1/23/24, 9:28 PM Check your knowledge - Training | Microsoft Learn

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Check your knowledge

6 minutes

Answer the following questions to see what you've

learned.

1. Which Dynamics 365 Sales product would you use when you want to use Microsoft Teams
to automatically capture data and register it into any CRM system? *

Microsoft Sales Copilot

Microsoft Relationship Sales

Sales Premium

2. Which of the following tables in Dynamics 365 Sales would you use to store details about
an organization that your company does business with? *

Contact

Customer

Account

Opportunity

3. You have a static marketing list that targets contacts in two different cities. You no longer
want to include contacts from one of the cities. Which feature can you use to remove those
members? *

Advanced Find

Lookup field

Quick Find

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Relevance Search

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Check your knowledge

8 minutes

Answer the following questions to see what you've

learned.

1. Which of the following options is an included security role that organizations can use in
Dynamics 365 Sales? *

Sales Development Manager

Invoice Generator

Salesperson

Business-to-Business Salesperson

2. A business uses Dynamics 365 Sales, and it uses the included Sales Manager role for most
employees. However, because a subset of employees includes regional sales managers, the
company needs other permissions along with the regular Sales Manager role. What is the
most efficient way to create a new, custom Regional Sales Manager security role? *

Copy the existing Sales Manager role, rename it, and then edit the access levels
and privileges.

Create a new role and name it Regional Sales Manager. Grant the necessary
permissions to the new role by using privilege and access levels.

Copy the existing System Customizer role, rename it, and then edit the access
levels and privileges.

Rename the Sales Manager role to Regional Sales Manager and then edit the
access levels and privileges.

3. Which one of the following selections is a key feature of Dynamics 365 Sales that allows
salespeople to close sales faster? *

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The ability to nurture sales from lead to order

The ability to track a schedule of work orders and dispatch employees

The ability to track engagement through a customer journey

The ability to use accounting tools like time and expense tracking

4. Which of the following options is a currency setting that can be customized when you set
up Dynamics 365 Sales? *

Currency code

Exchange rate

Monetary system

Approved payment methods

Check your answers

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1/23/24, 9:29 PM Lead management with Dynamics 365 Sales knowledge check - Training | Microsoft Learn

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6 minutes

Lead management with Dynamics 365 Sales

knowledge check

1. Which of the following activities can be converted to a lead? *

Appointment

Email

Phone call

Task

2. What happens to a lead record after it's disqualified? *

The record can still be modified.

The record is no longer visible to users.

The record becomes read-only.

The record is deleted from the system.

3. Which of the following record types can be created automatically from a qualified lead? *

Competitor

Contact

Order

Quote

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1/23/24, 9:30 PM Opportunity management with Dynamics 365 knowledge check - Training | Microsoft Learn

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6 minutes

Opportunity management with Dynamics 365

knowledge check

1. You recently lost an opportunity to a competitor. You now want to specify that competitor
for reporting purposes. How do you enter this information? *

Add the competitor to the list of competitors in the opportunity.

Add a note to the opportunity.

Enter the details in the Opportunity Close activity.

Add a post to the opportunity.

2. You're working on an opportunity, and the customer requires that its lawyer be informed
about all items. You already have the customer's lawyer entered as a contact in Dynamics
365. How do you associate the lawyer with the opportunity? *

Add the lawyer to the list of stakeholders in the opportunity.

Add a note about the lawyer to the account record.

Add the lawyer as a contact for the account record.

Add a connection to the lawyer in the account record.

3. Which of the following individuals can be added to an opportunity as the potential

customer? *

Team member

Lead

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Contact

Stakeholder

Check your answers

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1/23/24, 9:30 PM Dynamics 365 product catalog knowledge check - Training | Microsoft Learn

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8 minutes

Dynamics 365 product catalog knowledge check

1. Which of the following statements best describes unit groups in Microsoft Dynamics 365?
*

Unit groups specify the quantities or measurements that products can be sold
in.

Unit groups specify how products are grouped for discounting.

Unit groups specify grouping data so that products can be related to each
other.

Unit groups specify price details for products and services.

2. You want to let your sales representatives enter product properties, like size and color,
and other items when they add an item to a record. Where do product properties have to
be defined with setting up the product catalog? *

Individual product

Product family

Product bundle

Price list

3. Which of the following components of the product catalog aren't required? *

Unit groups

Discount lists

Products

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Price lists

4. Your organization uses product families, and it just added several new products to its
product catalog. What has to be done to the products before they can be added to
opportunities in Dynamics 365? *

The product must be enabled for sales records.

The product must be approved.

The product must be published.

Nothing. The product is ready to use.

Check your answers

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1/23/24, 9:30 PM Sales order processing in Dynamics 365 knowledge check - Training | Microsoft Learn

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5 minutes

Sales order processing in Dynamics 365 knowledge

check

1. Which of the following is the correct linear order for the sales process? *

Quote > Opportunity > Order > Invoice

Quote > Invoice > Opportunity > Order

Opportunity > Quote > Order > Invoice

Opportunity > Invoice > Quote > Order

2. Which of the following best describes a Quote? *

A potential sale for a customer with whom you have an existing relationship

A confirmed request for delivery of goods and services

A formal offer for products or services

A fulfilled item that will be billed to the customer

3. You've presented a quote to your customer, and they've asked you to make some changes
to it. You've revised the Quote and are ready to present it to the customer again. What must
you do next? *

Activate the Quote

Close the Quote

Close the Opportunity

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Convert to Order

4. In Microsoft Dynamics 365 once an order is placed, what is the next step in the sales
order process? *

Close the order

Activate the order

Ship the order

Fulfill the order

Check your answers

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1/23/24, 9:30 PM Relationship management and social selling knowledge check - Training | Microsoft Learn

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5 minutes

Relationship management and social selling

knowledge check

1. Top Cards, News, Connections and Related Leads are all examples of what? *

Playbooks

Sales AI

Widgets in Sales Navigator add-on

Embedded Intelligence

2. Before creating a Playbook Template in Dynamics 365 Sales what do you need to create?
*

Playbook Name

Playbook Activities

Playbook Category

Playbook Tracking

3. You want staff to complete a set of activities to correctly collect overdue payments on an
invoice. What can you configure to do this? *

Playbooks

Real-time workflows

Business Process Flow

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1/23/24, 9:30 PM Relationship management and social selling knowledge check - Training | Microsoft Learn

Power Automate

Check your answers

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1/23/24, 9:30 PM Analyzing Dynamics 365 sales data knowledge check - Training | Microsoft Learn

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Check your knowledge

8 minutes

Analyzing Dynamics 365 sales data knowledge

check

1. Which feature in Microsoft Dynamics 365 would you use to find all active accounts that
also have open opportunities? *

Quick Find

Lookup

Relevance Find

Advanced Find

2. When it comes to exporting data to Microsoft Excel, which format creates a simple
workbook that has a connection to the Dynamics 365 database and automatically updates
the data? *

Dynamic worksheet

Dynamic PivotTable

Static export

Excel Online

3. You want to create a personal dashboard in Dynamics 365. What's the maximum number
of visual components that you can add to it? *

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10

4. Which of the following features lets you use Excel to edit Dynamics 365 data directly
inside Dynamics 365? *

Microsoft Excel Online

Excel Dynamics worksheet

Excel Static Export

Excel Pivot Table

Check your answers

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1/23/24, 9:30 PM Individual goals knowledge check - Training | Microsoft Learn

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4 minutes

Individual goals knowledge check

1. You have created a Goal for a Sales person that will track the total revenue generated by
their opportunities for the Year. Which column would likely be used for tracking the data
that is considered In Progress? *

Est. Revenue

Actual Revenue

Budget

Calculation Method

2. You're creating a goal that will be used to track the total value of Opportunities that are
closed by individual sales staff members. Which metric type would you select in the Goal
Metric column? *

Count

Total

Value

Amount

Check your answers

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1/23/24, 9:30 PM Goal metrics in Dynamics 365 Customer Engagement apps knowledge check - Training | Microsoft Learn

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6 minutes

Goal metrics in Dynamics 365 Customer

Engagement apps knowledge check

1. Which statement best describes a Goal Metric? *

The specific numeric item that we want to measure.

The specific target value for a specific time period.

The specific person that the goal applies to.

The specific criteria used to define a goal.

2. What is the term used to describe the time period required to create goals? *

Goal Date

Date Range

Fiscal Period

Goal Period

3. You want to be able to create goals that will be used to track the total value of
Opportunities that are closed by individual sales staff members. Which metric type would
you use? *

Count

Total

Value

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Amount

Check your answers

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1/23/24, 9:31 PM Check your knowledge - Training | Microsoft Learn

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Check your knowledge

6 minutes

Answer the following questions to see what you've

learned.

1. You want users to associate documents with Dynamics 365 records. It's important that all
users can access these documents, and if needed, revert documents to a previous version.
How would you accomplish this task? *

OneNote integration

Notes & Attachments

Yammer integration

SharePoint integration

2. You need to set up Microsoft Dataverse to work with Microsoft Exchange on-premises.
When setting up the email server profile, you need to specify what server type? *

Hybrid

POP3/SMTP

On-premises

Exchange Web Services

3. A main reason why people use Dataverse for Apps is to store all customer ___________ in
one place so that anyone who has the appropriate permissions can view all relevant
customer records. Fill in the blank. *

Emails

Letters

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Notes

Communications

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Check your knowledge

6 minutes

Answer the following questions to see what you've

learned.

1. You're getting ready to test the Dynamics 365 Sales mobile application. When you launch
the app, the environment that you want to attach the app to doesn’t show. What should
you do to resolve this issue? *

Sign in with an admin account.

Show non-production apps.

Assign the user sales permissions.

Restart the mobile application.

2. You've been asked to make changes to some forms in the Dynamics 365 Sales mobile
app. Which type of forms are used to display information in the application by default? *

Main forms

Mobile forms

Subgrids

Quick view forms

3. What are the two types of activities that you can create in the Dynamics 365 Sales mobile
app? *

Tasks and Phone Calls

Tasks and Faxes

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Letters and Phone Calls

Letters and Faxes

Check your answers

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