with no activity.

Answer: D

NEW QUESTION 14
You are using Microsoft Dynamics 365 to track competitors.
A user has closed an opportunity as lost but the user forgot to add the correct competitor in the process.
How should you instruct the user to ensure the correct competitor is tracked?

• A. Ask the user to open the opportunity, close record associated with the opportunity, and add the competitor.
• B. Ask the user to reopen the opportunity, and add the competitor association directly to the opportunity.
• C. Ask the user to reopen the opportunity, repeat the close process, and add the competitor during this process.
• D. Ask the user to change the competitor association on the opportunity record.

Answer: A

NEW QUESTION 15
You are building a sales dashboard for your organization using Microsoft Dynamics 365. You want to make sure that your users get insights into the sales pipeline.
Using only the built-in chart editor, which of the following combinations should you choose?

• A. a combination of column charts and bar charts, along with a bubble chart to indicate the value of each opportunity and where it is in the pipeline
• B. a combination of column charts and bar charts, along with a funnel chart to indicate how much estimated revenue is in each phase of the pipeline
• C. a combination of column charts, bar charts, and pie charts, with a tag chart to visualize the different sales stages
• D. a combination of column charts and bar charts, along with an area chart to indicate the value of each opportunity and where it is in the pipeline

Answer: C

NEW QUESTION 16
After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect
You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer?

• A. Opportunity
• B. Quote
• C. Lead
• D. Order

Answer: D

NEW QUESTION 17
You are using Microsoft Dynamics 365 to sell products in different currencies. The currency exchange rates are updated on a regular basis.
You need to anticipate the impact of the exchange rates on your analytics and KPIs. What are all the circumstances in which the money fields are updated according to the
current exchange rate in Microsoft Dynamics 365?

• A. When the exchange rate is updated, all active records with the changed currency are updated.
• B. It is updated any time the record is updated in any way.
• C. It is updated when the record is created, a money field is updated, or the statuschanges.
• D. When the currency is added to a record, the exchange rate is set until the currency field is changed.

Answer: C