Describe Dynamics 365 Sales

Drag and drop the steps to set up a custom entity in Dynamics 365 into the correct order.

A company uses Dynamics 365 Sales to manage its sales pipeline. The sales manager notices that several opportunities are stuck in the 'Proposal' stage for longer than expected. The manager wants to automatically notify the opportunity owner when an opportunity has been in the 'Proposal' stage for more than 10 days. What is the most efficient way to achieve this?

A sales organization wants to enforce a consistent sales process where opportunities must progress through specific stages with mandatory fields at each stage. The manager also wants to automatically update the probability percentage when the stage changes. Which feature should be configured?

A sales manager notices that some opportunities are stuck in the 'Proposal' stage for too long. They want to automatically escalate such opportunities to the manager if they remain in the stage for more than 10 days. What should they configure?

A sales manager notices that some opportunities are stuck in the 'Qualify' stage for weeks. They want to automatically move opportunities to a different stage if no activity occurs for 14 days. What should they use?

Which TWO capabilities are provided by Copilot for Sales? (Choose two.)

Which TWO actions can be performed using the Copilot in Dynamics 365 Sales?

A sales manager wants to create a personal dashboard that shows their team's opportunities by sales stage and estimated revenue. The dashboard should update in real time. What is the recommended approach?

A sales organization uses Dynamics 365 Sales and wants to enforce a consistent sales process where opportunities must move through stages in order: Qualify → Develop → Propose → Close. Which feature should be used?

A sales manager notices that the opportunity pipeline report shows incorrect forecasting amounts. The sales team uses custom revenue fields instead of the standard 'Est. Revenue' field. What should the administrator configure to ensure accurate forecasting?

A new sales representative needs to quickly understand the history of interactions with a specific customer before a meeting. They want to see all emails, appointments, phone calls, and notes related to that customer in one place. Which feature in Dynamics 365 Sales should they use?

A company uses Dynamics 365 Sales and wants to ensure that when a sales rep creates a new order, the system automatically checks product inventory before allowing the order to be submitted. What is the best approach?

A sales manager wants to automatically assign new leads to the appropriate salesperson based on the lead's source (e.g., web inquiry, referral, event). Which feature should they configure?

A sales manager wants to automatically assign leads to the appropriate salesperson based on the lead's geographic region. The regions are North America, Europe, Asia, and others. The assignment should happen as soon as the lead is created. What is the most efficient way to achieve this?

Which THREE features are available in Dynamics 365 Sales to help sales reps prioritize their daily work?

A salesperson needs to quickly access up-to-date product pricing and inventory levels while creating a quote. Where should this information be configured?

A sales manager notices that opportunities are not being updated regularly, causing inaccurate forecasting. What should the sales team configure to ensure opportunities are updated proactively?

Your organization wants to enforce a consistent sales process by requiring sales reps to move opportunities through predefined stages (e.g., Qualify -> Develop -> Propose). What should you configure?

A sales rep wants to quickly see a list of their upcoming meetings and tasks related to their opportunities without navigating away from the opportunity record. What feature should they use?

Refer to the exhibit. When a lead is qualified, which opportunity field will receive the value from the lead's 'revenue' field?

Which TWO actions can be performed using the Sales Hub app?

A global sales organization uses Dynamics 365 Sales and wants to ensure that sales representatives in different regions see only their own opportunities due to data privacy regulations. Which feature should be configured?

A sales manager wants to automatically assign leads to the appropriate sales team based on the lead’s geographic region. The assignment should happen immediately after the lead is created. Which feature should be used?

A sales manager wants to assign leads automatically to salespeople based on the lead's geographic region. Which feature should be used?

Your sales team uses a custom field 'Deal Size' on the Opportunity entity. You need to ensure that when a deal is won, the revenue is automatically updated in the corresponding Account. What should you implement?

A sales rep needs to see a consolidated view of all activities (emails, meetings, calls) related to an opportunity. Which area should they use?

A company uses Dynamics 365 Sales and wants to integrate with Microsoft Teams to allow sales representatives to collaborate on deals without leaving Teams. They want to be able to view and update opportunity records, see activity feeds, and launch meetings directly from Teams. The company also wants to use AI to summarize meeting notes and suggest next steps. Which set of features should they deploy?

Your team uses Dynamics 365 Sales to manage opportunities. Management wants to reduce the time spent on manual follow-ups. Which feature should you implement to automatically create follow-up activities based on opportunity stages?

WideWorldImporters is a wholesale distributor using Dynamics 365 Sales. Their sales team consists of outside reps who travel frequently and use mobile devices. The company wants to ensure that when a sales rep creates a new account or contact on their mobile device, it is immediately available to other reps in the same region. Additionally, they want to automatically capture email activities from Microsoft 365 and link them to the relevant CRM records. The administrator has enabled server-side synchronization. However, sales reps report that newly created records are not immediately visible to others, and emails are not being tracked consistently. What should the administrator verify first?

During a sales call, a rep wants to quickly view the customer's past purchases and support tickets. Which Dynamics 365 Sales feature provides a consolidated timeline of customer interactions?

Your company uses Dynamics 365 Sales and wants to automate the routing of leads to the appropriate sales representative based on the lead's geographic region. Which feature should you use?

Refer to the exhibit. A sales rep is working on an opportunity and is currently in the 'Qualify' stage. They have completed all steps but the system does not allow them to move to 'Develop'. What is the most likely reason?

A sales rep is working on a large opportunity and needs to collaborate with team members from different departments. They want to share documents and track changes within Dynamics 365. What should they use?

A company uses Dynamics 365 Sales and wants to integrate with a third-party email marketing system to automatically create leads when a recipient clicks a link. What is the recommended approach?

A large enterprise uses Dynamics 365 Sales and wants to leverage AI to help sales representatives prioritize leads and opportunities. The sales team receives hundreds of leads per week from various sources, and many leads do not convert. The company has historical data on which leads converted and the characteristics of those leads. They want the system to automatically assign a score to each lead based on the likelihood of conversion, and also to recommend the next best action for each lead. Additionally, they want to use natural language queries to ask questions about the sales pipeline. Which combination of features should they implement?

Which THREE are key benefits of using Dynamics 365 Sales Insights? (Choose three.)

A company uses Dynamics 365 Sales and wants to enable salespeople to receive proactive recommendations for next actions on their accounts and opportunities. Which AI feature should be enabled?

Your company uses Dynamics 365 Sales and wants to ensure that salespeople follow a consistent process when qualifying leads. Which feature should they use to enforce a sequence of steps?

Your company sells both products and services. When creating an opportunity, the sales rep needs to quote a combination of items. What should they create?

Which THREE actions can be performed using the Sales Copilot in Dynamics 365 Sales?

Based on the exhibit, when will the 'Send proposal' task be scheduled relative to the start of the sequence?

Refer to the exhibit. After running the PowerShell script, which field will contain the value 'Follow-up call'?

A sales manager wants to ensure that when a salesperson converts a lead to an opportunity, the opportunity record automatically inherits the estimated revenue from the lead. The lead source is also tracked for reporting. What should the sales manager configure?

A sales manager notices that the forecasted revenue for the quarter is significantly lower than expected. They want to understand which deals are at risk and why. Which tool should they use?

A sales manager needs to track the performance of their team against quarterly quotas. Which entity in Dynamics 365 Sales should they use?

You are implementing a sales process. The above exhibit shows a Business Process Flow (BPF). A sales rep is unable to move from the 'Develop' stage to the 'Propose' stage. What is the most likely reason?

A sales manager wants to automatically assign leads to the appropriate sales team based on the lead's source and geographic region. Lead sources include 'Web', 'Referral', and 'Partner'. Regions are 'North', 'South', 'East', 'West'. Which feature should be used to automate lead assignment?

Which TWO features are available in Dynamics 365 Sales to help sales reps prioritize their work?

Which TWO features are part of Dynamics 365 Sales?

The exhibit shows a configuration snippet. A sales rep creates an opportunity with an estimated value of $15,000 but the probability remains at the default (0%). What is the most likely reason?

A sales organization wants to track the sales process stages (e.g., Prospecting, Qualification, Proposal) for each opportunity. What should they configure?

Contoso, Ltd. is a manufacturing company that recently deployed Dynamics 365 Sales. Their sales process involves multiple stakeholders and long sales cycles. The sales team often loses track of key decision-makers and their engagement levels. The sales manager wants to implement a feature that provides a visual map of the relationships between contacts and accounts, along with engagement data such as email opens and meeting attendance. Additionally, they want to identify the top influencers in each deal. Which feature should the administrator configure to meet these requirements?

Your company uses Dynamics 365 Sales. The sales team wants to track competitor information on opportunities. They need to record which competitors are involved in each deal and add notes about their strengths and weaknesses. Which entity should be used to capture this information?

Your organization uses Dynamics 365 Sales and wants to assign leads automatically based on product interest and geographic region. Which feature should you use?

Your organization uses Dynamics 365 Sales and wants to ensure that sales representatives follow a consistent process when moving opportunities from qualification to proposal. What should you configure?

Your organization wants to ensure that sales reps follow a consistent sales process from lead to close. Which feature should you implement?

Which TWO features are part of Dynamics 365 Sales Insights? (Choose two.)

A sales manager notices that the sales team is not consistently following up with leads after initial contact. Many leads go cold because no one takes action. The manager wants to set up automated email reminders and tasks for sales representatives when a lead is created or when a certain number of days pass without activity. They also want to track the effectiveness of these automated communications. Which feature should they use in Dynamics 365 Sales?

Your organization uses Dynamics 365 Sales. You want to automatically send a follow-up email to a customer when an opportunity is closed as won. What should you configure?

Your company uses Dynamics 365 Sales and wants to ensure that sales reps follow a consistent process when handling leads. The process includes mandatory fields at each stage. What should you use?

Your sales team wants to use LinkedIn data to enrich lead information and find mutual connections. Which Dynamics 365 Sales feature enables this integration?

Which TWO actions can be performed using the Opportunity entity in Dynamics 365 Sales? (Choose two.)

Which THREE of the following are standard entities in Dynamics 365 Sales?

Which THREE are standard entities in Dynamics 365 Sales?

Refer to the exhibit. A predictive lead scoring model named 'High Value Leads' is configured with a threshold of 50. Which lead(s) will be automatically qualified?

A sales rep needs to record a phone call with a customer and associate it with the relevant opportunity. Which entity should the rep use in Dynamics 365 Sales?

A sales organization wants to use AI to predict which opportunities are likely to close and recommend next best actions. Which Dynamics 365 Sales feature should they implement?

Your organization uses Dynamics 365 Sales. You need to ensure that sales representatives can quickly create a quote from an existing opportunity. What should you use?

You are a sales operations administrator for Contoso Ltd. The sales team uses Dynamics 365 Sales to manage their pipeline. Recently, the team has reported that when they create a new lead from a marketing campaign, the lead's 'Source' field is not automatically populated with 'Campaign' as expected. The marketing team confirms that the campaign is properly set up and linked to the lead creation process. You need to ensure that the 'Source' field is automatically filled with 'Campaign' when a lead is created from a campaign. What should you do?

A sales manager wants to analyze the sales pipeline to identify bottlenecks. They want to see how many opportunities are in each stage, the total value, and the average time opportunities spend in each stage. They also want to filter the data by salesperson and region. Which out-of-the-box tool in Dynamics 365 Sales should they use?

A sales team wants to ensure that opportunities are consistently moved through stages based on predefined steps and requirements. Which feature should they use?

Refer to the exhibit. Which visual type is used to display the sales pipeline value?

A sales rep needs to quickly find all contacts from a specific company that have been involved in past opportunities. Which entity relationship should they use?

Which of the following are standard entities in Dynamics 365 Sales? (Choose all that apply.)

A sales manager wants to track the progress of deals through the sales pipeline. Which TWO actions can be performed using the opportunity entity in Dynamics 365 Sales?

A sales rep needs to quickly identify which opportunities are most likely to close this quarter. The organization uses Dynamics 365 Sales with AI features. Which tool provides a prioritized list of opportunities based on predicted close probability?

Which FOUR entities are standard in Dynamics 365 Sales? (Choose four.)

A sales manager reviews the goal exhibit. The actual revenue is $425,000 against a target of $500,000. What does the percentage achieved indicate?

Refer to the exhibit. After how many days from the start of the sequence will the first phone call activity occur?

Your sales team uses Dynamics 365 Sales. They want to send a personalized email to a contact directly from the contact record. What is the recommended way to do this?

During a lead qualification, a salesperson needs to capture the exact reason why a lead was not qualified. Which field should be used?

A sales representative needs to quickly view the latest interactions with a customer, including emails, meetings, and notes, without switching between different records. Which Dynamics 365 Sales feature should they use?

Your company uses Dynamics 365 Sales. A salesperson wants to record a phone call with a customer and associate it with the opportunity. How should they do this?

A sales manager wants to track the progress of deals from initial contact to closure. Which entity in Dynamics 365 Sales should be used to represent each sales opportunity?

A company uses Dynamics 365 Sales to manage its sales process. The team wants to automatically create follow-up tasks for sales representatives when an opportunity reaches the 'Proposal' stage. The tasks should be assigned to the opportunity owner and due in 3 days. What is the best approach to achieve this?

A salesperson is using the Dynamics 365 Sales app and wants to see the latest engagement from a customer, such as email opens and link clicks, directly on the contact record. Which feature should they enable?

A sales team is struggling with low conversion rates from leads to opportunities. They want to use historical data to identify which lead attributes are most predictive of conversion. Which feature should they use?

Your organization uses Dynamics 365 Sales and wants to automatically capture emails from prospects and link them to the corresponding contact and opportunity records. Which feature should you enable?

Which TWO capabilities does the LinkedIn Sales Navigator integration with Dynamics 365 Sales provide?

Which THREE components are essential for setting up a Sales Sequence in Dynamics 365 Sales?

Your organization uses Dynamics 365 Sales and wants to automate the assignment of leads to sales reps based on territory and product interest. What should you use?

You are a Dynamics 365 Sales administrator for a manufacturing company. The sales team uses a custom sales process with stages: 'Prospecting', 'Needs Analysis', 'Proposal', 'Negotiation', 'Closing'. The business requires that when an opportunity reaches the 'Negotiation' stage, the system must automatically calculate a discount based on the total amount: if total amount > $100,000, apply 10% discount; if > $50,000, apply 5% discount; otherwise no discount. The discount should be applied as a negative line item in the opportunity products. Additionally, when the opportunity is won, the system must create an order with the same products and discounts. You need to automate these requirements. What should you do?

The exhibit shows a forecast configuration. A sales manager reports that the forecast does not show any data for a sales rep who has closed deals this month. What is the most likely reason?

Which TWO data types are used by Dynamics 365 Sales to calculate a predictive score for an opportunity? (Choose two.)

You configure a sequence in Dynamics 365 Sales with a task step that has a 3-day time limit and an escalation action to email the manager. If the task is not completed within 3 days, what occurs?

A sales team is using the Dynamics 365 Sales API to create an opportunity. The JSON exhibit shows the payload they are sending. The request fails because the product line items are not being added. What is the most likely cause?

A sales organization uses Dynamics 365 Sales. They want to ensure that when an opportunity is won, a new order is automatically created. What should they configure?

Which TWO features in Dynamics 365 Sales can help sales representatives prioritize their work based on AI insights?

Which TWO of the following are valid ways to create a new opportunity in Dynamics 365 Sales?

Which THREE components are part of the Dynamics 365 Sales premium capabilities? (Choose three.)

Which THREE features are part of Dynamics 365 Sales Insights?

Refer to the exhibit. A sales administrator has configured the Sales Insights settings as shown. Which feature will be available to sales reps?

A sales manager wants to view key performance indicators like win rate and average deal size for each salesperson. Which dashboard should they use in Dynamics 365 Sales?

A sales rep closes a deal and wants to create an invoice from the won opportunity. What is the standard process?

A sales manager wants to track the progress of deals through a series of stages, such as 'Qualify' and 'Proposal'. What should you configure in Dynamics 365 Sales?

Your organization uses Dynamics 365 Sales and wants to use AI to score leads based on their likelihood to convert. The sales team reports that many high-scored leads are not contacting them. How should you adjust the lead scoring model?

Which THREE of the following are key features of Dynamics 365 Sales Insights?

A sales manager wants to see a visual representation of the sales pipeline with deal amounts and stages. Which Dynamics 365 Sales dashboard component should they use?

Which TWO capabilities does the Sales Copilot provide?

A sales manager wants to forecast revenue by analyzing historical win rates and deal sizes. Which out-of-the-box capability should they use?

A sales rep needs to quickly find similar opportunities that were won in the past to apply similar strategies to a current opportunity. Which feature should the rep use?

Your sales team uses a custom entity called 'Partnership' that stores partner details. They want to track revenue from partner deals separately. What should you configure?

A sales organization uses Dynamics 365 Sales and wants to analyze historical win rates by product category. The manager needs a custom report that displays the win rate percentage for each product category over the last 12 months. What is the recommended approach?

A sales team is implementing Dynamics 365 Sales and wants to use AI-driven insights to identify the best next actions for closing deals. Which feature should they use?

A sales organization wants to use Dynamics 365 Sales to automatically generate personalized email content for follow-ups based on customer interactions. Which feature should they leverage?

An organization wants salespeople to automatically receive suggested meeting times from prospects based on email conversations. Which Dynamics 365 Sales feature enables this?

Refer to the exhibit. The JSON shows three opportunities. A sales manager wants to see the total estimated value of all open opportunities. Using the data, what is the total?

Contoso Ltd. is a global manufacturing company that recently implemented Dynamics 365 Sales. The sales team consists of 50 representatives located in North America, Europe, and Asia. They sell complex machinery with long sales cycles. The company wants to improve the efficiency of its sales process by automating routine tasks. Currently, sales representatives manually create follow-up tasks every time a customer meeting is completed. These tasks are often forgotten, leading to missed follow-ups. Additionally, the company wants to ensure that when a lead is qualified, the appropriate product catalog is presented based on the lead's region. The system should automatically create an opportunity with the correct price list. The sales manager also wants to be able to view a dashboard that shows the number of overdue tasks per salesperson. Which combination of Dynamics 365 Sales features should the administrator implement to address all these requirements?

Refer to the exhibit. Which attribute contributes the most to the lead score?

An organization wants to automatically convert incoming emails from prospects into leads in Dynamics 365 Sales. Which feature should they configure?

A salesperson wants to view key performance indicators (KPIs) such as pipeline value and win rate on their personal dashboard. What should they create?

Which TWO features are part of Dynamics 365 Sales Insights? (Select two.)

A lead is created with address1_stateorprovince set to 'California'. According to the exhibit, which team will the lead be assigned to?

A sales manager wants to see a visual representation of the sales pipeline with estimated revenue amounts at each stage. Which Dynamics 365 Sales tool should they use?

The exhibit shows a Power Automate flow triggered when a lead is created. The lead source option set values are: 1=Phone, 2=Web, 3=Referral. A lead with source 'Referral' is created. What will happen?

Adventure Works is a retail company using Dynamics 365 Sales to manage customer interactions. The sales team has 20 members and handles both B2B and B2C customers. The company wants to track customer engagement in real-time to identify high-value leads that are actively engaging with marketing emails and website content. Currently, the team relies on manual reports from the marketing department, which are often outdated. The sales manager wants to receive alerts when a lead's engagement score increases significantly, so the salesperson can reach out at the right time. Additionally, the company wants to automatically nurture leads with personalized email sequences based on their behavior. What should the administrator implement to meet these requirements?

A company uses Dynamics 365 Sales and wants to automatically calculate the probability of closing a deal based on the sales stage. What feature should they configure?

A global company uses Dynamics 365 Sales with multiple currencies. They have sales teams in the US, Europe, and Asia. When an opportunity is created, the amount is entered in the local currency, but the company wants to see the estimated revenue in a base currency (USD) for reporting. The exchange rates fluctuate daily. The administrator needs to ensure that the system automatically converts amounts to USD using up-to-date exchange rates. What should the administrator configure?

Refer to the exhibit. When will the action 'Send Email: Quote.pdf' occur?

A salesperson wants to quickly access the latest news and social updates about their accounts directly within Dynamics 365 Sales. Which feature should be enabled?

Based on the exhibit, which AI feature is NOT enabled for opportunities?

A sales manager needs to view a dashboard that shows the total revenue by region for the current quarter. Which type of dashboard in Dynamics 365 Sales should be used?

Which TWO features in Dynamics 365 Sales help sales reps prioritize their daily tasks and focus on high-value activities?

A sales manager wants to create a report that shows the total revenue of all won opportunities in the current quarter. Which out-of-the-box report type can be used?

A sales team uses a custom entity 'Project' that has a lookup to 'Opportunity'. They want to see all Projects linked to an Opportunity in the Opportunity's timeline. What must you configure?

Which TWO capabilities are included in Dynamics 365 Sales?

A sales manager wants to track the progress of a deal through its stages, from initial contact to closing. Which Dynamics 365 Sales feature should they use?

A sales rep wants to send a personalized quote to a customer directly from Dynamics 365 Sales. The quote should include line items with prices and discounts. Which entity should the rep use to create the quote?

Which THREE steps are required when configuring a Business Process Flow for opportunities in Dynamics 365 Sales?

Which THREE of the following are valid ways to automate sales processes in Dynamics 365 Sales?

A manufacturing company uses Dynamics 365 Sales to manage its sales pipeline. The sales process has several stages: Prospecting, Qualification, Proposal, Negotiation, and Closed Won/Lost. The sales manager wants to ensure that opportunities are moved through the stages consistently and that the team follows best practices. Currently, sales representatives manually update opportunity stages, and sometimes they skip stages or move opportunities to Closed Won without completing required activities. The manager wants to enforce a standard process that requires certain fields to be completed before moving to the next stage, and also wants to automate follow-up tasks. Which feature should the administrator configure to meet these requirements?

Adventure Works Cycles is a retail company that uses Dynamics 365 Sales. They have a simple sales process: leads are qualified, then converted to opportunities, then quotes are generated, and finally orders are created. The sales manager wants to report on the average time it takes for an opportunity to move from the 'Qualify' stage to the 'Propose' stage. The system currently uses a standard Business Process Flow (BPF) for opportunities with stages: Qualify, Develop, Propose, Close. The manager wants to track the duration in each stage. What should the administrator do to enable this reporting?

A sales manager wants to track the effectiveness of different marketing campaigns in generating leads that convert to opportunities. Which feature in Dynamics 365 Sales should be used to attribute opportunities to specific campaigns?

A salesperson needs to automatically send a customized quote to a customer when an opportunity reaches the 'Proposal' stage. What is the best way to achieve this in Dynamics 365 Sales?

Which TWO options are benefits of using the Dynamics 365 Sales mobile app?

A sales manager wants to automatically capture emails and meeting activities related to an opportunity without manual logging. What feature should you configure?

Based on the exhibit, when will this flow trigger?

You are a Dynamics 365 Sales administrator. The company has a complex product catalog with many products and price lists. Salespeople often struggle to find the correct products and prices when creating quotes. You need to simplify the quote creation process to ensure salespeople can quickly add products with the correct price. The solution should also enforce that only products from the approved price list are used. What should you do?

A sales manager wants to automatically capture email activities and suggest next steps for sales reps. Which feature should they enable?

A salesperson wants to send a personalized email template to a prospect and track when the email is opened. Which feature should they use?

A small business recently started using Dynamics 365 Sales to manage customer interactions. The owner wants to see a quick overview of the sales pipeline and the performance of each salesperson. They have limited time and want to use out-of-the-box features without custom development. Which feature should they use to visualize the pipeline and track sales activities in real time?

Which TWO of the following are capabilities of Dynamics 365 Sales Copilot?

A sales manager wants to automatically qualify leads based on the lead's company size and industry. The system should update the lead status to 'Qualified' when criteria are met. What feature should the administrator use?

A sales manager wants to analyze the sales pipeline and identify deals that are at risk of not closing on time. Which dashboard type should they use?

Your sales team uses Dynamics 365 Sales and wants to receive automatic notifications when a high-priority lead is created. Which feature should you configure?

A salesperson wants to see the probability of closing an opportunity based on the sales stage. Which field on the opportunity record should they review?

A sales organization wants to use AI to evaluate historical data and predict which opportunities are most likely to close. Which feature should they implement?

A sales organization wants to use AI to prioritize leads that are most likely to convert. The data shows that leads from email campaigns have a higher conversion rate. What should they configure?

Which THREE capabilities are part of the Dynamics 365 Sales premium license?

A sales manager wants to view the history of all communications and activities related to a specific opportunity. Which entity should they use to track this information?

Your organization uses Dynamics 365 Sales. The sales manager wants to see a real-time dashboard that shows the number of open opportunities, total pipeline value, and win rate for each salesperson. The dashboard should update automatically as data changes. Which approach should you take?

A sales rep wants to see a list of all activities (emails, appointments, tasks) for a specific contact on a single view. Where should they look?

A large enterprise uses Dynamics 365 Sales with multiple currencies. They need to report on the total estimated revenue of all open opportunities in a single base currency. What is the recommended approach?

Your organization uses Dynamics 365 Sales and wants to automatically create a follow-up task when an opportunity is moved to the 'Negotiation' stage. What is the most efficient way to configure this?

Your organization uses Dynamics 365 Sales to manage leads. You notice that sales representatives are spending too much time entering data manually. Which feature should you enable to automatically capture email activities and suggest next steps?

A sales rep needs to quickly find a relevant document or presentation to send to a prospect during a call. Which feature in Dynamics 365 Sales allows them to access recommended content?

Which TWO record types can be created directly from a Lead in Dynamics 365 Sales?

A sales organization uses Dynamics 365 Sales and wants to improve the efficiency of their sales process by automating routine tasks and providing AI-driven insights. The sales team consists of 200 representatives who spend significant time manually entering data, prioritizing leads, and preparing for customer meetings. The organization has a mix of senior and junior salespeople, and they want to ensure that the system helps both groups perform better. The organization also wants to capture and analyze sales conversations to identify best practices. They have a budget for additional licensing but need to justify the cost. Which combination of actions should the organization take to achieve these goals?

Which THREE features are part of the Dynamics 365 Sales premium offering?

A salesperson wants to quickly create a new opportunity from an existing lead record. Which button should they click?

A sales manager wants to view a visual representation of the sales pipeline and forecast revenue for the quarter. Which feature in Dynamics 365 Sales should they use?

A sales rep is working on a complex deal with multiple stakeholders. The rep wants to ensure all communications are logged and the deal progresses smoothly. Which two features should be used together? (Choose two)

A company uses Dynamics 365 Sales to manage its pipeline. The sales manager wants to view the total revenue of all open opportunities in the current quarter. Which tool should the manager use?

You are a Dynamics 365 Sales administrator for Contoso Ltd., a mid-sized company with 200 sales reps. The sales team uses Dynamics 365 Sales Sales Hub app. Currently, sales reps manually create leads from incoming emails and spend a lot of time searching for relevant content to send to prospects. The sales manager wants to reduce manual effort and improve response times. The company has a Microsoft 365 E5 subscription that includes Dynamics 365 Sales Enterprise and Sales Insights add-on licenses. Requirements: 1) Automatically create leads from emails sent to a shared mailbox. 2) Suggest relevant documents to sales reps based on the prospect's industry and previous interactions. 3) Provide a dashboard showing real-time pipeline and forecast. 4) Ensure that the solution uses existing licenses without additional cost. Which combination of actions should you take?

Match each Dynamics 365 concept to its description.

A sales manager wants to ensure that sales reps automatically receive a notification when a high-value opportunity is created. The system should also suggest the next best action based on historical data. Which feature should the administrator configure?

A sales rep wants to use AI to get suggested next steps and predict deal closure probability. Which Dynamics 365 Sales feature provides these capabilities?

A company notices that sales reps spend significant time manually entering data. They want to use AI to automatically capture and log customer interactions from emails and meetings. Which feature should they enable?

Which THREE are standard stages in the default opportunity sales process? (Select three.)

Your company uses Dynamics 365 Sales and wants to automatically suggest next actions for sales reps based on historical data. Which feature should you enable?

A salesperson needs to quickly access the history of interactions with a specific contact, including emails, meetings, and phone calls. Where can they find this information in Dynamics 365 Sales?

Your sales process requires that all opportunities over $100,000 must be reviewed by a manager before closing. How should you enforce this?

A sales manager wants to see a real-time view of their team's pipeline and activities without navigating away from their daily work. Which Dynamics 365 Sales feature should they use?

Your organization uses Sales Enterprise and wants to ensure that when an opportunity is closed as 'Won', a corresponding invoice record is automatically created in the Finance module. What is the best approach?

Which TWO of the following are key components of the sales process in Dynamics 365 Sales?

Which THREE capabilities are provided by the Relationship Assistant in Dynamics 365 Sales?

A sales organization has a complex sales process that involves multiple departments (sales, legal, finance) and requires approvals at various stages. For example, when an opportunity reaches the Negotiation stage, a discount approval from a manager is required, and later a contract approval from legal. The company wants to automate these approval processes within Dynamics 365 Sales without custom coding. Which feature should they use?

A company wants to ensure that sales reps can view their own opportunities but not those of other reps, while sales managers can view all opportunities. What security model should be used?

A sales organization wants to use AI to help sales representatives identify the best leads to pursue. The AI should analyze historical lead conversion data and suggest leads with the highest likelihood of becoming customers. Which Dynamics 365 Sales AI feature should they use?

You need to provide sales representatives with a data-driven score for each lead that predicts likelihood of conversion. Which feature should you use?

Which TWO actions can be performed using a business process flow in Dynamics 365 Sales?

Which TWO of the following can be attached to an opportunity record to support the sales process?

A sales manager wants to view a real-time dashboard showing the number of open opportunities, won deals this month, and the sales pipeline value. Which tool should they use?

A sales representative wants to view a list of all activities related to a specific opportunity, including emails, phone calls, and meetings. Where should the representative look in Dynamics 365 Sales?

A sales rep wants to quickly create a follow-up task from an email they received. What is the most efficient method?

A sales rep is working on a lead in Dynamics 365 Sales. The business process flow requires the rep to complete all steps in the 'Qualify' stage before moving to 'Develop'. What happens if the rep tries to advance without completing the steps?

Refer to the exhibit. An administrator configured lead qualification settings in Dynamics 365 Sales. When a lead is qualified, what records are automatically created?

Based on the exhibit, what does the WinRate measure calculate?

Which TWO entities in Dynamics 365 Sales are directly related to the sales pipeline?

A salesperson needs to view all activities (emails, appointments, phone calls) related to a specific opportunity in one place. Which entity should they open?

Based on the exhibit, what does the Revenue field represent?

The exhibit shows a configuration for predictive scoring. A sales rep notices that opportunities with very high estimated values are always scored highest regardless of low probability. What is the most likely cause?

Refer to the exhibit. A sales admin runs the PowerShell command and wants to retrieve the stages of the 'Opportunity Sales Process' Business Process Flow. However, the command returns no stages. What is the most likely reason?

Which TWO features in Dynamics 365 Sales help sales representatives prioritize their leads and opportunities? (Choose two.)

Your Dynamics 365 Sales instance has a custom field 'Priority' on opportunities. You want to automatically set this field to 'High' when the estimated revenue exceeds $50,000. What is the most efficient way to implement this?