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NEW QUESTION # 35
Drag and Drop Question
You are implementing Dynamics 365 Sales at a new organization. All users will be using the Sales Hub app.
You need to assign the appropriate out-of-the-box security roles.
Using the principle of least access, which roles should you assign? To answer, move the appropriate roles to the correct users. Each role may be used once, more than once, or not at all.
You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Retail assistant - Salesperson
The retail assistant can create and update accounts and contacts but cannot edit the product catalog. The Salesperson role provides access to manage accounts and contacts but does not include permissions for product catalog management.
Executive - Sales team member
The executive only adds notes to accounts and contacts. The Sales team member role has minimal access and is appropriate for a user who only needs to add notes.
Territory manager - Sales manager
The territory manager is responsible for forecasting and product management, which aligns with the Sales manager role, as it includes permissions for managing forecasts and overseeing sales activities.
NEW QUESTION # 36
BDM3 is reviewing relationship analytics for several Northwind Traders opportunities.
You need to help BDM3 understand which internal and external contacts are considered contacts of interest for relationship analytics KPI calculations for the two opportunities shown in the following exhibit.
Use the drop-down menus to select the answer choice that completes each statement.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
BDM2 is a contact of interest for # both the London Office and Toronto Office opportunities.
BDM2 is a sales team member for all Northwind Traders opportunities, meaning they are involved in both the London Office and Toronto Office opportunities.
BDM3 is a contact of interest for # the Toronto Office opportunity.
BDM3 owns all Northwind Traders opportunities except those owned by BDM1. Since BDM1 owns the London Office opportunity, BDM3 is only involved in the Toronto Office opportunity.
Client Contact2 is a contact of interest for # the Toronto Office opportunity.
The Toronto Office opportunity lists Client Contact2 as the primary contact, making them a contact of interest for that opportunity.
Client Contact1 is a contact of interest for # the London Office opportunity.
The London Office opportunity lists Client Contact1 as the primary contact, making them a contact of interest for that opportunity.
NEW QUESTION # 37
A company implements Dynamics 365 Sales.
The company has the following requirements:
# Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
# Managers must be able to look at the goals and calculations at any time.
The solution must use goal features WITHOUT customization.
You need to create the calculation.
What should you configure?
Answer: C
NEW QUESTION # 38
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?
Answer: A
Explanation:
To restrict access to documents stored in SharePoint for the contracts team, you should update the users list in the SharePoint site. By managing permissions directly within SharePoint, you can ensure that only members of the contracts team have access to the documents related to contracts.
This approach allows for more granular control over who can view or edit the documents.
NEW QUESTION # 39
Hotspot Question
A company sells telephones. The company has a list of telephone colors that customers can choose.
For one month, the company wants to sell a red phone at a special price.
You need to set up the red phone for the sales team.
How should you configure the product and price list items? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Allow the sales team to select the red phone - Create a red telephone product.
Since the company offers different telephone colors, a new product must be created for the red phone rather than modifying an existing product. This ensures it can be selected separately in the system.
Allow the sales team to select special pricing for the red phone - Create a price list item for the red phone product.
To offer a special price for the red phone, a separate price list item should be created specifically for this product. This ensures that the special price applies only to the red phone without affecting other telephone products.
NEW QUESTION # 40
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