Q1. You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?
A. Share only the views with the team.
B. Share the views with each team member individually.
C. Share the dashboard, views, and charts with the team.
D. Share the dashboard and charts with each team member individually.
Answer: D
Q2. You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.
When qualifying the lead, what happens next in your standard sales process?
A. An order is created.
B. An opportunity is created.
C. An invoice is created.
D. A quote is created.
Answer: D
Q3. You are working with a company to implement Microsoft Dynamics 365 for their sales division.
The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them.
Which component of Microsoft Dynamics 365 should you use to manage this ability?
A. Email Engagement
B. Auto Capture
C. Relationship Assistant
D. Folder Level Tracking
Answer: A
Q4. You are using Microsoft Dynamics 365.
You can find your disqualified leads but are unable to delete the ones you have chosen for deletion.
What do you need to do to delete the leads?
A. Ask your system administrator to give you the security permissions to delete leads.
B. Ask your system administrator to give you share permission to delete leads.
C. Reactivate the leads, then delete them.
D. Qualify the leads, and then delete them.
Answer: A
Q5. You are a sales manager for your company.
In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused.
Which feature of Microsoft Dynamics 365 performs these functions?
A. Auto Capture
B. Relationship Assistant
C. Email Engagement
D. Site Map Designer
Answer: A
Q6. An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-of-box capabilities, how should you get this report for the sales executive?
A. On a view of opportunities, run the Pipeline Management Excel Template.
B. Add the Power BI content pack for Sales Managers, and share it with the executive.
C. Run the built-in Competitor Win/Loss report and send it to the sales executive.
D. Create a dashboard with the chart editor and include the competitors' details, and share it with the sates executive.
Answer:
Q7. You have received an email from a person you met at a conference you recently attended.
The email mentions that their organization might be interested in the services provided by your organization.
You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization.
Which record type can be used to accomplish this goal?
A. Account
B. Opportunity
C. Lead
D. Contact
Answer: B
Q8. You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.
A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?
A. Fabrikam, Inc. is a Primary Contact
B. Fabrikam. Inc. is a Parent account.
C. Fabrikam. Inc. is a Parent Customer.
D. Fabrikam, Inc. is a Child account.
Answer: B
Q9. An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly.
How should you help your users contact leads on a regular basis by using Relationship Insights?
A. Create a workflow on leads to remind the owner if there has been no activity for seven days.
B. Enable the Relationship Assistant on the card options for "No Activity with Lead." and change the "Days before notifying™" to 7.
C. Enable Email Engagement on the card options for No Activity with Lead," and change the "Days before notifying™" to 7.
D. Enable Relationship Insights with Relationship Analytics to show cards for leads with no activity.
Answer: D
Q10. You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review.
What should you do?
A. Delete the Lead.
B. Activate the Lead
C. Close the Lead as Won.
D. Qualify the Lead.
Answer: A