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Microsoft MB-210 Microsoft Dynamics 365 Sales Functional Consultant Exam Practice Test

Demo: 60 questions
Total 349 questions

Microsoft Dynamics 365 Sales Functional Consultant Questions and Answers

Question 1

You have opportunities that have values in multiple currencies. The currency exchange rate automatically

updates.

You need to ensure that currency values are accurately reported.

When is the new currency exchange rate applied to the opportunity records?

Options:

A.

when a change is made to a currency field

B.

when a user opens the opportunity record

C.

when a user manually recalculates opportunity

D.

when the calculate rollup field system job for the msdyn_projectteam entity runs

Question 2

A company uses Dynamics 365 Sales insights predictive modeling. The prediction accuracy score no longer meets the company's standards. You need to resolve this issue. What should you do?

Options:

A.

Change the business process flow that it is referencing.

B.

Retrain the model.

C.

Add a new model.

D.

Refresh the data.

Question 3

You are a salesperson working with Dynamics 365. Your role includes working with opportunities.

You need to close opportunities.

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

NOTE:Each correct selection is worth one point.

Options:

Question 4

You are a Dynamics 365 for Sales system customizer.

You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.

Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.

Does the solution meet the goal?

Options:

A.

Yes

B.

No

Question 5

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.

Options:

Question 6

You are a salesperson using Dynamics 365 for Sales.

You need to revise an active quote.

What happens to the original quote record?

Options:

A.

The quote is deleted

B.

The quote is converted into an order and a copy of the quote is put in draft mode for modification

C.

The original quote is put in draft mode for modification

D.

The quote is closed, and a copy of the quote is put in draft mode for modification

Question 7

A company uses Dynamics 365 Sales.

You need to implement the Microsoft Relationship Sales solution.

Which add-on should you install?

Options:

A.

Sales Insights

B.

Customer Insights

C.

Sales accelerator

D.

Sales Navigator

Question 8

Youneedto ensure that ausernamed User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?

Options:

A.

Salesperson

B.

Common Data Service

C.

CEO - Business Manager

D.

Marketing Professional

Question 9

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, 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?

Options:

A.

Yes

B.

No

Question 10

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.

Options:

Question 11

A company uses Dynamics 365 Sales.

You need to configure the Sales Insights sales accelerator.

What should you create?

Options:

A.

Insight cards

B.

Leads

C.

Communication frequency

D.

Sequences

Question 12

You close a lost opportunity. The company you lost the opportunity to is a competitor with whom you do business. The company is already set up with an account and competitor record in the system.

You want to track the lost opportunity without having to reopen the opportunity.

You need to track the company to the opportunity.

What should you do?

Options:

A.

Add the account to the opportunity.

B.

Add the competitor to the opportunity.

C.

Add the opportunity to the competitor.

D.

Add the opportunity to the account.

Question 13

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?

Options:

A.

guided selling

B.

territories

C.

relationship intelligence

D.

dynamic marketing lists

Question 14

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.

Options:

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.

Question 15

A customer plans to track external individuals who influence an opportunity.

The sales manager wants to add a new role named influencer to identify these individuals.

You need to create the role.

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

NOTE: Each correct selection is worth one point.

Options:

Question 16

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

What should you change?

Options:

A.

Salesperson role to a Sales Manager role

B.

Team member license to a Dynamics 365 Sales Enterprise license

C.

Dynamics 365 Sales Enterprise license to a Dynamics 365 Sales Premium license

D.

Sales Team Member role to a Salesperson role

Question 17

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.

Options:

Question 18

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.

Options:

Question 19

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.

Options:

Question 20

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

What should you create?

Options:

A.

campaign

B.

quick campaign

C.

marketing email

D.

customer journey

Question 21

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.

Options:

Question 22

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.

Options:

A.

Enable server-side synchronization.

B.

Add the Dynamics 365 App for Outlook security role to the user.

C.

Enable email engagement.

D.

Turn on auto capture.

E.

Add the Dynamics 365 App for Outlook to the salesperson.

F.

Approve the salesperson's email address.

Question 23

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

What should you recommend?

Options:

A.

Dynamics 365 Sales Premium

B.

Dynamics 365 Team member

C.

Dynamics 365 Sales Enterprise

D.

Dynamics 365 Sales Professional

Question 24

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

Options:

A.

Modify security role privileges.

B.

Apply a Dynamics 365 Sales Professional license.

C.

Grant access to the partner portal.

D.

Add the Sales Enterprise App role.

Question 25

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.

Options:

Question 26

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

Options:

A.

Dynamics 365 Team member

B.

Dynamics 365 Sales Professional

C.

Dynamics 365 Sales Enterprise

D.

Dynamics 365 Sales Premium

Question 27

You need to resolve the issue reported by User1.

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

NOTE: Each correct selection is worth one point.

Options:

A.

Configure the connection graph.

B.

Configure Linkedln Sales Navigator Lead lookup control.

C.

Create a tab for Linkedln Sales Navigator and make it visible.

D.

install Linkedin Sales Navigator and enable it.

E.

Enable CRM sync and activity writeback.

Question 28

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

Options:

A.

scheduled flow

B.

booking alert

C.

custom activity table

D.

business process flow

Question 29

You need to ensure that the Accounts table data does not contain duplicates.

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.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

Options:

Question 30

You need to optimize generated forecasts. What should you create?

Options:

A.

one predictive opportunity scoring model

B.

two predictive opportunity scoring models

C.

two predictive lead scoring models

D.

one predictive lead scoring model

Question 31

You need to configure group sales discounts for alumni.

Which discount type parameters should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 32

You need to create and configure access to the Orders report and the Discounts by Number of Employees report.

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

NOTE:Each correct selection is worth one point.

Options:

Question 33

You need to implement dashboards.

Which URL should you use?

Options:

A.

https://bellowscollege.crm.dynamics.com

B.

http://bellowscollege.crm.dynamics.com

C.

https://bellowscollege.dynamics.com

D.

https://crm.bellowscollege.dynamics.com

Question 34

You need to resolve the sales manager's issue regarding private box customers.

What should you do?

Options:

A.

Convert all incoming phone calls to leads.

B.

Convert the sales manager's emails lo opportunities.

C.

Convert the sales manager's emails to leads.

D.

Convert the dean's phone call to an opportunity.

Question 35

You need to increase efficiency and consistency for ticket sales to meet company requirements.

What should you create?

Options:

A.

a Microsoft Flow workflow

B.

a playbook

C.

a Lifecycle Services (LCS) package

Question 36

You need to create invoices for all customers.

Which products should you use? To answer, select the appropriate options in the answer area.

NOTE:Each correct selection is worth one point.

Options:

Question 37

You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

Options:

A.

contact name

B.

stakeholder

C.

record owner

D.

dean

Question 38

You need to create a discount list for ticket sales.

Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 39

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.

Options:

Question 40

You need to configure accounting options.

Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

NOTE:Each correct selection is worth one point.

Options:

Question 41

You need to create a chart for the athletic director.

What should you do?

Options:

A.

Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.

B.

Use the ticket type as the X-axis. Use amount of sales on the Y-axis

C.

Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis

D.

Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.

Question 42

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

What should you do?

Options:

A.

Set the Invoice Product to Override Price

B.

Set the Invoice Product to Use Default

C.

Configure an end date for the price list

Question 43

You need to identify new customer pending sales.

What should you do?

Options:

A.

Create status reasons in the solution and associate them with Open status

B.

Add statuses for all the pending sales stages

C.

Set all new leads to a default status ofQualified

D.

Configure the solution to automatically convert leads to opportunities

Question 44

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.

Options:

Question 45

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

Why does the error occur?

Options:

A.

The quote has been deleted.

B.

The opportunity is in Active state.

C.

The quote template is in Active mode.

D.

The quote is in Active state.

Question 46

You need to resolve the issues on the ticket’s dashboard.

Which configurations should you change? To answer, select the appropriate options in the answer area.

NOTE:Each correct selection is worth one point.

Options:

Question 47

You need to determine the cause of the issue with desktop users and business cards.

What is the cause of the issue?

Options:

A.

The Al Builder Business Card control needs to be configured for the field on the form.

B.

The field needs to be added to the form.

C.

A business rule needs to be set up to show the field.

D.

The users do not have the appropriate permissions.

E.

Show image on the form is not selected in Form Properties.

Question 48

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.

Options:

Question 49

You need to configure the system to handle all ticket sales.

What should you configure?

Options:

A.

Discount Lists

B.

Product Bundles

C.

Product Catalog Settings

D.

Goals

Question 50

You need to create orders for large quantity purchases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution

NOTE: Each correct selection is worth one point.

Options:

A.

Create an invoice from the order record.

B.

Make a copy of the quote and save it as won.

C.

Select Won when prompted.

D.

Select a Create order from the Quote record.

E.

Select Convert to work order from the Opportunity record.

Question 51

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?

Options:

A.

Create a workflow for the Goals entity

B.

In the Goals section of App Settings, selectActuals

C.

In the Business Management section of Settings, configureGoal Metrics

D.

In the Goals Settings section of App Settings, selectRollup recurrence

Question 52

You need to ensure that new managers receive the information they need.

What should you do? To answer, drag the appropriate actions to the correct information. 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.

Options:

Question 53

You need to choose which product's solution fits the analysis needed.

Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution 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.

Options:

Question 54

You need to configure the system for all the large quantity pricing requirements.

What should you do?

Options:

A.

Create a workflow for price list

B.

Create a quote with a write-in product

C.

Create an opportunity.

D.

Create a product catalog

Question 55

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.

Options:

Question 56

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

Where should you add the shows?

Options:

A.

Competitor

B.

Product

C.

Accounts

D.

Contacts

Question 57

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

Options:

A.

Product

B.

Accounts

C.

Contacts

D.

Competitor

Question 58

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

Options:

A.

Create custom activities for the credit and reference checks.

B.

Add a stage to the business process flow.

C.

Convert the credit and reference activities lo an opportunity.

D.

Delete the RFQ Lead record.

E.

Create custom status reasons.

Question 59

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.

Options:

Question 60

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

Options:

A.

a product catalog for each country

B.

a discount list for Preferred Customers

C.

a price list for the currency of each country

D.

a product bundle for each country

E.

a playbook category

Demo: 60 questions
Total 349 questions