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

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Total 234 questions

Background -
Humongous Insurance provides fleet automotive insurance. The companyג€™s accounting year is July 1
-June 31
.
st
st
They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United States, and the United Kingdom.
The company is making a big push for the start of their second quarter on October 1
.
st

Current environment -
United States salespeople are located in either the north, east, south, west, or national territory.
Only national territory sales team members can send quotes and invoices across multiple territories.
Sales managers route leads based on territory.
Salesperson1 and Salesperson2 are part of the south region and the national account, respectively.
Salespeople cannot accurately report progression of sales and whether they are closed or still in process.
Manager and underwriter approval is communicated by email.
Many salespeople use different quote layouts.

Requirements -

Territories -
Each territory must be set up as a Business Unit for security.
Each territory must have the ability to qualify its own leads.

Security -
National sales team members must have privileges in order to see sales and account information managed by the regional sales teams.
Configure appropriate security for national and each regional sales.

Goals -
Salespeopleג€™s goals must roll up to their managerג€™s goal.
Goal metrics need to automatically calculate every 12 hours.

Quotes -
Set up version traceability for quotes.
Quotes must be marked with the word ג€Finalג€ when approved.
Quotes and orders must be generated in their clientsג€™ currency.


Quotes and invoices must be able to be viewed across a variety of devices.
Pricing must be standardized for insurance products while supporting tiered pricing across national and regional accounts.

Opportunities -
Closed opportunities that are won or lost must capture competitor information. The company wants a visualization built for the categories related to why the opportunities closed a certain way.
When an opportunity is nearing time to quote, products should be added to the opportunity.

Other requirements -
Simplify data entry and reduce dual data entry.
Help salespeople and their managers keep track of where they are in the sales process.
Use out-of-the-box reports where possible.
Generate invoice numbers automatically.
Begin invoice numbers with the letters INV.
Allow managers to be able to view a diagram and drill down to leads converted in the last 30 days.

Issues -
Salespeople cannot identify the sales process stage process for each customer.
Updated products are not easily updated within the product groups.
There is no pricing tool.
Salespeople must research each product every time they have to quote a customer on a product.
UserA is unable to qualify leads.
The manager follows the process on an approved quote but an error occurs.
ClientA purchases products from multiple regions for a single order.
Not all products are available in regional pricelists or national pricelists.


HOTSPOT -
You need to configure territories and membership.
Which configurations should you use? 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/set-up-sales-territories-organize-business-markets-geographical-area

Background -
Humongous Insurance provides fleet automotive insurance. The companyג€™s accounting year is July 1
-June 31
.
st
st
They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United States, and the United Kingdom.
The company is making a big push for the start of their second quarter on October 1
.
st

Current environment -
United States salespeople are located in either the north, east, south, west, or national territory.
Only national territory sales team members can send quotes and invoices across multiple territories.
Sales managers route leads based on territory.
Salesperson1 and Salesperson2 are part of the south region and the national account, respectively.
Salespeople cannot accurately report progression of sales and whether they are closed or still in process.
Manager and underwriter approval is communicated by email.
Many salespeople use different quote layouts.

Requirements -

Territories -
Each territory must be set up as a Business Unit for security.
Each territory must have the ability to qualify its own leads.

Security -
National sales team members must have privileges in order to see sales and account information managed by the regional sales teams.
Configure appropriate security for national and each regional sales.

Goals -
Salespeopleג€™s goals must roll up to their managerג€™s goal.
Goal metrics need to automatically calculate every 12 hours.

Quotes -
Set up version traceability for quotes.
Quotes must be marked with the word ג€Finalג€ when approved.
Quotes and orders must be generated in their clientsג€™ currency.


Quotes and invoices must be able to be viewed across a variety of devices.
Pricing must be standardized for insurance products while supporting tiered pricing across national and regional accounts.

Opportunities -
Closed opportunities that are won or lost must capture competitor information. The company wants a visualization built for the categories related to why the opportunities closed a certain way.
When an opportunity is nearing time to quote, products should be added to the opportunity.

Other requirements -
Simplify data entry and reduce dual data entry.
Help salespeople and their managers keep track of where they are in the sales process.
Use out-of-the-box reports where possible.
Generate invoice numbers automatically.
Begin invoice numbers with the letters INV.
Allow managers to be able to view a diagram and drill down to leads converted in the last 30 days.

Issues -
Salespeople cannot identify the sales process stage process for each customer.
Updated products are not easily updated within the product groups.
There is no pricing tool.
Salespeople must research each product every time they have to quote a customer on a product.
UserA is unable to qualify leads.
The manager follows the process on an approved quote but an error occurs.
ClientA purchases products from multiple regions for a single order.
Not all products are available in regional pricelists or national pricelists.

You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?

  • A. Rollup Queries
  • B. Business Closures
  • C. Sales Territories
  • D. Fiscal Year Settings


Answer : D

Background -
Bellows College has several sports teams. Sporting events take place throughout the year. Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event. All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track all ticket sales for a season.

Sales team -
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. Inside phones sales representatives primarily handle individual cash or credit card ticket sales. Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.

Dynamics 365 -
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the collegeג€™s needs.
The college has identified the following requirements for the new system:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
Maximize private box sales.
Provide visibility into all potential and pending sales.
Track and report follow up activities performed by all sales representatives.

Current processes -

Ticket sales -
Ticket sales are completed and displayed based on the collegeג€™s fiscal year which begins July 1 and ends June 30.
Ticket sales for existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (and sales representative accountability), a phone call activity will be auto-generated every time a new opportunity is created.
Ticket sales for new customers will be entered in the solution as leads. Leads will have the following statuses: Open, Qualified, and Disqualified. Status values cannot be customized. Status values cannot be customized. Status reasons can be customized.

Ticket prices -
The standard ticket price for all sporting events is $50. Non-alumni ticket purchases are priced based on the standard rate. Alumni ticket purchases are priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit. The college has the following markup and margin policies for the three categories of ticket purchasers:


Ticket package discounts are available for group purchases. The following table shows pricing:


Private box seats -
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first, then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers will be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.

Requirements -

Accounting -
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must include:
Price List Products: Products tied to a price list
Non-catalog Products: Existing products not part of the product catalog
Opportunity Products: Products from a previously created opportunity
Product prices on the invoice can be changed at the salespersonג€™s discretion

System configuration -
The system must be set up as follows:
Individual cash and credit cards sales will be entered as orders in the system.
New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected, Left Message, and Wrong Number when closed.
Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested, Budget cuts, No
Longer in business, Other. If Other is chosen, the sales representative must provide additional information in the provided text box.

Tickets -
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.

Reporting -
The schoolג€™s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All sales reporting must be completed by using Dynamics 365 for Sales. Bellows College has purchased the online version of the Sales Content Pack for BI to allow for visualizations and the creation of dashboards for ticket sales. The sales team needs to use a secured connection to access the Bellows College Power BI dashboard.
Sales team members need the following report types to meet reporting needs:


Problem statements -
The sales manager is concerned with the lack of sales from one of the sales representatives in comparison to the other sales representatives. The legacy system does not provide enough data to allow the manager to give proper feedback or guidance.
The sales manager has received emails from a potential private box customer named Contoso, Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.

You need to create a chart for the athletic director.
What should you do?

  • A. Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.
  • B. Use the ticket type as the X-axis. Use amount of sales on the Y-axis
  • C. Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis
  • D. Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.


Answer : B

Explanation:
The schoolג€™s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).

Background -
Bellows College has several sports teams. Sporting events take place throughout the year. Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event. All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track all ticket sales for a season.

Sales team -
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. Inside phones sales representatives primarily handle individual cash or credit card ticket sales. Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.

Dynamics 365 -
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the collegeג€™s needs.
The college has identified the following requirements for the new system:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
Maximize private box sales.
Provide visibility into all potential and pending sales.
Track and report follow up activities performed by all sales representatives.

Current processes -

Ticket sales -
Ticket sales are completed and displayed based on the collegeג€™s fiscal year which begins July 1 and ends June 30.
Ticket sales for existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (and sales representative accountability), a phone call activity will be auto-generated every time a new opportunity is created.
Ticket sales for new customers will be entered in the solution as leads. Leads will have the following statuses: Open, Qualified, and Disqualified. Status values cannot be customized. Status values cannot be customized. Status reasons can be customized.

Ticket prices -
The standard ticket price for all sporting events is $50. Non-alumni ticket purchases are priced based on the standard rate. Alumni ticket purchases are priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit. The college has the following markup and margin policies for the three categories of ticket purchasers:


Ticket package discounts are available for group purchases. The following table shows pricing:


Private box seats -
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first, then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers will be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.

Requirements -

Accounting -
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must include:
Price List Products: Products tied to a price list
Non-catalog Products: Existing products not part of the product catalog
Opportunity Products: Products from a previously created opportunity
Product prices on the invoice can be changed at the salespersonג€™s discretion

System configuration -
The system must be set up as follows:
Individual cash and credit cards sales will be entered as orders in the system.
New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected, Left Message, and Wrong Number when closed.
Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested, Budget cuts, No
Longer in business, Other. If Other is chosen, the sales representative must provide additional information in the provided text box.

Tickets -
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.

Reporting -
The schoolג€™s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All sales reporting must be completed by using Dynamics 365 for Sales. Bellows College has purchased the online version of the Sales Content Pack for BI to allow for visualizations and the creation of dashboards for ticket sales. The sales team needs to use a secured connection to access the Bellows College Power BI dashboard.
Sales team members need the following report types to meet reporting needs:


Problem statements -
The sales manager is concerned with the lack of sales from one of the sales representatives in comparison to the other sales representatives. The legacy system does not provide enough data to allow the manager to give proper feedback or guidance.
The sales manager has received emails from a potential private box customer named Contoso, Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.

You need to increase efficiency and consistency for ticket sales to meet company requirements.
What should you create?

  • A. a Microsoft Flow workflow
  • B. a playbook
  • C. a Lifecycle Services (LCS) package


Answer : B

Explanation:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks

Background -
Bellows College has several sports teams. Sporting events take place throughout the year. Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event. All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track all ticket sales for a season.

Sales team -
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. Inside phones sales representatives primarily handle individual cash or credit card ticket sales. Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.

Dynamics 365 -
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the collegeג€™s needs.
The college has identified the following requirements for the new system:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
Maximize private box sales.
Provide visibility into all potential and pending sales.
Track and report follow up activities performed by all sales representatives.

Current processes -

Ticket sales -
Ticket sales are completed and displayed based on the collegeג€™s fiscal year which begins July 1 and ends June 30.
Ticket sales for existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (and sales representative accountability), a phone call activity will be auto-generated every time a new opportunity is created.
Ticket sales for new customers will be entered in the solution as leads. Leads will have the following statuses: Open, Qualified, and Disqualified. Status values cannot be customized. Status values cannot be customized. Status reasons can be customized.

Ticket prices -
The standard ticket price for all sporting events is $50. Non-alumni ticket purchases are priced based on the standard rate. Alumni ticket purchases are priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit. The college has the following markup and margin policies for the three categories of ticket purchasers:


Ticket package discounts are available for group purchases. The following table shows pricing:


Private box seats -
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first, then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers will be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.

Requirements -

Accounting -
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must include:
Price List Products: Products tied to a price list
Non-catalog Products: Existing products not part of the product catalog
Opportunity Products: Products from a previously created opportunity
Product prices on the invoice can be changed at the salespersonג€™s discretion

System configuration -
The system must be set up as follows:
Individual cash and credit cards sales will be entered as orders in the system.
New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected, Left Message, and Wrong Number when closed.
Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested, Budget cuts, No
Longer in business, Other. If Other is chosen, the sales representative must provide additional information in the provided text box.

Tickets -
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.

Reporting -
The schoolג€™s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All sales reporting must be completed by using Dynamics 365 for Sales. Bellows College has purchased the online version of the Sales Content Pack for BI to allow for visualizations and the creation of dashboards for ticket sales. The sales team needs to use a secured connection to access the Bellows College Power BI dashboard.
Sales team members need the following report types to meet reporting needs:


Problem statements -
The sales manager is concerned with the lack of sales from one of the sales representatives in comparison to the other sales representatives. The legacy system does not provide enough data to allow the manager to give proper feedback or guidance.
The sales manager has received emails from a potential private box customer named Contoso, Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.


HOTSPOT -
You need to create and configure access to the Orders report and the Discounts by Number of Employees report.
What should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:



Answer :

Background -
Bellows College has several sports teams. Sporting events take place throughout the year. Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event. All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track all ticket sales for a season.

Sales team -
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. Inside phones sales representatives primarily handle individual cash or credit card ticket sales. Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.

Dynamics 365 -
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the collegeג€™s needs.
The college has identified the following requirements for the new system:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
Maximize private box sales.
Provide visibility into all potential and pending sales.
Track and report follow up activities performed by all sales representatives.

Current processes -

Ticket sales -
Ticket sales are completed and displayed based on the collegeג€™s fiscal year which begins July 1 and ends June 30.
Ticket sales for existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (and sales representative accountability), a phone call activity will be auto-generated every time a new opportunity is created.
Ticket sales for new customers will be entered in the solution as leads. Leads will have the following statuses: Open, Qualified, and Disqualified. Status values cannot be customized. Status values cannot be customized. Status reasons can be customized.

Ticket prices -
The standard ticket price for all sporting events is $50. Non-alumni ticket purchases are priced based on the standard rate. Alumni ticket purchases are priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit. The college has the following markup and margin policies for the three categories of ticket purchasers:


Ticket package discounts are available for group purchases. The following table shows pricing:


Private box seats -
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first, then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers will be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.

Requirements -

Accounting -
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must include:
Price List Products: Products tied to a price list
Non-catalog Products: Existing products not part of the product catalog
Opportunity Products: Products from a previously created opportunity
Product prices on the invoice can be changed at the salespersonג€™s discretion

System configuration -
The system must be set up as follows:
Individual cash and credit cards sales will be entered as orders in the system.
New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected, Left Message, and Wrong Number when closed.
Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested, Budget cuts, No
Longer in business, Other. If Other is chosen, the sales representative must provide additional information in the provided text box.

Tickets -
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.

Reporting -
The schoolג€™s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All sales reporting must be completed by using Dynamics 365 for Sales. Bellows College has purchased the online version of the Sales Content Pack for BI to allow for visualizations and the creation of dashboards for ticket sales. The sales team needs to use a secured connection to access the Bellows College Power BI dashboard.
Sales team members need the following report types to meet reporting needs:


Problem statements -
The sales manager is concerned with the lack of sales from one of the sales representatives in comparison to the other sales representatives. The legacy system does not provide enough data to allow the manager to give proper feedback or guidance.
The sales manager has received emails from a potential private box customer named Contoso, Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.


DRAG DROP -
You need to configure accounting options.
Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:



Answer :

Reference:
https://docs.microsoft.com/en-us/power-platform/admin/work-fiscal-year-settings

Background -
Bellows College has several sports teams. Sporting events take place throughout the year. Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event. All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track all ticket sales for a season.

Sales team -
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. Inside phones sales representatives primarily handle individual cash or credit card ticket sales. Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.

Dynamics 365 -
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the collegeג€™s needs.
The college has identified the following requirements for the new system:
Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
Maximize private box sales.
Provide visibility into all potential and pending sales.
Track and report follow up activities performed by all sales representatives.

Current processes -

Ticket sales -
Ticket sales are completed and displayed based on the collegeג€™s fiscal year which begins July 1 and ends June 30.
Ticket sales for existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (and sales representative accountability), a phone call activity will be auto-generated every time a new opportunity is created.
Ticket sales for new customers will be entered in the solution as leads. Leads will have the following statuses: Open, Qualified, and Disqualified. Status values cannot be customized. Status values cannot be customized. Status reasons can be customized.

Ticket prices -
The standard ticket price for all sporting events is $50. Non-alumni ticket purchases are priced based on the standard rate. Alumni ticket purchases are priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit. The college has the following markup and margin policies for the three categories of ticket purchasers:


Ticket package discounts are available for group purchases. The following table shows pricing:


Private box seats -
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first, then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers will be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.

Requirements -

Accounting -
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must include:
Price List Products: Products tied to a price list
Non-catalog Products: Existing products not part of the product catalog
Opportunity Products: Products from a previously created opportunity
Product prices on the invoice can be changed at the salespersonג€™s discretion

System configuration -
The system must be set up as follows:
Individual cash and credit cards sales will be entered as orders in the system.
New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected, Left Message, and Wrong Number when closed.
Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested, Budget cuts, No
Longer in business, Other. If Other is chosen, the sales representative must provide additional information in the provided text box.

Tickets -
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.

Reporting -
The schoolג€™s athletic director needs a fiscal year report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All sales reporting must be completed by using Dynamics 365 for Sales. Bellows College has purchased the online version of the Sales Content Pack for BI to allow for visualizations and the creation of dashboards for ticket sales. The sales team needs to use a secured connection to access the Bellows College Power BI dashboard.
Sales team members need the following report types to meet reporting needs:


Problem statements -
The sales manager is concerned with the lack of sales from one of the sales representatives in comparison to the other sales representatives. The legacy system does not provide enough data to allow the manager to give proper feedback or guidance.
The sales manager has received emails from a potential private box customer named Contoso, Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.

You need to implement dashboards.
Which URL should you use?

  • A. https://bellowscollege.crm.dynamics.com
  • B. http://bellowscollege.crm.dynamics.com
  • C. https://bellowscollege.dynamics.com
  • D. https://crm.bellowscollege.dynamics.com


Answer : A

Reference:
https://carldesouza.com/install-power-bi-dynamics-365-content-pack/

Background -
A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.
Each theater has a manager. The managers rotate between theaters every six months.
The company plans to implement Dynamics 365 Sales.

Current environment -
The company uses the following pricing structure for tickets:


Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.

Requirements -

Business cards -
The business card of every group sales customer must be scanned and the image saved with the contact record.
A customerג€™s business card must be scanned even if the customer has been to the theatre before.
Business cards must show up on all contact forms.

Salespeople -
Each salesperson needs to sell a certain amount of tickets per month.
The number of tickets each salesperson sells must be totalled only at the end of the month, before the monthly meeting between the salesperson and their manager.
Salespeople must not be able to check the quantity sold in the system daily.

Opportunities -
The name of the sales manager must be added to opportunity records when sales representatives close opportunities.
Opportunities that are lost must include the reasons other show and not interested.
Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities. They want it broken down as follows:

- Price breakout by ticket
- Quantity discount amount
- Original ticket price

Orders -
Customers who buy a large quantity of tickets to a show must always get a quote first.
Orders must always be created from the Quote record when it is a large purchase.
Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.

Data Analysis -
Analyze email messages that pertain to ticket sales of the shows.
Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.
Analyze accounts and assess the account representativeג€™s relationship with the customer to gauge the level of communication.

Visuals -
A Tickets dashboard for all cashiers must be created that contains the following bar charts:
all the tickets sold for each show
all the tickets available for each show
accounts that have purchased groups of 10 or more tickets
purchased tickets by age groups

Shows -
Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.
Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.
Shows at other theatres must be updated on a monthly basis.
Quantity discounts and bulk purchase for different shows must be consistent

Issues -
The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.
Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.
Representative1 is unable to scan business cards.
Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.
There are no business card images in the system.
Duplicate contacts are being created with business card scans.


You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting.
What should you do?

  • A. Create a workflow for the Goals entity
  • B. In the Goals section of App Settings, select Actuals
  • C. In the Business Management section of Settings, configure Goal Metrics
  • D. In the Goals Settings section of App Settings, select Rollup recurrence


Answer : D

Explanation:
The number of tickets each salesperson sells must be totalled only at the end of the month, before the monthly meeting between the salesperson and their manager.
Salespeople must not be able to check the quantity sold in the system daily.

Background -
A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.
Each theater has a manager. The managers rotate between theaters every six months.
The company plans to implement Dynamics 365 Sales.

Current environment -
The company uses the following pricing structure for tickets:


Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.

Requirements -

Business cards -
The business card of every group sales customer must be scanned and the image saved with the contact record.
A customerג€™s business card must be scanned even if the customer has been to the theatre before.
Business cards must show up on all contact forms.

Salespeople -
Each salesperson needs to sell a certain amount of tickets per month.
The number of tickets each salesperson sells must be totalled only at the end of the month, before the monthly meeting between the salesperson and their manager.
Salespeople must not be able to check the quantity sold in the system daily.

Opportunities -
The name of the sales manager must be added to opportunity records when sales representatives close opportunities.
Opportunities that are lost must include the reasons other show and not interested.
Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities. They want it broken down as follows:

- Price breakout by ticket
- Quantity discount amount
- Original ticket price

Orders -
Customers who buy a large quantity of tickets to a show must always get a quote first.
Orders must always be created from the Quote record when it is a large purchase.
Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.

Data Analysis -
Analyze email messages that pertain to ticket sales of the shows.
Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.
Analyze accounts and assess the account representativeג€™s relationship with the customer to gauge the level of communication.

Visuals -
A Tickets dashboard for all cashiers must be created that contains the following bar charts:
all the tickets sold for each show
all the tickets available for each show
accounts that have purchased groups of 10 or more tickets
purchased tickets by age groups

Shows -
Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.
Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.
Shows at other theatres must be updated on a monthly basis.
Quantity discounts and bulk purchase for different shows must be consistent

Issues -
The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.
Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.
Representative1 is unable to scan business cards.
Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.
There are no business card images in the system.
Duplicate contacts are being created with business card scans.



HOTSPOT -
You need to resolve the issues on the ticketג€™s dashboard.
Which configurations should you change? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:



Answer :

Background -
A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.
Each theater has a manager. The managers rotate between theaters every six months.
The company plans to implement Dynamics 365 Sales.

Current environment -
The company uses the following pricing structure for tickets:


Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.

Requirements -

Business cards -
The business card of every group sales customer must be scanned and the image saved with the contact record.
A customerג€™s business card must be scanned even if the customer has been to the theatre before.
Business cards must show up on all contact forms.

Salespeople -
Each salesperson needs to sell a certain amount of tickets per month.
The number of tickets each salesperson sells must be totalled only at the end of the month, before the monthly meeting between the salesperson and their manager.
Salespeople must not be able to check the quantity sold in the system daily.

Opportunities -
The name of the sales manager must be added to opportunity records when sales representatives close opportunities.
Opportunities that are lost must include the reasons other show and not interested.
Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities. They want it broken down as follows:

- Price breakout by ticket
- Quantity discount amount
- Original ticket price

Orders -
Customers who buy a large quantity of tickets to a show must always get a quote first.
Orders must always be created from the Quote record when it is a large purchase.
Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.

Data Analysis -
Analyze email messages that pertain to ticket sales of the shows.
Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.
Analyze accounts and assess the account representativeג€™s relationship with the customer to gauge the level of communication.

Visuals -
A Tickets dashboard for all cashiers must be created that contains the following bar charts:
all the tickets sold for each show
all the tickets available for each show
accounts that have purchased groups of 10 or more tickets
purchased tickets by age groups

Shows -
Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.
Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.
Shows at other theatres must be updated on a monthly basis.
Quantity discounts and bulk purchase for different shows must be consistent

Issues -
The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.
Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.
Representative1 is unable to scan business cards.
Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.
There are no business card images in the system.
Duplicate contacts are being created with business card scans.



DRAG DROP -
You need to ensure that new managers receive the information they need.
What should you do? To answer, drag the appropriate actions to the correct information. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Select and Place:



Answer :

Background -
A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.
Each theater has a manager. The managers rotate between theaters every six months.
The company plans to implement Dynamics 365 Sales.

Current environment -
The company uses the following pricing structure for tickets:


Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.

Requirements -

Business cards -
The business card of every group sales customer must be scanned and the image saved with the contact record.
A customerג€™s business card must be scanned even if the customer has been to the theatre before.
Business cards must show up on all contact forms.

Salespeople -
Each salesperson needs to sell a certain amount of tickets per month.
The number of tickets each salesperson sells must be totalled only at the end of the month, before the monthly meeting between the salesperson and their manager.
Salespeople must not be able to check the quantity sold in the system daily.

Opportunities -
The name of the sales manager must be added to opportunity records when sales representatives close opportunities.
Opportunities that are lost must include the reasons other show and not interested.
Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities. They want it broken down as follows:

- Price breakout by ticket
- Quantity discount amount
- Original ticket price

Orders -
Customers who buy a large quantity of tickets to a show must always get a quote first.
Orders must always be created from the Quote record when it is a large purchase.
Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.

Data Analysis -
Analyze email messages that pertain to ticket sales of the shows.
Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.
Analyze accounts and assess the account representativeג€™s relationship with the customer to gauge the level of communication.

Visuals -
A Tickets dashboard for all cashiers must be created that contains the following bar charts:
all the tickets sold for each show
all the tickets available for each show
accounts that have purchased groups of 10 or more tickets
purchased tickets by age groups

Shows -
Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.
Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.
Shows at other theatres must be updated on a monthly basis.
Quantity discounts and bulk purchase for different shows must be consistent

Issues -
The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.
Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.
Representative1 is unable to scan business cards.
Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.
There are no business card images in the system.
Duplicate contacts are being created with business card scans.


You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?

  • A. The field needs to be added to the form
  • B. Show image on the form is not selected in Form Properties
  • C. The users do not have the appropriate permissions
  • D. A business rule needs to be set up to show the field
  • E. The AI Builder Business Card control needs to be configured for the field on the form


Answer : B

HOTSPOT -
You use opportunities with products and price lists in Dynamics 365 for Sales.
You need to add products than exist in PriceListA and PriceListB to an opportunity.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:




Answer :

HOTSPOT -
You manage a Dynamics 365 Sales environment.
You need to configure the default status for each lead.
Which status reason should you associate to each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:




Answer :

HOTSPOT -
You implement the Dynamics 365 App for Outlook.
You need to associate emails to lead records.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:




Answer :

You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.
What should you do?

  • A. Share the record with User2
  • B. Grant User2 the security role
  • C. Instruct User2 to follow the record
  • D. Add User2 to the Sales team


Answer : A

Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record-based-security-control-access-records#sharing-records

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