MB-210 Microsoft Dynamics 365 for Sales Questions and Answers

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

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 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 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 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 process CompanyB's order.

What should you do?

You need to implement the time study.

What should you create?

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 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 resolve the issue for PreferredCustomerA, What should you create?

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 configure pricing for the Contoso, Ltd. invoice.

What should you do?

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

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

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

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

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 help the new salesperson resolve the access issue.

What should you change?

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

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

What should you create?

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

You manage a Dynamics 365 Sales environment.

You need to email the sales manager when salespeople update their phone call activities.

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.

A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).

You need to create the rollup query for the goal metrics.

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

NOTE: Each correct selection is worth one point.

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 gather information from a prospect named Cat Francis to qualify the prospect as a new sales opportunity.

You need to identify the prospect, complete all the required fields, and qualify the prospect in the sales process.

To complete this task, sign in to the Dynamics 365 portal.

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.

A sales manager requests to view all the closed opportunities by source campaigns. The manager wants the visual formatted as a stacked bar comparison of which closed opportunities are won versus lost.

You need to configure your environment to provide access to the visual. You must name the visual Opportunities Won vs. Lost by Campaign.

To complete this task, sign in to the Dynamics 365 portal.

A company uses Dynamics 365 Sales.

Sellers frequently encounter issues with duplicate records in the system, based on an individual's full name and email address. The sellers require a low-code solution to proactively warn a seller about a duplicate record when a lead is qualified.

You need to recommend a solution.

What should you recommend?

A company uses Dynamics 365 Sales. The company plans to use Microsoft SharePoint to organize documents.

All access to documents must be through Dynamics 365 Sales. You must limit document access to only salespeople.

You need to set up SharePoint for use.

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

NOTE: Each correct selection is worth one point.

A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.

The company divides a business unit into three separate units. Each unit will have a new manager.

You need to update the quotas for each user for the current fiscal year's forecast.

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

NOTE: Each correct selection is worth one point.

You are configuring sales accelerator for a retail business. The company uses four tables: Lead, Quote, Product and a custom merchandise table. The default main form is used for all tables.

The company plans to implement the Up Next widget for sellers on all applicable tables.

You need to configure the widget so it is displayed correctly for sellers.

Solution: Add Lead to workspace settings and add the widget to the Lead table form.

Does the solution meet the goal?

You use Dynamics 365 for Sales.

You are in stage two of business process flow that has five stages.

You need to use multiple business process flows.

Which actions should you perform? To answer, drag the appropriate actions to the correct scenarios. 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.

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: Convert the Opportunity to a quote.

Does the solution meet the goal?

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.

A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views. You must display the same Kanban board when sales team members view the My Open Opportunities list. You need to configure the view for the sales team members. What should you add to the view?

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 forecast.

Does the solution meet the goal?

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 determine which fields are required when opportunities are marked as lost.

Which fields are required?

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

What should you configure?

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 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 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 determine how notes and attachments are handled in converted leads.

How are they handled?

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 create the required number of orders for ClientA.

How many orders should you create?

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 ensure that employees have the appropriate territory set up.

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

NOTE: Each 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 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.

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

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

Where should you add the shows?

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

What should you do?

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

What is the cause of the issue?

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.

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.

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.

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

What should you configure?

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.