HOTSPOT -
A customer uses opportunities as part of a sales cycle.
The sales team wants to close opportunities. The team requires the following:
✑ an additional status reason when the opportunity is lost
✑ the ability to view details in Advanced Find when the opportunity is lost
You need to configure the system.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

HOTSPOT
-
You are consulting for a company that is installing Microsoft Power BI to work with a Dynamics 365 Sales application.
The administrator must configure each required option to successfully integrate the Sales Analytics template for use in Dynamics 365 Sales.
You need to identify which option to select.
Which option should you use? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
 

A company manually assigns leads to salespeople.
The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.
You need to request access from the administrator.
Which security role should you request?

A. Vice President of Sales

B. Playbook Manager

C. Sequence Manager

D. Sales Manager

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.

An organization uses sales dashboards in Dynamics 365.
You need to configure a single dashboard that includes the following data:
✑ both complex key performance indicators that are derived from external data and custom visuals
✑ real-time data on sales performance that is based on Dynamics 365 data
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

A. Add the external data as virtual entities in Dynamics 365 and use it for the dashboard visualizations.

B. Create all visuals in a Microsoft Power BI dashboard. Embed the dashboard in Dynamics 365.

C. Create tiles and a dashboard in Microsoft Power BI.

D. Create charts with required data in Dynamics 365.

E. Combine Microsoft Power BI and standard charts on a standard dashboard in Dynamics 365.

You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?

A. Reduce the auto number prefix to one character

B. Reduce the auto number prefix to two characters

C. Reduce the suffix length to four characters

D. Ensure that the prefix setting is read-only

A company is using Dynamics 365 Sales without any customizations.
A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in Canada. You must ensure that the order is tracked properly.
You need to create the minimum number of orders to deliver to the locations.
How many orders should you create?

A. two

B. three

C. four

D. one

A customer uses premium forecasting.
You need to add columns from the forecast to the Trend chart.
Which two types of columns should you add? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Rollup

B. Calculated

C. Hierarchy related

D. Simple

An organization attends a tradeshow and identifies several leads.
One specific lead wants to make a purchase in the next week.
You need to create an invoice.
At which stage can you create the invoice?

A. Lead

B. Order

C. Opportunity

D. Quote

You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.
You need to ensure that a user can install the business process flows.
What should you do?

A. Assign the Dynamics 365 System Customizer role to the user

B. Assign the Common Data Service User role to the user

C. In the Power Apps Admin center, assign Environment Maker permissions to the user

D. In the Office 365 Admin center, assign Application proxy permissions to the user

You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?

A. Status and Stakeholders

B. Status and Contact

C. Status Reason and Competitor

D. Status Reason and Description

DRAG DROP
-
A company uses Dynamics 365 Sales.
Users encounter the following issues when they try to use some views:
•	The search results view does not display the expected columns.
•	The view for a related table does not have the required columns.
You need to alter the views for each issue.
Which views should you update? To answer, drag the appropriate views to the correct issues. Each view 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.
 

HOTSPOT -
You run a sales report for Fourth Coffee named Account Overview. The following report displays:
 
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:
 

DRAG DROP
-
A company uses Dynamics 365 Sales.
A sales manager wants to send an email to all contacts who live in a specific city. The manager does not want to create an email template or reuse the list of contacts. The email must be created and sent automatically.
You need to configure the system to send the email.
Which three actions should you recommend be performed 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: Each correct selection is worth one point.
 

HOTSPOT -
You are creating a new account form for inside sales. The company name is in the account name field. Company employees are entered as contacts.
The form must meet the following requirements with minimal additions:
✑ List employee names.
✑ Include the street address, city, and state as one field.
✑ Include columns to allow for entry of three separate email addresses.
✑ Ensure that users can only edit the phone number and email columns.
You need to configure the form.
Which option should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

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 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: On the Quotes tab of the opportunity, select Add New Quote.
Does the solution meet the goal?

A. Yes

B. No

HOTSPOT
-
A company generates leads from a web form. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
•	Automate lead assignments.
•	Ensure even lead distribution among salespeople.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
 

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 create a new field for an opportunity to capture the Billing Contact. The field must be populated by using a contact record. You must set the field as required, and then add the field to the form at the bottom of the Summary section.
To complete this task, sign in to the Dynamics 365 portal.

You manage a default Dynamics 365 Sales environment. You are configuring a sales dashboard.
You need to create an interactive dashboard.
Which three entities can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Queue Item

B. Opportunity

C. Knowledge Article

D. Case

E. Invoice

A company uses Dynamics 365 Sales. You are redesigning the main form.
Sales representatives for the company require a slider for a probability column where they enter a customer’s opportunity. The sales representatives want to avoid custom development.
You need to configure the form.
What should you do?

A. Embed a Power BI report in the form.

B. Add a Power Apps component framework (PCF) control to the form.

C. Create a business rule.

D. Change the column type to calculated.

E. Add JavaScript.

A customer creates a custom events table. The Events table has an N:1 relationship with the Accounts table. The events team tracks activities against events.
The account manager wants to see all activities related to accounts in the timeline.
You need to allow event activities to appear in the account timeline.
What should you update?

A. Relationship type in the relationship definition

B. Timeline setting in System Settings

C. Timeline field on the account form

D. Relationship Rollup View in the relationship definition

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.

A company based in Mexico is setting up Dynamics 365 Sales. All price lists are in US dollars (USD).
A sales representative sells products to customers in the United Kingdom and Spain.
You need to determine the currency for the quote.
Which currency will the quote use?

A. Pound sterling

B. Euro

C. USD

D. Peso

You need to implement dashboards.
Which URL should you use?

A. https://bellowscollege.crm.dynamics.com

B. http://bellowscollege.crm.dynamics.com

C. https://bellowscollege.dynamics.com

D. https://crm.bellowscollege.dynamics.com

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.

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 use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: At any stage in the business process flow prior to the final stage, select Finish.
Does the solution meet the goal?

A. Yes

B. No

DRAG DROP -
You need to handle large quantity opportunities.
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.
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:
 

HOTSPOT -
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

You are a Dynamics 365 Sales administrator for an organization.
The organization is no longer going to sell a product in the product catalog.
You need to ensure that the product is no longer available for selection by sales staff.
What should you do?

A. Retire the product

B. Edit the name

C. Delete the product

DRAG DROP
-
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 a solution for the traveling salespeople.
What should you recommend for each scenario? To answer, drag the appropriate apps to the correct scenarios. Each app 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.
 

A company uses Dynamics 365 App for Outlook for all Dynamics 365 Sales users.
Some salespeople want to automatically track and link emails to Dynamics 365 Sales records.
You need to assist salespeople with automatic email tracking.
What should you do?

A. Ask an administrator to enable the automatic tracking setting.

B. Ensure that the email recipient address is the same as the one in Dynamics 365 Sales.

C. In the Dynamics 365 App for Outlook, set up tracking in personal options.

D. Set up tasks in Outlook.

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

DRAG DROP -
You are setting up a product catalog in Dynamics 365 Sales.
You need to set up the catalog using the least amount of effort.
In which order should you set up the catalog? To answer, drag the appropriate components to the correct order position. Each component 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 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. CEO – Business Manager

B. Knowledge Manager

C. Common Data Service

D. Delegate

DRAG DROP
-
A company is evaluating Dynamics 365 Sales licenses.
The sales manager wants the following features:
•	knowledge management
•	sequence designer
•	predictive forecasting
You need to recommend sales plans that provide the full feature capabilities in the most cost-effective manner.
Which sales plans should you recommend? To answer, drag the appropriate sales plans to the correct features. Each sales plan 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.
 

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.

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.
 

A company uses Dynamics 365 Sales. You have administrator privileges.
The sales manager plans to require the sales team to track emails from Microsoft Outlook.
You need to direct users to where they can deploy their own App for Outlook instance.
To where should you direct them?

A. Email settings

B. Dynamics 365 App for Outlook area

C. Microsoft AppSource

D. Advanced settings

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:
 

A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.
Which entity should you use?

A. Opportunity Close

B. Opportunity

C. Competitor

D. Opportunity Line

HOTSPOT -
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.
Hot Area:
 

HOTSPOT
-
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.
 

HOTSPOT -
A company uses Dynamics 365 Sales to manage sales orders.
You need to demonstrate the process of going from a lead to an order.
Which stage applies to each task? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 

You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team.
The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items.
You need to make the change.
What should you do?

A. Edit the existing forecast, remove the Lost column, and add a new calculated column.

B. Create a new forecast and update the Amount field in the layout.

C. Create a new forecast, remove the Lost column, and add a new calculated column.

D. Edit the existing forecast and update the Amount field in the layout.

HOTSPOT -
You have a sales report that shows activities for Accounts in the last 30 days. When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report.
 
A Form: Report: Account Activity last 30 Days
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:
 

HOTSPOT -
You are a Dynamics 365 for Sales administrator.
You create the following flow.
 
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:
 

You are a Dynamics 365 Sales administrator. You create a discount list.
The sales team needs to use the discount list for opportunities.
You need to ensure that the discount list is available and that products are discounted as expected.
To what should you associate the discount list?

A. Product

B. Price list item

C. Price list

D. Product family

You are a salesperson using Dynamics 365 Sales.
You need to be able to modify the product price on an active invoice that uses current pricing.
What should you do?

A. Set the Invoice Product to Override Price

B. Set an End Date for the Price List to ensure the Price List is expired

C. Set an End Date for the Price List to ensure the Price List is not expired

D. Set the Invoice Product to Use Default

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 won status.

B. The opportunity has other quotes in the draft status.

C. The opportunity has other quotes in the active status.

D. The opportunity has other quotes in the revised status reason.