HOTSPOT - (Topic 3)
A company is using Dynamics 365 Sales to track their sales pipeline.
Sales managers require their forecasting to include reasons why opportunities were lost, including losses to competitors.
You need to configure the sales process WITHOUT using custom code.
What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Solution:


Does this meet the goal?

1. A. Yes
2. B. No

Correct Answer: A

DRAG DROP - (Topic 3)
Your organization works with larger customers (accounts) that can have a single holding and then many subsidiaries through different levels in a parent-child relationship.
The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.
You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.
Which four actions should you perform in sequence before saving and publishing your changes' To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.

Solution:
The correct order of actions to create a new custom account plan table with a hierarchical parent-child relationship visualization is as follows:
✑ Create a new account plan table.
✑ Create a 1
self-referential relationship and mark the relationship as hierarchical.
✑ Open the advanced Relationship settings.
✑ Go to the Hierarchy Settings grid view.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
✑ Create a New Account Plan Table:

Does this meet the goal?

1. A. Yes
2. B. No

Correct Answer: A

- (Topic 3)
A company created a new table named Locations.
The sales team needs your help to make the Locations table visible in the Sales Hub. What should you do?

1. A. Create a Location Sub Area.
2. B. Add Location as an Area.
3. C. Create a Location Group.
4. D. Add Location to the App Designer.

Correct Answer: D
To make a new table, like Locations, visible within the Sales Hub, you need toadd it to the App Designer. This involves updating the Sales Hub app module to include the Locations table as a new entity that users can access.
By adding the table in the App Designer, you ensure it becomes part of the navigation and is available within the Sales Hub application.
Reference:Microsoft Documentation - Configure Apps Using App Designer in Dynamics
365

HOTSPOT - (Topic 3)
A bakery uses Dynamics 365 Sales. All loaves of bread sold at the bakery are priced the same. Special bread flavors are developed regularly.
You need to add a new flavor 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.

Solution:
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Description automatically generated
✑ Scenario 1: Adding a New Flavor to the Product Catalog

Does this meet the goal?

1. A. Yes
2. B. No

Correct Answer: A

- (Topic 1)
You need to configure the required audit settings.
Which two actions should you perform? Each correct answer presents part of Ihe solution. Choose two. NOTE: Each correct selection is worth one point.

1. A. Enable auditing on the Dietary requirements column.
2. B. Enable auditing on the Pettable.
3. C. Enable auditing on the Contact tab\e.
4. D. Enable auditing on the Email address column.
5. E. Enable Start read auditing in system settings.
6. F. Enable Audit user access in system settings.

Correct Answer: AB
✑ Enable Auditing on Columns (Options A and D):
✑ Enable Auditing on Pet and Contact Tables (Options B and C):
✑ Enable Audit User Access (Option F):
✑ Option E (Start Read Auditing):
References from Microsoft Documentation:
✑ For setting up auditing, seeAuditing overview for Dynamics 365.