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Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

You are creating orders from quotes in Dynamics 365. In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order. You need to ensure

You need to create a product family. What should you do?

You are a Dynamics 365 system customizer. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders. You need to

You need to create an invoice. At which stage can you create the invoice?

An organization attends a tradeshow and identifies several leads. One specific lead wants to make a purchase in the next week. You need to create an invoice. At which stage

You need to display all your items from the opportunity in the quote. What should you do?

A company uses Dynamics 365 for Sales. You create a new quote and associate an opportunity to the quote. You need to display all your items from the opportunity in

You need to be able to modify the product price on an active invoice that uses current pricing. What should you do?

You are a salesperson using Dynamics 365 for Sales. You need to be able to modify the product price on an active invoice that uses current pricing. What should you

You need to make it easier for the sales team to find groups of products that are similar. What should you use?

You are a Dynamics 365 for Sales administrator. The sales team is having difficulty locating related products. You need to make it easier for the sales team to find groups

You need to add pricing for a product that is not available in the product catalog. What should you do?

You create an invoice with products and services for a customer. You need to add pricing for a product that is not available in the product catalog. What should you

You need to revise an active quote. What happens to the original quote record?

You are a salesperson using Dynamics 365 for Sales. You need to revise an active quote. What happens to the original quote record? A. The quote is deleted B. The

You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity. What should you do?

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

You need to configure Dynamics 365 to ensure that you can capture the required information. Which field should you configure?

You manage Dynamics 365 environments for client organizations. A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost. You

You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity. What should you do?

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

You need to associate the competitor with a Dynamics 365 entity. To which type of entity can you associate the competitor?

A company uses Dynamics 365 for Sales. You must track a competitor to help your company win a sale. You need to associate the competitor with a Dynamics 365 entity.

Which two opportunities can you close as won? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

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

Users need to be able to continue to manage their opportunities. Which option is possible?

You use price lists in Dynamics 365 for Sales. Some price lists have expired. Users need to be able to continue to manage their opportunities. Which option is possible? A.

You need to shorten quote numbers to the minimum possible length. 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

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?

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

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

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.

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

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.

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

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.

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

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.

You need to create a quote template in Microsoft Word for use in the organization. What should you do?

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. Create a flow

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?

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

You need to ensure that users can assign salespeople to sales territories. Which security role can you use?

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

Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

You are an administrator for Dynamics 365 for Sales. You need to ensure that a user can install and configure the Social Selling Assistant. Which two actions should you perform?

Which three actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.

An organization uses sales dashboards in Dynamics 365. You need to configure a single a dashboard that includes the following data: both complex key performance indicators that are derived from

You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day. Which feature should you use?

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

You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?

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

Which three entities can you use? Each correct answer presents c complete solution. NOTE: Each correct selection is worth one point.

You manage a default Dynamics 365 for Sales environment. You are configuring a sales dashboard. You need to create an interactive dashboard. Which three entities can you use? Each correct

You need to ensure that estimated revenue for opportunities is automatically calculated. What should you do?

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

You need to fix the currency symbol for the sales manager. What should you change?

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

You need to shorten quote numbers to the minimum possible length. 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

Solution: Change the default currency. Does the solution meet the goal?

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.

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?

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.

Solution: Change the currency decimal precision and currency display options. Does the solution meet the goal?

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.

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

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.

Solution: Add the LinkedIn Sales Navigator Contact (member profile) control. Does the solution meet the goal?

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.

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

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.