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  • Exam Name: Microsoft Dynamics 365 for Sales
  • Last Update: May 18, 2024
  • Questions and Answers: 357
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MB-210 Practice Exam Questions with Answers Microsoft Dynamics 365 for Sales Certification

Question # 6

You need to create visualizations for managers.

What should you configure? To answer, select the appropriate options In the answer area.

NOTE: Each correct selection is worth one point.

MB-210 question answer

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Question # 7

You need to ensure that sales numbers reflect the accounting calendar.

What should you configure?

A.

Rollup Queries

B.

Business Closures

C.

Sales Territories

D.

Fiscal Year Settings

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Question # 8

You need to determine how notes and attachments are handled in converted leads.

How are they handled?

A.

moved to the account after the lead is qualified

B.

deleted after the lead is qualified

C.

stay with the inactive lead after the opportunity is qualified

D.

automatically moved to the opportunity after the lead is qualified

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Question # 9

You need to ensure that the salespeople can access all their meetings when they travel.

What should you recommend the salespeople use?

A.

Dynamics 365 Sales Insights

B.

Dynamics 365 for phones and tablets app

C.

Dynamics 365 Sales mobile app

D.

Dynamics 365 for Outlook

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Question # 10

You need to explain to a salesperson where to find information in the mobile app.

Which location should you direct them to for the information?

To answer, drag the appropriate locations to the correct information required. Each location 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.

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Question # 11

You need to configure the system for the contracts team.

Which three 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.

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Question # 12

You need to create a discount list for ticket sales.

Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 13

You need to create a chart for the athletic director.

What should you do?

A.

Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis.

B.

Use the ticket type as the X-axis. Use amount of sales on the Y-axis

C.

Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis

D.

Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis.

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Question # 14

You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

A.

contact name

B.

stakeholder

C.

record owner

D.

dean

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Question # 15

You need to resolve the sales manager's issue regarding private box customers.

What should you do?

A.

Convert all incoming phone calls to leads.

B.

Convert the sales manager's emails lo opportunities.

C.

Convert the sales manager's emails to leads.

D.

Convert the dean's phone call to an opportunity.

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Question # 16

You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?

A.

Set the Invoice Product to Override Price

B.

Set the Invoice Product to Use Default

C.

Configure an end date for the price list

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Question # 17

A company plans to move their headquarters from the United States to Europe.

You need to round all currency values to four decimal places and display the correct currency symbol.

Solution: Change the default currency.

Does the solution meet the goal?

A.

Yes

B.

No

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Question # 18

A company is implementing the Dynamics 365 Sales mobile app.

The company requires setup of several push notifications for sellers who use the app.

You need to create the push notifications.

Which feature should you use?

A.

Plug-in

B.

Classic Dataverse workflow

C.

Cloud flow

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Question # 19

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.

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Question # 20

You need to resolve the issue UserA is experiencing.

Where should you add UserA?

A.

Team

B.

Field Security Profile

C.

Office 365 group

D.

Business Unit

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Question # 21

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.

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Question # 22

You need to set up quotes to meet the requirements.

How should you configure the quotes? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 23

You need to determine the cause of the error for approved quotes.

Why does the error occur?

A.

The quote has been deleted.

B.

The opportunity is in Active state.

C.

The quote template is in Active mode.

D.

The quote is in Active state.

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Question # 24

You need to determine which fields are required when opportunities are marked as lost.

Which fields are required?

A.

Status and Stakeholders

B.

Status and Contact

C.

Status Reason and Competitor

D.

Status Reason and Description

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Question # 25

You need to create and configure access to the Orders report and the Discounts by Number of Employees report.

What should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 26

A company uses Dynamics 565 Sales Professional.

A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team.

You need to create the new sales team.

Which two values must you configure? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Team channel name

B.

Team name

C.

Team description

D.

Team administrator

E.

Business unit name

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Question # 27

You need to increase efficiency and consistency for ticket sales to meet company requirements.

What should you create?

A.

a Microsoft Flow workflow

B.

a playbook

C.

a Lifecycle Services (LCS) package

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Question # 28

You need to configure the system to handle all ticket sales.

What should you configure?

A.

Discount Lists

B.

Product Bundles

C.

Product Catalog Settings

D.

Goals

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Question # 29

You need to identify new customer pending sales.

What should you do?

A.

Create status reasons in the solution and associate them with Open status

B.

Add statuses for all the pending sales stages

C.

Set all new leads to a default status of Qualified

D.

Configure the solution to automatically convert leads to opportunities

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Question # 30

You need to determine the cause of the issue with desktop users and business cards.

What is the cause of the issue?

A.

The Al Builder Business Card control needs to be configured for the field on the form.

B.

The field needs to be added to the form.

C.

A business rule needs to be set up to show the field.

D.

The users do not have the appropriate permissions.

E.

Show image on the form is not selected in Form Properties.

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Question # 31

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.

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Question # 32

You need to choose where to enter the other show names in the system. Where should you add the shows?

A.

Product

B.

Accounts

C.

Contacts

D.

Competitor

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Question # 33

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.

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Question # 34

You need to resolve the issues on the ticket’s dashboard.

Which configurations should you change? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 35

You need to configure the system for all the large quantity pricing requirements.

What should you do?

A.

Create a workflow for price list

B.

Create a quote with a write-in product

C.

Create an opportunity.

D.

Create a product catalog

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Question # 36

You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No.

The salespeople require a country/region column to appear only if the US Citizen column is set to No. You need to enable the column to appear when the condition is met.

What should you configure?

A.

business process flow

B.

column with type as Choices

C.

business rule

D.

column with type as Calculated

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Question # 37

You need to implement dashboards.

Which URL should you use?

A.

https://bellowscollege.crm.dynamics.com

B.

http://bellowscollege.crm.dynamics.com

C.

https://bellowscollege.dynamics.com

D.

https://crm.bellowscollege.dynamics.com

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Question # 38

You need to configure accounting options.

Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option 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.

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Question # 39

You need to create invoices for all customers.

Which products should you use? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 40

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.

MB-210 question answer

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Question # 41

You are a Dynamics 365 Sales administrator for a company that has locations in five regions.

The company's 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.

Grant users permission to view the Forecast Category field.

B.

Grant all security roles access in the forecast configuration.

C.

Add each security role to the forecast configuration.

D.

Add the view privilege to each user's security role.

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Question # 42

You need to manage existing RFQs.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 43

A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views. You must display the same Kanban board when sales team members view the My Open Opportunities list. You need to configure the view for the sales team members. What should you add to the view?

A.

PCF control

B.

Business rule

C.

Custom control

D.

JavaScript

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Question # 44

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.

You need to create a new field for an opportunity to capture the Billing Contact. The field must be populated by using a contact record. You must set the field as required, and then add the field to the form at the bottom of the Summary section.

To complete this task, sign in to the Dynamics 365 portal.

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Question # 45

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You use business process flows for all Dynamics 365 opportunities.

Some opportunities are closed before business process flow durations are calculated.

You need to ensure that business process flow duration values are calculated.

Solution: On the last stage of the business process flow, select Finish.

Does the solution meet the goal?

A.

Yes

B.

No

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Question # 46

You are creating orders from quotes in Dynamics 365.

In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.

You need to ensure that closed orders use existing functionality to reflect the circumstances.

Which two methods of closing an order are available out of the box? Each correct answer presents a complete

solution.

NOTE: Each correct selection is worth one point.

A.

Cancel

B.

Activate

C.

Accept

D.

Fulfill

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Question # 47

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 year's forecast.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Update the target goal amount for each user.

B.

Upload the new quota amounts for each user.

C.

Create a new relationship between sites.

D.

Create and assign users to new resource groups for each manager.

E.

Adjust the forecast values directly.

F.

Assign the users to their new managers.

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Question # 48

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 year's forecast.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Update the target goal amount for each user.

B.

Adjust the forecast values directly.

C.

Upload the new quota amounts for each user.

D.

Create and assign users to new resource groups for each manager.

E.

Assign the users to their new managers.

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Question # 49

You use opportunities in Dynamics 365 Sales.

Opportunities that were closed as lost frequently come back and are eventually won.

You need to be able to track these occurrences and have insight into the process.

What happens during the reopen and close process? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

MB-210 question answer

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Question # 50

A company is using Dynamics 365 Sales.

Several invoices have an incorrect shipping date.

You need to change the shipping date on all the invoices.

What should you do?

A.

Select an order, edit, and then create an invoice for each incorrect order that corresponds to the invoice.

B.

Select all invoices simultaneously and select Confirm Invoice to change them.

C.

Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the invoices

with the correct date.

D.

Select individual invoices and edit. Repeat for all incorrect invoices.

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Question # 51

You need to process CompanyB's order.

What should you do?

A.

Submit the order for CompanyB.

B.

Create an order from each quote per country.

C.

Activate the quotes.

D.

Create an invoice for CompanyB.

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Question # 52

You need to create a price list for loaves of bread. What should you set up?

A.

one price list item, one discount list

B.

one price list item, three discount lists

C.

three price list items, one discount list

D.

three price list items, no discount lists

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Question # 53

You need to optimize generated forecasts. What should you create?

A.

one predictive opportunity scoring model

B.

two predictive opportunity scoring models

C.

two predictive lead scoring models

D.

one predictive lead scoring model

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Question # 54

You need to ensure that the Accounts table data does not contain duplicates.

Which three 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.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

MB-210 question answer

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Question # 55

You need to resolve the issue reported by User1.

Which three actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Configure the connection graph.

B.

Configure Linkedln Sales Navigator Lead lookup control.

C.

Create a tab for Linkedln Sales Navigator and make it visible.

D.

install Linkedin Sales Navigator and enable it.

E.

Enable CRM sync and activity writeback.

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Question # 56

You need to ensure that employees have the appropriate territory set up.

What should you do? To answer, select the appropriate option in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 57

You need to create new leads from activities.

What should you do? To answer, drag the appropriate actions to the correct activity types. Each action 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.

MB-210 question answer

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Question # 58

You need to solve the TesterA issue. What should you do?

A.

Select Enable Dynamics 365 for mobile.

B.

Log out and log back in to view non-production apps.

C.

Select Apps from the non-production apps.

D.

Customize the mobile app to match the model-driven app.

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Question # 59

You need to resolve the missing credit card order.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

A.

Create the order.

B.

Qualify a lead.

C.

Create a contact

D.

Convert the email.

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Question # 60

You need to fix the opportunity fating issue that EmployeeB reports. What should you update?

A.

Exchange data

B.

Activity influence

C.

Health score grading

D.

Communication frequency

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Question # 61

You need to add the new types to the product catalog.

What should you do for each scenario? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Question # 62

You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting.

What should you do?

A.

Create a workflow for the Goals entity

B.

In the Goals section of App Settings, select Actuals

C.

In the Business Management section of Settings, configure Goal Metrics

D.

In the Goals Settings section of App Settings, select Rollup recurrence

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Question # 63

You need to create orders for large quantity purchases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution

NOTE: Each correct selection is worth one point.

A.

Create an invoice from the order record.

B.

Make a copy of the quote and save it as won.

C.

Select Won when prompted.

D.

Select a Create order from the Quote record.

E.

Select Convert to work order from the Opportunity record.

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Question # 64

You need to ensure that new managers receive the information they need.

What should you do? To answer, drag the appropriate actions to the correct information. Each action 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.

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Question # 65

You need to choose which product's 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.

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Question # 66

You need to create a component for deliveries. What should you create?

A.

scheduled flow

B.

booking alert

C.

custom activity table

D.

business process flow

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Question # 67

You need to assign the appropriate out-of-the-box security roles.

Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role 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.

MB-210 question answer

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