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 code and symbol so that both are displayed.
Does the solution meet the goal?

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: When closing an opportunity, use the Close as Won dialog.
Does the solution meet the goal?

You are a Dynamics 365 Sales system administrator.
The sales team wants to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Remove any subscriptions associated with Microsoft Relationship Sales and disable JavaScript.
Does the solution meet the goal?

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?

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.
✑ Add members for each territory and save.
✑ Repeat for the Central and East territories.
✑ Add connections to each territory.
Does the solution meet the goal?

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 and add the manager.
✑ Add members and save.
Repeat for the Central and East territories.

Does the solution meet the goal?

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?

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 the members for each territory.
✑ Select Related under each territory and select the postal codes applicable for each territory.
Does the solution meet the goal?

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: Edit the playbook template and set the value of the Track Progress option to yes.
Does the solution meet the goal?

You are a Dynamics 365 Sales system administrator.
The sales team wants to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up blockers.
Does the solution meet the goal?

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: Add a new currency and configure the currency precision and symbol.
Does the solution meet the goal?

You are a Dynamics 365 Sales system administrator.
The sales team wants to use automated conversation starters.
You need to ensure that the controls are available to developers.
Solution: Create a subscription to Microsoft Relationship Sales and enable JavaScript and pop-up blockers.
Does the solution meet the goal?

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?

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: Use Unified Interface apps.
Does the solution meet the goal?

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: Use Dynamics 365 AI for Sales.
Does the solution meet the goal?

A company uses Dynamics 365 Sales Professional.
A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team.
You need to create the new sales team.
Which two values must you configure? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

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?

You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:

You need to modify the business process flow to make it valid.
What should you reduce?

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?

You are a Dynamics 365 administrator for a dental office.
You need to create a process in Sales Hub to ensure that team members perform the following actions:
✑ Call patients to remind them about upcoming appointments.
✑ Update patient contact information.
What should you create?

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?

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: On the last stage of the business process flow, select Finish.
Does the solution meet the goal?

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 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?

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?

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 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 default currency.
Does the solution meet the goal?

You run a bicycle parts company that uses a proprietary cloud ERP system, Dynamics 365 Sales, and an inventory system.
You need to create visualizations that meet the following requirements:
✑ Consolidate data from all three systems.
✑ Provide users with a deeper understanding of customers spending habits.
Which application should you use?

You need to display activities by using the calendar view.
What should you do?

You create a playbook template. You enable the progress tracking option for opportunities. The template consists of one task, one phone call, and one note.

A salesperson adds the template to an opportunity and adds an email to the playbook activities.

The salesperson reports that the count displayed in the Total Activities field does not update.

You need to resolve the issue.

What should you do?

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?

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 the members for each territory.
✑ Select Related and add the Resource territories.
Does the solution meet the goal?

A company uses Dynamics 365 Sales Professional.
A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.
You need to assign the appropriate default security role.
Which security role should you assign to the user?

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 company is implementing Dynamics 365 Sales. The company has ten products and four territories.
Each territory must have a price list specific for the territory and must use these prices as default product prices.
You need to configure the price lists for the territories.
What should you do?

Sales representatives at an organization have access to the contact records in their business unit.
You need to ensure that sales representatives can access contact records in all business units that are subordinate to their business unit. Sales representatives must not have access to other records in the organization.
Which access level should you assign to the Contact entity?

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?

You are a Dynamics 365 administrator for a company. The company's fiscal year is April 1 through March 31.
You need to create a system view for all users that displays data for the current fiscal year by default.
What should you do?

You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.
Managers must be able to determine how the relationship with customers is trending for each opportunity.
You need to implement a solution.
Which solution should you implement?

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: Change the opportunity to an inactive state.
Does the solution meet the goal?

A company plans to close early on the last day of the month for an employee celebration.
You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day.
Which feature should you use?

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?

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?

You are Dynamics 365 for Sales administrator.
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?

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?

You are a Dynamics 365 administrator.
A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to ֲ£. Other managers are not experiencing this issue.
You need to fix the currency symbol for the sales manager.
What should you change?