01. Your company is using Dynamics 365 sales forecasting. Salespeople should be able to adjust values in the forecast towards the close of the forecast period. Users report they are unable to adjust the values in some of the forecasts. Which option is a valid reason for the issue?
a) Auto-hide parent row is not enabled.
b) The forecast is not shared with the user.
c) The user is missing an appropriate security role.
d) The forecast owner is above the user in hierarchy.
02. A company uses Dynamics 365 App for Outlook for all Dynamics 365 Sales users. Some salespeople want to automatically trade and link emails to Dynamics 365 Sales records. You need to assist salespeople with automatic email tracking. What should you do?
a) In the Dynamics 365 App for Outlook, set up tracking in personal options.
b) Ask an administrator to enable the automatic tracking setting.
c) Ensure that the email recipient address is the same as the one in Dynamics 365 Sales.
d) Set up tasks in Outlook.
03. A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff members?
a) Resources
b) Contact
c) User
d) Custom entity
04. Your organization uses Dynamics 365 Sales. Auto capture is configured by your system administrator. You need to determine a valid use case for auto capture. What should you choose?
a) Track emails directly from Outlook.
b) Show insights of customers’ engagement.
c) Show untracked emails and appointments in timeline.
d) Pull data about your contacts and accounts from LinkedIn.
05. A company uses Dynamics 365 Sales. Sales representatives for the company want changes to the data entry page for new customers. Much of the information on the page is not required. The representatives request fewef tab entries to get to required data entry areas.
You need to simplify data entry for the sales representatives. What should you do?
a) Remove unnecessary columns from the form.
b) Remove unnecessary columns from the view.
c) Create a Microsoft Power Bl dashboard that contains only the relevant information.
d) Edit the site map so only the main form is available.
06. Your company is using Dynamics 365 Sales. Sales users send email to customers from the Dynamics 365 Sales app. You need to ensure that Sales users are able to track if a customer has opened an email attachment. What should you configure?
a) Auto capture
b) Notes analysis
c) Email engagement
d) Relationship analytics
07. A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders. You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote.
What should you do?
a) Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
b) Close the opportunity as won.
c) Convert the quote to an order. Set the value of the Close Opportunity option to Yes.
d) Convert the quote to an order. Set the value of the Close Opportunity option to No.
08. You are a Dynamics 365 Sales administrator. You configure forecasting based on the Org chart forecast template. Some rows in the forecast show zero values. You want to prevent duplicate zero value rows from being displayed. Which setting should you configure?
a) snapshots
b) forecast predictions
c) multi-currency selection
d) automatically hide parent row
09. A company uses Dynamics 365 Sales. You need to configure the Sales Insights sales accelerator. What should you create?
a) Sequences
b) Insight cards
c) Leads
d) Communication frequency
10. Your organization is considering purchasing Dynamics 365 Sales. You need to determine which features are included in Dynamics 365 Sales Enterprise but are not included in Dynamics 365 Sales Professional. Which feature requires Dynamics 365 Sales Enterprise?
a) live org charts
b) forecasting
c) quick campaigns
d) Microsoft OneNote integrat