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Microsoft MB-210 certification exam is ideal for professionals who have experience in sales and marketing, and who want to specialize in Dynamics 365 Sales. MB-210 exam covers topics such as configuring sales settings, managing leads and opportunities, creating quotes and orders, and analyzing sales data. MB-210 exam also covers topics related to integration with other Microsoft applications, such as Power BI and Office 365.
NEW QUESTION # 37
You are a sales representative and use Dynamics 565 Sales.
You are working with the following lead record:
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.
Answer:
Explanation:
NEW QUESTION # 38
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
* create and edit user-level privileges on the lead and note entities
* business unit-level append, append to, and assign privileges on the lead and note entities
* organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
* Add notes to leads
* Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365
NEW QUESTION # 39
You are a Dynamics 365 Sales system customizer.
Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.
You need to configure the search tool to show the open and closed opportunities in the Customize the System area.
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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 40
You need to help the salespeople track their emails.
Which three actions should you perform? Each correct answer presents pan of the solution.
NOTE: Each correct selection is worth one point.
- A. Enable email engagement.
- B. Enable server-side synchronization.
- C. Approve the salesperson's email address.
- D. Add the Dynamics 365 App for Outlook security role to the user.
- E. Add the Dynamics 365 App for Outlook to the salesperson.
- F. Turn on auto capture.
Answer: A,E,F
NEW QUESTION # 41
You are converting a lead for the manufacturing manager from Contoso, Ltd. Neither the company nor the manufacturing manager are in your Dynamics 365 system.
You need to ensure that the lead record a correctly convened.
Which values should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION # 42
You implement Dynamics 365 Sales for a company in New York that sells gym equipment. The company has two types of salespeople: inside sales and outside sales. The inside salespeople must enter the following data in leads:
* First and last name
* Phone number
* Full address
o If the address is not in New York, the customer's driver's license number must be entered.
o If the address is in New York, the driver's license option should not appear.
The outside salespeople must be able to see leads and visit clients based on the following customer location:
* Customers with an address outside of New York
* Customers with an address inside New York
You need to assist the salespeople by using a minimum number of components.
What should the salespeople create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 43
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.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/choose-layout-and-columns-forecast
NEW QUESTION # 44
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 45
You use opportunities with business process flows in Dynamics 365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the opportunity.
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 46
A company is evaluating Dynamics 365 Sales licenses. The sales manager wants the following features:
* knowledge management
* sequence designer
* predictive forecasting
You need to recommend sales plans that provide the full feature capabilities in the most cost-effective manner.
Which sales plans should you recommend? To answer, drag the appropriate sales plans to the correct features.
Each sales plan may be used once, more than once, or not at all. You may need to drag the spirt bar between panes or scroll to view content.
Answer:
Explanation:
Explanation
NEW QUESTION # 47
You implement the Dynamics 365 App for Outlook.
You need to associate emails to lead records.
What should you do? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION # 48
A company is using Dynamics 365 Sales Premium with Linkedin Sales Navigator.
You must configure the following process steps:
* Set up a meeting and notify the manager if a quote is sent for over a million dollars.
* Enable the salesperson to view Linkedin customer profiles and manually add info to records without leaving the view.
* Ensure that the sequence is added to existing quotes.
You need to enforce this process.
Which feature should you use? 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.
Answer:
Explanation:
Explanation:
NEW QUESTION # 49
You are configuring Dynamics 365 for Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders.
You need to ensure that salespeople can move through the sales process and view progress.
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.
Answer:
Explanation:
NEW QUESTION # 50
You run a sales report for Fourth Coffee named Account Overview. The following report displays:
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.
Answer:
Explanation:
NEW QUESTION # 51
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.
Answer:
Explanation:
NEW QUESTION # 52
A salesperson has an active quote for a customer.
The customer wants to add one product to the quote and remove one product from the quote.
You need to make the changes.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://neilparkhurst.com/2019/06/27/mb-210-microsoft-dynamics-365-for-sales-quotes/
NEW QUESTION # 53
You send a quote to a client. The client calls and negotiates a better price.
You need to send an updated quote to the client.
What is required to modify the quote? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point
Answer:
Explanation:
Explanation:
NEW QUESTION # 54
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
* create and edit user-level privileges on the lead and note entities
* business unit-level append, append to, and assign privileges on the lead and note entities
* organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
* Add notes to leads
* Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Table Description automatically generated
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365
NEW QUESTION # 55
You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.
Does the solution meet the goal?
- A. Yes
- B. No
Answer: A
Explanation:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controlsforms
NEW QUESTION # 56
You are a Dynamics 365 for Sales administrator.
You create the following flow.
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.
Answer:
Explanation:
NEW QUESTION # 57
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.
Answer:
Explanation:
Explanation
NEW QUESTION # 58
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which options meet this customer's needs? Each answer represents a complete solution.
- A. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom rollup field.
- B. Create a new goal metric and name it "Weighted Revenue."' Add rollup fields for actual value, and use the weighted revenue held for the in-progress value.
- C. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
- D. Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals.
Answer: A,D
NEW QUESTION # 59
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.
Answer:
Explanation:
NEW QUESTION # 60
You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
- A. Reduce the auto number prefix to one character
- B. Ensure that the prefix setting is read-only
- C. Change the field type from auto number to decimal number
- D. Reduce the suffix length to four characters
Answer: A
Explanation:
Explanation/Reference:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix- contract-case-article-quote-order-invoice-campaign-category-knowledge-articles
NEW QUESTION # 61
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The Microsoft MB-210 exam is divided into several sections, focusing on different aspects of sales processes. The first section covers the configuration and management of sales entities in Dynamics 365 Sales. The second section focuses on sales management and forecasting, while the third section covers the integration of Dynamics 365 Sales with other Microsoft applications such as Power BI, Power Apps, and Power Automate.
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