A company uses Dynamics 365 Sales with Microsoft Exchange and server-side synchronization.
All users have approved mailboxes. Some users report that emails will not send.
You need to resolve the issue.
What should you do?
A. Disable impersonation mode.
B. Add the email address to the email profile.
C. Turn on automatic tracking.
D. Test and enable the mailboxes.
You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No.
The salespeople require a country/region column to appear only if the US Citizen column is set to No.
You need to enable the column to appear when the condition is met.
What should you configure?
A. business process flow
B. column with type as Choices
C. column with type as Calculated
D. business rule
A sales representative at a company uses Dynamics 365 Sales. The representative is assigned the Salesperson security role.
The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default.
Other sales representatives must be able to display the same information and format when necessary.
You need to set up the system.
What should you create?
A. system dashboard
B. personal view, and share it with the other representatives
C. system view
D. report that is sent to the team once a day
A company uses Dynamics 365 Sales. You are redesigning the main form.
Sales representatives for the company require a slider for a probability column where they enter a customer's opportunity. The sales representatives want to avoid custom development.
You need to configure the form.
What should you do?
A. Embed a Power BI report in the form.
B. Add a Power Apps component framework (PCF) control to the form.
C. Create a business rule.
D. Change the column type to calculated.
E. Add JavaScript.
A company uses Dynamics 365 Sales.
A user cannot find the option to view activities in the Kanban view or rearrange the activities.
You need to make the Kanban view available to the user.
What should you do?
A. Add the user to the correct security role.
B. Create a new system view.
C. Add the control to the Activity table.
D. Instruct the user to create a personal view.
A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views.
The company wants to improve usability for its users.
You need to limit users to only individual department forms and views.
What should you do?
A. Create a site map for each department.
B. Create a model-driven app for each department.
C. Use a hierarchy security model.
D. Use security roles.
A sales manager creates a view for leads in the manager's region. The view displays only 25 records per page.
The sales manager wants the view to display 100 records per page.
You need to recommend a solution for the sales manager.
What should you recommend?
A. Update system settings.
B. Create a personal view.
C. Create a public view.
D. Update personalization settings.
A company uses Dynamics 365 Sales. The company does not use any custom views or forms.
You select a customer and create an appointment for the next day.
You need to find the appointment.
Which two places will display the appointment? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. My Activities view
B. Account Files tab
C. Account Timeline feed
D. My Active Accounts view
E. Contact Timeline feed
A salesperson reviews the My Activities view and discovers many open Phone Call records.
You need to ensure that the salesperson can close Phone Call records without opening each record.
What should you do?
A. Bulk Edit
B. Deactivate
C. Mark Complete
D. Publish
A sales manager creates a marketing list that includes all contacts from a specific city. The manager plans to use the list in a campaign.
The manager forgot to filter out contacts who have a credit hold.
You need to create a campaign with the updated contacts.
What should you do?
A. Copy the original marketing list to static and remove the contacts by using Advanced Find. Add both marketing lists to the campaign.
B. Remove the contacts from the marketing list by using Advanced Find. Then add the marketing list to the campaign.
C. Create a new dynamic marketing list by using different purpose and source fields. Then add both marketing lists to the campaign.
D. Remove the contacts from the marketing list by using a Lookup. Then add the marketing list to the campaign.
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