Microsoft Dynamics 365 for Sales
Question No: 1 – (Topic 1)
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.
Export to Static Worksheet
Export to Excel Online
Export to Dynamic Pivot Table
Export to Dynamic Worksheet
Question No: 2 – (Topic 1)
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?
Quick Create Activity form
Quick Create Campaign Response form
Quick Create Lead form
Quick Create Contact form
Question No: 3 – (Topic 1)
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#39;s needs? Each answer represents a complete solution.
Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals.
Create a new goal metric and name it quot;Weighted Revenue.quot;#39; Add rollup fields for actual value, and use the weighted revenue
held for the in-progress value.
Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue field. Then, adjust
the goal charts to also include the custom rollup field.
Question No: 4 – (Topic 1)
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
Relationship Insights with Email Engagement
Server-Side Synchronization between Microsoft Dynamics 365 and Exchange
Relationship Insights with Auto Capture
Question No: 5 – (Topic 1)
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.
Credit Notes / Adjustment Notes
Question No: 6 – (Topic 1)
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?
Question No: 7 – (Topic 1)
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?
Relationship Insights with Auto Capture and Email Engagement
Relationship Insights with Relationship Assistant and Email Engagement
Relationship Insights with Relationship Analytics and Email Engagement
Relationship Insights with Relationship Analytics and Relationship Assistant
Question No: 8 – (Topic 1)
You are using Microsoft Dynamics 365 for sales.
Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors.
You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365.
How should you complete this task?
Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.
Add the documents as sales literature, and associate them with the right competitors.
Add the documents as Email Templates associated with the opportunity entity.
Add the documents as attachments in the notes section for each competitor.
Question No: 9 – (Topic 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?
For each of the products, add the Product Properties.
Create a Price List add the Product Properties to the Price List and add the Products as price list items.
Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family.
Create the Product Family, add the Product Properties, create the Products, and add the Family Hierarchy in the process.
Question No: 10 – (Topic 1)
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.
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