Question # 1
| You need to identify new customer pending sales.
What should you do? | | A. Create status reasons in the solution and associate them with Open status | | B. Add statuses for all the pending sales stages | | C. Set all new leads to a default status of Qualified | | D. Configure the solution to automatically convert leads to opportunities |
A. Create status reasons in the solution and associate them with Open status
Explanation:
To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval, Approved.
Question # 2
| You need to add the unfavorable credit and reference check reasons to the RFQ close process. What should you do? | | A. Create custom activities for the credit and reference checks. | | B. Add a stage to the business process flow. | | C. Convert the credit and reference activities lo an opportunity. | | D. Delete the RFQ Lead record. | | E. Create custom status reasons. |
E. Create custom status reasons.
Explanation:
[Reference:, https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience, , ]
Question # 3
| You need to create orders for large quantity purchases.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution
NOTE: Each correct selection is worth one point. | | A. Create an invoice from the order record. | | B. Make a copy of the quote and save it as won. | | C. Select Won when prompted. | | D. Select a Create order from the Quote record. | | E. Select Convert to work order from the Opportunity record. |
B. Make a copy of the quote and save it as won.
D. Select a Create order from the Quote record.
Explanation:
[Reference:, https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-orders-sp, , , ]
Question # 4
| You need to implement the time study.
What should you create? | | A. business rule | | B. insight cards with Sales Insights | | C. custom activity type | | D. new data step in the business process flow |
C. custom activity type
Explanation:
[Reference:, https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/work-with-activities?view=op-9-1, , ]
Question # 5
| You need to resolve the issue for PreferredCustomerA, What should you create? | | A. a product catalog for each country | | B. a discount list for Preferred Customers | | C. a price list for the currency of each country | | D. a product bundle for each country | | E. a playbook category |
C. a price list for the currency of each country
Explanation:
[Reference:, https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-products, , , ]
Question # 6
| You need to ensure that the salespeople can access all their meetings when they travel.
What should you recommend the salespeople use? | | A. Dynamics 365 Sales Insights | | B. Dynamics 365 for phones and tablets app | | C. Dynamics 365 Sales mobile app | | D. Dynamics 365 for Outlook |
C. Dynamics 365 Sales mobile app
Question # 7
| 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. | | A. Update the contact preference for CompanyD. | | B. Update the contact preference for VendorZ. | | C. Create a new connection type. | | D. Create an account record for VendorZ. | | E. Create a sub-contact record for the vendor for CompanyD. |
C. Create a new connection type.
D. Create an account record for VendorZ.
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