You use price lists in Dynamics 365 for Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
A. Users can add the expired price list to opportunities created prior to the expire date.
B. Users can add the expired price list to an opportunity but will see a warning.
C. Opportunities that use the expired price list can continue through their lifecycle.
D. Opportunities that use the expired price list will display a warning that prices must be replaced.
An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. You need to create a process that meets the following requirements:
1.
Create an order from a quote.
2.
Close the associated opportunity as won.
3.
Update the actual values to reflect values from the quote.
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. The opportunity has other quotes in the won status.
B. The opportunity has other quotes in the draft status.
C. The opportunity has other quotes in the active status.
D. The opportunity has other quotes in the revised status reason.
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
A company uses Dynamics 365 for Sales.
You must track a competitor to help your company win a sale.
You need to associate the competitor with a Dynamics 365 entity.
To which type of entity can you associate the competitor?
A. Opportunity
B. Lead
C. Account
D. Contacts
A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders.
You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote.
What should you do?
A. Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
B. Close the opportunity as won.
C. Convert the quote to an order. Set the value of the Close Opportunity option to Yes.
D. Convert the quote to an order. Set the value of the Close Opportunity option to No.
You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create quotes.
A member of the sales team requests that you change the order in which columns display in customer quotes.
You need to modify the quote template.
What should you use?
A. template editor
B. mail merge template
C. Microsoft Word template
D. Report Wizard
A company uses Dynamics 365 for Sales.
You need to change the description field on the quote.
Which state allows you to make the change?
A. Closed
B. Active
C. Draft
D. Won
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 customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: On the Quotes tab of the opportunity, select Add New Quote.
Does the solution meet the goal?
A. Yes
B. No
A company uses Dynamics 365 Sales.
You attempt to add a product to an order, but the product cannot be located.
You need to determine why the product is missing.
What is the cause?
A. The product was not published
B. The product is missing required information
C. The write-in option was not used
D. The product was not listed in the quote
You are a system customizer in Dynamics 365 Sales.
You need to set up product families.
Which option is available?
A. Create a maximum of 10 child product families
B. Set a product bundle as a parent of a product family
C. Add the product to multiple product families
D. Set a product property as an option set
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