HOTSPOT -
A company wants to implement the Forecast Management feature in Dynamics 365 Sales.
The company plans to use the Opportunity Status Reason field to indicate that sales have closed. They want to use settings based on the organizational reporting structure. Salespeople must only see their own forecasts.
You need to select the appropriate settings to meet the company's requirements.
Which settings should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

DRAG DROP -
A salesperson progresses through the Lead to Opportunity sales process.
 
You need to identify what needs to be completed to enter the next stage.
Which action should you perform to advance the business process to each subsequent stage? To answer, drag the appropriate actions to the correct stages. Each action 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 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 ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?

A. Common Data Service

B. CEO – Business Manager

C. Marketing Professional

D. Knowledge Manager

HOTSPOT -
You need to configure opportunity status reasons to meet the requirements for existing customer sales.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

SIMULATION -
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
Your company plans to generate a report to provide reasons for the disqualification of leads.
You need to add a reason of Cannot meet timeline for delivery and then apply the reason to a Sales Lead named Brian LaMee.
To complete this task, sign in to the Dynamics 365 portal.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Enable the playbook in Playbook settings.
Does the solution meet the goal?

A. Yes

B. No

HOTSPOT
-
A store sells toys to companies and individual consumers.
You need to track the following relationships by using out-of-the-box functionality:
•	For individual consumers, log information about parents and their children. If a record for a parent is deleted, the record for the child must also be deleted.
•	For companies that are subsidiaries, the store records their relationship to a corporate office. You must display the information in a hierarchical view.
What should you do to create each relationship? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
 

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background -
Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales company, to manage opportunities in areas where they do not have salespeople. The First Up Consultants personnel do not have Dynamics 365 Sales licenses. The internal sales team generates about 500 tradeshow leads per month.
Contoso, Ltd. uses Dynamics 365 Sales with no additional features enabled. The company currently uses only custom forms and the Sales Hub app.
The company recently hired a sales manager. The sales manager plans to improve processes and must keep costs as low as possible. A hands-off approach means the sales manager will view information in Dynamics 365 Sales but will not add entries. The sales manager identified the following areas that require major improvement:
•	Leads process
•	Opportunity process
•	Marketing process
•	General company collaboration and communication
Lead Process -
•	Leads created at the head office must be automatically distributed to salespeople in a cyclical order. Tradeshow leads are created by salespeople and do not need to be redistributed.
•	Lead assignments are often delayed because other tasks become a priority.
•	To help prioritize tasks, the salespeople require the Up Next widget for the Lead form.
•	The salespeople require a task that reminds them to call the lead one week after the tradeshow.
•	The salespeople are excellent at meeting leads at tradeshows. One day after the tradeshow, they manually send a follow up email, but that is often where the communication stops.
•	Salespeople often forget to track customer emails to their leads when they are in Microsoft Outlook.
Opportunity Process -
•	The contracts team must review all contracts uploaded in Dynamics 365 Sales for opportunities, but they do not have access to Dynamics 365 Sales.
•	Opportunities are often transferred to different child or parent accounts, so contracts should not be filed by account.
•	First Up Consultants must track the progress of the opportunity in Dynamics 365 Sales.
Marketing Process -
•	Pop-up sale
o	A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o	Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
•	Tradeshow
o	The sales administrator must send marketing materials to specific leads collected from the tradeshow when the tradeshow ends. The sales administrator must manually select the leads from all the leads collected.
•	Flyers
o	The sales administrator must send a quarterly sales flyer to leads in the local area. These leads are collected from the website. The leads must be automatically added or removed throughout the quarter.
General Issues -
•	Salespeople often travel to visit customers. Currently, the salespeople connect to Dynamics 365 Sales through a browser on their phones. The Dynamics 365 Sales forms are often small and difficult to use.
•	The salespeople require availability of the following features on their phone: o	Receive an alert that notifies them of a new lead assignment even when they are not using Dynamics 365 Sales. o	View all meetings and appointments from Outlook and Dynamics 365 Sales in one view. o	Generate a SQL Server Reporting Services (SSRS) quote for a customer.
•	Salespeople require emails to appear on Dynamics 365 Sales records so they can associate the email to the record without needing to navigate to another app.
•	A new salesperson can open records but cannot access the app. The salesperson has been granted the same app access as all other salespeople.
You need to provide First Up Consultants the access they require.
What should you do?

A. Grant access to the partner portal.

B. Modify security role privileges.

C. Add the Sales Enterprise App role.

D. Apply a Dynamics 365 Sales Professional license.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Enable auditing on for the Playbook Activity entity.
Does the solution meet the goal?

A. Yes

B. No

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background -
Best For You Organics Company specializes in delivering fresh and frozen organic fruits and vegetables to commercial and residential customers. The company recently started making ice cream bars. The company named this business line IceCreamBarLine. Best For You Organics Company plans to sell individual ice cream bars from food trucks and sell cases to convenience stores and gas stations.
Best For You Organics Company purchased a fleet of windowed trucks to sell individual ice cream bars and perform deliveries. The salespeople are the truck drivers.
Current environment -
Best For You Organics Company uses Dynamics 365 Sales and Microsoft 365. The company plans to use the sales accelerator features with IceCreamBarLine before rolling it out to other departments. The company has external stakeholders who are involved in sales opportunities.
Current environment setup -
•	Best For You Organics Company uses one business unit in Dynamics 365 Sales.
•	All users have Dynamics 365 Sales Enterprise licenses.
•	All salespeople use a mobile app when they are not in the office.
•	Best For You Organics Company uses Exchange Online.
•	Lead records are created automatically when marketing forms are submitted on the Best For You Organics Company website.
•	Each salesperson manages a district. A district named DistrictA does not have cellular or Wi-Fi service.
Current salesperson process -
•	Appointments are scheduled through Microsoft Outlook and Dynamics 365 Sales.
•	Custom insight cards are created to show tasks that have missed their due date.
•	Emails sent to customers are sent from Dynamics 365 Sales.
•	Salespeople use Microsoft SharePoint in Dynamics 365 Sales to store documents on leads and opportunities.
Requirements -
Dynamics 365 Sales -
•	The company requires that only salespeople have access to the sales accelerator features.
Emails -
•	Email interactions, such as when an email is opened, must be tracked.
•	Emails received by stakeholders must be visible on an opportunity record as soon as they are received.
•	Salespeople require the option to keep stakeholder emails private or make them visible to others.
•	Salespeople require their appointments and tasks to synchronize with Outlook.
Phone calls -
•	Calls to customers must be placed by using Dynamics 365 Sales.
•	Salespeople must be able to record their calls and have real-time transcription.
Appointments -
•	Appointments must be entered while the salesperson is at a customer's location.
•	Salespeople must be able to review their next meeting when they travel.
Alerts -
•	A salesperson must be alerted immediately when a marketing form is submitted for the salesperson's district.
Leads and opportunities -
•	Items in the worklist must display activities from leads and opportunities only.
•	Salespeople must be able to create shared Microsoft OneNote notebooks for each opportunity.
You need to help salespeople manage stakeholder emails.
Which feature should you use?

A. activity management

B. auto capture

C. focused view

D. email engagement

SIMULATION -
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
You need to update an opportunity to have a topic of Home Entertainment and to list that the opportunity plans to purchase from your competitor named Carter
Electronics.
To complete this task, sign in to the Dynamics 365 portal.

You need to configure pricing for the Contoso, Ltd. invoice.
What should you do?

A. Configure an end date for the price list.

B. Set the Invoice Product to Use Default.

C. Set the Invoice Product to Override Price.

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. Sales Person

C. Delegate

D. CEO ג€” Business Manager

HOTSPOT
-
Your company uses Microsoft Teams and Dynamics 365 Sales.
The administrator encounters the following issues with the integration of Dynamics 365 Sales and Teams:
•	The administrator is unable to add a team member to a Teams channel for Dynamics 365 record collaboration.
•	The administrator is unable to enable the Enhanced Collaboration Experience in Dynamics 365 Sales settings.
You need to resolve the issues.
Which resolution should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
 

DRAG DROP -
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.
Select and Place:
 

You manage a Dynamics 365 Sales environment.
You need to ensure that all possible activities are automatically converted to leads by using the record creation rule.
Which three activities can you convert to leads? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Service activity

B. Email

C. Phone call

D. Task

E. Custom activity

SIMULATION -
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
A sales manager requests to view all the closed opportunities by source campaigns. The manager wants the visual formatted as a stacked bar comparison of which closed opportunities are won versus lost.
You need to configure your environment to provide access to the visual. You must name the visual Opportunities Won vs. Lost by Campaign.
To complete this task, sign in to the Dynamics 365 portal.

SIMULATION -
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
Your company wants every lead record to be rated as Cold when the record is created.
You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.
To complete this task, sign in to the Dynamics 365 portal.

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background -
Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales company, to manage opportunities in areas where they do not have salespeople. The First Up Consultants personnel do not have Dynamics 365 Sales licenses. The internal sales team generates about 500 tradeshow leads per month.
Contoso, Ltd. uses Dynamics 365 Sales with no additional features enabled. The company currently uses only custom forms and the Sales Hub app.
The company recently hired a sales manager. The sales manager plans to improve processes and must keep costs as low as possible. A hands-off approach means the sales manager will view information in Dynamics 365 Sales but will not add entries. The sales manager identified the following areas that require major improvement:
•	Leads process
•	Opportunity process
•	Marketing process
•	General company collaboration and communication
Lead Process -
•	Leads created at the head office must be automatically distributed to salespeople in a cyclical order. Tradeshow leads are created by salespeople and do not need to be redistributed.
•	Lead assignments are often delayed because other tasks become a priority.
•	To help prioritize tasks, the salespeople require the Up Next widget for the Lead form.
•	The salespeople require a task that reminds them to call the lead one week after the tradeshow.
•	The salespeople are excellent at meeting leads at tradeshows. One day after the tradeshow, they manually send a follow up email, but that is often where the communication stops.
•	Salespeople often forget to track customer emails to their leads when they are in Microsoft Outlook.
Opportunity Process -
•	The contracts team must review all contracts uploaded in Dynamics 365 Sales for opportunities, but they do not have access to Dynamics 365 Sales.
•	Opportunities are often transferred to different child or parent accounts, so contracts should not be filed by account.
•	First Up Consultants must track the progress of the opportunity in Dynamics 365 Sales.
Marketing Process -
•	Pop-up sale
o	A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o	Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.
•	Tradeshow
o	The sales administrator must send marketing materials to specific leads collected from the tradeshow when the tradeshow ends. The sales administrator must manually select the leads from all the leads collected.
•	Flyers
o	The sales administrator must send a quarterly sales flyer to leads in the local area. These leads are collected from the website. The leads must be automatically added or removed throughout the quarter.
General Issues -
•	Salespeople often travel to visit customers. Currently, the salespeople connect to Dynamics 365 Sales through a browser on their phones. The Dynamics 365 Sales forms are often small and difficult to use.
•	The salespeople require availability of the following features on their phone: o	Receive an alert that notifies them of a new lead assignment even when they are not using Dynamics 365 Sales. o	View all meetings and appointments from Outlook and Dynamics 365 Sales in one view. o	Generate a SQL Server Reporting Services (SSRS) quote for a customer.
•	Salespeople require emails to appear on Dynamics 365 Sales records so they can associate the email to the record without needing to navigate to another app.
•	A new salesperson can open records but cannot access the app. The salesperson has been granted the same app access as all other salespeople.
You need to send a notification to contacts for the pop-up sale.
What should you create?

A. campaign

B. quick campaign

C. marketing email

D. customer journey

HOTSPOT -
You run an Account Overview report for Fourth Coffee. The following results are displayed.
 
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.
Hot Area:
 

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the opportunity.
Does the solution meet the goal?

A. Yes

B. No

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the forecast.
Does the solution meet the goal?

A. Yes

B. No

DRAG DROP
-
You are a salesperson for a company.
A customer asks you to place an order based on a draft quote you have provided.
You need to create the order.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area.
 

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background -
Liberty’s Delightful Sinful Bakery & Café (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:
 
Current Environment -
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 -
EmployeeA:
•	Manages the Commercial territory
•	Will also manage the new Retail territory 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
•	Requites read-only access to Contacts and Accounts tables in Dynamics 365 Sales
EmployeeD:
•	Serves as an operations manager, responsible for managing orders and deliveries
Requirements -
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.
Orders -
•	Orders are used to record bakery orders.
•	Each order may include multiple deliveries.
•	EmployeeD must be able to schedule and track actual delivery start and end times.
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 LinkedIn 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.
You need to create a component for deliveries.
What should you create?

A. booking alert

B. business process flow

C. scheduled flow

D. custom activity table

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background -
Best For You Organics Company specializes in delivering fresh and frozen organic fruits and vegetables to commercial and residential customers. The company recently started making ice cream bars. The company named this business line IceCreamBarLine. Best For You Organics Company plans to sell individual ice cream bars from food trucks and sell cases to convenience stores and gas stations.
Best For You Organics Company purchased a fleet of windowed trucks to sell individual ice cream bars and perform deliveries. The salespeople are the truck drivers.
Current environment -
Best For You Organics Company uses Dynamics 365 Sales and Microsoft 365. The company plans to use the sales accelerator features with IceCreamBarLine before rolling it out to other departments. The company has external stakeholders who are involved in sales opportunities.
Current environment setup -
•	Best For You Organics Company uses one business unit in Dynamics 365 Sales.
•	All users have Dynamics 365 Sales Enterprise licenses.
•	All salespeople use a mobile app when they are not in the office.
•	Best For You Organics Company uses Exchange Online.
•	Lead records are created automatically when marketing forms are submitted on the Best For You Organics Company website.
•	Each salesperson manages a district. A district named DistrictA does not have cellular or Wi-Fi service.
Current salesperson process -
•	Appointments are scheduled through Microsoft Outlook and Dynamics 365 Sales.
•	Custom insight cards are created to show tasks that have missed their due date.
•	Emails sent to customers are sent from Dynamics 365 Sales.
•	Salespeople use Microsoft SharePoint in Dynamics 365 Sales to store documents on leads and opportunities.
Requirements -
Dynamics 365 Sales -
•	The company requires that only salespeople have access to the sales accelerator features.
Emails -
•	Email interactions, such as when an email is opened, must be tracked.
•	Emails received by stakeholders must be visible on an opportunity record as soon as they are received.
•	Salespeople require the option to keep stakeholder emails private or make them visible to others.
•	Salespeople require their appointments and tasks to synchronize with Outlook.
Phone calls -
•	Calls to customers must be placed by using Dynamics 365 Sales.
•	Salespeople must be able to record their calls and have real-time transcription.
Appointments -
•	Appointments must be entered while the salesperson is at a customer's location.
•	Salespeople must be able to review their next meeting when they travel.
Alerts -
•	A salesperson must be alerted immediately when a marketing form is submitted for the salesperson's district.
Leads and opportunities -
•	Items in the worklist must display activities from leads and opportunities only.
•	Salespeople must be able to create shared Microsoft OneNote notebooks for each opportunity.
You need to configure Dynamics 365 Sales to allow salespeople to enter notes.
Which configuration action should you perform for the opportunity table?

A. Set up OneNote integration.

B. Enable attachments (including notes and files).

C. Set up SharePoint document management.

D. Allow knowledge management.

DRAG DROP -
You create a discount list for a company.
Two salespeople encounter the following issues when they create opportunities:
✑ Salesperson1 does not see the discount on the opportunity line item.
✑ Salesperson2 sees the discount applied to the line total instead of the unit price.
You need to ensure that discounts are applied properly.
What should you do? To answer, drag the appropriate actions to the correct issues. Each action 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:
 

You are a system customizer in Dynamics 365 Sales.
You need to set up product families.
Which option is available?

A. Create a maximum of 10 child product families

B. Set a product bundle as a parent of a product family

C. Add the product to multiple product families

D. Set a product property as an option set

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A company uses Dynamics 365 Sales.
You create a playbook to send documents to new sales managers.
You need to configure the system to record all activity associated with each playbook.
Solution: Create a Power Automate flow to track the activities.
Does the solution meet the goal?

A. Yes

B. No

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?

A. Sales Person

B. Delegate

C. System Customizer

D. CEO ג€” Business Manager

A company uses Dynamics 365 Sales.
Sales representatives for the company want changes to the data entry page for new customers. Much of the information on the page is not required. The representatives request fewer tab entries to get to required data entry areas.
You need to simplify data entry for the sales representatives.
What should you do?

A. Remove unnecessary columns from the view.

B. Create a Microsoft Power BI dashboard that contains only the relevant information.

C. Remove unnecessary columns from the form.

D. Edit the site map so only the main form is available.

DRAG DROP -
You manage Dynamics 365 Sales. You have a sales territory named SalesTerritoryA, which has an associated manager.
You need to create a new sales territory named SalesTerritoryB and assign the SalesTerritoryA manager to SalesTerritoryB.
Which four 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.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Select and Place:
 

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets 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 in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Update the roll-up recurrence frequency.
Does the solution meet the goal?

A. Yes

B. No

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 dynamic content in Microsoft Word

C. Enable the Developer tab in Microsoft Word

D. Enable VBA in Microsoft Word

You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No.
The salespeople require a country/region column to appear only if the US Citizen column is set to No.
You need to enable the column to appear when the condition is met.
What should you configure?

A. business process flow

B. column with type as Choices

C. column with type as Calculated

D. business rule

HOTSPOT -
A company is implementing Dynamics 365 Sales.
You need to determine which tool or service to recommend for the company's requirements.
Which tool or service should you recommend to meet each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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 VendorZ.

B. Create a new connection type.

C. Create an account record for VendorZ.

D. Update the contact preference for CompanyD.

E. Create a sub-contact record for the vendor for CompanyD.

A quote is accepted by a customer. A salesperson creates an order from the quote. The customer contacts the salesperson to request a repeat of the same order.
The salesperson wants to create another order from the same quote.
You need to create the order.
What should you do?

A. Create the order from the quote because it is in a Closed status.

B. Revise the quote and create the order from Draft status.

C. Create the order from the quote because it is in a Won status.

D. Revise the quote and create the order from the Active status.

HOTSPOT -
A company uses Dynamics 365 Sales. The company does not use any customizations.
The system must create activity records for every interaction a salesperson has with customers and contacts.
You need to configure the system by using minimal customizations.
How should you configure the system? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views.
You must display the same Kanban board when sales team members view the My Open Opportunities list.
You need to configure the view for the sales team members.
What should you add to the view?

A. PCF control

B. JavaScript

C. Custom control

D. Business rule

DRAG DROP -
You are a Dynamics 365 for Sales administrator.
You need to implement Versium Predict with custom views.
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.
Select and Place:
 

HOTSPOT -
You need to configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

A sales manager creates a view for leads in the manager’s region. The view displays only 25 records per page.
The sales manager wants the view to display 100 records per page.
You need to recommend a solution for the sales manager.
What should you recommend?

A. Update system settings.

B. Create a personal view.

C. Create a public view.

D. Update personalization settings.

DRAG DROP -
You are setting up a product catalog in Dynamics 365 Sales.
You must set up the following promotions in the product catalog:
✑ Customers receive a free bag of chips when they purchase one can of soda.
✑ Soda has different prices based on whether customers buy a can, a six-pack, or a case.
✑ Customers receive an additional 10 percent off a purchase of 10 case of soda.
You need to set up the promotions.
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:
 

HOTSPOT -
You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.
You need to ensure that you can install the business process flows.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

HOTSPOT -
You are a Dynamics 365 Sales consultant for a food service company. The company caters for client companies.
The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.
The lunch bundle is created at $200.00. It will include the following.
 
You need to explain how the sales staff should manage the product bundle in the opportunity.
What should they do for each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

You need to choose where to enter the other show names in the system.
Where should you add the shows?

A. Competitor

B. Product

C. Accounts

D. Contacts

HOTSPOT -
You use Dynamics 365 for Sales.
You need to add products 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.
Hot Area:
 

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study -
To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.
Background -
Liberty’s Delightful Sinful Bakery & Café (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:
 
Current Environment -
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 -
EmployeeA:
•	Manages the Commercial territory
•	Will also manage the new Retail territory 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
EmployeeD:
•	Serves as an operations manager, responsible for managing orders and deliveries
Requirements -
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.
Orders -
•	Orders are used to record bakery orders.
•	Each order may include multiple deliveries.
•	EmployeeD must be able to schedule and track actual delivery start and end times.
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 LinkedIn 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.
You need to create a price list for loaves of bread.
What should you set up?

A. one price list item, one discount list

B. one price list item, three discount lists

C. three price list items, one discount list

D. three price list items, no discount lists

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A company plans to move their headquarters from the United States to Europe.
You need to round all currency values to four decimal places and display the correct currency symbol.
Solution: Change the currency decimal precision and currency display options.
Does the solution meet the goal?

A. Yes

B. No