Microsoft Dynamics 365 Sales Functional Consultant - MB-210 Exam Practice Test

You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
Graphical user interface, text, application, chat or text message Description automatically generated

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/choose-layout-and-columns-forecast
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen.
You are configuring Dynamics 365 Sales for a US-based company as follows:
* Utah to California is the West territory,
* Illinois to Colorado is the Central territory.
* Maine to Indiana is the East territory.
The company wants the territories set up as follows:
* Salespersons 1 and 2 sell in the West territory.
* Salespersons 5 and 6 sell in the Central territory.
* Salespersons 3 and 4 sell in the East territory.
* Postal code for each state used as the location.
You need to set up the territories-Solution:
* Create the West territory, add the manager, and save.
* Add members for each territory.
* Repeat for the Central and East territories.
Does the solution meet the goal?
Correct Answer: A Vote an answer
You manage a Dynamics 365 environment You introduce a new product. Opportunities with the product are created.
You need to find all opportunities that include the product.
What should you use?
Correct Answer: D Vote an answer
An order uses quote and order functionality in Dynamics 365 Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. Which two opportunities can you close as won? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
Correct Answer: B,C Vote an answer
You need to resolve the sales manager's issue regarding private box customers.
What should you do?
Correct Answer: C Vote an answer
You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer.
You need to create a quote that automatically includes all the products from the opportunity.
What should you do?
Correct Answer: C Vote an answer
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A company is connecting Dynamics 365 Sales records to Microsoft Teams.
Users experience the following issues on different lead records when they try to access documents in Dynamics 365 Sales:
* UserA receives an error that states file sharing is not setup.
* UserB receives an error that states the user does not have permissions to view files.
* UserC is still able to view documents after the user was removed from the Microsoft Teams channel.
You need to resolve the issues.
What should you do for each issue? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
A company manufactures widgets. Widgets can be sold in the following ways:

The company discovers that customers want to buy widgets individually.
You need to add a unit named Each.
Correct Answer: A Vote an answer
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You are creating a pricing list in Dynamics 365 Sales.
All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?
Correct Answer: D Vote an answer
A company wants to use Dynamics 365 Sales with their internal phone system.
You need to configure Dynamics 365 to use the softphone dialer.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Correct Answer:

Explanation:

Reference:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/integrate-sample-softphone
https://docs.microsoft.com/en-us/dynamics365/customer-service/channel-integration-framework/configure- channel-provider-channel-integration-framework
You are consulting for a company that is installing Microsoft Power Bl to work with a Dynamics 365 Sales application.
The administrator must configure each required option to successfully integrate the Sales Analytics template for use in Dynamics 365 Sales.
You need to identify which option to select.
Which option should you use? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:

Explanation:
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
Your company wants every lead record to be rated as Cold when the record is created.
You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.
To complete this task, sign in to the Dynamics 365 portal.
Correct Answer:
See explanation below.
Explanation:
Go to Settings > Customizations.
* Select Customize the System.
* Under Components, expand Entities, and then select the Lead entity.
* Select Fields.
* Select the Rating field and click Edit.
* Set the Default Value to Cold.
* Click Save and Close.
* Click Publish All Customizations.
* In the site map, select Leads.
* Select New.
* Enter New Roof in the Topic field.
* Enter Sam Smith in the Name fields.
* Verify that the Rating is Cold.
* Save the Lead record.
A company uses special pricing for bulk purchases of products.
A sales team member cannot create pricing lists for preferred customers.
You need to set up a discount price list.
What are three possible security roles that can be used? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Correct Answer: C,D,E Vote an answer
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