microsoft mb-210 practice test

Microsoft Dynamics 365 for Sales

Note: Test Case questions are at the end of the exam
Last exam update: May 12 ,2024
Page 1 out of 16. Viewing questions 1-15 out of 250

Question 1 Topic 9, Mixed Questions

A company measures their sales team on the number of appointments they make in a fiscal year.
The company needs to be able to track how many appointments have been scheduled by each salesperson.
You need to ensure the sales representatives are achieving their appointment targets.
What should you configure?

  • A. A goal for each salesperson with metric type to set to amount for number of appointments made
  • B. A goal for each salesperson with metric type set to count for each customer
  • C. A goal for each salesperson with metric type set to count for number of appointments made
  • D. A view with the revenue for each salesperson
  • E. A view with the appointments for each salesperson
Answer:

C

User Votes:
A
50%
B
50%
C
50%
D
50%
E
50%

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-goal-metric

Discussions
vote your answer:
A
B
C
D
E
0 / 1000

Question 2 Topic 9, Mixed Questions

You are a salesperson using Dynamics 365 Sales.
An invoice needs to be created on an order. The Create Invoice button is not visible.
You need to determine why the Create Invoice button is not visible.
Why is the button missing?

  • A. The sales order is not complete.
  • B. The price list has expired.
  • C. The sales order processing integration is enabled.
  • D. You have not selected the Get Products button.
Answer:

C

User Votes:
A
50%
B
50%
C
50%
D
50%

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-orders

Discussions
vote your answer:
A
B
C
D
0 / 1000

Question 3 Topic 9, Mixed Questions

You are a Dynamics 365 Sales administrator for a company that has locations in five regions.
The companys owner wants regional managers to update their own forecasts. The owner wants full transparency for all
forecasts to all current and future employees.
You need to allow users to see the forecasts for every region.
What should you do?

  • A. Add each security role to the forecast configuration.
  • B. Grant all security roles access in the forecast configuration.
  • C. Add the view privilege to each user’s security role.
  • D. Grant users' permission to view the Forecast Category field.
Answer:

A

User Votes:
A
50%
B
50%
C
50%
D
50%

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast

Discussions
vote your answer:
A
B
C
D
0 / 1000

Question 4 Topic 9, Mixed Questions

A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate
forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal years forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

  • A. Create and assign users to new resource groups for each manager.
  • B. Create a new relationship between sites.
  • C. Update the target goal amount for each user.
  • D. Upload the new quota amounts for each user.
  • E. Adjust the forecast values directly.
  • F. Assign the users to their new managers.
Answer:

D F

User Votes:
A
50%
B
50%
C
50%
D
50%
E
50%
F
50%

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/activate-upload-simple-columns-data-forecast
https://syncratec.com/how-to-set-up-a-dynamics-365-sales-forecast-model-part-1/

Discussions
vote your answer:
A
B
C
D
E
F
0 / 1000

Question 5 Topic 9, Mixed Questions

You are a Dynamics 365 Sales administrator for a company. All sales representatives at the company have smart phones.
You need to recommend a solution that allows sales representatives to take photos of the opportunity notes and use the
photo as input for new opportunities in Dynamics 365.
Which two options will achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct answer is worth one point.

  • A. AI Builder with Dynamics 365 for phones
  • B. Canvas App with a flow button
  • C. AI Builder with Power Automate instant flow
  • D. Dynamics 365 for phones only
Answer:

B C

User Votes:
A
50%
B
50%
C
50%
D
50%
Discussions
vote your answer:
A
B
C
D
0 / 1000

Question 6 Topic 9, Mixed Questions

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a
unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Update the roll-up recurrence frequency.
Does the solution meet the goal?

  • A. Yes
  • B. No
Answer:

B

User Votes:
A
50%
B
50%

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

Discussions
vote your answer:
A
B
0 / 1000

Question 7 Topic 9, Mixed Questions

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a
unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the forecast.
Does the solution meet the goal?

  • A. Yes
  • B. No
Answer:

A

User Votes:
A
50%
B
50%

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

Discussions
vote your answer:
A
B
0 / 1000

Question 8 Topic 9, Mixed Questions

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a
unique solution. Determine whether the solution meets 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 configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Proposed solution: Recalculate the opportunity.
Does the solution meet the goal?

  • A. Yes
  • B. No
Answer:

B

User Votes:
A
50%
B
50%

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

Discussions
vote your answer:
A
B
0 / 1000

Question 9 Topic 9, Mixed Questions

HOTSPOT
A company is implementing Dynamics 365 Sales.
You need to determine which tool or service to recommend for the companys requirements.
Which tool or service should you recommend to meet each requirement? To answer, select the appropriate options in the
answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Answer:

Explanation:
Reference:
https://docs.microsoft.com/en-us/power-virtual-agents/fundamentals-what-is-power-virtual-agents
https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview https://docs.microsoft.com/en-us/power-virtual-
agents/advanced-hand-off

Discussions
0 / 1000

Question 10 Topic 9, Mixed Questions

HOTSPOT
You are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of
events are children of a main event.
The sales manager wants to forecast the revenue for each customers main event by rolling up the forecasts of the children
of each main event.
You need to configure the forecast.
How should you configure each step? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Answer:

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast-using-custom-rollup-entity

Discussions
0 / 1000

Question 11 Topic 9, Mixed Questions

DRAG DROP
You are a sales manager at an international company using Dynamics 365 Sales.
You need to set up the product catalog.
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.
Select and Place:

Answer:

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales/set-up-product-catalog-walkthrough

Discussions
0 / 1000

Question 12 Topic 9, Mixed Questions

A company uses Dynamics 365 Sales to manage sales leads.
You must create two leads. One lead must target customers between ages 30 to 40 in the oil industry. The other lead must
be based on interactions with your website in the last week.
You need to set up conditions when creating the leads.
What are two categories of conditions? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

  • A. Entity
  • B. Date range
  • C. Behaviour rules
  • D. Fixed rules
Answer:

C D

User Votes:
A
50%
B
50%
C
50%
D
50%

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads

Discussions
vote your answer:
A
B
C
D
0 / 1000

Question 13 Topic 9, Mixed Questions

HOTSPOT
A customer uses opportunities as part of a sales cycle.
The sales team wants to close opportunities. The team requires the following:
an additional status reason when the opportunity is lost

the ability to view details in Advanced Find when the opportunity is lost

You need to configure the system.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Answer:

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales/customize-opportunity-close-experience
https://www.toplineresults.com/2016/03/creating-a-query-for-closed-opportunities-in-microsoft-dynamics-crm/

Discussions
0 / 1000

Question 14 Topic 9, Mixed Questions

A company is using Dynamics 365 Sales without any customizations.
A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in
Canada. You must ensure that the order is tracked properly.
You need to create the minimum number of orders to deliver to the locations.
How many orders should you create?

  • A. two
  • B. three
  • C. four
  • D. one
Answer:

D

User Votes:
A
50%
B
50%
C
50%
D
50%
Discussions
vote your answer:
A
B
C
D
0 / 1000

Question 15 Topic 9, Mixed Questions

SIMULATION
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.

Answer:

See explanation below.

User Votes:

Explanation:
1. Go to Settings > Customizations.
2. Select Customize the System.
3. Under Components, expand Entities, and then select the Lead entity.
4. Select Fields.
5. Select the Rating field and click Edit.
6. Set the Default Value to Cold.
7. Click Save and Close.
8. Click Publish All Customizations.
9. In the site map, select Leads.
10.Select New.
11.Enter New Roof in the Topic field.
12.Enter Sam Smith in the Name fields.
13.Verify that the Rating is Cold.
14.Save the Lead record.

Discussions
vote your answer:
0 / 1000
To page 2