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Microsoft Dynamics 365 Customer Experience Analyst Questions and Answers

Question 25

You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.

A salesperson reviews their goals chart and observes the following:

• An opportunity updated today is not included in the chart.

• The time period for the goal is not accurate.

You need to resolve these issues.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 26

You are a Dynamics 365 Sales consultant for a food service company. The company caters meals for client companies.

The company wants to set up a product bundle so that the sales staff does not forget items when they create an opportunity.

The lunch bundle is created at $200.00. It will include the following.

You need to explain how the sales staff should manage the product bundle in the opportunity. What should they do for each scenario? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Options:

Question 27

DRAG DROP

A company uses Dynamics 365 Sales to manage product lines.

You need to set up the product catalog, including the ability for sellers to apply quantity discounts.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

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Explanation:

A screenshot of a computer Description automatically generated

The correct order of actions to set up a product catalog, including the ability for sellers to apply quantity discounts, is as follows:

Create units.

Add products.

Create price lists.

Add price list items.

Create discount lists.

Create Units:

Start by defining units (e.g., each, box, dozen) for your products. Units specify how products are measured and sold, which is essential for setting pricing and discounts.

This step ensures that all products have consistent units of measure before adding them to the catalog.

[Reference: Microsoft Documentation - Set Up Units in Dynamics 365 Sales, Add Products:, After units are created, add products to the catalog. Each product will have an associated unit and a description that defines it within the catalog., Ensure products are added with complete details to enable proper pricing and discounting later., Reference: Microsoft Documentation - Create and Manage Products, Create Price Lists:, Next, create price lists that define the pricing for products. Price lists can be specific to regions, customer types, or other criteria and are essential for associating products with prices., A price list is necessary for assigning product prices, enabling you to link prices with discount lists in the subsequent steps., Reference: Microsoft Documentation - Set Up Price Lists, Add Price List Items:, Add price list items to assign specific products to price lists and set their prices. This links each product with its pricing based on the price list created earlier., It allows flexibility to have different pricing structures for the same product across multiple price lists if needed., Reference: Microsoft Documentation - Add Price List Items, Create Discount Lists:, Finally, create discount lists to apply quantity discounts on products. Discount lists define percentage or flat rate discounts based on purchase quantities, which can then be applied when products are added to sales orders or quotes., This step ensures that sellers can apply quantity-based discounts, meeting the requirement for the product catalog setup., Reference: Microsoft Documentation - Create and Configure Discount Lists, By following these steps in the specified order, you can set up a product catalog that includes units, products, price lists, price list items, and discount lists, allowing sellers to manage product pricing and apply quantity discounts effectively., , ]

Question 28

BDM1 has returned from vacation and needs to catch up on their scheduled tasks and activities.

Which two items can BMD1 select to see a reminder card for the meeting BDM2 scheduled in the assistant? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

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Microsoft Dynamics 365 Customer Experience Analyst Questions and Answers

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