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Microsoft Dynamics 365 Customer Experience Analyst Sample Questions (Q98-Q103):
NEW QUESTION # 98
You are a Dynamics 365 Sales administrator. You are setting up a product catalog.
You need to configure the base unit group.
Which quantity or measurement should you configure?
- A. the highest needed to sell the product or service
- B. the least frequently used to sell the service
- C. the most frequently used to sell the service
- D. the lowest needed to sell the product or service
Answer: C
Explanation:
When configuring the base unit group in a product catalog within Dynamics 365 Sales, it is essential to set the base unit to reflect the most frequently used quantity or measurement for selling the product or service. This ensures that the unit is aligned with typical sales transactions, making it easier for sales teams to manage and sell products effectively.
Choosing the most frequently used unit helps streamline sales processes and reporting, allowing for consistency across transactions.
NEW QUESTION # 99
Drag and Drop Question
Your sales team has now managed to get all the email communication in place and want to take it a step further by implementing SMS channel.
You need to configure an SMS provider.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Answer:
Explanation:
Explanation:
Step 1: In General Settings, create a new SMS provider
First: Sign up and create an account with the SMS provider of your choice.
Step 2: Sign in to your sales app and change the area to App Settings.
Dynamics 365 Sales, Configure SMS provider
Set up the SMS provider in Dynamics 365 Sales
To set up the SMS provider number in Dynamics 365 Sales:
1. Sign in to your sales app, and in the lower-left corner of the page, go to Change area > App Settings > SMS providers.
[Step 2]
Step 3: Enter SMS provider-specific values
2. From the tool bar, select New.
3. Select the provider. Accept the Microsoft privacy statement and the provider's consent to handle opt-out commands properly. Then select Next.
4. On the Set up provider page, enter the values depending on the provider you've selected.
Then select Next. [Step 3]
Step 4: Add a unique phone number to Dynamics 365 Sales
5. On the Add phone numbers page, select New phone number.
A pane opens on the right to enter the phone number details.
6. On the Add phone number pane, enter the following details:
Phone number: Specify the SMS number that you purchased from the provider in the
<country_code><phone_number> format; for example, +12345678910. Make sure not to enter blank spaces or special characters. [Step 4] Note:
The phone number must be unique for Dynamics 365 Sales. Don't include numbers that were used to configure message features in other Dynamics 365 apps.
[Details omitted]
7. Select Add.
The phone number is added to the list of phone numbers. You can add multiple numbers for different teams and users according to your organizational requirements.
8. Select Next.
9. On the Review and finish page, review the information that you've provided for the channel and then select Done.
NEW QUESTION # 100
Drag and Drop Question
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.
Answer:
Explanation:
Explanation:
1. Create a new account plan table: This is the first step to define the structure for account plans.
2. Open the advanced Relationship settings: This is necessary to configure relationships between records.
3. Create a 1:N self-referential relationship and mark the relationship as hierarchical: This establishes the parent-child relationship structure for the account plan.
4. Go to the Hierarchy Settings grid view: This allows you to configure the hierarchy visualization for the account plans.
NEW QUESTION # 101
A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities. What should you create first?
- A. base unit
- B. related unit
- C. primary unit
Answer: A
Explanation:
* In Dynamics 365 Sales, when setting up a unit group, you must first define the base unit. This is the fundamental unit of measurement for a product and serves as the foundation for defining related units within the group.
* For the battery manufacturer, defining a base unit (such as a single battery) is necessary before configuring related units for boxes of 12 and cases of 24 boxes, as these will be multiples or related units derived from the base unit.
NEW QUESTION # 102
You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items. You need to make the change. What should you do?
- A. Create a new forecast and update the Amount column in the layout.
- B. Edit the existing forecast and update the Amount column in the layout.
- C. Edit the existing forecast, remove the Lost column, and add a new calculated column.
- D. Create a new forecast, remove the Lost column, and add a new calculated column.
Answer: B
Explanation:
* Since the sales manager wants the Lost column in the forecast to reflect the Total Detail Amount, which is item-driven, you should update the Amount column in the existing forecast layout.
* By editing the existing forecast and changing the source for the Amount column to the Total Detail Amount, you can ensure the forecast accurately reflects item-based revenue calculations without needing to create a new forecast or add calculated columns.
NEW QUESTION # 103
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