Question # 1
| A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities. What should you create first? | | A. primary unit | | B. related unit | | C. base unit |
C. base unit
Explanation:
In Dynamics 365 Sales, when setting up aunit group, you must first define thebase unit. This is the fundamental unit of measurement for a product and serves as the foundation for defining related units within the group.
For the battery manufacturer, defining abase unit(such as a single battery) is necessary before configuring related units for boxes of 12 and cases of 24 boxes, as these will be multiples or related units derived from the base unit.
[Reference:Microsoft Documentation - Create Unit Groups and Units, ]
Question # 2
| You are creating a forecast. You want to include only opportunities that sell You need to configure this within the system. What should you configure? | | A. separate views | | B. additional filters | | C. multiple columns | | D. premium forecasting | | E. premium forecasting |
B. additional filters
Explanation:
Requirement Analysis:
The goal is to include only specific opportunities—those that "sell"—in the forecast. This requires the ability to selectively include opportunities that meet specific criteria, such as the status, stage, or type of sale.
Solution - Using Additional Filters:
In Dynamics 365 Sales,additional filterscan be applied within the forecast configuration to refine the opportunities included. Filters allow you to specify criteria such as opportunity status, probability, estimated revenue, or any custom field that signifies the opportunity has "sold."
By setting up filters, you can ensure that only opportunities matching the desired criteria are included in the forecast, providing a targeted and accurate view of expected sales.
Steps to Configure Additional Filters in Forecasting:
Go toSales>Forecasts, and select or create a new forecast.
In the forecast settings, navigate toFiltersand add conditions that define which opportunities are included. For example, you can filter based on status (e.g., only include opportunities marked as "Won").
Save and apply the filter settings to ensure only the relevant opportunities appear in the forecast.
[Reference:Microsoft Documentation - Configure Filters in Forecasts, Benefits of Using Filters:, Filters provide flexibility to customize the forecast view, allowing for detailed segmentation of opportunities based on specific conditions., This approach ensures that the forecast reflects only the opportunities that are relevant to your defined criteria, which in this case is opportunities that have "sold.", By using additional filters, you can effectively control which opportunities are included in your forecast, aligning it with specific business needs and improving forecast accuracy., ]
Question # 3
| You need to ensure the active stage of the business process flow is visible in the view. Which two actions should you perform? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point. | | A. Add a page for the Onboard new pet table to the Sales Professional app. | | B. Add columns from the stable to the Active Onboard new pet view. | | C. Add columns from the Pet table to the All Onboard new pet view. | | D. Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view. |
B. Add columns from the stable to the Active Onboard new pet view.
D. Create a new column on the Pet table named "Onboarding stage" and add it to the Active pets view.
Question # 4
| You need to configure search to ensure the administrators can find all records which reference Corgis. Which action must you perform? | | A. Within system settings, select up to 10 relevant tables. | | B. Within the solution, ensure all relevant tables are indexed. | | C. For all relevant tables, ensure that the Can enable sync to external search index setting is False. | | D. Add columns to be searched to the Lookup view for each relevant table. |
B. Within the solution, ensure all relevant tables are indexed.
Explanation:
To enable comprehensive search capabilities for administrators to find all records referencing specific terms (such as “Corgis”), it is essential to ensure that all relevant tables are indexed.
In Dynamics 365, configuring search functionality for specific tables involves setting up the tables to be searchable, which can be done by indexing them within the solution.
Indexing relevant tables makes them accessible in the search feature and ensures all fields within those tables can be searched, allowing for quick retrieval of records that reference specific terms.
System settings(Option A) is limited to selecting up to 10 tables and is more about quick search rather than full indexing. Thesync to external search indexsetting (Option C) is for integration with external search tools and does not directly impact internal search capabilities.
Addingcolumns to the Lookup view(Option D) affects how lookups work but does not influence full-text search results.
References from Microsoft Documentation:
For configuring search indexing, refer toConfigure relevance search in Dynamics 365for more information on indexing tables to enhance search capabilities.
Question # 5
| You need to enable the Dynamics 365 App for Outlook for the sales team.
You need to perform the prerequisite actions before you can add the app for all users.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point. | | A. Enable mailboxes. | | B. Add the Dynamics 365 App to Outlook desktop app. | | C. Add the Dynamics 365 App for Outlook security role. | | D. Enable sending on behalf of other users setting. |
A. Enable mailboxes.
C. Add the Dynamics 365 App for Outlook security role.
Explanation:
Enable Mailboxes:
To use the Dynamics 365 App for Outlook, each user’s mailbox must be enabled for server-side synchronization. This ensures that emails, appointments, and tasks can sync between Outlook and Dynamics 365.
Without enabling the mailboxes, the synchronization won’t be functional, making it a critical prerequisite.
[Reference:Microsoft Documentation - Enable Mailboxes for Dynamics 365, Add the Dynamics 365 App for Outlook Security Role:, Users need to be assigned theDynamics 365 App for Outlook security roleto access the app. This role grants the necessary permissions to interact with Dynamics 365 through Outlook., Assigning this role ensures that users have the correct access rights to use the app within their Outlook environment., Reference:Microsoft Documentation - Security Roles for Dynamics 365 App for Outlook, ]
Question # 6
| A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do? | | A. Create a new security role in Dynamics 365 Sales. | | B. Update the users list in the SharePoint site. | | C. Update privileges in the Dynamics 365 Sales security role of the contract team. | | D. Create a new group in the SharePoint site. |
B. Update the users list in the SharePoint site.
Explanation:
Since the company usesMicrosoft SharePointfor document storage, access to documents is controlled throughSharePoint permissionsrather than Dynamics 365 security roles.
To restrict document access to only the contracts team, you shouldupdate the users list in the SharePoint sitewhere the documents are stored. This involves configuring SharePoint permissions to ensure that only the contracts team (or a specific SharePoint group associated with them) has access to the document library where contracts are stored.
[Reference:Microsoft Documentation - Manage SharePoint Permissions for Document Management in Dynamics 365, ]
Question # 7
| A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use? | | A. Plug-in | | B. Cloud flow | | C. Classic Dataverse workflow |
B. Cloud flow
Explanation:
Understanding the Requirement:
The company wants to send push notifications to sellers using the Dynamics 365 Sales mobile app. This requires setting up automated notifications triggered by certain events or conditions.
Solution - Using Cloud Flows:
Cloud flowsin Power Automate are ideal for creating automated workflows that can trigger push notifications based on events in Dynamics 365.
Power Automate provides connectors for Dynamics 365 Sales and mobile notifications, enabling the setup of push notifications without requiring custom code or plugins.
[Reference:Microsoft Documentation - Set Up Cloud Flows with Power Automate, Steps to Create a Cloud Flow for Push Notifications:, Go toPower Automateand create a new Cloud Flow., Set up a trigger based on a Dynamics 365 event (e.g., when a record is created or updated)., Add an action to send a push notification to the user’s mobile device., Customize the notification message and publish the flow to activate the notifications., Using Cloud Flows in Power Automate enables dynamic push notifications for mobile users, providing timely updates to sales team members based on real-time data changes., ]
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