A company uses Dynamics 365 Sales.

You need to analyze account data and create reports based on the analyses. Which solution should you use?

A. Microsoft Forms Pro

B. Power BI

C. Power Automate

D. Management Reporter

Sales representatives need a view of all of their customers and the statistics that relate to these customers.

You need to identify how to create visuals for sales representatives to analyze and compare the data for multiple accounts.

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

NOTE: Each correct selection is worth one point.

A. Create custom forms.

B. Embed Power Bl reports in a system dashboard.

C. Create charts.

D. Create reports in the report wizard.

E. Import Excel data.

A company uses Dynamics 365 Sales.

You disqualify a lead. On a later date, the lead shows interest in buying a product that the company sells.

You need to convert the lead to an opportunity and retain all available history.

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

NOTE: Each correct selection is worth one point.

A. Qualify the closed lead as an opportunity.

B. Qualify the reactivated lead to an opportunity.

C. Convert the copied lead to an opportunity.

D. Use the Reactivate Lead functionality to reopen the lead.

E. Create a copy of the lead with data from the original lead.

A company allows customers to submit cases through its website. A case type field on the webform has sales and service options.

You need to add the case automatically to the sales or service queue based on the field value, using only outof-the-box functionality. What should you configure?

A. assistant

B. sequence

C. routing rule

D. record creation and update rule

A company uses Dynamics 365 Sales with out-of-the-box forms. Users must view logged phone calls and meetings for contacts. Which feature includes phone calls and meetings?

A. Timeline

B. Contact information

C. Controls

D. Attachments

A company uses Dynamics 365 Sales and Dynamics 365 Customer Service apps. Technicians doing repair work should not have access to customer orders and invoices. You need to limit the technicians" access to data. Which feature should you use?

A. Data loss prevention policy

B. Role-based security

C. Environment-level security

D. Row-level security

An online retail company uses Dynamics 365 Customer Insights - Journeys.

Customers abandon cans with items after shopping on the company s website. The marketing manager must send an email to these customers to ask if they want to complete the purchase.

You need to select a feature to send the mail.

Which feature should you use?

A. Power Automate desktop flow

B. Customer interactions timeline

C. Email campaign

D. Segment-based journey

E. Trigger-based journey

A company uses Dynamics 365 Field Service.

You create a work order from a case. A field service administrator schedules the work order. A technician arrives at the site of the work order and is ready to begin work on time.

What is the status of the work order?

A. Open – In progress

B. Open – Unscheduled

C. Traveling

D. Open – Scheduled

A company uses Dynamics 365 Marketing.

You must choose a real-time marketing customer journey type to start the journey.

Which two journey types you can use? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A. Audience-based

B. Event-based

C. Scheduled

D. Customer onboarding

A company uses leads and opportunities to track potential sales. Salespeople have a difficult time determining prioritizing opportunities. You need to ensure opportunities are categorized to ensure sales efficiency. Which feature should you implement?

A. Predictive opportunity scoring

B. Price calculation

C. Kanban view

D. Sales forecast

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?

A. Dynamics 356 Customer Insights

B. Dynamics 365 Sales

C. Dynamics 365 Marketing

D. ynamics 365 Human Resources

A company uses Dynamics 365 Field Service.

The maintenance manager wants to be able to add a list of question to work orders to ensure that field technicians follow the same steps when servicing customer equipment.

You need to explain to the manager which features are available to meet the requirement. Which feature should you use?

A. Connected Field Service

B. Inspections

C. Microsoft Customer Voice

D. Scheduling