Question: 1
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 receive a request to prevent a salesperson from advancing an opportunity to the Propose stage of the Lead to Opportunity Sales Process until the salesperson captures the customer need.
You need to configure your environment to meet the requirement.
To complete this task, sign in to the Dynamics 365 portal.
A Explanation:
You need to edit the Lead to Opportunity Sales Process business process flow by making the step mandatory.
In the site map, selectSales Settings.
Under Customization, select Business Process Flows.
Select the Lead to Opportunity Sales Process business process flow.
In the Develop stage of the business process flow, select the Customer Need step.
Tick the Required checkbox to make this step mandatory.
Click Save to save the changes.
Answer : A
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Question: 2
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question 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 are configuring Dynamics 365 Sales for a US-based company as follows:
Utah to California is the West territory,
Illinois to Colorado is the Central territory.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
Salespersons 1 and 2 sell in the West territory.
Salespersons 5 and 6 sell in the Central territory.
Salespersons 3 and 4 sell in the East territory.
Postal code for each state used as the location.
You need to set up the territories-Solution:
Create the West territory, add the manager, and save.
Repeat for the Central and East territories.
Add members for each territory.
Select Related under each territory and select the postal codes applicable for each terriority.
Does the solution meet the goal?
Question: 3
A company uses Dynamics 365 Sales.
You need to email a quote to a customer.
When user interface option should you use?
Question: 4
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?
Question: 5
You need to be able to modify the product price on an active invoice that uses current pricing.
What should you do?