Dynamics 365 Fundamentals Customer Engagement Apps (CRM) Exam Questions PDF download

QUESTION: 31

A company uses Dynamics 365 Sales.
The company plans to use LinkedIn Sales Navigator to increase sales productivity and assist salespersons in their daily duties.
You need to identify potential decision makers for a sale.
Which LinkedIn Sales Navigator feature should you use?

Top Card
Auto Capture
Related Leads

Answer(s): C

Reference:

https://docs.microsoft.com/en-us/dynamics365/linkedin/integrate-sales-navigator

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QUESTION: 32

A company uses Dynamics 365 Sales.
You disqualify a lead. On a later date, the lead shows interest in buying a product that the company sells.
You need to convert the lead to an opportunity and retain all available history.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

Convert the copied lead to an opportunity.
Qualify the closed lead as an opportunity.
Use the Reactivate Lead functionality to reopen the lead.
Qualify the reactivated lead to an opportunity.
Create a copy of the lead with data from the original lead.

Answer(s): C,D

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/re-open-lead-sales https://docs.microsoft.com/en-us/dynamics365/sales/qualify-lead-convert-opportunity-sales

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QUESTION: 33

HOTSPOT (Drag and Drop is not supported)
A company uses Dynamics 365 Sales.
The sales process must use products.
You need to create the product catalog record type.

Which record types should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

See Explanation section for answer.

Answer(s): A

Explanation:

Box 1: Units
Create a unit group and add units to that group
Define the quantities or measurements that you sell your products or services in by using units in Dynamics 365 Sales.
Note: Other than setting up the pricing for products, product catalog also supports product taxonomy that lets you create a rich classification of products. This helps ensure that your customers receive the most appropriate and complete solution.

Because of how units, discounts, and prices are tied together, it's important that you create each of these components in a product catalog in the following sequence:
1. Create discount lists to offer your products and services at different prices, depending on the quantity purchased.
2. Define the measurements or quantities your products will be available in.
3. Create products for the items you sell. You can create a standalone product or a product inside a family depending on how you want to organize and classify your products. Each product you create will be linked to a unit group and default unit. You can also create a standalone bundle or a bundle inside a product family.
4. Etc.
Dynamics 365 Sales the product catalog record type services sold to customers
Dynamics 365 Sales the services sold to customers

Box 2: Bundles -
Set up product bundles to sell multiple items together (Sales Hub)
Encourage customers to buy more products instead of a single product by combining products in a bundle.

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/create-product-bundles-sell-multiple-items-together

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QUESTION: 34

HOTSPOT (Drag and Drop is not supported)
You are evaluating activity records in Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
Hot Area:

See Explanation section for answer.

Answer(s): A

Explanation:

Box 1: Yes
What fields can be synchronized with Outlook?
You can set synchronization for the entities listed in the following tables.

Entity: Phone Call

Box 2: Yes
In Dynamics 365 for Customer Engagement, you can create custom activities to support the communication needs of a business such as instant messaging (IM) and Short Message Service (SMS). To create a custom activity in Customer Engagement, create a custom entity, and specify it as an activity entity using the EntityMetadata.IsActivity property.

Box 3: Yes
The timeline helps app users see all activity history. The timeline control is used to capture activities like notes, appointments, emails, phone calls, and tasks to ensure that all interactions with the related table are tracked and visible over time. Use the timeline to quickly catch up on all of the latest activity details.

Reference:

https://docs.microsoft.com/en-us/power-platform/admin/what-fields-synchronized-outlook https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/custom-activities?view=op-9-1
https://docs.microsoft.com/en-us/power-apps/maker/model-driven-apps/set-up-timeline-control

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QUESTION: 35

HOTSPOT (Drag and Drop is not supported)
For each of the following statements, select Yes if the statement is true. Otherwise, select No.
Hot Area:

See Explanation section for answer.

Answer(s): A

Explanation:

Box 1: No
On the command bar, select Qualify. Depending the lead qualification experience chosen by your administrator, you'll either see a prompt for creating the contact, lead, and opportunity records or you'll see a Processing message and the records will be automatically created.

Box 2: No
What happens when duplicates are found while qualifying leads?
When qualifying a lead, if a duplicate account or contact is detected while creating new records, a duplicate warning is shown to you. Depending on whether your system administrator has enabled the improved duplicate detection and merge experience, you will see the options to resolve duplicates.

Box 3: No
What happens to notes and attachments when leads are qualified?
When salespeople work on a lead, they use notes to store key information on the things they have researched about the lead. This could be information like new contacts at the site, current value of the contract, vendor information and so on. When a lead is qualified, these notes are displayed in the Opportunity record so that the information is not lost.

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales/qualify-lead-convert-opportunity-sales https://docs.microsoft.com/en-us/dynamics365/sales/qualify-lead-convert-opportunity-sales#what-happens-when-duplicates-are-found-while-qualifying-leads

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Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) MB-910 Dumps in PDF

Free Microsoft MB-910 Real Questions (page: 15)

QUESTION: 31

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QUESTION: 32

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QUESTION: 33

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QUESTION: 34

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QUESTION: 35

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