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NEW QUESTION 101
You configure forecasts for a clothing manufacturer. A salesperson updates an opportunity and wants to refresh the forecast. You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the opportunity.
Does this meet the goal?
A. Yes
B. No
Answer: B
NEW QUESTION 102
You recently implemented Dynamics 365 Sales within your organization’s sales team. Based on the initial evaluation, adoption is limited as most sales users prefer to work from Microsoft Outlook. You decide to enable the Dynamics 365 App for Outlook. You need to perform the various actions required. Each correct action is part of the solution but does NOT solve the problem completely.
Solution: Within the system settings and email configuration, you set Process Email Using to Dynamics 365 for Outlook.
Does this meet the goal?
A. Yes
B. No
Answer: B
NEW QUESTION 103
A company’s IT department has a .CSV file stored on one of their Shared Documents folders within their Microsoft SharePoint sites. The data from the .CSV file is ingested into Dynamics 365 Customer Insights – Data. The file contains a row header and columns of different types, such as quantities and prices. The file also contains some rows with a high proportion of nulls. You need to clean and transform the data in Customer Insights – Data to be ready for unification.
Solution: Transform the first row to be used as headers, and remove any special characters or spaces from header row. Remove rows with missing primary keys and name the query. Select Next and your data is now ready for unification.
Does this meet the goal?
A. Yes
B. No
Answer: B
NEW QUESTION 104
A company has three business units. User privileges are set to ensure that users can only see records owned by their own business units. If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit columns match. You must ensure that duplicate records are NOT created for contacts. You need to create the duplicate detection rules. Which two filters should you configure? (Each correct answer is part of the complete solution. Choose two.)
A. First Name and Last Name and Preferred Phone and Business Unit.
B. First Name and Last Name and Email and Business Unit.
C. First Name and Last Name and Preferred Phone.
D. First Name and Last Name and Owner.
E. First Name and Last Name and Email.
Answer: AB
Explanation:
First Name, Last Name, and Business Unit must be match in both filter. Additionally Preferred Phone in one of the filters. Also Email in the other filter.
NEW QUESTION 105
A company implements Dynamics 365 Sales. The company has the following requirements:
– Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
– Managers must be able to look at the goals and calculations at any time.
The solution must use goal features WITHOUT customization. You need to create the calculation. What should you configure?
A. Drill-down table.
B. Rollup table.
C. Rollup query.
D. Goal metric.
Answer: C
Explanation:
Rollup queries are used to define the records that should be included in the goal rollup. Rollup queries are created for each goal rollup field. For example, you could create a goal metric that measures all invoices closed within a specific period. You could then create a rollup query to show invoices that are owned by a person, or raised for customers in a territory. Goals roll up from the bottom of the goal hierarchy to the top, with Dynamics 365 rolling child goal totals into their parent goal totals. Goals at the top of a hierarchy reflect a summation of all the goals in the organization. You can only query one entity type in a query, but the query builder helps you make a query as simple or as complex as you need. As you fine-tune your query, you can test the results.
NEW QUESTION 106
You are using a forecast template. You must configure the forecast by territory. You need to configure the forecast parameters. Which parameter should you configure?
A. Hierarchy table.
B. Top of hierarchy.
C. Hierarchy relationship.
D. Rollup table.
Answer: C
NEW QUESTION 107
A company manually assigns leads to salespeople. The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area. You need to request access from the administrator. Which security role should you request?
A. Sales Manager
B. Playbook Manager
C. Vice President of Sales
D. Sequence Manager
Answer: D
Explanation:
You can create manage sequences and assignment rules through navigating to ‘Personal Settings’ area if users have sequence manager role.
NEW QUESTION 108
Your organization has customized Dynamics 365 Sales to allow sales users to create account plans on existing accounts. The Account table has a one-to-many relationship with the Custom Account Plan table. To comply with privacy laws, your organization needs to delete inactive account records after two (2) years. Some account managers noticed that when they delete accounts, linked account plans are also deleted. Account managers want to be able to use these account plans as references. You need to ensure that when accounts are deleted, the accounts plans are NOT deleted. Which type of behavior should you set on the delete action in the relationship between accounts and account plans?
A. Cascade All
B. Cascade Active
C. Remove Link
D. Restrict
Answer: D
NEW QUESTION 109
A company deploys Dynamics 365 Sales. You are deploying Dynamics 365 App for Outlook to all users in the environment. You complete the following steps of the deployment:
– Assign all users the required security privileges.
– Enable and test all mailboxes.
– Users report that the app is NOT visible within their Outlook client.
You need to make Dynamics 365 App for Outlook available to all users. Which two actions should you perform? (Each correct answer presents a complete solution. Choose two.)
A. Add the app for all users.
B. Share the app with all users.
C. Assign the Dynamics 365 App for Outlook User security role to all users.
D. Instruct users to install the app.
E. Provide the app URL to the users.
Answer: AD
NEW QUESTION 110
A company uses Dynamics 365 Sales Professional. A new enterprise sales owner team must be created. The sales manager will be responsible for adding members and removing members from the team, a developer is available to assist. You need to create the new team. Which two values must you configure? (Each correct answer presents part of the solution. Choose two.)
A. Business unit name.
B. Team channel name.
C. Team administrator.
D. Team description.
E. Team name.
Answer: CE
Explanation:
Create an owner team:
1. Make sure that you have the System Administrator, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.
2. Go to Settings –> Security. In Microsoft Dynamics 365 for Outlook, go to Settings –> System –> Security.
3. Select Teams.
3. On the Actions toolbar, select New button.
5. Enter a team name.
6. Select a business unit. [Only for Dynamics 365 Sales Enterprise].
7. Enter an administrator.
8. Select Owner in Team Type.
9. Complete other required fields, and then select Save.
If you don’t select the business unit to which the team will belong, by default, the root business unit is selected. The root business unit is the first business unit created for an organization. [Only for Dynamics 365 Sales Enterprise].
NEW QUESTION 111
You manage a Dynamics 365 Sales environment where users can only view and edit their own records. User2 is assisting with User1’s opportunities while User1 is on vacation. User1 remains the owner of User1’s opportunities. User2 has reported that they CANNOT update User1’s opportunities. You need to diagnose the issue. What should you do?
A. Ensure User2 is added to an Access team.
B. Ensure User2 is added to the Sales team.
C. Ensure the record is assigned to User2.
D. Ensure User2 is added to the Owner team.
Answer: A
Explanation:
Dynamics 365 Sales uses the Opportunity Sales Access Team template to provide access to the opportunity record to all the users connected under the Sales team connection role category. A salesperson who might not have access to a given opportunity record by their assigned security role privileges can still get access when added as a sales team member from this subgrid. This allows the sales team member users to access and work with the opportunity record in Dynamics 365 on a per-record basis. Similarly, when an existing sales team member is deleted from the subgrid, the access to the opportunity record granted via the access team template is also removed.
NEW QUESTION 112
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
A. Sequence manager.
B. Sales team member.
C. Vice president of sales.
D. Forecast manager.
Answer: C
NEW QUESTION 113
A marketing user wants to target two groups of customers:
1. All customers that live in Paris.
2. All customers that have made more than ten online purchases.
You decide to meet this requirement by making quick segments. Which two options should you use as the base in the quick segments? (Each correct answer presents part of the solution. Choose two.)
A. Measures.
B. Insights.
C. Data tables.
D. Enrichments.
E. Profiles.
Answer: AE
NEW QUESTION 114
You need to create a Trend chart. Which two types of columns can you add to the Trend chart? (Each correct answer presents a complete solution. Choose two.)
A. Calculated.
B. Simple.
C. Hierarchy related.
D. Rollup.
Answer: AD
NEW QUESTION 115
You use the Dynamics 365 Sales mobile app. Users must receive a push notification when they are assigned to a lead record. You need to create the push notification. Which tool should you use?
A. Microsoft Power Automate
B. Microsoft Dynamics 365 App for Outlook
C. Business Process Flow
D. Assistant for Microsoft Dynamics 365 Sales
Answer: A
NEW QUESTION 116
HotSpot
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople. The measurement of goals must be based on the total deal amount upon closing an opportunity. The fiscal year for the goals must be based on the calendar year. You need to create the rollup query for the goal metrics. Which options should you select? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
Box 1: For each goal metric, you can create up to three rollup field records. Each record can specify actual, in-progress, or custom amount or count. You can use the same source table or difference source tables for all rollup field records. For example, in a goal metric that specifies the Money type, you can use an opportunity table as a source table and Opportunity.ActualValue as a source attribute. This lets you track the actual money amounts in all opportunities that are closed as “Won”. The Opportunity.EstimatedValue can be used to track the revenue that is expected after the opportunity is closed.
Box 2: To specify other important rollup information, use the rollup field table. The date that is validated against the goal time period, such as Opportunity.ActualCloseDate or Lead.EstimatedCloseDate. A record participates in the goal rollup, if the specified date falls between the start date and the end date for the goal. For example, if an opportunity is closed between the start and end dates for the goal, revenue generated from this opportunity is added to the goal’s total revenue; otherwise, it is not included.
Box 3: Examples of rollup data are Lead.EstimatedAmount and OpportunityClose.ActualRevenue that can be rolled into the Goal.InProgressMoney and the Goal.ActualMoney rollup fields.
NEW QUESTION 117
HotSpot
Both your sales and marketing teams use Dynamics 365 applications to conduct campaigns with customers. Leadership has asked for sales and marketing campaigns to have parent campaigns applied so the combined success of sales and marketing efforts can be measured, along with each division’s own success. They want the campaign hierarchy to be clear to users so they can see a “Parent Campaign” relationship. Any actions taken on parent records should automatically be taken on child records. You need to update table relationships to enable the requirements using the minimum amount of configuration steps. What should you configure? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
Box 1: Hierarchical relationships are self-referential one-to-many relationships. In this case from the Campaign table, to the Campaign table.
Box 2: Self-referential means that the table is related to itself. For example, the account table has a lookup column to associate it with another account table row. The Parent table is on the 1-side of the 1-M relation, and it refers to Child Campaign with the Lookup column.
Box 3: Any actions taken on parent records should automatically be taken on child records. When a one-to-many entity relationship exists there are cascading behaviors that can be configured to preserve data integrity and automate business processes.
NEW QUESTION 118
HotSpot
You are customizing a workspace in the sales accelerator. The workspace must display the industry of a company. You need to configure the work item appearance for a company. Which two settings should you modify? (To answer, select the appropriate UI element in the answer area.)
Answer:
NEW QUESTION 119
Drag and Drop
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel. You need to configure an SMS provider. Which four actions should you perform in sequence? (To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.)
Answer:
NEW QUESTION 120
Drag and Drop
Within your non-profit organization you have set up your different charities in a custom table to store charity records. In the Contact table, you have various famous people who can be special charity ambassadors. You need to set up the charity ambassador connection role so that charity managers can link the charity through a connection from the contact. Which four actions should you perform in sequence? (To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.)
Answer:
NEW QUESTION 121
Drag and Drop
The sales team wants to see a timeline of related activities and notes on a custom Dynamics 365 Sales form. You need to add a timeline control to the form. Which five actions should you perform in sequence? (To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.)
Answer:
NEW QUESTION 122
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