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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the opportunity.
Does the solution meet the goal?
A. Yes
B. No
A company has three business units. User privileges are set to ensure that users can see only records owned by their own business unit.
If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit fields match.
You must ensure that duplicate records are not created for contacts.
You need to create the duplicate detection rules.
Which two filters should you configure? Each correct answer is part of the complete solution.
NOTE: Each correct selection is worth one point.
A. First Name and Last Name and Email
B. First Name and Last Name and Preferred Phone
C. First Name and Last Name and Email and Business Unit
D. First Name and Last Name and Preferred Phone and Business Unit
E. First Name and Last Name and Owner
A company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD).
A sales representative sells products to customers in the United Kingdom and Spain.
You need to determine the currency for the quote.
Which currency will the quote use?
A. Pound sterling
B. Euro
C. USD
D. Peso
A company uses special pricing for bulk purchases of products.
A sales team member cannot create pricing lists for preferred customers.
You need to set up a discount price list.
What are three possible security roles that can be used? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Sales Team Member
B. Vice President of Sales
C. Sales Manager
D. CEO-Business Manager
E. President of Sales
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 Manager
B. Knowledge Manager
C. System Customizer
D. Common Data Service
Sales representatives at an organization have access to the contact records in their business unit.
You need to ensure that sales representatives can access contact records in all business units that are subordinate to their business unit. Sales representatives must not have access to other records in the organization.
Which access level should you assign to the Contact entity?
A. User
B. Organization
C. Parent: Child Business Unit
D. Business Unit
A company is implementing Dynamics 365 Sales. The company has ten products and four territories.
Each territory must have a price list specific for the territory and must use these prices as default product prices.
You need to configure the price lists for the territories.
What should you do?
A. Create a product family with each product list four times. Include the territory price for each product list.
B. Create a price list with a discount list for each territory.
C. Create a price list for each territory and add a territory relationship record.
D. Create one price list and margin for each territory.
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, 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
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, 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
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, 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
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