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Another important aspect of the Microsoft MB-210 exam is testing the candidate's knowledge of customer engagement. This includes understanding how to create and manage customer interactions, as well as how to use the various tools available in Microsoft Dynamics 365 Sales to analyze customer behavior and make data-driven decisions. Candidates will need to demonstrate their ability to configure and customize the customer engagement hub, as well as how to use the system to manage customer relationships.
NEW QUESTION # 100
You need to configure accounting options.
Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option 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.
Answer:
Explanation:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/work-fiscal-year-settings
NEW QUESTION # 101
An order uses quote and order functionality in Dynamics 365 Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often.
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. an opportunity that has quotes in the revised status reason
- B. an opportunity that has quotes in the draft status
- C. an opportunity that has quotes in the active status
- D. an opportunity that has quotes in the won status
Answer: C,D
Explanation:
Explanation/Reference:
Manage Core Sales Identities
Testlet 2
Background
Humongous Insurance provides fleet automotive insurance. The company's accounting year is July 1st-June
31st.
They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United States, and the United Kingdom.
The company is making a big push for the start of their second quarter on October 1st.
Current environment
* United States salespeople are located in either the north, east, south, west, or national territory.
* Only national territory sales team members can send quotes and invoices across multiple territories.
* Sales managers route leads based on territory.
* Salesperson1 and Salesperson2 are part of the south region and the national account, respectively.
* Salespeople cannot accurately report progression of sales and whether they are closed or still in process.
* Manager and underwriter approval is communicated by email.
* Many salespeople use different quote layouts.
Requirements
Territories
* Each territory must be set up as a Business Unit for security.
* Each territory must have the ability to qualify its own leads.
Security
* National sales team members must have privileges in order to see sales and account information managed by the regional sales teams.
* Configure appropriate security for national and each regional sales.
Goals
* Salespeople's goals must roll up to their manager's goal.
* Goal metrics need to automatically calculate every 12 hours.
Quotes
* Set up version traceability for quotes.
* Quotes must be marked with the word "Final" when approved.
* Quotes and orders must be generated in their client's currency.
* Quotes and invoices must be able to be viewed across a variety of devices.
* Pricing must be standardized for insurance products while supporting tiered pricing across national and regional accounts.
Opportunities
* Closed opportunities that are won or lost must capture competitor information. The company wants a visualization built for the categories related to why the opportunities closed a certain way.
* When an opportunity is nearing time to quote, products should be added to the opportunity.
Other requirements
* Simplify data entry and reduce dual data entry.
* Help salespeople and their managers keep track of where they are in the sales process.
* Use out-of-the-box reports where possible.
* Generate invoice numbers automatically.
* Begin invoice numbers with the letters INV.
* Allow managers to be able to view a diagram and drill down to leads converted in the last 30 days.
Issues
* Salespeople cannot identify the sales process stage process for each customer.
* Updated products are not easily updated within the product groups.
* There is no pricing tool.
* Salespeople must research each product every time they have to quote a customer on a product.
* UserA is unable to qualify leads.
* The manager follows the process on an approved quote but an error occurs.
* ClientA purchases products from multiple regions for a single order.
* Not all products are available in regional pricelists or national pricelists.
NEW QUESTION # 102
A company manufactures widgets. Widgets can be sold in the following ways:
The company discovers that customers want to buy widgets individually.
You need to add a unit named Each.
- A. Set Each as the primary unit.
- B. Create the unit Each with Box as the base unit.
- C. Make Each the base unit for all units.
- D. Update the unit Box with Each as the base unit.
Answer: A
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units
NEW QUESTION # 103
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification 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.
Answer:
Explanation:
Explanation
NEW QUESTION # 104
An organization uses Dynamics 365 for Sales.
You need to create a quote template in Microsoft Word for use in the organization.
What should you do?
- A. Create a flow
- B. Enable VBA in Microsoft Word
- C. Enable dynamic content in Microsoft Word
- D. Enable the Developer tab in Microsoft Word
Answer: D
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-36
NEW QUESTION # 105
A company implements Dynamics 365 Sales Insights.
You must implement predictive forecasting.
You need to confirm that fields are populated prior to deployment.
Which field must you populate? To answer, drag the appropriate fields to the correct requirements. Each field 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.
Answer:
Explanation:
Explanation
NEW QUESTION # 106
You use Dynamics 365 for Sales system customizer.
You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-productbundles-sell
NEW QUESTION # 107
You need to ensure that sales numbers reflect the accounting calendar.
What should you configure?
- A. Rollup Queries
- B. Sales Territories
- C. Business Closures
- D. Fiscal Year Settings
Answer: D
NEW QUESTION # 108
Hotspot Question
You use opportunities with products and price lists in Dynamics 365 for Sales.
You need to add products than exist in PriceListA and PriceListB to an opportunity.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 109
You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which finer type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source 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.
Answer:
Explanation:
NEW QUESTION # 110
An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often.
You need to create a process that meets the following requirements:
* Create an order from a quote.
* Close the associated opportunity as won.
* Update the actual values to reflect values from the quote.
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
- A. The opportunity has other quotes in the draft status.
- B. The opportunity has other quotes in the won status.
- C. The opportunity has other quotes in the active status.
- D. The opportunity has other quotes in the revised status reason.
Answer: A,B
Explanation:
Section: Manage Core Sales Identities
NEW QUESTION # 111
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification 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.
Answer:
Explanation:
Explanation
NEW QUESTION # 112
A company wants to use Dynamics 365 Sales with their internal phone system.
You need to configure Dynamics 365 to use the softphone dialer.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Download and import the Dynamics 365 Channel Integration Framework
2 - Navigate to the Channel Integration Framework application
3 - Configure the channel provider
Reference:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/integrate-sample-softphone
https://docs.microsoft.com/en-us/dynamics365/customer-service/channel-integration-framework/configure-channel-provider-channel-integration-framework
NEW QUESTION # 113
A customer plans to track external individuals who influence an opportunity.
The sales manager wants to add a new role named influencer to identify these individuals.
You need to create the role.
How should you configure the system? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 114
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
- A. Marketing Professional
- B. Delegate
- C. CEO - Business Manager
- D. Sales Person
Answer: C
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-sales-territories-organize-bus
NEW QUESTION # 115
You need to configure forecasting according to the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/capture-forecast-category-opportunity
https://rocketcrm.co.uk/sales-forecasting-dynamics-365-new-feature/
NEW QUESTION # 116
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: Convert the Opportunity to a quote.
Does the solution meet the goal?
- A. No
- B. Yes
Answer: B
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quotesales-
NEW QUESTION # 117
You need to assign the appropriate out-of-the-box security roles.
Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role 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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 118
A company is connecting Dynamics 365 Sales records to Microsoft Teams.
Users experience the following issues on different lead records when they try to access documents in Dynamics 365 Sales:
* UserA receives an error that states file sharing is not setup.
* UserB receives an error that states the user does not have permissions to view files.
* UserC is still able to view documents after the user was removed from the Microsoft Teams channel.
You need to resolve the issues.
What should you do for each issue? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 119
You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which finer type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source 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.
Answer:
Explanation:
Explanation
NEW QUESTION # 120
What should you create for each audience? To answer, drag the appropriate list types to the correct audiences.
Each list type 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.
Answer:
Explanation:
Explanation
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NEW QUESTION # 121
You need to create a discount list for ticket sales.
Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 122
You send a quote to a client. The client calls and negotiates a better price.
You need to send a revised quote to the client.
What is required to modify the quote? To answer, select
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 123
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 a correctly convened.
Which values should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 124
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Microsoft MB-210 exam is an essential certification for those who want to become a Microsoft Dynamics 365 Sales Functional Consultant. MB-210 exam covers different aspects of sales processes, and candidates must have a good understanding of sales processes and some experience with Dynamics 365 Sales to take the exam. Microsoft Dynamics 365 Sales Functional Consultant certification demonstrates that the candidate has the knowledge and skills to implement and configure Dynamics 365 Sales to improve sales processes.
Microsoft MB-210 exam is designed to test the skills and knowledge of individuals who want to become Microsoft Dynamics 365 Sales Functional Consultants. MB-210 exam is specifically designed to test an individual's understanding of the sales process and their ability to implement and configure the Dynamics 365 Sales application to meet the needs of their clients.
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