microsoft mb-210 practice test

Microsoft Dynamics 365 for Sales

Note: Test Case questions are at the end of the exam
Last exam update: Feb 14 ,2024
Page 1 out of 17. Viewing questions 1-15 out of 250

Question 1 Topic 9, Mixed Questions

DRAG DROP You need to choose which products solution fits the analysis needed.
Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution 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.
Select and Place:

Answer:


Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview

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Question 2 Topic 9, Mixed Questions

HOTSPOT
A company implements the Microsoft Relationship Sales Solution.
You need to configure synchronization settings.
What should you configure?
To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Answer:


Explanation:
References: https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/ms-dynamics-sync-
activity-writeback

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Question 3 Topic 9, Mixed Questions

A company implements Dynamics 365 Sales.
The company has the following requirements:
Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal. Managers must


be able to look at the goals and calculations any time.
The solution must use goal features without customization.
You need to create the calculation.
What should you configure?

  • A. Rollup query
  • B. Goal metric
  • C. Rollup entity
  • D. Drill-down entity
Answer:

A

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

Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales/goals-overview

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Question 4 Topic 9, Mixed Questions

DRAG DROP
A company implements Dynamics 365 Sales Insights.
You must implement predictive forecasting.
You need to confirm that fields are populated prior to deployment.
Which field must you populate? To answer, drag the appropriate fields to the correct requirements. Each field 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.
Select and Place:

Answer:


Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales/configure-premium-forecasting

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Question 5 Topic 9, Mixed Questions

DRAG DROP
You are implementing Dynamics 365 Sales for a company.
The company wants to use features that do the following:
Provide a salesperson with up-to-date information on email, meetings, and more in Dynamics 365.

Retrieve information from emails about customers in Microsoft Dataverse without manual data entry. Track read receipts


to customers in Dataverse.
You need to configure the correct component.
What should you configure? To answer, drag the appropriate components to the correct requirements. Each component 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.
Select and Place:

Answer:


Explanation:
Reference: https://msdynamicsworld.com/story/improve-sales-ai-microsoft-dynamics-365

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Question 6 Topic 9, Mixed Questions

You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a
starting point for a layout for the sales team.
The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value
because the revenue is always driven by the items.
You need to make the change.
What should you do?

  • A. Edit the existing forecast, remove the Lost column, and add a new calculated column.
  • B. Create a new forecast and update the Amount field in the layout.
  • C. Create a new forecast, remove the Lost column, and add a new calculated column.
  • D. Edit the existing forecast and update the Amount field in the layout.
Answer:

A

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

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/choose-layout-and-columns-forecast

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Question 7 Topic 9, Mixed Questions

HOTSPOT
You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the
exhibit:

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.
Hot Area:

Answer:


Explanation:
Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/choose-layout-and-columns-forecast

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Question 8 Topic 9, Mixed Questions

DRAG DROP
You are configuring Dynamics 365 Sales Insights.
You need to configure the system to meet the following requirements:
Use artificial intelligence (AI) to rate all open leads on whether they will convert to an opportunity.

Use AI to improve expected future sales numbers over the fiscal year.

Create a sequence of activities for each lead to help the salespeople improve sales.

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.
Select and Place:

Answer:


Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/configure-predictive-lead-scoring https://docs.microsoft.com/en-
us/dynamics365/ai/sales/configure-premium-forecasting https://docs.microsoft.com/en-us/dynamics365/ai/sales/enable-
configure-sales-accelerator

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Question 9 Topic 9, Mixed Questions

You are implementing Dynamics 365 Sales Insights for a company.
Sales team members must be able to view information about customers that have made purchases before and who will most
likely purchase products again.
You need to set up this functionality.
What should you configure?

  • A. Relationship analytics
  • B. Customer Insights
  • C. Sales accelerator
  • D. Power Automate
Answer:

A

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

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/relationship-analytics

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Question 10 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 Opportunity Forecast Category Mapping process.
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

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Question 11 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

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Question 12 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

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Question 13 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

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Question 14 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/

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Question 15 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%
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