Microsoft Dynamics 365 for Sales v1.0 (MB-210)

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Total 214 questions

HOTSPOT -
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
✑ create and edit user-level privileges on the lead and note entities
✑ business unit-level append, append to, and assign privileges on the lead and note entities
✑ organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
✑ Add notes to leads
✑ Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:




Answer :

Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365

A company uses Dynamics 365 Sales Professional.
A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.
You need to assign the appropriate default security role.
Which security role should you assign to the user?

  • A. Sales Professional app access
  • B. Sales Team Member
  • C. Sales Professional
  • D. Sales Professional Manager


Answer : A

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-users

DRAG DROP -
You manage a Dynamics 365 Sales environment for an organization.
You need to edit the display name of a business process flow.
Which three 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:




Answer :

Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-process-flow?view=op-9-1

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Create a Power Automate flow to track the activities.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : B

Explanation:
Activity tracking is enabled in the Playbook template.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activities

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Enable auditing on for the Playbook Activity entity.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : B

Explanation:
Activity tracking is enabled in the Playbook template.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activities

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Enable the playbook in Playbook settings.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : B

Explanation:
Activity tracking is enabled in the Playbook template.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activities

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Edit the playbook template and set the value of the Track Progress option to yes.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : A

Explanation:
Activity tracking is enabled in the Playbook template.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-playbook-activities

HOTSPOT -
A company releases a new catalog.
The company requires salespeople to do the following:
✑ Contact customers about the new catalog.
✑ Set up appointments with the customers to deliver the catalog.
You need to set up playbooks to track the activities.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:




Answer :

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks

A company uses Dynamics 365 Sales Professional.
A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team.
You need to create the new sales team.
Which two values must you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

  • A. Team administrator
  • B. Team channel name
  • C. Team name
  • D. Team description
  • E. Business unit name


Answer : CE

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-teams

DRAG DROP -
You manage a Dynamics 365 for Sales environment.
You need to email the sales manager when salespeople update their phone call activities.
Which three 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:




Answer :

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 are configuring Dynamics 365 Sales for a US-based company as follows:
✑ Utah to California is the West territory
✑ Illinois to Colorado is the Central territory.
✑ Maine to Indiana is the East territory.
The company wants the territories set up as follows:
✑ Salespersons 1 and 2 sell in the West territory.
✑ Salespersons 5 and 6 sell in the Central territory.
✑ Salespersons 3 and 4 sell in the East territory.
✑ Postal code for each state used as the location.
You need to set up the territories.
Solution:
✑ Create the West territory, add the manager, and save.
✑ Repeat for the Central and East territories.
✑ Add the members for each territory.
✑ Select Related under each territory and select the postal codes applicable for each territory.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : A

Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area? view=op-9-1 https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 are configuring Dynamics 365 Sales for a US-based company as follows:
✑ Utah to California is the West territory
✑ Illinois to Colorado is the Central territory.
✑ Maine to Indiana is the East territory.
The company wants the territories set up as follows:
✑ Salespersons 1 and 2 sell in the West territory.
✑ Salespersons 5 and 6 sell in the Central territory.
✑ Salespersons 3 and 4 sell in the East territory.
✑ Postal code for each state used as the location.
You need to set up the territories.
Solution:
✑ Create the West territory, add the manager, and save.
✑ Repeat for the Central and East territories.
✑ Add the members for each territory.
✑ Select Related and add the Resource territories.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : B

Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area? view=op-9-1 https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 are configuring Dynamics 365 Sales for a US-based company as follows:
✑ Utah to California is the West territory
✑ Illinois to Colorado is the Central territory.
✑ Maine to Indiana is the East territory.
The company wants the territories set up as follows:
✑ Salespersons 1 and 2 sell in the West territory.
✑ Salespersons 5 and 6 sell in the Central territory.
✑ Salespersons 3 and 4 sell in the East territory.
✑ Postal code for each state used as the location.
You need to set up the territories.
Solution:
✑ Create the West territory, add the manager.
✑ Add members for each territory and save.
✑ Repeat for the Central and East territories.
✑ Add connections to each territory.
Does the solution meet the goal?

  • A. Yes
  • B. No


Answer : B

Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area? view=op-9-1 https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?

  • A. Sales Person
  • B. Delegate
  • C. System Customizer
  • D. CEO ג€" Business Manager


Answer : D

DRAG DROP -
You are a Dynamics 365 Sales administrator.
You need to ensure that each salesperson can perform the following tasks when new leads are added to the system:
✑ Create an appointment
✑ Add documentation.
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:




Answer :

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks

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Total 214 questions