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

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Total 70 questions

You manage Dynamics 365 environments for client organizations.
A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost.
You need to configure Dynamics 365 to ensure that you can capture the required information.
Which field should you configure?

  • A. Opportunity status reason
  • B. Opportunity close status
  • C. Opportunity status
  • D. Opportunity close status reason


Answer : A

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 :

Explanation:

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 :

Explanation:

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 :

Explanation:

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

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

You are a salesperson using Dynamics 365 for Sales.
You need to revise an active quote.
What happens to the original quote record?

  • A. The quote is deleted
  • B. The quote is converted into an order and a copy of the quote is put in draft mode for modification
  • C. The original quote is put in draft mode for modification
  • D. The quote is closed, and a copy of the quote is put in draft mode for modification


Answer : C

DRAG DROP -
The product development team for a toy company creates a new remote-control toy.
You need to create the necessary records and record relationships to sell the product.
Which five records and/or components should you configure in sequence? To answer, move the appropriate records and/or components from the list of records and components to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Select and Place:




Answer :

Explanation:

HOTSPOT -
You send a quote to a client. The client calls and negotiates a better price.
You need to send a revised quote to the client.
What is required to modify the quote? To answer, select
NOTE: Each correct selection is worth one point.
Hot Area:




Answer :

Explanation:

You create an invoice with products and services for a customer.
You need to add pricing for a product that is not available in the product catalog.
What should you do?

  • A. Add the product to the order and use Get Products
  • B. Add a write-in product
  • C. Add an existing product and change the name and price
  • D. Add the product to the quote and use Get Products


Answer : B

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/add-product-quote-order-invoice

You are a Dynamics 365 for Sales administrator.
The sales team is having difficulty locating related products.
You need to make it easier for the sales team to find groups of products that are similar.
What should you use?

  • A. Related products
  • B. Product bundles
  • C. Product families
  • D. Product unit groups


Answer : A

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/define-related-products-increase-chances-sales

You are a salesperson using Dynamics 365 for Sales.
You need to be able to modify the product price on an active invoice that uses current pricing.
What should you do?

  • A. Set the Invoice Product to Override Price
  • B. Set an End Date for the Price List to ensure the Price List is expired
  • C. Set an End Date for the Price List to ensure the Price List is not expired
  • D. Set the Invoice Product to Use Default


Answer : A

A company uses Dynamics 365 for Sales.
You create a new quote and associate an opportunity to the quote.
You need to display all your items from the opportunity in the quote.
What should you do?

  • A. Activate the quote
  • B. Select Get Products from the command bar in the Quote entity
  • C. Select Add Line Items on the Opportunity entity
  • D. Select Recalculate from the command bar on the Opportunity entity


Answer : B

An organization attends a tradeshow and identifies several leads.
One specific lead wants to make a purchase in the next week.
You need to create an invoice.
At which stage can you create the invoice?

  • A. Lead
  • B. Order
  • C. Opportunity
  • D. Quote


Answer : B

You are a Dynamics 365 system customizer. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders.
You need to create a product family.
What should you do?

  • A. Add a new product family to an existing product family
  • B. Delete the existing price list and create a new one
  • C. Create a unit group for use with the product family
  • D. Add a parent product family to an existing product family


Answer : A

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-family

You are creating orders from quotes in Dynamics 365.
In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.
You need to ensure that closed orders use existing functionality to reflect the circumstances.
Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

  • A. Cancel
  • B. Activate
  • C. Accept
  • D. Fulfill


Answer : AD

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-order-sales

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Total 70 questions