A company uses Dynamics 565 Sales Professional.
A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team.
You need to create the new sales team.
Which two values must you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
You need to create a new opportunity record that contains the following information:
* Topic: New window installation
* Contact: Jay Orth
* Account: Fabrikam West
* Purchase timeframe: This quarter
* Estimated budget: $6,400.00
To complete this task, sign in to the Dynamics 365 portal.
* In the site map, select Opportunities.
* Click New.
* In the Topic field, enter New window installation
* In the Contact field, select Jay Orth.
* In the Account field, select Fabrikam West
* In the Purchase Timeframe field, select This quarter.
* In the Budget Amount field, enter $6,400.00
* Click Save to save the opportunity record.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales/create-edit-opportunity-sales
A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.
Which entity should you use?
Contoso, Ltd., plans to configure 100 sequences.
The company operates several sub-brands across the following geographical locations:
* Contoso Pharmaceuticals
* North America
* Europe, Middle East, and Africa (EMEA)
* Asia
* Contoso Suites
* South America
* Europe, Middle East, and Africa (EMEA)
You need to ensure all sequences that relate to Contoso Pharmaceuticals business in Asia are easily discoverable and structured hierarchically. What should you do?
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 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 are configuring Dynamics 365 Sales for a US-based company as follows:
* Utah to California is the West territory,
* Illinois to Colorado is the Central territory.
* Maine to Indiana is the East territory.
The company wants the territories set up as follows:
* Salespersons 1 and 2 sell in the West territory.
* Salespersons 5 and 6 sell in the Central territory.
* Salespersons 3 and 4 sell in the East territory.
* Postal code for each state used as the location.
You need to set up the territories-Solution:
* Create the West territory, add the manager, and save.
* Add members for each territory.
* Repeat for the Central and East territories.
Does the solution meet the goal?
You manage a Dynamics 365 Sales environment.
You need to ensure that all possible activities are automatically converted to leads by using the record creation rule.
Which three activities can you convert to leads? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point
A company uses Dynamics 365 Sales to manage sales orders.
You need to create an order for a new customer.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.


Explanation:

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-order-sales#create-an-order
You use Dynamics 365 for Sales system customizer.
You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.


Explanation:

References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-productbundles- sell-multiple-items-together
You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
An order uses quote and order functionality in Dynamics 365 Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. Which two opportunities can you close as won? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
You need to resolve the issue reported by User1.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You are creating a new account form for Inside sales. The company name is in the account name field.
Company employees are entered as contacts.
The form must meet the following requirements with minimal additions:
* List employee names.
* include the street address, city, and state as one field.
* Include columns to allow for entry of three separate email addresses.
* Ensure that users can only edit the phone number and email columns.
You need to configure the form.
Which option should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.


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?
An organization uses Dynamics 365 for Sales.
You need to create a quote template in Microsoft Word for use in the organization.
What should you do?
You need to enter information about VendorZ into the system.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.