MB-210 Microsoft Dynamics 365 for Sales Questions and Answers

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 need to create a new field for an opportunity to capture the Billing Contact. The field must be populated by using a contact record. You must set the field as required, and then add the field to the form at the bottom of the Summary section.

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

A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes.

You need to set up a unit group so that the manufacturer can sell different quantities.

What should you create first?

A store sells toys to companies and individual consumers.

You need to track the following relationships by using out-of-the-box functionality:

• For individual consumers, log information about parents and their children. If a record for a parent is deleted, the record for the child must also be deleted.

• For companies that are subsidiaries, the store records their relationship to a corporate office. You must display the information in a hierarchical view.

What should you do to create each relationship? 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 wants to rate the overall performance of a contact.

You need to add a star rating to the contact record.

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 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.

You are a Dynamics 365 Sales consultant.

A customer asks you to create a main form for contacts. The form must include the following information:

account name and phone number

related opportunities

notes and activities

You need to configure the form.

Which options should you use? To answer, drag the appropriate options to the correct information. 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.

You use Dynamics 365 Sales. You create a quote and send it to a customer.

You need to add a product to the quote and make the modified quote available to the customer.

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 sates manager needs to add a new business closure.

You need to configure a new business closure schedule.

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.

You use Dynamics 365 for Sales.

You need to add products to an opportunity.

Which actions should you perform? 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 ensure that the salespeople can access all their meetings when they travel.

What should you recommend the salespeople use?

You need to explain to a salesperson where to find information in the mobile app.

Which location should you direct them to for the information?

To answer, drag the appropriate locations to the correct information required. Each location 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 send a notification to contacts for the pop-up sale.

What should you create?

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

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.

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 implement the time study.

What should you create?

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

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 resolve the missing credit card order.

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 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 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.

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 create a component for deliveries. What should you create?

You need to add the new types to the product catalog.

What should you do for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

You need to solve the TesterA issue. What should you do?

You need to assign the appropriate out-of-the-box security roles.

Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role 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 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.

You need to create a price list for loaves of bread. What should you set up?

You need to fix the opportunity fating issue that EmployeeB reports. What should you update?

You need to create new leads from activities.

What should you do? To answer, drag the appropriate actions to the correct activity types. 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 configure the system to handle all ticket sales.

What should you configure?

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

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.

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

What should you do?

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

What should you create?

You need to identify new customer pending sales.

What should you do?

You need to implement dashboards.

Which URL should you use?

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.

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 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.

You need to create a chart for the athletic director.

What should you do?

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

What should you do?

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.

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.

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.