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NEW QUESTION NO: 6
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BI.
The organization wants to use the Power BI dashboards and tiles inside Dynamics 365.
Which two options are available? Each correct answer presents a complete solution.
A. Once Power BI is enabled for the organization, a complete Power BI Dashboard can be added as a personal dashboard.
B. Once Power BI is enabled for the organization, a Power BI tile can be added to a personal dashboard.
C. A System Administrator can add a Power BI Dashboard in Microsoft Dynamics 365 on a system dashboard.
D. A System Administrator can add a Power BI tile in Microsoft Dynamics 365 on a system dashboard.
Answer: A,B
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/add-or-edit-power-bi-visualizations-on- your-dashboard.aspx#addPBIdashboard

NEW QUESTION NO: 7
Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee.
You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point, and allow other staff to see that you are not managing the sale.
How can you meet these needs in Microsoft Dynamics 365?
A. Delete the Opportunity and recreate it.
B. Assign the record to yourself.
C. Assign the record to a team.
D. Email the new management information to everyone in the company.
Answer: C

NEW QUESTION NO: 8
You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review.
What should you do?
A. Qualify the Lead.
B. Activate the Lead.
C. Delete the Lead.
D. Close the Lead as Won.
Answer: A

NEW QUESTION NO: 9
You are using Microsoft Dynamics 365.
You can find your disqualified leads but are unable to delete the ones you have chosen for deletion.
What do you need to do to delete the leads?
A. Qualify the leads, and then delete them.
B. Reactivate the leads, then delete them.
C. Ask your system administrator to give you share permission to delete leads.
D. Ask your system administrator to give you the security permissions to delete leads.
Answer: D

NEW QUESTION NO: 10
You are the sales manager for a company that utilizes Microsoft Dynamics 365.
Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season.
Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.
A. The prices are removed from the default price list field for all of the company's products.
B. Any existing sales transactional records will automatically be deactivated until a new price is created.
C. Any pre-existing opportunities associated with those price lists will continue to use them.
D. Any existing sales transactional records will automatically associate with the default price list.
Answer: A,C

NEW QUESTION NO: 11
You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers.
The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities.
How should you offer bulk discount?
A. Create a Discount List, and associate it with the Price List Item directly.
B. Create a Discount List, and associate it with the Product directly.
C. Create a Discount List, and associate it with the Price List directly.
D. Create a Discount List, and associate it with the Quote directly.
Answer: A

NEW QUESTION NO: 12
You are working on a sales opportunity for a maintenance company.
You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?
A. Quick Create Campaign Response form
B. Quick Create Contact form
C. Quick Create Activity form
D. Quick Create Lead form
Answer: B

NEW QUESTION NO: 13
You want to add documents to records in Microsoft Dynamics 365.
You need the ability to search within the documents and associate documents with custom entities.
How should you approach this requirement?
A. Recommend adding the documents as attachments for the relevant records.
B. Recommend adding the documents as Sales Literature.
C. Recommend adding the documents as Word Templates, and associate then with the needed entities.
D. Recommend setting up SharePoint integration, and enable it for the needed entities.
Answer: D

NEW QUESTION NO: 14
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.
A company called Fabrikam, Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam, Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?
A. Fabrikam, Inc. is a Primary Contact.
B. Fabrikam, Inc. is a Parent account.
C. Fabrikam, Inc. is a Parent Customer.
D. Fabrikam, Inc. is a Child account.
Answer: B
Explanation/Reference:
References:
http://crmbook.powerobjects.com/basics/searching-and-navigation/understanding-accounts-and-contacts/

NEW QUESTION NO: 15
You are using Microsoft Dynamics 365 for sales.
Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors.
You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365.
How should you complete this task?
A. Add the documents to SharePoint, and set up the SharePoint integration with Dynamics 365.
B. Add the documents as Email Templates associated with the opportunity entity.
C. Add the documents as sales literature, and associate them with the right competitors.
D. Add the documents as attachments in the notes sections for each competitor.
Answer: C

NEW QUESTION NO: 16
You are a new sales executive for a company that utilizes Microsoft Dynamics 365.
You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.
How will the activity state of the designated tasks be modified to reflect the fulfillment of these activities?
A. You must manually change the activity state to Canceled.
B. The activity state will update automatically when the associated opportunity is won.
C. The activity state will update automatically when the associated sale order is complete.
D. You must manually change the activity state to Completed.
Answer: D
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-with-activities.aspx