You are a salesperson using Dynamics 365. You receive customer phone calls and manage leads. You need to qualify leads and send phone calls to sales representatives. How should you manage each of the following situations? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.
Correct Answer:
Question 242
You need to configure pricing for the Contoso, Ltd. invoice. What should you do?
Correct Answer: A
Topic 2, Humongous insurance Case Study This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided. lo answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study. At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section. To start the case study To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a Question click the Question button to return to the question. Background Humongous insurance provides fleet automotive insurance. The company s accounting year is July 1st-June 31st. They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United States, and the United Kingdom. The company is making a big push for the Start of their second quarter on October 1st. Current environment * United States salespeople ate located in either the north, east south, west or national territory. * Only national territory sales team members can send quotes and Invoices across multiple territories. * Sales managers route leads based on territory. * Salesperson! and Salesperson2 are part of the south region and the national account respectively. * Salespeople cannot accurately report progression of sales and whether they are closed or still in process. * Manager and underwriter approval is communicated by email. * Many salespeople use different quote layouts. Requirements Territories * Each territory must be set up as a Business Unit for security. * Each territory must have the ability to qualify its own leads. Security * National sales team members must have privileges in order to see sales and account Information managed by the regional sales teams. * Configure appropriate security for national and each regional sales. Goals * Salespeople's goals must roll up to their manager's goal. * Goal mettles need lo automatically calculate every 12 hours. Quotes * Set up version traceability for quotes. * Quotes must be marked with the word "Final' when approved. * Quotes and orders must be generated in their clients" currency. * Quotes and invoices must be able to be viewed across a variety of devices. * Pricing must be standardized for insurance products while supporting tiered pricing across national and regional accounts. Opportunities * Closed opportunities that are won or lost must capture competitor information. The company wants a visualization built 'or the categories related to why the opportunities closed a certain way. * When an opportunity is nearing time to quote, products should be added to the opportunity. Other Requirements * Simplify data entry and reduce dual data entry. * Help salespeople and their managers keep track of where they are in the sales process. * Use out-of-the-box reports where possible. * Generate invoice numbers automatically. * Begin invoice numbers with the letters INV. * Allow managers to be able to view a diagram and dull down to leads converted in the last 30 days. Issues * Salespeople cannot identify the sales process stage process for each customer. * Updated products are not easily updated within the product groups. * There is no pricing tool. * Salespeople must research each product every time they have to Quote a customer on a product * UserA is unable to quality leads. * The manager follows the process on an approved quote but an error occurs. * ClientA purchases products from multiple regions for a single order. * Not all products are available in regional pricelists or national pricelists.
Question 243
An organization attends a tradeshow and identifies several leads. One specific lead wants to make a purchase in the next week. You need to create an invoice. At which stage can you create the invoice?
Correct Answer: B
Question 244
You are a Dynamics 365 for Sales system customizer. You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form. Solution: Use Unified Interface apps. Does the solution meet the goal?
You use Dynamics 365 Sales. You create a quote and send it to a customer. You need to add a product to the quote and make the modified quote available to the customer. Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Correct Answer:
1 - Revise the quote. 2 - Add sxisting products from the products subgrid. 3 - Active the quote.
