MB-210 Microsoft Dynamics 365 for Sales Questions and Answers

You are a Dynamics 365 Sales administrator. You set the fiscal year to begin in January.

A sales manager needs a monthly forecast for the next three years that starts in August of the next year.

You need to configure the forecast using the fewest number of forecasts.

How should you configure each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You are a Dynamics 365 for Sales system customizer.

You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.

Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.

Does the solution meet the goal?

You implemented Dynamics 365 Sales for a company.

Users experience the following issues:

• Salespeople can display a view of all accounts. The account phone number column, which is the last column, displays only the header with no data.

• The company creates a system view named Salesperson customer for last 90 days. This view is unavailable for the salespeople.

You need to resolve the issues.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You are a Dynamics 365 Sales consultant for a food service company. The company caters for client companies.

The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.

The lunch bundle is created at $200.00. It will include the following.

You need to explain how the sales staff should manage the product bundle in the opportunity.

What should they do for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views. You must display the same Kanban board when sales team members view the My Open Opportunities list. You need to configure the view for the sales team members. What should you add to the view?

You need to process CompanyB's order.

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.

You need to manage existing RFQs.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to implement sales lost to competitors.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to configure the RFQ process flow.

What should you create to meet each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to set up the required sales tracking for multinational customers.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

You need to resolve the issue for PreferredCustomerA, What should you create?

You need to add the unfavorable credit and reference check reasons to the RFQ close process. What should you do?

You need to configure the credit and reference screening playbook to meet the requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to configure the RFQ Won/Loss chart.

How should you configure the chart? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to implement the time study.

What should you create?

You need to configure forecasting according to the requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to ensure that the salespeople can access all their meetings when they travel.

What should you recommend the salespeople use?

You need to explain to a salesperson where to find information in the mobile app.

Which location should you direct them to for the information?

To answer, drag the appropriate locations to the correct information required. Each location may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content

NOTE: Each correct selection is worth one point.

You need to ensure that new managers receive the information they need.

What should you do? To answer, drag the appropriate actions to the correct information. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

You need to choose where to enter the other show names in the system. Where should you add the shows?

You need to configure the system to handle all ticket sales.

What should you configure?

You need to set up goals for the salespeople.

How should you set up the configurations? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to determine which fields are required when opportunities are marked as lost.

Which fields are required?

You need to create the required number of orders for ClientA.

How many orders should you create?

You need to determine how notes and attachments are handled in converted leads.

How are they handled?

You need to set up quotes to meet the requirements.

How should you configure the quotes? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to resolve the issue UserA is experiencing.

Where should you add UserA?

You need to configure territories and membership.

Which configurations should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to configure the system for incoming email to support creation of leads from email requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to determine the cause of the error for approved quotes.

Why does the error occur?

You need to create visualizations for managers.

What should you configure? To answer, select the appropriate options In the answer area.

NOTE: Each correct selection is worth one point.

You need to ensure that sales numbers reflect the accounting calendar.

What should you configure?

You need to ensure that the Accounts table data does not contain duplicates.

Which three actions should you perform in sequence? To answer move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

You need to identify new customer pending sales.

What should you do?

You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?

You need to create a chart for the athletic director.

What should you do?

You need to increase efficiency and consistency for ticket sales to meet company requirements.

What should you create?

You need to create a discount list for ticket sales.

Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.

NOTE: Each correct selection is worth one point.

You need to create invoices for all customers.

Which products should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to create and configure access to the Orders report and the Discounts by Number of Employees report.

What should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to implement dashboards.

Which URL should you use?

You need to configure group sales discounts for alumni.

Which discount type parameters should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to configure opportunity status reasons to meet the requirements for existing customer sales.

Which options should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to resolve the sales manager's issue regarding private box customers.

What should you do?

You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

You need to configure accounting options.

Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

You are setting up forecasting for a company.

The forecasting setup requires columns that aggregate the following information:

• All forecasts for territory to the territory managers

• Committed amount with the closed amount

• Customer sales order amounts imported from the ERP system

You need to configure the column types.

Which type should you use? To answer, drag the appropriate types to the correct columns. Each type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content

NOTE: Each correct selection is worth one point

You are configuring sales accelerator for a retail business. The company uses four tables: Lead, Quote, Product and a custom merchandise table. The default main form is used for all tables.

The company plans to implement the Up Next widget for sellers on all applicable tables. You need to configure the widget so it is displayed correctly for sellers. Solution: Add the widget to the custom merchandise table form.

Does the solution meet the goal?

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 a Dynamics 36S Sales system administrator.

The sales team warns to use automated conversation starters.

You need to ensure that the controls are available to developers.

Solution: Disable JavaScript and disable pop-up blockers.

Does the solution meet the goal?

A company uses Dynamics 365 Sales. The company does not use any customizations.

The system must create activity records for every interaction a salesperson has with customers and contacts.

You need to configure the system by using minimal customizations.

How should you configure the system? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A company uses Dynamics 365 App for Outlook for all Dynamics 365 Sales users.

Some salespeople want to automatically trade and link emails to Dynamics 365 Sales records.

You need to assist salespeople with automatic email tracking.

What should you do?

You are working a list of leads in Dynamics 365 Sales.

You have a custom security role that contains the following privileges:

* create and edit user-level privileges on the lead and note entities

* business unit-level append, append to, and assign privileges on the lead and note entities

* organization-level share privileges on the lead and note entities

You need to perform the following actions on leads:

* Add notes to leads

* Assign leads to other users

How should you manage leads? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to improve lead assignments.

Which actions should you take? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to help the salespeople track their emails.

Which three actions should you perform? Each correct answer presents pan of the solution.

NOTE: Each correct selection is worth one point.

You need to provide a solution for the traveling salespeople.

What should you recommend for each scenario? To answer, drag the appropriate apps to the correct scenarios. Each app may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Bach correct selection is worth one point.

What should you create for each audience? To answer, drag the appropriate list types to the correct audiences. Each list type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

You need to help the new salesperson resolve the access issue.

What should you change?

You need to help the salespeople prioritize their tasks

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to provide First Up Consultants the access they require. What should you do?

You need to configure the system for the contracts team.

Which three actions should you perform in sequence?

To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

You need to send a notification to contacts for the pop-up sale.

What should you create?

You need to purchase a license for the sales manager. Which license should you purchase?

You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.

What should you recommend?