Microsoft MB-210 Microsoft Dynamics 365 for Sales Exam Practice Test

You need to configure the RFQ process flow.

What should you create to meet each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to resolve the issue for PreferredCustomerA, What should you create?

You need to add the unfavorable credit and reference check reasons to the RFQ close process. What should you do?

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.

You need to set up the required sales tracking for multinational customers.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

You need to configure the RFQ Won/Loss chart.

How should you configure the chart? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to implement sales lost to competitors.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to process CompanyB's order.

What should you do?

You need to implement the time study.

What should you create?

You need to configure the credit and reference screening playbook to meet the requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to manage existing RFQs.

What should you do? To answer, select the appropriate options in the answer area.

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.

You need to create a component for deliveries. What should you create?

You need to create a price list for loaves of bread. What should you set up?

You need to explain to a salesperson where to find information in the mobile app.

Which location should you direct them to for the information?

To answer, drag the appropriate locations to the correct information required. Each location 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 ensure that the salespeople can access all their meetings when they travel.

What should you recommend the salespeople use?

You need to create visualizations for managers.

What should you configure? To answer, select the appropriate options In the answer area.

NOTE: Each correct selection is worth one point.

You need to set up quotes to meet the requirements.

How should you configure the quotes? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to resolve the issue UserA is experiencing.

Where should you add UserA?

You need to ensure that sales numbers reflect the accounting calendar.

What should you configure?

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.

You need to configure the system for incoming email to support creation of leads from email requirements.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to determine how notes and attachments are handled in converted leads.

How are they handled?

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

Which fields are required?

You need to create the required number of orders for ClientA.

How many orders should you create?

You need to set up goals for the salespeople.

How should you set up the configurations? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to determine the cause of the error for approved quotes.

Why does the error occur?

You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?

You are configuring Dynamics 365 for Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders.

You need to ensure that salespeople can move through the sales process and view progress.

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.

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 company uses special pricing for bulk purchases of products.

A sales team member cannot create pricing lists for preferred customers.

You need to set up a discount price list.

What are three possible security roles that can be used? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A company that sells products in multiple regions uses Dynamics 365 Sales.

The company has different product offerings in each region.

The system must be set up to send the latest product information to each region every month.

You need to set up the distribution of product information for the regions.

What should you set up?

A company uses Dynamics 365 Sales.

An account form has a subgrid of contacts. Users report that the information in the subgrid is cut off and requires a horizontal scroll bar. The users must be able to view the information in a card format.

You need to reformat the subgrid to always use a custom card form.

What should you set for each requirement? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Contoso, Ltd., plans to configure 100 sequences.

The company operates several sub-brands across the following geographical locations:

• Contoso Pharmaceuticals

* North America

* Europe, Middle East, and Africa (EMEA)

* Asia

• Contoso Suites

* South America

* Europe, Middle East, and Africa (EMEA)

You need to ensure all sequences that relate to Contoso Pharmaceuticals business in Asia are easily discoverable and structured hierarchically. What should you do?

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: Qualify the opportunity.

Does the solution meet the goal?

A company uses Dynamics 365 Sales.

The sales manager wants leads to automatically route to the salesperson who has the fewest leads.

You need to automate the process.

What should you set up?

You are a sales manager at an international company using Dynamics 365 Sales.

You need to set up the product catalog.

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.

A company uses Dynamics 365 for Sales.

You need to reduce the number of pre-sales support days that are available based on the days the company is closed for public holidays.

How should you configure the schedule? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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?

You are setting up the product catalog in Dynamics 365 Sales.

The following promotions must be set up in the product catalog:

• Customers receive a free mug with the purchase of one can of soda.

• Customers receive a five percent price decrease on the purchase of 12 cases of soda.

• Soda has various prices based on whether the purchase is for one can, one six-pack, or a case.

You need to choose which feature to set up in the product catalog.

Which feature should you use? 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.

You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.

User1 asks a user named User2 to assist with the opportunity while she is on vacation.

You need to ensure that User2 can access the opportunity and that User1 retains ownership of the

opportunity.

What should you do?

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.

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.

You need to configure the system for the contracts team.

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.

You need to send a notification to contacts for the pop-up sale.

What should you create?

You need to help the salespeople track their emails.

Which three actions should you perform? Each correct answer presents pan of the solution.

NOTE: Each correct selection is worth one point.

You need to help the salespeople prioritize their tasks

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to help the new salesperson resolve the access issue.

What should you change?

You need to purchase a license for the sales manager. Which license should you purchase?

You need to provide First Up Consultants the access they require. What should you do?

You need to improve lead assignments.

Which actions should you take? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to recommend to the sales manager which license to use for salespeople who work on tradeshow leads.

What should you recommend?

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: Bach correct selection is worth one point.

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.

You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting.

What should you do?

You need to choose where to enter the other show names in the system.

Where should you add the shows?