Microsoft Dynamics 365 for Sales v9.0

You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up?

You have received an email from a person you met at a conference you recently attended.
The email mentions that their organization might be interested in the services provided by your organization.
You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization.
Which record type can be used to accomplish this goal?

As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.
You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries.
Which approach should you take?

You are working for a company that is in the process of trying to secure a large contract
As you work with this sales opportunity, you need to manage all the various people involved in the sale, both from the customer and external stakeholder point of view.
You need visibility on the Opportunity record to do this.
Which type of functionality can you use in Microsoft Dynamics 365 to facilitate visibility of those involved?

You are a sales manager for a large company that is about to implement Microsoft
Dynamics 365.
A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365.
You need to find the disqualified lead so that you can review the activity history on the lead.
Where are two places you can find this information? Each correct answer presents a complete solution.

You are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics
365 as an Opportunity. That customer has just signed a coverage agreement.
How should you now modify the status of the designated Opportunity record?

You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?

You receive an email from a prospect and would like to create a Lead in Microsoft
Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?

You are the sales manager for a company that utilizes Microsoft Dynamics 365.
Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season,
Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.

You are using Opportunities and Quotes to manage your sales process in Microsoft
Dynamics 365.
A customer requests quotes tor the same set of products, but from two different price lists for comparison.
What should you do in order to respond to this customer's request?

You are a new sales executive for a company that utilizes Microsoft Dynamics 365.
You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.
How will the activity state of the designated tasks be modified to reflect the fulfillment of these

You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.
When qualifying the lead, what happens next in your standard sales process?

You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into
Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use?
Each correct answer presents a complete solution.