NEW QUESTION 1
You are setting up a Product Catalog in Microsoft Dynamics 365 for a company selling laptops and accessories.
When a laptop is added to an Opportunity, a travel case should be suggested as an accessory, but a laptop should not be suggested as an accessory to the travel case.

• A. On the product record for the travel case, add a bi-directional relationship of the type Accessory to the laptop product record.
• B. On the product record for the laptop, add a bi-directional relationship of the Type Accessory to the travel case product record.
• C. On the product record for the travel case, add a uni-directional relationship of the type Accessory to the laptop product record.
• D. On the product record for the laptop, add a uni-directional relationship of the type Accessory to the travel case product record.

Answer: A

NEW QUESTION 2
You are the project manager for a Microsoft Dynamics 365 implementation and are tra.n.ng the company sales staff. All staff members use laptops with the Microsoft Office Suite fully installed.
How can sates staff access and use Dynamics 365 when they are traveling outside of the office? Each correct answer presents a
complete solution.

• A. They can use Microsoft Outlook.
• B. They can use any web browser.
• C. They can gain online access by using the Azure portal.
• D. They can use Skype for Business.

Answer: BC

NEW QUESTION 3
You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.
Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

• A. Export to Static Worksheet
• B. Export to Excel Online
• C. Export to Dynamic Pivot Table
• D. Export to Dynamic Worksheet

Answer: A

NEW QUESTION 4
An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.
They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?

• A. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.
• B. Configure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card.
• C. In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.
• D. Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.

Answer: A

NEW QUESTION 5
You are a sales manager who has a large sates team.
You want to track when you lose sales to your competitors.
Which activity allows you to track your competitors in relationship to a lost opportunity?

• A. Resolution activities
• B. Phone activities
• C. Task activities
• D. Email activities

Answer: B

NEW QUESTION 6
You are a sales manager for your company.
You want your sales people to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application.
With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?

• A. Exchange
• B. Office Delve
• C. SharePoint
• D. SQL

Answer: B

NEW QUESTION 7
You have received an email from a person you met at a conference you recently attended.
The email mentions that their organization might be interested in the services provided by your organization.
You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization.
Which record type can be used to accomplish this goal?

• A. Account
• B. Opportunity
• C. Lead
• D. Contact

Answer: B

NEW QUESTION 8
You are using Microsoft Dynamics 365 to track your competitors.
You want to take full advantage of the "Win/Loss" report that is available for competitors. What two steps should your users take to track competitors to get reliable results from this
report? Each answer represents a part of the solution.

• A. Track competitors on sales literature.
• B. Track competitors on open opportunities.
• C. Track competitors on opportunities closed as Lost
• D. Track competitors on the products used.

Answer: BC

NEW QUESTION 9
You receive an email from a person who was referred to your organization by a third party.
You track the email and create a Lead for the prospect After a few emails exchanged between you and the prospect you realize that the service they are want is not a service your company offers.
How do you capture this information in Microsoft Dynamics 365?

• A. Disqualify the Lead.
• B. Close the Lead as Lost.
• C. Untrack the emails exchanged with the prospect
• D. Qualify the Lea
• E. Close the Opportunity as Lost.

Answer: C

NEW QUESTION 10
Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee.
You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point and allow other staff to see that you are now managing the sale.
How can you meet these needs in Microsoft Dynamics 365?

• A. Email the new management information to everyone in the company.
• B. Delete the Opportunity and recreate it.
• C. Assign the record to yourself.
• D. Assign the record to a team.

Answer: D

NEW QUESTION 11
Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365.
You need to find the disqualified lead so that you can review the activity history on the lead.
Where are two places you can find this information? Each correct answer presents a complete solution.

• A. Disqualified Leads view
• B. Advanced Find
• C. Closed Leads view
• D. Leads Lookup view

Answer: CD

NEW QUESTION 12
You have recently been hired as a sales assistant for a new employer.
The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them.
You want to use the CRM Help Center for assistance to perform these tasks.
Which two help sources are available for you? Each correct answer presents a complete solution.

• A. phone support
• B. training links
• C. online chat
• D. community blogs

Answer: BC

NEW QUESTION 13
You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale.
What are three ways to create such an Opportunity? Each correct answer presents a complete solution,

• A. from an email activity
• B. from a Lead
• C. from a Work Order
• D. from a Case
• E. manually

Answer: ADE

NEW QUESTION 14
You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a sen Which action will meet your need?

• A. Add additional multiple linear business process flows.
• B. Add stages to the linear business process flow.
• C. Add branches to the business process flow.
• D. Add multiple steps to the business process flow.

Answer: A

NEW QUESTION 15
You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.
The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all.
Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant

• A. Relationship Insights with Email Engagement
• B. Relationship Assistant
• C. Server-Side Synchronization between Microsoft Dynamics 365 and Exchange
• D. Relationship Insights with Auto Capture

Answer: D

NEW QUESTION 16
As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.
You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries.
Which approach should you take?

• A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
• B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
• C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement
• D. Create quarterly goals for each sales person, and an annual goal for your opportunities.

Answer: A

NEW QUESTION 17
You are working with the default Opportunity form In Microsoft Dynamics 365.
Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible.
You need to be able to add additional records and activities to the Opportunity without leaving the form.
What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.

• A. Invoices
• B. Credit Notes / Adjustment Notes
• C. Stakeholders
• D. Products

Answer: CD

Explanation: https://crmbook.powerobjects.com/basics/microsoft-dynamics-365-sales-process/opportunities/