2.1. Explore Dynamics 365 Sales

A company plans to implement Dynamics 365 Sales.
Which two out-of-the-box features can you use to capture leads? (Select two.)

A company wants to be able to give quotes to customers from their parts list. You need to recommend a solution for the company.

What should you recommend?

You are a sales manager working for a paper manufacturer. You need to create customers in Dynamics 365 Sales and attach the customer’s contract to the customer record as a PDF file.
Which record type should you use? (To answer, select the appropriate options in the answer area.)

Store and track customer information.

You are a sales manager working for a paper manufacturer. You need to create customers in Dynamics 365 Sales and attach the customer’s contract to the customer record as a PDF file.
Which record type should you use? (To answer, select the appropriate options in the answer area.)

Attach a file to an activity.

A company is considering implementing products and the product catalog in Dynamics 365 Sales. Sales transactions can occur in multiple currencies. The company wants to manage exchange rates. You need to explain to the company how Dynamics 365 Sales handle currency.
Which two statements describe how Dynamics 365 Sales handle currency? (Select two.)

A company implements Dynamics 365 Sales. You need to recommend the features to implement that meet the following requirements:
– Display a landing page when a sales manager signs in that shows the pipeline, top leads, open opportunities, and won opportunities.
– Display an interactive list that allows sales representatives to see details for their accounts including the name, address, phone number, contact, and last contact date for the account. Allow sorting by any column.
Which features should you recommend? (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.)

A company wants to send sales information about new offerings once a month to VIP customers.

What should the company use?

A company implements Dynamics 365 Sales. Users are unsure how to perform various tasks.
You need to recommend features to help the company configure the system.
What should you recommend? (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.)

Select the answer that correctly completes the sentence.

A customer agrees with a quoted price and wants to place an order with a company. The salesperson wants to create an order for this quote. The quote can only be converted to an order when it is in _____________ state.

A company uses Microsoft Exchange Online. Sales team members want to use Microsoft Outlook to view items that were created in Dynamics 365 Sales.
Which three components are synchronized between Dynamics 365 Sales and Outlook? (Select three.)

You qualified a lead. Your manager wants to know how much the customer wants to spend and how quickly they want to buy

In which stage of the sales lifecycle is your record?

Match each product to its feature. (To answer, drag the appropriate product from the column on
the left to its feature on the right. Each product may be used once, more than once, or not at all.)

Your company uses Dynamics 365 Sales. You need to prepare and send a quote to a customer.
What are two possible ways to achieve the goal? (Select two.)

A company plans to implement Dynamics 365 Sales to manage sales pipelines.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.

You can use a business process flow to ensure that all salespeople follow the same stages to qualify leads.

A company plans to implement Dynamics 365 Sales to manage sales pipelines.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.

you can see leads in your opportunities view even if the lead is not qualified.

Match each product to its feature. (To answer, drag the appropriate product from the column on the left to its feature on the right. Each product may be used once, more than once, or not at all.)

You are evaluating Dynamics 365 Sales as a potential replacement for your company’s existing sales system.
What is a lead? (To answer, select the appropriate option in the answer area.)

A Dynamics 365 Sales lead is a potential xxxxxxxxxxx

You are a sales representative for a company.
Which Dynamics 365 Sales can you use to manage the sales pipeline?