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NEW QUESTION # 70
You are configuring Dynamics 365 Sales as part of a new implementation at your organization. Your organization has Sales Professional licensing.
Your organization sells over 100 different types of products across different divisions. A lot of selling occurs at conferences where sellers meet prospects and gather business cards to create leads.
After reviewing the requirements from your business stakeholders, you identify that:
1. Sellers sometimes only want to convert leads gathered at events to contacts before they start tracking any deals with that contact.
2. Sellers must be given multiple different options for specifying the final status of deals they have been tracking.
Your current System Settings is as follows:
Use the drop-down menus to select the answer choice that answers each question. NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
* Requirement #1 Explanation:
* The requirement specifies that sellers want to convert leads gathered at events directly to contacts without necessarily creating opportunities initially.
* The Quality lead experience setting in Dynamics 365 allows users to choose which records (Account, Contact, or Opportunity) to create when qualifying a lead.
* By enabling this option, users can convert leads to contacts without automatically creating opportunities, aligning with the requirement.
Reference: Microsoft Documentation - Configure Lead Qualification Settings in Dynamics 365 Steps to Configure the Quality Lead Experience Setting:
Navigate to Settings > Administration > System Settings.
Go to the Sales tab.
Set Qualify lead experience to " Yes " to allow flexibility in lead conversion.
Requirement #2 Explanation:
The requirement states that sellers need different options for specifying the final status of deals.
The Customize close opportunity form setting allows customization of the form where users specify the status reason when closing an opportunity.
By enabling this, you can provide multiple status options, helping sellers specify various outcomes for closed deals (e.g., different statuses for won or lost deals).
Reference: Microsoft Documentation - Customize Opportunity Close Experience in Dynamics 365 Steps to Configure the Customize Close Opportunity Form Setting:
Navigate to Settings > Administration > System Settings.
Go to the Sales tab.
Set Customize close opportunity form to " Yes " to allow adding specific status options when an opportunity is closed.
By setting these configurations, Dynamics 365 Sales will support both the need for flexible lead qualification and provide detailed status options for opportunity closures, aligning with the organization's requirements.
NEW QUESTION # 71
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
* An opportunity updated today is not included in the chart.
* The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
Time Period for the Goal is Inaccurate: Have the manager update the goal If the goal's time period is incorrect, the data might not align with the expected reporting period. To correct this, you need to have the manager update the goal to ensure that the time period accurately reflects the intended tracking duration.
Managers typically have the required permissions to adjust goal settings, including the start and end dates, which directly affect how goals are calculated and displayed.
By updating the roll-up settings and ensuring the goal's time period is correct, you can address these issues, ensuring that the goal chart reflects accurate and up-to-date information for the sales team.
NEW QUESTION # 72
You are implementing Dynamics 365 Customer Insights - Data as the company's Customer Data Platform. You set up the data sources and start the unification process.
You need to identify the primary table within the Matching conditions page.
Which two criteria should you use to determine the primary table? Each correct answer presents a complete solution. (Choose two.) NOTE: Each correct selection is worth one point.
Answer: A,B
Explanation:
Choose the table with the most complete and reliable profile data about your customers: The primary table should contain the most accurate and complete information to serve as the foundation for matching records across different sources.
Choose the Dynamics 365 contact table when this is available as the data source: The contact table in Dynamics 365 is a logical choice for the primary table when it's available because it likely contains the core customer profile data that can be unified with other data sources.
NEW QUESTION # 73
Hotspot Question
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
- Automate lead assignments.
- Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Filter leads for assignment Create a segment to filter the lead source and country/region. Since the company wants to automate lead assignments and use segments, filtering by both lead source and country/region ensures the most refined and effective lead segmentation for assignment.
Assign the country/region to the correct group Assign the country/region to specific sellers.
Since leads must be assigned based on country/region, assigning them to specific sellers ensures that each salesperson is responsible for leads in their designated region.
Distribute leads to salespeople Use load balancing.
Load balancing ensures that each seller never has more than 20 open leads by evenly distributing leads among salespeople, preventing overload and optimizing workload distribution.
NEW QUESTION # 74
You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?
Answer: A
Explanation:
* In Dynamics 365 Sales, currency exchange rates are applied to opportunity records when specific triggers occur. These exchange rates are updated manually on a periodic basis (e.g., once a month) to reflect current currency values.
* Exchange rates are recalculated for an opportunity when there is a change in the status reason (e.g., from open to won or lost). This trigger ensures that the most recent exchange rate is used when key changes occur in the opportunity lifecycle, maintaining accurate currency reporting.
NEW QUESTION # 75
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