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MB-210: Microsoft Dynamics 365 Sales Exam Certification Path
MB-210: Microsoft Dynamics 365 Sales Exam is foundation level Certification. As such There is no prerequisite for this course. Anyone who is having keen and familiar with Microsoft technology are well invited to pursue this certification.
Microsoft MB-210 exam is intended for individuals who have experience with Microsoft Dynamics 365 Sales and have a solid understanding of sales processes and methodologies. In addition, candidates should have experience with configuring and customizing the sales application to meet the needs of their organization.
NEW QUESTION # 166
You run a sales report for Fourth Coffee named Account Overview. The following report displays:
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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 167
You are creating a new account form for Inside sales. The company name is in the account name field.
Company employees are entered as contacts.
The form must meet the following requirements with minimal additions:
* List employee names.
* include the street address, city, and state as one field.
* Include columns to allow for entry of three separate email addresses.
* Ensure that users can only edit the phone number and email columns.
You need to configure the form.
Which option should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 168
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 169
A company uses Dynamics 365 for Sales.
You need to reduce the number of pre-sales support days that are available based on the days the company is closed for public holidays.
How should you configure the schedule? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
:
NEW QUESTION # 170
You are configuring Dynamics 365 for Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders.
You need to ensure that salespeople can move through the sales process and view progress.
Which four 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.
Answer:
Explanation:
1 - Select Customize the system
2 - Select Customizations
3 - Select Processes
NEW QUESTION # 171
You manage a Dynamics 365 Sales environment.
You need to configure the default status for each lead.
Which status reason should you associate to each scenario? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 172
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Topic 4, Contoso Ltd.
Current environment
Sales
Customers who have operations in more than one country are managed by the sales team within the country from which a request originated. However, it is difficult to get information about sales for these customers.
Each salesperson manually creates customer quotes using Microsoft Word and Excel templates. This causes pricing inconsistencies, which is affecting profitability.
Customers who have total sales over $1,5M per year receive special Preferred Customer discount pricing on products and services.
Costs, pricing, and product availability vary greatly by country.
Sales teams
Each office has a dedicated sales team. Sales are managed by a global team in countries without a sales office.
Each sales team has a projected revenue target that is tied to the factory capacity in their country, except for the global team. The global team's projected revenue target is derived using a percentage of their actual sales from the previous year.
Each sales team maintains a spreadsheet in which they record customer requests for quotes (RFQs). The spreadsheets are stored on a network drive.
Sales team revenue targets are set yearly based on manufacturing capacities at each plant.
Individual sales targets are based on product lines by quarter.
Current RFQ process
The company defines the following process for processing RFQs:
Requirements
General setup
Standard functionality must be used when possible.
All open RFQs must be imported into the solution.
All information must be accessible to the entire executive management team.
Country-specific sales information must be accessible only to sales representatives assigned to those teams.
Sales and quote processes must be standardized across all sales divisions.
Sales territories must be set up for each country as well as for a global territory.
The global team will take over the management of RFQs for customers who have operations in more than one region.
Due to regulatory considerations, the solution must be able to limit the kinds of products that can be sold by region.
RFQ management
New RFQs must be entered initially into the system as Leads until they are reviewed.
The default forecast categories must be used.
Standardized quote formats and product pricing must be enforced across all sales offices.
All tasks and follow-up activities with customers to close RFQs must be associated directly with the RFQs.
Credit and reference checks
All new customers must undergo credit and reference checks before estimates are created for any RFQs. This information will be recorded in a new custom field called Credit Check that has a Yes/No value.
The finance manager must be assigned the credit and reference review when an RFQ is ready for review.
If a customer's credit and reference review is unfavorable, the finance manager must follow up with the customer and the sales representative by phone.
The customer's credit report must be added to the RFQ as a permanent record and for audit purposes.
The solution must provide both a sample script that the finance manager can use as well as a checklist of how to perform the check.
Reporting
The sales manager dashboard must show the following data:
Projected revenue and profitability per country by month and fiscal year.
Projected and current product sales per country by month and fiscal year.
RFQ Won/Loss revenue comparison by fiscal quarter.
RFQ status by sales representative within their territory.
RFQs that are awaiting management approval and how long they have been waiting.
Sales lost to competitors month over month.
Managers must also be able to track how long an RFQ has been awaiting credit and reference checks, and how many RFQs have had unfavorable results from credit or reference checks.
Issues
PreferredCustomerA, who has factories in Germany, the UK, and Canada, reports that their sales representatives give different pricing and discounts to customers depending on the country in which the RFQ is initiated.
Several RFQs that have passed management review but failed standard credit checks have been issued quotes. To prevent this, credit checks must now be done before the management approval meeting.
Several imported RFQs contain quotes for discontinued products. Updated quotes with current product offers need to be sent to customers.
CompanyB needs pricing for harnesses for their plants in Germany, the UK, and Argentina.
CompanyC received a quote for harnesses for their US home office. They need the products for their Canadian plant.
CompanyD wants sales orders and shipments sent directly to VendorZ, who manufactures several subassemblies for them. VendorZ also builds components for other customers as well as for Contoso, Ltd.
The chief financial officer (CFO) is concerned about the amount of work that the new credit and reference checks will create. Therefore, a time-study needs to be initiated for that work to see whether an additional person needs to be hired.
NEW QUESTION # 173
You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.
Users report that the results they obtain when using Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results
NEW QUESTION # 174
A company uses Dynamics 365 Sales with no third-party products to design visual outputs for salespeople and managers You must create the following visualizations:
* A bar chart with leads and opportunities from Dynamics 365 Sales, as well as invoices from an ERP system.
* A Tag chart by month for the fiscal year.
* Weekly scheduled reports for management.
You need to select the tools to use.
Which tool should you use? To answer, drag the appropriate tools to the correct visualizations. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 175
You run a sales report for Fourth Coffee named Account Overview. The following report displays:
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 176
A company uses Dynamics 365 Sales. You qualify a lead record.
Which record is created when you quality a lead? To answer, drag the appropriate record types to the correct leads. Each record type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-opportunity-sales
NEW QUESTION # 177
You use products with properties for your opportunities in Dynamics 365.
You are adding a new product to your product catalog.
You need to create the product with a new set of properties.
Which Three product catalog components should you configure in sequence? To answer, move the appropriate components from the list of components to the answer area and arrange them in the correct order.
Answer:
Explanation:
1 - Product Family
2 - Properties
3 - Product
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-product-family
NEW QUESTION # 178
You need to configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geogr
NEW QUESTION # 179
You need to configure the credit and reference screening playbook to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Graphical user interface, text, application, email Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
NEW QUESTION # 180
A company uses Dynamics 365 Sales.
An account form has a subgrid of contacts. Users report that the information in the subgrid is cut off and requires a horizontal scroll bar. The users must be able to view the information in a card format.
You need to reformat the subgrid to always use a custom card form.
What should you set for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 181
You need to handle large quantity opportunities.
Which four 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.
Answer:
Explanation:
1 - Navigate to Sales Hub and select Opportunities.
2 - Edit an opportunity recoard.
3 - Navigate to the Quotes tab.
4 - Select Get Products.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-quote-sales
NEW QUESTION # 182
You implement the Dynamics 365 App for Outlook.
You need to associate emails to lead records.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 183
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:
You need to modify the business process flow to make it valid.
- A. total number of stages
- B. number of entities
- C. total number of steps
- D. number of steps per stages
Answer: A
Explanation:
Explanation
The total number of stages here would be 50 which is more than the maximum limit of 30.
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flo
NEW QUESTION # 184
You are configuring Dynamics 365 Sales for a U.S.-based company. The company has two territories that are divided as follows:
* West territory: California to Texas
* East territory; Missouri to Maine
The sales territories should be configured as follows:
You need to set up the sales territories.
Which five 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.
Answer:
Explanation:
1 - Navigate to the App Settins area.
2 - Salect Sales Territories and create a new territory.
3 - Add th manager.
4 - Select Related.
5 - Add members to the territory.
NEW QUESTION # 185
You are setting up a product catalog in Dynamics 365 Sales.
You must set up the following promotions in the product catalog:
* Customers receive a free bag of chips when they purchase one can of soda.
* Soda has different prices based on whether customers buy a can, a six-pack, or a case.
* Customers receive an additional 10 percent off a purchase of 10 case of soda.
You need to set up the promotions.
Which feature should you configure? To answer, drag the appropriate features to the correct requirements.
Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Graphical user interface, text, application Description automatically generated
NEW QUESTION # 186
You are a Dynamics 365 Sales administrator for a medical office. The office provides a new service for doctors to consult with patients online on a first come, first served basis. Patients are created as Contacts.
Doctors can only view patient records for patients in their care.
The doctors need to see a graph of all interactions with each patient.
You need to create an entity to log online interactions.
How should you configure the entity? To answer, select the appropriate options in the answer area NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
NEW QUESTION # 187
You need to configure opportunity status reasons to meet the requirements for existing customer sales.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 188
You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which finer type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 189
A company is evaluating Dynamics 365 Sales to replace an existing customer relationship management (CRM).
An IT manager observes that the company requires 20 custom tables. The company wants the most cost-effective solution.
You need to recommend a license type to the company.
What should you recommend?
- A. Microsoft Relationship Sales
- B. Sales Enterprise
- C. Sales Professional
- D. Sales Premium
Answer: B
NEW QUESTION # 190
You need to configure opportunity status reasons to meet the requirements for existing customer sales.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Topic 1, Bellows CollegeCase Study
This is a case study.Case studies are not timed separately. You can use as much exam time as you would like to complete each case.However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.
lo answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.
At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.
To start the case study
To display the first question in this case study, click theNextbutton. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment and problem statements. If the case study has anAll Informationtab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer aQuestionclick the Question button to return to the question.
Overview
Background
Bellows College has several spots teams. Sporting events take place throughout the year. Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.
The college currently does not support ticket sales on the day of a sporting event All tickets must be purchased in advance.
Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track ail ticket sales for a season.
Sales team
Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. inside phones sales representatives primarily handle individual cash or credit card ticket sales- Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.
Dynamics 365
Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the college s needs.
The college has identified the following requirements for the new system:
* Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.
* Calculate sales margins based on base ticket prices with discounts for group and alumni sales.
* Maximize private box sales.
* Provide visibility into all potential and pending sales.
* Track and report follow up activities performed by all sales representatives.
Current processes
Ticket sales
Ticket sales are completed and displayed based on the college s fiscal year which begins July 1 and ends June
30.
Ticket sales tor existing customers will be entered as new opportunities for tracking and reporting purposes.
To facilitate timely follow-up (end sales representative accountability), a phone can activity will be auto-generated every time a new opportunity is created.
Ticket sales feu new customers will be entered in the solution as leads. Leads will have the following statuses:
Open Qualified, and Disqualified. Status values cannot be customized. Status reasons can be customized.
Ticket prices
The standard ticket price for all sporting events is 550. Non-alumni whet purchases are priced based on the standard rate. Alumni ticket purchases ate priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit. The college has the following markup and margin policies for the three categories of ticket purchasers:
Ticket package discounts are available for group purchases. The following table shows pricing:
Private box seats
Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first then alumni. Remaining box seat tickets are made available to others from year to year.
The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.
Private box sales for existing customers win be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval. Approved.
Requirements
Accounting
Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.
Invoices must Include:
* Price List Products: Products tied to a price list
* Non-catalog Products: Existing products not part of the product catalog
* Opportunity Products: Products from a previously created opportunity
* Product prices on the invoice can be changed at the salespersons discretion.
System configuration
The system must be set up as follows:
* Individual cash and credit cards sales will be entered as orders in the system.
* New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected. Left Message, and Wrong Number when closed.
* Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested. Budget cuts, No Longer in business. Other. It Other is chosen, the sales representative must provide additional information in the provided text box.
Tickets
The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.
The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.
Reporting
The school's athletic director needs a fiscal yea' report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).
All tales reporting must be completed by using Dynamics 365 foe Sales. Bellows College has purchased the online version o' the Sales Content Pack for Power BI to allow for visualizations and the creation of dashboards 'or ticket sales. The sales team needs to use a secured connection to access the Bellows College Power Bi dashboard.
Sales team members need the following report types to meet reporting needs:
Problem Statements
The sales manager is concerned with the tack of sates from one of the sales representatives in comparison to the other sales representatives- The legacy system does not provide enough data to allow the manage* to give proper feedback or guidance.
The sales manager has received emails from a potential private box customer named Contoso. Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.
NEW QUESTION # 191
......
What career benefits can you get after passing Microsoft MB-210?
Once you have the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification, it is estimated that you will be able to earn between $86,000 and $120,000 annually. There are various positions that you can apply for and some of them are as follows:
- Microsoft Dynamics Consultant.
- Solution Consultant;
- Solution Architect;
- Microsoft Dynamics Functional Consultant;
Getting these job roles will be difficult, but if you have the associate-level certificate that you can obtain after passing the Microsoft MB-210 exam, things will be much easier. So, all you need to do is focus and try to ace the prerequisite test with the best possible score and you will be good to go.
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