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Microsoft Dynamics 365 Sales Functional Consultant Sample Questions (Q188-Q193):

NEW QUESTION # 188
You are a Dynamics 365 Sales administrator for a car dealership. You create a custom Service entity.
Salespeople must be able to see all related appointments in the timeline. A salesperson creates an appointment but is unable to see any Service records available in the Regarding field. Salespeople have permission to view service record.
You need to ensure that the salesperson is able to connect the appointment to the service.
What should you do?

A. Enable activities on the Service entity.
B. Assign privileges to Activities.
C. Create a connection to the Service record.
D. Add a timeline to the Service form.

Answer: A

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/outlook-app/enable-a-custom-entity-to-appear-in-the-regarding-lookup

NEW QUESTION # 189
You need to configure group sales discounts for alumni.
Which discount type parameters should you use? Toanswer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation

NEW QUESTION # 190
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: Close the opportunity as won.
Does the solution meet the goal?

A. Yes
B. No

Answer: B

Explanation:
Section: Manage Sales Entities
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote- sales-order-invoice

NEW QUESTION # 191
You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation
Graphical user interface, text, application, chat or text message Description automatically generated

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/choose-layout-and-columns-forecast

NEW QUESTION # 192
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 product bundle for each country
D. a price list for the currency of each country
E. a playbook category

Answer: D

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-price-lists-price-list-items-define-pricing-p
Topic 5, Liberty's Delightful Sinful Bakery & Cafe
Liberty's Delightful Sinful Bakery & Cafe (Liberty's) sells baked goods to only commercial customers for resale from its East and West territories. The bakery acquired a company that it will incorporate as its retail line of business. Each territory will contain a Retail and Commercial territory.
Liberty's has two territories, each divided as shown below.

Configuration:
* The Commercial territory has a different price list than the Retail territory.
* The criteria used to measure the probability of a sale will be different for retail and commercial.
* All loaves cost the same and all buns cost the same.
* Auto-create records for newly qualified leads is turned on to simplify the lead qualification process.
* Liberty's logs all phone calls, appointments, and emails in Dynamics 365 Sales.
* Accounts were imported for the Retail territory.
* Liberty's finds that the information on their accounts and contacts are often outdated.
* Liberty's must use Microsoft Relationship Sales.
Discounts
To add the pricing for retail, Liberty's will update all price lists to reflect the retail price and provide the following discounts:
* 10 percent off for 10-19 items
* 20 percent off for 20-49 items
* 30 percent off for more than 50 items
Job roles
EmployecA:
* Manages the Commercial territory
* Will also manage the new Retail terntory starting next month
* Responsible for all sales functions, including forecasting and product management EmployeeB:
* Hired for retail sales only
* Must create new accounts and contacts but should not be able to create or edit products EmployeeC:
* Serves as a Liberty's executive
* Requires read-only access to Contacts and Accounts tables in Dynamics 365 Sales EmployeeC:
* Serves as an operations manager, responsible for managing orders and deliveries General
* With the acquisition of the retail company, new bread types must be added. These bread types must apply to loaves and buns.
* A lead must be generated from an activity record.
* Liberty's wants to improve accuracy about Accounts and Contacts but does not want to track messages generated outside of the system.
* With the addition of the retail branch. Liberty's must create a forecasting model to estimate the revenue for the next quarter.
* If a phone call is received from a new potential customer, a lead must be generated from the activity record.
* Liberty's must automatically maintain current account and contact information.
* The system must be able to rate the health of an opportunity based on the following scale:
o 1 = Good
o 2 = Fair
o 3 = Poor
* The health rating must include all conversations and interactions, including those on social media.
Issues
* A duplicate detection rule is set up, and the flag to check for duplicates is turned on; however, duplicates still exist.
* EmployeeB and other employees notice that all their opportunities are rated as Good, but when reviewing the activities, they see that the rating should be Poor.
* User1 complains that the user's message responses to leads in Linkedln are missing.
* TesterA cannot find the model-driven app to test.
* Liberty's receives an email with a customer order. When the customer calls to pay with a credit card over the phone, Liberty's cannot find the customer order.

NEW QUESTION # 193
......

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