A company plans to use Dynamics 365 Sales Insights predictive models.

Users report that the lead scoring model fails to render.

You need to resolve the issue.

Which two actions should you perform?

Select all answers that apply.

Ensure that there are at least 100 disqualified leads.

Ensure that there are at least 40 qualified leads.

Ensure that there are at least 100 disqualified opportunities.

Ensure that there are at least 40 qualified opportunities.

Haut du formulaire

A company uses Dynamics 365 Sales and Dynamics 365 Sales Insights.

You need to create Insight cards that display tasks that each salesperson must complete for the current day.

What should you use?

Only select one answer.

Assistant Studio and scheduled Power Automate flows

a shared view

Power Automate and daily tasks

Predictive models and scheduled Power Automate flows

Notes Analysis and scheduled Power Automate flows

Next

Bas du formulaire

English (United Kingdom)

Theme

Dynamics 365 Sales Insights captures emails for all salespersons and customers.

You hire a new salesperson. Sales Insights is not capturing emails for any of the new salespersons customers.

You need to resolve the issue.

What should you do?

Only select one answer.

Modify the security role for salespeople.

Approve email for the new salesperson.

Enable Auto Capture.

Change personal settings for the new salesperson.

Configure Assistant.

You configure Dynamics 365 Sales Insights to analyze data from Dynamics 365 Sales.

The relationship pipeline chart is missing some opportunities.

What are two reasons why opportunities are missing?

Select all answers that apply.

The Opportunity has an estimated close date in the past.

The Opportunity has an estimated revenue value as a value of zero.

The Opportunity has an estimated close date in the next few days.

The Opportunity has an estimated revenue that is lower than your target.

The Opportunity has no activity in the past week.

You use Dynamics 365 Sales Insights to monitor relationships with customers.

You need to ensure that the number of phone calls that the sales team makes increases the relationship statistics more than the number of emails sent does.

What should you do?

Only select one answer.

Adjust the importance of phone calls and emails in the configuration of the Relationship analytics.

Track phone calls and follow emails.

Create a chart with phone calls and emails to compare the difference.

Use the default settings to configure Relationship analytics.

You plan to implement Assistant cards in Dynamics 365 Sales Insights. Which two capabilities can the Sales Insights assistant provide?

Select all answers that apply.

Remind users of upcoming activities.

Suggest to users when it is time to remove an inactive contact.

Identify phone calls that no longer need to be tracked.

Alert users when an opportunity is nearing its end date.

Haut du formulaire

A sales team uses Dynamics 365 Sales Insights. Each member of the sales team is responsible for a single account.

Sales team members report that customers often send email to the wrong salesperson.

You need to ensure that sales team members can see all messages that are related to the account for which the sales team member is responsible.

Which capability should you use?

Only select one answer.

Email tracking

Auto capture

Assistant cards

Search cards

Next

Bas du formulaire

English (United Kingdom)

Theme

A company use Dynamics 365 Sales and Dynamics 365 Sales Insights. You send an email that contains an attached document to the three contacts for a customer. One of the contacts is a company executive.

You are not permitted to track the emails for the executive.

You need to be alerted when each contact opens the email and reads the attachment.

Which two actions should you perform?

Select all answers that apply.

In the contact record for the executive, change Follow email to Do Not Allow.

Enable following in Email Engagement.

Disable following in Email Engagement.

Select the Delay send button for the email to the executive.

Select Dont Follow in Email Engagement.

Haut du formulaire

You are using email tracking in Dynamics 365 Sales Insights.

Sales team members need to send emails at times that are best for customers. Sales team members report that they often do not know the best time for the customers.

Which two actions should you perform?

Select all answers that apply.

Enable auto capture.

Enable Email Engagement.

Use Dynamics 365 Sales Insights delivery scheduling controls.

Use the Outlook 365 delay send feature.

Enable the Do Not Follow option.

Next

Bas du formulaire

English (United Kingdom)

Theme

A salesperson adds documents to a contact record by using the document management functionality in Dynamics 365 Sales.

However, when the salesperson tries to add a document to a lead record, the functionality is not available.

You need to enable functionality for documents to be stored on lead records.

What should you do?

Only select one answer.

Add the lead table in Document Management Settings.

Enable server-based Microsoft SharePoint integration.

Update the ribbon on the main form of the custom table.

Add a new Microsoft SharePoint site for the lead table in Document Management Settings.

Haut du formulaire

A company uses Dynamics 365 Sales and Microsoft Exchange Online.

An administrator wants to set up emails in Dynamics 365 Sales. The administrator discovers that Exchange Online is not listed as a server profile.

You need to troubleshoot the issue.

What should you check?

Only select one answer.

tenant of Exchange Online

settings of Exchange Online

mailboxes in the Dynamics 365 Sales environment

email settings of the Dynamics 365 Sales environment

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

Dynamics 365 App for Outlook is configured to automatically deploy to all eligible users.

A new salesperson does not receive the app after their user record is created.

You need to ensure that the salesperson receives the app.

What should you do?

Only select one answer.

Assign the Salesperson security role to the salesperson.

Share the Dynamics 365 App for Outlook with the salesperson.

Ensure that the salesperson has synchronized the Outlook contacts.

Assign the Dynamics 365 App for Outlook User security role to the salesperson.

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A company implements document management functionality in Dynamics 365 Sales.

A salesperson uploads a document that you need to retrieve.

In which two locations can you find the document? Each correct answer presents a complete solution.

Select all answers that apply.

Microsoft Teams

Microsoft SharePoint

Dynamics 365 Sales table

Dynamics 365 Sales record form

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A company that uses Dynamics 365 Sales sends catalogs attached to email messages to customers.

You need to receive a notification when a catalog is opened.

Which feature should you use?

Only select one answer.

Auto capture

Email engagement

LinkedIn Sales Navigator

Dynamics 365 App for Outlook

Next

Bas du formulaire

English (United Kingdom)

Theme

A company has two Dynamics 365 Sales environments: a development environment and a production environment.

A salesperson tests sending emails from the development environment.

You need to allow the salesperson to send emails from the production environment.

What should you do?

Only select one answer.

Create a new mailbox in the production environment.

Change the synchronization method in the production environment.

Redirect the Dynamics 365 App for Outlook to the production environment.

Test and enable the salespersons mailbox in the production environment.

A company uses Dynamics 365 Sales. The Dynamics 365 App for Outlook is deployed to individual users. No administrators are available.

A salesperson needs to use the app.

What should the salesperson do?

Only select one answer.

Install the app from Microsoft Outlook.

Have another user share the app with them.

Push the app to all eligible users.

Download and install the app from the app store on the salespersons mobile device.

Haut du formulaire

A company uses Dynamics 365 Sales.

Salespeople receive large volumes of email messages. The salespeople often miss tracking messages related to their contacts.

You need to configure the system to display the untracked messages when salespeople view a contact record.

Which feature should you use?

Only select one answer.

Auto capture

Email engagement

LinkedIn Sales Navigator

Dynamics 365 App for Outlook

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A company uses the Dynamics 365 Sales mobile app.

You schedule a meeting about a contact.

You need to ensure that the meeting displays information about the contact.

Which record should you add?

Only select one answer.

note

regarding

participant

recently viewed

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A salesperson uses the Dynamics 365 Sales mobile app.

The salesperson observes that the account form is the incorrect form.

You need to display the correct form.

What should you do?

Only select one answer.

Change the form order.

Enable the fallback form.

Update the security role on the form.

Update the privileges on the salespersons security role.

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A salesperson wants to use the Dynamics 365 Sales mobile app on an iPhone.

How should you deploy the app?

Only select one answer.

Recommend that the salesperson download the app from the App Store.

Recommend that the salesperson download the app from AppSource.

Push the app to the salesperson from Dynamics 365 Sales.

Share the app with the salesperson from the Dynamics 365 Sales mobile app.

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A company uses the Dynamics 365 Sales mobile app.

You need to filter activities while viewing a record.

On what can you base the activity filter?

Only select one answer.

type

status

owner

due date

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A company wants to create a security role for salespeople who use the Dynamics 365 Sales mobile app.

You need to add the tables that salespeople require to use the mobile app.

Which two tables should you add? Each correct answer presents part of the solution.

Select all answers that apply.

User

Activity

Mailbox

Organization

Next

Bas du formulaire

English (United Kingdom)

Theme

Haut du formulaire

A sales team uses the Dynamics 365 Sales mobile app.

When viewing an account record, the sales manager observes that a field is missing.

The sales manager wants to add the field to the account record.

You need to update the form.

Which form should you update?

Only select one answer.

card

main

quick view

quick create

Next

Bas du formulaire

English (United Kingdom)

Theme

You need to modify the layout of a Dynamics 365 Sales mobile app.

Which column layout should you use?

Only select one answer.

1

2

3

4