2.2. Describe Dynamics 365 Sales capabilities and related apps

A company plans to implement Dynamics 365 Sales with LinkedIn Sales Navigator. You need to determine the controls that you should implement.
Which controls should you use? (To answer, drag the appropriate controls to the correct requirement. Each control may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.)

A customer needs a cost-effective sales solution that can display current news about a lead or an account. You recommend Microsoft Relationship Sales.
Which two products are included in Microsoft Relationship Sales? (Select two.)

A company has a Dynamics 365 Sales implementation. The company wants to perform the following activities:
– View LinkedIn information from within Dynamics 365 Sales.
– Validate Dynamics 365 Sales data by using data from LinkedIn.
Which products should you use to perform each task? (To answer, drag the appropriate products to the correct tasks. Each product may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.)

All employees at a company use Office 365. You are setting up Dynamics 365 Sales for the company. Only some employees will have licenses for Dynamics 365 Sales. You need to recommend solutions for the company.
What should you recommend? (To answer, drag the appropriate solutions to the correct requirements. Each solution may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.)

A company uses Dynamics 365 Sales. You need to analyze account data and create reports based on the analyses.
Which solution should you use?

You are a sales representative for a company that sells furniture. You collaborate with an engineering team and a design team to support customer proposals. The latest versions of all proposals must be available to both teams. Team members must be able to edit the proposals in
real time. You need to attach a proposal to a customer record.
Which mechanism should you use to attach the proposal?

A company uses Dynamics 365 Sales. The company creates sales proposals as PDF documents.
The company wants multiple users to access the latest version of a sales proposal in Dynamics 365 Sales. Users must be able to attach notes to the proposal. You need to recommend an app for the company.
Which app should you recommend?

A customer purchases Microsoft 365 and Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.

Salespeople can only use Microsoft Teams to call customers who also use Teams.

A customer purchases Microsoft 365 and Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.

Executives must have Power BI desktop installed to view Power BI reports shared with them.

A customer purchases Microsoft 365 and Dynamics 365 Sales.
For each of the following statements, select Yes if the statement is true. Otherwise, select No.

Salespeople can share notes within Dynamics 365 Sales using OneNote.

You are designing reports for a pharmacy. The pharmacy uses Dynamics 365 Sales.
Match each tool to the reporting requirements. (To answer, drag the appropriate tool from the column on the left to the requirements on the right. Each tool may be used once, more than once, or not at all.)

You are reviewing the sales pipeline with your sales team. You want to know which opportunities have low winning confidence.

Which forecast category defines the confidence level?

A company uses Dynamics 365 Sales. You plan to use Power Apps to create a customized app that allows sales team members to enter data for customer, leads, and opportunities. Sales team members must be able to enter the information from desktops, laptops, tablets, and mobile
devices. All salespeople need access to the same forms, views, and reports.
What is the minimum number of Power Apps that you must create?

A company is using Dynamics 365 Sales. A group of people want to access contacts data in Dynamics 365 Sales without having a license to access it.

Which export should you select?

A potential customer delays their decision to commit to a big multi-year contract. You want to find other colleagues who have interacted with the potential customer to discuss strategies.
Which app should you recommend?

A company uses Dynamics 365 Sales. You need to create a forecast in Dynamics 365 Sales so that the sales director will be able to predict upcoming sales revenue.
Which standard record type is used to create the forecast?

A company uses Dynamics 365 Sales. The company plans to use Dynamics 365 Sales Insights.
You need to recommend features that meet the requirements.
Which feature should you recommend? (To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.)