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NEW QUESTION # 29
DRAG DROP
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.
Answer:
Explanation:
Explanation:
The correct order of actions to set up a product catalog, including the ability for sellers to apply quantity discounts, is as follows:
* Create units.
* Add products.
* Create price lists.
* Add price list items.
* Create discount lists.
* Create Units:
* Start by defining units (e.g., each, box, dozen) for your products. Units specify how products are measured and sold, which is essential for setting pricing and discounts.
* This step ensures that all products have consistent units of measure before adding them to the catalog.
Reference: Microsoft Documentation - Set Up Units in Dynamics 365 Sales 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.
Reference: Microsoft Documentation - Create and Manage Products
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.
Reference: Microsoft Documentation - Set Up Price Lists
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.
Reference: Microsoft Documentation - Add Price List Items
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.
Reference: Microsoft Documentation - Create and Configure Discount Lists 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.
NEW QUESTION # 30
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: D
Explanation:
Since the company uses Microsoft SharePoint for document storage, access to documents is controlled through SharePoint permissions rather than Dynamics 365 security roles.
To restrict document access to only the contracts team, you should update the users list in the SharePoint site where the documents are stored. This involves configuring SharePoint permissions to ensure that only the contracts team (or a specific SharePoint group associated with them) has access to the document library where contracts are stored.
Reference: Microsoft Documentation - Manage SharePoint Permissions for Document Management in Dynamics 365
NEW QUESTION # 31
You are creating a forecast.
You want to include only opportunities that sell more than 100 units.
You need to configure this within the system.
What should you configure?
Answer: B
Explanation:
To include only opportunities that sell more than 100 units in your forecast, you should configure additional filters. By applying a filter based on the number of units sold, you can ensure that only the relevant opportunities are considered in your forecast calculations.
NEW QUESTION # 32
The sellers at your organization are keen to adopt generative Al capabilities and use them efficiently.
They have been editing Contact records directly in Copilot for Sales and have now provided feedback that they would be more productive if they could also edit Account records directly in Copilot for Sales.
However, the vice president of sales does NOT want the sellers to be able to edit the "Revenue Forecast" field in Copilot for Sales.
You need to enable these requirements.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer are a. Arrange the four actions in the correct order.
Answer:
Explanation:
Reference:
By following these steps, you enable the sellers to edit Account records in Copilot for Sales while restricting access to the "Revenue Forecast" field, ensuring both productivity and compliance with organizational policies.
NEW QUESTION # 33
Drag and Drop Question
The product development team for a toy company creates a new remote-control toy.
You need to create the necessary records and record relationships to sell the product for a newly deployed Dynamics 365 Sales system.
Which five records and/or components should you configure in sequence? To answer, move the five appropriate records and/or components from the list of records and components to the answer area. Arrange the five records and/or components 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.
Answer:
Explanation:
Explanation:
Step 1: product families
Define your product catalog by organizing your products in a hierarchical structure by creating products and bundles under a product family, defining related products, and adding properties (attributes) to the parent product family so that all the child products and bundles under a product family automatically inherit the properties.
Step 2: products
Step 3: units
How the price for the product is determined for each unit of measure that is defined for that product.
Step 4: price lists
Define product pricing with price lists and price list items
Price lists tell your sales agents what to charge for your products or services. You can create multiple price lists so that you can maintain separate price structures for different regions, sales channels, or sales territories.
Price lists tie the unit, product, and pricing details together, so before you create a price list, make sure the units and products are in place.
Note: Create a Price List Item within a Price List
In the Price List form, select the Price List Items tab, and then select New Price List Item.
In the Price List Item form, fill in the following information:
Product: Select the product for which you're creating this price list.
Unit: Select the unit for the product you're creating this price list for.
Etc,
Step 5: price list items
Price List Item (ProductPriceLevel) table/entity reference (Microsoft Dynamics 365) Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit.
NEW QUESTION # 34
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