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질문 # 86
A company uses Dynamics 365 Sales to manage product lines.
You need to set up the product catalog, including the ability for sellers to apply quantity discounts.
In which order should you perform the actions? To answer, move all 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.
정답：
설명：
Reference:
Add Products:
After units are created, add products to the catalog. Each product will have an associated unit and a description that defines it within the catalog.
Ensure products are added with complete details to enable proper pricing and discounting later.
Create Price Lists:
Next, create price lists that define the pricing for products. Price lists can be specific to regions, customer types, or other criteria and are essential for associating products with prices.
A price list is necessary for assigning product prices, enabling you to link prices with discount lists in the subsequent steps.
Add Price List Items:
Add price list items to assign specific products to price lists and set their prices. This links each product with its pricing based on the price list created earlier.
It allows flexibility to have different pricing structures for the same product across multiple price lists if needed.
Create Discount Lists:
Finally, create discount lists to apply quantity discounts on products. Discount lists define percentage or flat rate discounts based on purchase quantities, which can then be applied when products are added to sales orders or quotes.
This step ensures that sellers can apply quantity-based discounts, meeting the requirement for the product catalog setup.
By following these steps in the specified order, you can set up a product catalog that includes units, products, price lists, price list items, and discount lists, allowing sellers to manage product pricing and apply quantity discounts effectively.
질문 # 87
A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.
You need to add a new flavor 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.
정답：
설명：
Reference:
Steps to Create a Product Property:
Go to Sales > Product Catalog > Products.
Open the existing product (bread) and navigate to Product Properties.
Add a new property (flavor) and define the possible values (e.g., new flavors).
Save and publish the product with the updated properties.
Scenario 2: Changing an Order to a New Bread Flavor in an Opportunity
When a customer wants to change their order to a new flavor within an existing opportunity, the selected product in the opportunity can be updated to reflect the new flavor.
Since flavors are configured as product properties, you can select the specific flavor for the opportunity product directly without needing to recreate or delete the product from the opportunity.
This approach leverages product properties, ensuring that the change is streamlined and does not require re-adding or modifying the core product.
Steps to Select a New Flavor in the Opportunity Product:
Open the specific opportunity record in Dynamics 365.
Navigate to the product line items and select the bread product.
In the product properties, update the flavor to the new option as required.
Save the changes to ensure the opportunity reflects the new flavor selection.
These actions allow the bakery to manage new flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing customer satisfaction and operational efficiency.
질문 # 88
A company created a new table named Locations.
The sales team needs your help to make the Locations table visible in the Sales Hub. What should you do?
정답：D
설명：
* To make a new table, like Locations, visible within the Sales Hub, you need to add it to the App Designer. This involves updating the Sales Hub app module to include the Locations table as a new entity that users can access.
* By adding the table in the App Designer, you ensure it becomes part of the navigation and is available within the Sales Hub application.
질문 # 89
Hotspot Question
The marketing team at your organization generates leads using form submissions in Dynamics
365 Customer Insights - Journeys.
The marketing team then nurtures the leads to hand-off to the sales team. If accepted, sellers will work the leads using Dynamics 365 Sales.
Leads are considered to be stale if they are NOT ready to be accepted after six (6) months.
You need to create a bulk deletion job to delete stale leads as long as they have a Parent Contact.
You used a saved view to start the query but need to complete the criteria.
What should you configure? To answer, select the appropriate operator or value to be added for each search criteria.
NOTE: Each correct selection is worth one point.
정답：
설명：
Explanation:
Lead Source Type - Equals Teleprospect
This ensures that only leads generated through these sources are considered.
Since the marketing team generates leads using form submissions and nurtures them before handing them off to the sales team, the Teleprospect source is the most relevant. "Teleprospect" typically represents leads generated through proactive outreach efforts, such as telemarketing or lead qualification campaigns, which aligns with the nurturing process described.
Choosing Teleprospect ensures that the bulk deletion job only removes stale leads that have not progressed in the sales cycle after six months.
Sales Ready - Does not equal
This filters out leads that have not been accepted by the sales team, ensuring only unaccepted leads are deleted.
Parent Contact for Lead - Contains Data
This ensures that only leads with a linked Parent Contact are deleted, as required.
These filters ensure that only stale leads older than 6 months that have not been accepted by sales and have a Parent Contact are deleted.
질문 # 90
You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items. You need to make the change. What should you do?
정답：A
설명：
Since the sales manager wants the Lost column in the forecast to reflect the Total Detail Amount, which is item-driven, you should update the Amount column in the existing forecast layout.
By editing the existing forecast and changing the source for the Amount column to the Total Detail Amount, you can ensure the forecast accurately reflects item-based revenue calculations without needing to create a new forecast or add calculated columns.
Reference: Microsoft Documentation - Configure Forecasts in Dynamics 365 Sales
질문 # 91
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