A company deploys Dynamics 365 Sales Enterprise.
Users must be able to view account and contact records but not edit or add information to those records.
You need to set up user access.
What should you do?
Answer : D
You need to help the new salesperson resolve the access issue.
What should you change?
Answer : B
You manage a Dynamics 365 environment. A user named User! begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.
What should you do?
Answer : D
Note: There are several versions of this questions with two different correct answers. The other possible correct answer is:
Share the record with User2.
Other incorrect answers you may see in the exam include the following:
Grant User2 the security role
Instruct User2 to follow the record
Add User2 to the Sales team
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.
You need to create a new opportunity record that contains the following information:
Topic: New window installation
Contact: Jay Orth
Account: Fabrikam West
Purchase timeframe: This quarter
Estimated budget: $6,400.00
To complete this task, sign in to the Dynamics 365 portal.
Answer : A
In the site map, selectOpportunities.
Click New.
In the Topic field, enter New window installation
In the Contact field, select Jay Orth.
In the Account field, select Fabrikam West
In the Purchase Timeframe field, select This quarter.
In the Budget Amount field, enter $6,400.00
Click Save to save the opportunity record.
https://docs.microsoft.com/en-us/dynamics365/sales/create-edit-opportunity-sales
You need to choose where to enter the other show names in the system. Where should you add the shows?
Answer : D
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 plans to generate a report to provide reasons for the disqualification of leads.
You need to add a reason of Cannot meet timeline for delivery and then apply the reason to a Sales Lead named Brian LaMee.
To complete this task, sign in to the Dynamics 365 portal.
Answer : A
Navigate toSettings>Customization>Customize the System.
Expand theEntitiesmenu.
Scroll down and expandLeads, then click onFields.
Double click on theStatus Reasonfield.
Change status toDisqualified.
ClickAdd.
Type in the new status reason: Cannot meet timeline for delivery
Click OK.
ClickPublish All Customizations.
Open the lead named Brian LaMee.
From the command bar, clickDisqualifyand select the new status reason.
https://www.azamba.com/2018/08/16/how-to-add-a-reason-to-disqualify-a-lead-in-microsoft-dynamics-365-for-sales-crm/
You need to create a component for deliveries. What should you create?
Answer : A