Question 91
HOTSPOT
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
create and edit user-level privileges on the lead and note entities.
business unit-level append, append to, and assign privileges on the lead and note entities.
organization-level share privileges on the lead and note entities.
You need to perform the following actions on leads:
add notes to leads.
assign leads to other users.
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
create and edit user-level privileges on the lead and note entities.
business unit-level append, append to, and assign privileges on the lead and note entities.
organization-level share privileges on the lead and note entities.
You need to perform the following actions on leads:
add notes to leads.
assign leads to other users.
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Question 92
A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use?
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use?
Question 93
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are reviewing a Dynamics 365 implementation for your customer.
During the review, the customer tells you that they want a central search function which displays results by relevance.
You need to prepare to configure Dataverse search for the implementation.
Solution: Ensure that any tables you wish to display results from are included in the model-driven apps.
Does this meet the goal?
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are reviewing a Dynamics 365 implementation for your customer.
During the review, the customer tells you that they want a central search function which displays results by relevance.
You need to prepare to configure Dataverse search for the implementation.
Solution: Ensure that any tables you wish to display results from are included in the model-driven apps.
Does this meet the goal?
Question 94
The marketing team at your organization generates leads using form submissions in Dynamics 365 Customer Insights - Journeys.
The marketing team then nurtures the leads to hand-off to the sales team. If accepted, sellers will work the leads using Dynamics 365 Sales.
Leads are considered to be stale if they are NOT ready to be accepted after six (6) months.
You need to create a bulk deletion job to delete stale leads as long as they have a Parent Contact. You used a saved view to start the query but need to complete the criteria.
What should you configure? To answer, select the appropriate operator or value to be added for each search criteria.
NOTE: Each correct selection is worth one point.
The marketing team then nurtures the leads to hand-off to the sales team. If accepted, sellers will work the leads using Dynamics 365 Sales.
Leads are considered to be stale if they are NOT ready to be accepted after six (6) months.
You need to create a bulk deletion job to delete stale leads as long as they have a Parent Contact. You used a saved view to start the query but need to complete the criteria.
What should you configure? To answer, select the appropriate operator or value to be added for each search criteria.
NOTE: Each correct selection is worth one point.
Question 95
HOTSPOT
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
Automate lead assignments.
Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
Automate lead assignments.
Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
