A company plans to use Dynamics 365 Sales out-of-the-box functionality.
The company wants to use leads to track potential business. Salespeople want an automatic record creation process after qualifying leads.
You need to identify which records are automatically created.
Which three record types are automatically created? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Contact
B. Quote
C. Project
D. Account
E. Opportunity
A company uses Dynamics 365 Sales.
You disqualify a lead. On a later date, the lead shows interest in buying a product that the company sells.
You need to convert the lead to an opportunity and retain all available history.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Qualify the closed lead as an opportunity.
B. Qualify the reactivated lead to an opportunity.
C. Convert the copied lead to an opportunity.
D. Use the Reactivate Lead functionality to reopen the lead.
E. Create a copy of the lead with data from the original lead.
A company sells and services clothing washing machines and dryers. The company uses Dynamics 365 Field Service.
You need to proactively monitor customer's equipment to identify problems and maintenance needs. Which two Connected Field Service options can you use?
Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Dynamics 365 Remote Assist integration
B. Dynamics 365 mobile app
C. Azure IoT Central
D. Azure IoT Hub
You are a sales representative for a company.
Which Dynamics 365 Sales can you use to manage the sales pipeline?
A. Turning leads into opportunities
B. Tracking the asset history of a customer
C. Resolving an open case of a customer
D. Tracking service level agreements
You are a consultant working with a company that sells sporting equipment. The company uses Microsoft 365 and Dynamics 365 Sales.
You need to recommend tools that integrate with Dynamics 365 Sales and improve file collaboration.
What three tools should you recommend? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Power BI
B. SharePoint Online
C. OneDrive for Business
D. Microsoft Teams
E. Power Automate
An air conditioning company uses Dynamics 365 Field Service.
When a problem is detected with a customer's air conditioning system, a new case must be opened automatically.
You need to recommend a solution for the company. What should you recommend?
A. Field Service Mobile
B. Work orders
C. Connected Field Service
D. Universal Resource Scheduling
E. Case management
Your company uses Dynamics 365 Sales.
You need to prepare and send a quote to a customer.
What are two possible ways to achieve the goal? NOTE: Each correct selection is worth one point.
A. Close the quote
B. Generate a document by using a Microsoft Word template.
C. Export the quote as a PDF file.
D. Create an order
A company has a large number of technicians that work in the field.
You need to ensure that Dynamics 365 Field Service can automatically schedule work to minimize travel time for technicians. What should you implement?
A. Schedule board
B. Unified routing for table records
C. Universal Resource Scheduling
D. Resource scheduling optimization
A company is using Dynamics 365 Customer Service for case management.
The company must use entitlements to enforce limitations on customer ticket creation.
You need to design the entitlement terms.
Which two metrics should you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Number of hours
B. Number of cases
C. Initial response time
D. Hours of service
A customer needs a cost-effective sales solution that can display current news about a lead or an account.
You recommend Microsoft Relationship Sales.
Which two products are included in Microsoft Relationship Sales? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Dynamics 365 Customer Insights
B. Dynamics 365 Sales Enterprise
C. Dynamics 365 Sales Insights
D. LinkedIn Sales Navigator
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