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NEW QUESTION # 28
You need to configure the required audit settings.
Which two actions should you perform? Each correct answer presents part of Ihe solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
NEW QUESTION # 29
Drag and Drop Question
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel.
You need to configure an SMS provider.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Answer:
Explanation:
Explanation:
Step 1: In General Settings, create a new SMS provider
First: Sign up and create an account with the SMS provider of your choice.
Step 2: Sign in to your sales app and change the area to App Settings.
Dynamics 365 Sales, Configure SMS provider
Set up the SMS provider in Dynamics 365 Sales
To set up the SMS provider number in Dynamics 365 Sales:
1. Sign in to your sales app, and in the lower-left corner of the page, go to Change area > App Settings > SMS providers.
[Step 2]
Step 3: Enter SMS provider-specific values
2. From the tool bar, select New.
3. Select the provider. Accept the Microsoft privacy statement and the provider's consent to handle opt-out commands properly. Then select Next.
4. On the Set up provider page, enter the values depending on the provider you've selected.
Then select Next. [Step 3]
Step 4: Add a unique phone number to Dynamics 365 Sales
5. On the Add phone numbers page, select New phone number.
A pane opens on the right to enter the phone number details.
6. On the Add phone number pane, enter the following details:
Phone number: Specify the SMS number that you purchased from the provider in the
<country_code><phone_number> format; for example, +12345678910. Make sure not to enter blank spaces or special characters. [Step 4] Note:
The phone number must be unique for Dynamics 365 Sales. Don't include numbers that were used to configure message features in other Dynamics 365 apps.
[Details omitted]
7. Select Add.
The phone number is added to the list of phone numbers. You can add multiple numbers for different teams and users according to your organizational requirements.
8. Select Next.
9. On the Review and finish page, review the information that you've provided for the channel and then select Done.
NEW QUESTION # 30
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?
Answer: D
Explanation:
Correct:
* Salesperson [Preferred]
* Vice president of sales [Too much privilege compared to Salesperson. It is the second best option to be used if Salesperson is not an option] Incorrect:
* Forecast manager [Too limited]
* System customizer [Too limited]]
Users who have full permission to customize the environment. Users with this role have organization-level access to custom entities and user-level access to system entities.
Access includes but not limited to
reate, read, write, delete, and customizations across all features in the application.
* Sales team member [Too limited]
* Sequence manager [Too limited]
* Vice president of sales [Too much privilege compared to Salesperson]
Users who typically manage the sales organization for several business units or the entire organization Access includes but not limited to Same permissions as the Sales Manager, except that their scope of access is broader.
Note 1:
* Sales Manager
Users who manage a team of sellers and are responsible for the team's performance. They're also responsible for creating and managing products, setting sales targets, and projecting sales forecasts.
Access includes but not limited to
Access to product management, sales management, sales forecasting, and goal management, along with the privileges of the Salesperson role.
Note 2:
The principle of least privilege means granting the user only the minimum permissions necessary to perform their tasks. In this case, to allow User1 to assign salespeople to sales territories, the Salesperson role typically includes privileges related to managing sales processes, such as territories, while limiting access to broader system functions like those available to a Vice President of Sales or System Customizer.
The System Customizer and Vice President of Sales roles would grant more permissions than necessary, which would violate the principle of least privilege. The Sales Team Member role is typically too limited for assigning salespeople to sales territories, which requires more specific access.
NEW QUESTION # 31
You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer are a. Arrange the five actions 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:
Reference:
In the Forms Area, Create a Quick View Form with the Required Columns:
Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table.
This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead.
Select Tables > Opportunity:
After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form.
In the Forms Area, Select the Main Form You Wish to Update:
Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table.
Add the Quick View Form as a Component:
Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form.
Once added, save and publish the form to make the changes effective.
By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record.
NEW QUESTION # 32
Your sales team lacks important information on the Opportunity Close form.
You need to update the form.
Which out-of-the-box role must you have?
Answer: A
Explanation:
To update the Opportunity Close form in Dynamics 365 Sales, you need a role that allows modification of system entities, including the Opportunity entity and its associated forms. The System administrator role provides full access to all customization features in Dynamics 365, including modifying forms, fields, and layouts.
Topic 2, Contoso Ltd.Background information
Contoso Ltd. has started a new division that provides janitorial services to businesses.
The sales teams for this division are using a dedicated instance of Dynamics 365 Sales.
Contoso Ltd. ' s sellers are becoming accustomed to Copilot in Sales and Sales Insights features. They have identified several desired enhancements.
System configuration
The base currency for all opportunities in the system is US dollars (USD). The administrator has NOT enabled installed premium Sales Insights features. All users have Premium licenses. Contoso Ltd. uses Exchange Online for email.
Only three default insights cards are turned on:
1 Close date coming soon
2. Meeting today
3. Upcoming meeting
The system administrator has set the following days before notifying me value for the Close date coming soon card to 21 days.
Contoso Ltd. has also just set up Dynamics 365 Customer Insights - Journeys for marketing automation. No segments or customer journeys have been defined yet. Dynamics 365 Sales and Customer Insights - Journeys both share the same instance of Microsoft Dataverse.
Copilot in Dynamics 365 Sales settings
The following screenshots show the configured fields for opportunity settings summaries and recent changes in Copilot.
Business development managers
Contoso Ltd. has 30 business development managers (BDMs) across its sales teams. Each BDM is responsible for selling janitorial services to new and existing clients. All BDMs are assigned the sales manager security role in Dynamics 365 Sales.
Any 8DM can own an opportunity, even if a different BDM owns the client account record. Any other BDMs assigned to work on the opportunity will be included in the opportunity record ' s sales team. Opportunity records owned by a BDM will never include any additional client stakeholders other than the named contact for the opportunity.
The BDMs have been told to document all client communications in Dynamics 365, but they frequently exchange emails with client contacts through Microsoft Exchange WITHOUT tracking them in Dynamics 365.
Digital sales team
Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled.
The team currently receives leads from an online form on Contoso Ltd. ' s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads.
Clients
Contoso Ltd. has a digital sales team that comprises 10 junior sales resources who focus on lead qualification and conversion to opportunities. Members of this team are assigned a single custom security role named Digital seller that is a copy of the standard Salesperson role. View audit history and view audit summary permissions are disabled.
The team currently receives leads from an online form on Contoso Ltd. ' s website. Many online lead submissions end up being duplicates, and the team manually reconciles the duplicates by comparing last name, email address, and phone number for all submitted leads.
Client tiers
Clients are grouped into tiers based on annual revenue as calculated in a system outside Dynamics 365 Sales.
Clients receive different levels of ongoing service and support based on their tier assignment Annual revenue values for accounts and corresponding tier values are written to Dynamics 365 through a nightly batch process. Client tier values are only updated when they change, and tier value will always be blank for accounts with no calculated annual revenue.
The tier structure is:
* Tier A - annual revenue greater than or equal to $10,000,000 USD
* Tier B - annual revenue greater than $5,000,000 USD and less than $10,000,000 USD
* Tier C - annual revenue greater than $0 USD and less than or equal to $5,000,000 USD The tier label is stored in a custom text field named Client tier(contoso_dienttiei) that contains only a single letter or is blank.
Northwind Traders account
There are three BDMs who frequently work together on large opportunities.
* BDM1 is the account owner for Northwind Traders, a multinational client.
o BDM1 owns all Northwind Traders opportunities with estimated revenue greater than or equal to
51.000,000.
* BMD2 and BDM3 are assisting BDM1 with several opportunities for Northwind Traders in different cities.
o BDM3 owns all other Northwind Traders opportunities. BDM3 is NOT a sales team member for any of the opportunities BDM1 owns, o BDM2 is a sales team member for all Northwind Traders opportunities.
Client Contact1 is the primary contact for the Northwind Traders ' account. There are two other client contacts with whom the Northwind account team regularly engages - Client Contacts and Client Contact3.
BDM1 and the Northwind Traders account
BDM1 has been on vacation for two weeks. During vacation, BDM1 did NOT log into Dynamics 365, and BDM2 made the following updates to several open Northwind Traders opportunities.
BMD2 also scheduled an internal meeting with BMD1 for the day they return to discuss a request from the primary contact for the account The meeting has the " London office ' opportunity as its regarding value.
Desired enhancements
The global sales lead requests the following enhancements:
1. A " Welcome ' email should be sent to the primary contact (or an account when the account first enters any client tier. This email should only be sent to the primary contact once.
2. Account owners should receive immediate notifications in the assistant in Dynamics 365 Sales when accounts change tiers. The notifications should include the account name and current tier.
3. A " Getting started " email should be sent to the main contact associated with an opportunity when the opportunity status is set to " Won. "
1. The email should include a link to a custom onboarding form where the contact can supply information required to start the janitorial services for a given location.
2. If the contact does NOT click any links in the email, a follow-up email should be sent
4. All emails between BDMs and client contacts should be available for relationship analytics KPIs. Emails sent by other users outside of Dynamics 365 should NOT be included in the KPIs.
The digital sales team lead requests the following enhancements:
1. The ability for team members to use Copilot to summarize changes to lead records.
2. Replace the current online form used by their team to capture new leads. The new form should automatically handle duplicates using the rules the team currently applies manually.
NEW QUESTION # 33
......
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