HOTSPOT
You are a Dynamics 365 for Sales environment.
You need to implement the Social Selling Assistant.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
You are converting a lead for the manufacturing manager from Contoso, Ltd. Neither the company nor the manufacturing manager are in your Dynamics 365 system.
You need to ensure that the lead record is correctly converted.
Which values should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
HOTSPOT
A company uses Dynamics 365 Sales to track activities. The sales department plans to use leads.
You need to determine:
1.
Which activities convert to leads.
2.
Which field carries over from the activity to the lead.
Which feature should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
DRAG DROP
You use products with properties for your opportunities in Dynamics 365.
You are adding a new product to your product catalog.
You need to create the product with a new set of properties.
Which three product catalog components should you configure in sequence? To answer, move the appropriate components from the list of components to the answer area and arrange them in the correct order.
Select and Place:
DRAG DROP
You are configuring Dynamics 365 Sales Insights.
You need to configure the system to meet the following requirements:
Use artificial intelligence (AI) to rate all open leads on whether they will convert to an opportunity.
Use AI to improve expected future sales numbers over the fiscal year.
Create a sequence of activities for each lead to help the salespeople improve sales.
Which feature should you configure? To answer, drag the appropriate features to the correct requirements. Each feature 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.
Select and Place:
A company sends PDF quotes to customers.
A salesperson wants to revise the look of a quote after selecting the Export to PDF button.
You need to modify the template for the PDF.
Where should you modify the template?
A. Microsoft Excel
B. a report
C. Microsoft Word
D. the PDF document
A salesperson is viewing a My Activities list as a calendar.
The salesperson wants to change the status of a phone call by dragging an activity to a new status.
You need to ensure that the salesperson can switch their view type.
What should you do?
A. Select Show As in the ribbon.
B. Select Create View in the ribbon.
C. Remove the Calendar control, and then add the Kanban control to the view.
D. Add the Kanban control to the view.
A company uses Dynamics 365 Sales.
A user cannot find the option to view activities in the Kanban view or rearrange the activities.
You need to make the Kanban view available to the user.
What should you do?
A. Add the user to the correct security role.
B. Create a new system view.
C. Add the control to the Activity table.
D. Instruct the user to create a personal view.
You need to determine the cause of the issue with desktop users and business cards. What is the cause of the issue?
A. The field needs to be added to the form
B. Show image on the form is not selected in Form Properties
C. The users do not have the appropriate permissions
D. A business rule needs to be set up to show the field
E. The AI Builder Business Card control needs to be configured for the field on the form