NEW QUESTION 1
You need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent Delinquent customers need to be set to read only, while the rest should be available for read and write purposes.
Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution.

• A. Qualified
• B. Delinquent
• C. Inactive
• D. Active

Answer: A

NEW QUESTION 2
You are a salesperson using Microsoft Dynamics 365.
You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record.
What should you add to the quote?

• A. Add Service Activities.
• B. Add Price Lists.
• C. Add Quote Products as tine items.
• D. Add a connection between the Opportunity and the Quote.

Answer: B

NEW QUESTION 3
You need visibility to all of your Opportunities to better analyze the information to decide how best to progress with each. What is unique to a Personal View of Opportunities?

• A. You can share them.
• B. You can export them.
• C. You can view them.
• D. You can use Charts with them.

Answer: C

NEW QUESTION 4
You are a sales person working in the Microsoft Dynamics 365 web interface
You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.

• A. Use Advanced Find to search both Accounts and Con
• B. Save your query, and give it a name.
• C. Export the query to Excel, and import it every time ydu need to use it
• D. Use Advanced Find to search for alt Account records that are active.
• E. Use Advanced Find to filter the records, based on the*r ZIP/Post code.

Answer: BC

NEW QUESTION 5
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which options meet this customer's needs? Each answer represents a complete solution.

• A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
• B. Add a new rollup quer
• C. In the query editor, include the weighted revenue fiel
• D. Use the new rollup query in your goals.
• E. Create a new goal metric and name it "Weighted Revenue."' Add rollup fields for actual value, and use the weighted revenueheld for the in-progress value.
• F. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue fiel
• G. Then, adjustthe goal charts to also include the custom rollup field.

Answer: AB

NEW QUESTION 6
You are a sales executive for a sates organization that uses Microsoft Dynamics 365.
You are doing a global search for the name of a contact that you have not communicated with in over a year. You are using a partial value search, but the global search is unable to find the contact record.
What is a reason that would prevent global search from finding the record?

• A. Only an administrator can implement global searches.
• B. The record for this contact is currently deactivated.
• C. You cannot use partial values in a global search.
• D. Global search only searches account and opportunity records.

Answer: B

NEW QUESTION 7
You have been working with a potential customer for some company. You need to disqualify the lead in Microsoft Dynamics 365.
time and learn that they are purchasing the product from another When disqualifying the lead, which option should you select?

• A. Disqualify > Lost to competitor
• B. Disqualify > Lost
• C. Disqualify
• D. Disqualify > Reject Lead

Answer: C

NEW QUESTION 8
You are a sales professional for a medium-sized firm.
You are entering information into Microsoft Dynamics you organized at a trade show. What type of record should you create for each card?

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

Answer: B

Explanation: https://community.dynamics.com/enterprise/b/encloud9dynamicss365crm/archive/2021/06/13/is-it-a-lead-or-an-opportunity-part-1

NEW QUESTION 9
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.
A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

• A. Fabrikam, In
• B. is a Primary Contact
• C. Fabrika
• D. In
• E. is a Parent account.
• F. Fabrika
• G. In
• H. is a Parent Customer.
• I. Fabrikam, In
• J. is a Child account.

Answer: B

NEW QUESTION 10
You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365.
What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.

• A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
• B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
• C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
• D. You can create charts, tables, and sheers to analyze your opportunities.

Answer: AD

NEW QUESTION 11
You are working in the Sales module of Microsoft Dynamics 365.
Your manager has asked you to provide a report of Sales Pipeline as quickly as possible. What is the quickest way to provide your manager with the report?

• A. Use one of the built-in reports in Microsoft Dynamics 365.
• B. Create an Advanced Find query of your opportunities, sorted by client.
• C. Create a Static Worksheet and export to Excel.
• D. Create a Dynamic Worksheet and export to Excel.

Answer: B

NEW QUESTION 12
You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.
When qualifying the lead, what happens next in your standard sales process?

• A. An order is created.
• B. An opportunity is created.
• C. An invoice is created.
• D. A quote is created.

Answer: D

NEW QUESTION 13
You are working on a sales opportunity for a maintenance company. You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?

• A. Quick Create Activity form
• B. Quick Create Campaign Response form
• C. Quick Create Lead form
• D. Quick Create Contact form

Answer: B

NEW QUESTION 14
You are creating Word Templates for a customer using Microsoft Dynamics 365.
The customer needs a Word Template for the account entity and wants to merge data records related to the account
Which related records can be included in the Word Templates?

• A. only records related in N:1 and N:N relationships
• B. only records related in N:1 and 1:N relationships
• C. records related in 1:
• D. N:1. and N:N relationships
• E. only records in an N:1 relationship

Answer: A

NEW QUESTION 15
On an Opportunity. you need to show Stakeholder, Products. Competition, and Sales Teams related to the Opportunity. What ,s automatically set when selecting a related record from within the Opportunity form?

• A. the creation date of the related record
• B. the Last Date Modified field on the related record
• C. the relationship between the related record and the Opportunity
• D. the ownership of the related record

Answer: A

NEW QUESTION 16
You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity.
The customer now confirms the Quote, and you close it as Won and choose to automatically close the Opportunity at the same time.
Which statements about the Opportunity are true? Each answer represents part of the solution.

• A. The Opportunity is closed as Wo
• B. and has an Opportunity Close Activity and a Quote Close Activity in the Activities pane.
• C. The Actual Revenue on the Opportunity is populated with the amount from the Won Quote.
• D. The Opportunity Line Items nave been updated to match the Won Quote.
• E. The Opportunity is closed as Wo
• F. and has an Opportunity Close Activity in the Activities pane as the only close activity.

Answer: AD

NEW QUESTION 17
You want to add documents to records in Microsoft Dynamics 365.
You need the ability to search within the documents and associate documents with custom entities.
How should you approach this requirement?

• A. Recommend adding the documents as Word Templates, and associate them with the needed entities.
• B. Recommend setting up SharePoint integration, and enable it for the needed entities.
• C. Recommend adding the documents as Sales Literature
• D. Recommend adding the documents as attachments for the relevant records.

Answer: A