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MB-210 practice questions

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Question 1Configure Dynamics 365 Sales

A sales manager wants every new opportunity created in Dynamics 365 Sales to automatically get a follow-up phone call task scheduled three days after creation. Which native capability should be used?

  1. A workflow process that runs on opportunity creation and creates a task record Correct answer.
  2. A calculated field on the Opportunity entity that computes the due date
  3. A business rule on the Opportunity entity that sets a phone call field
  4. A Power BI dashboard that alerts the owner about new opportunities

Explanation

Workflows in Dynamics 365 Sales can be triggered automatically on record creation and can create related records such as tasks or phone calls. Business rules and calculated fields only compute or validate values on the triggering record and cannot create a separate activity record. A Power BI dashboard is read-only reporting and cannot create records.

Question 2Configure Dynamics 365 Sales

Which record type in Dynamics 365 Sales represents the sales process stages that a seller moves through from qualification to closing?

  1. Queue
  2. Business process flow Correct answer.
  3. Product bundle
  4. Connection role

Explanation

A business process flow guides sellers through defined stages from lead qualification to opportunity close, with fields per stage. Queues route work items, connection roles describe relationships between records, and product bundles group products for pricing.

Question 3Configure Dynamics 365 Sales

An administrator needs to configure how leads are qualified and how opportunity records are created from a qualified lead. Which setting controls this behavior?

  1. The sales literature library
  2. The Sales Hub app navigation
  3. The lead qualification and experience configuration in Sales settings Correct answer.
  4. The currency exchange rate table

Explanation

Sales settings include lead qualification configuration that controls whether a contact, account, and opportunity are created during qualification and whether the seller can choose existing records. Sales literature, app navigation, and currency tables do not govern qualification behavior.

Question 4Configure Dynamics 365 Sales

A seller wants to see only opportunities where the estimated revenue exceeds 50,000 and the close date falls in the current quarter. Which feature provides this filtered view without building a custom report?

  1. A system view with filter criteria configured Correct answer.
  2. A field security profile
  3. A duplicate detection rule
  4. A chart pinned to a dashboard

Explanation

Views apply filter criteria and can be shared as system or personal views to limit records shown in grids. Charts visualize aggregated data but do not by themselves restrict the underlying record set, field security controls access to fields, and duplicate detection rules prevent duplicate records.

Question 5Configure Dynamics 365 Sales

A sales organization wants to enforce that an opportunity cannot move to the Won stage unless the estimated revenue field is populated. Which configuration achieves this?

  1. A business rule or required-field configuration that blocks stage transition until revenue is entered Correct answer.
  2. A business rule that sets the revenue field to a default value
  3. A security role that hides the Won status reason
  4. An email template that reminds the seller to enter revenue

Explanation

Business rules and required-field settings can enforce data entry before a stage or status change is saved. Defaulting the field does not require the seller to confirm the value, hiding the status reason prevents legitimate closure, and an email template is only a reminder without enforcement.

Question 6Configure Dynamics 365 Sales

Which component in Dynamics 365 Sales defines the products, pricing, and discounts that apply when a seller adds line items to an opportunity?

  1. Territory
  2. Price list Correct answer.
  3. Goal metric
  4. Competitor

Explanation

A price list associates products with prices and can be linked to opportunities, quotes, orders, and invoices to determine pricing and discount behavior. Territories assign records to sellers, goal metrics define targets, and competitors track rival vendors.

Question 7Configure Dynamics 365 Sales

An administrator must ensure that when a quote is won, an order is generated and the opportunity is closed. Which native relationship behavior supports this?

  1. Opportunities are closed only by a scheduled workflow
  2. Quotes and orders are unrelated entities
  3. Orders are created only through a Power Automate cloud flow
  4. Quotes automatically convert to orders through the quote-to-order lifecycle actions Correct answer.

Explanation

Dynamics 365 Sales provides built-in quote lifecycle actions that create an order from a won quote and update the related opportunity. Orders are not dependent on custom flows, opportunity closure is not limited to scheduled workflows, and quotes and orders are related through the sales lifecycle.

Question 8Configure Dynamics 365 Sales

A sales manager needs sellers to see only accounts in their assigned territory while regional directors see all accounts. Which security model component should be configured?

  1. Audit history settings
  2. Field-level security profiles
  3. Duplicate detection rules
  4. Business units and security roles with record ownership Correct answer.

Explanation

Record visibility in Dynamics 365 Sales is governed by business units, security roles, and ownership, including hierarchy and team-based access. Field-level security restricts specific fields, duplicate detection manages duplicates, and auditing logs changes rather than controlling visibility.

Question 9Configure Dynamics 365 Sales

Which feature lets a seller view a single dashboard combining opportunity pipeline, lead source, and won revenue charts?

  1. A system dashboard with multiple components Correct answer.
  2. A connection role
  3. A model-driven app site map
  4. A business process flow

Explanation

System dashboards can host multiple charts, views, and web resources in one layout for a consolidated view. The site map controls navigation, business process flows guide stage progression, and connection roles describe relationships.

Question 10Configure Dynamics 365 Sales

An administrator wants to prevent sellers from editing the estimated revenue field after an opportunity is won. Which configuration is most appropriate?

  1. A business rule that locks the field when the status is Won Correct answer.
  2. A calculated field that always returns zero
  3. A queue that routes won opportunities to a supervisor
  4. A duplicate detection rule on estimated revenue

Explanation

A business rule can set a field to read-only or apply a lock when a condition such as status equals Won is met. A calculated field changes the value rather than preventing edits, duplicate detection is unrelated, and queue routing does not lock fields.

Question 11Configure Dynamics 365 Sales

Which entity in Dynamics 365 Sales is used to track a potential customer before qualification and stores topic, budget, and purchase timeframe?

  1. Quote
  2. Contact
  3. Opportunity
  4. Lead Correct answer.

Explanation

Leads capture pre-qualification information such as topic, budget, purchase timeframe, and lead source. Contacts store people already qualified, opportunities track qualified deals, and quotes formalize pricing for an opportunity.

Question 12Configure Dynamics 365 Sales

A seller adds a product to an opportunity and the price does not match the price list. Which configuration most likely explains the mismatch?

  1. The product is a bundle with no child products
  2. The product has a default unit group with multiple units
  3. The product is configured as a write-in product
  4. The opportunity uses a price list that does not contain the product Correct answer.

Explanation

Pricing on opportunity line items is resolved from the price list attached to the opportunity, so a missing product entry in that price list causes the price to be absent or defaulted. Write-in products allow manual pricing, bundles affect pricing only when children are included, and unit groups define quantity units rather than price list membership.

Question 13Configure Dynamics 365 Sales

Which configuration allows a sales organization to automatically assign new leads to sellers based on territory?

  1. A chart on the lead entity
  2. A workflow or assignment rule that sets the owner based on territory Correct answer.
  3. A duplicate detection rule on the lead topic
  4. A field security profile on the owner field

Explanation

Lead routing is typically implemented with workflows, assignment rules, or Power Automate flows that set the owner based on territory or other criteria. Duplicate detection, charts, and field security do not assign record ownership.

Question 14Configure Dynamics 365 Sales

An administrator needs sellers to capture a competitor on an opportunity and see which competitors are most frequently involved in won deals. Which configuration supports this analysis?

  1. Add the competitor name to the opportunity topic field
  2. Use a queue to store competitor records
  3. Enable competitor tracking on opportunities and build a chart grouped by competitor Correct answer.
  4. Create a custom field on the account entity for competitor names

Explanation

Opportunities support a native competitor relationship, which enables reporting and charts grouped by competitor to analyze win rates. A custom account field, a text topic field, or a queue does not provide a structured relationship for analysis.

Question 15Configure Dynamics 365 Sales

A seller wants to send a quote to a customer as a PDF that matches the company template. Which feature should be configured?

  1. A business process flow stage
  2. A mail merge from Excel
  3. A Power BI paginated report
  4. A Word template applied to the quote record Correct answer.

Explanation

Word templates can be associated with entities such as quotes and generated as documents or PDFs that follow company branding. Mail merge from Excel is not a native quote output, Power BI paginated reports are reporting artifacts, and business process flows guide stages.

Question 16Configure Dynamics 365 Sales

An administrator wants to ensure that a lead can be qualified only when the topic and last name fields are populated. Which configuration is appropriate?

  1. Create a chart on the lead entity
  2. Add the fields to the sales literature library
  3. Mark the fields as required and configure the qualification action to validate them Correct answer.
  4. Hide the fields on the lead form

Explanation

Required-field settings and business rules validate data before the qualification action completes. Hiding fields prevents entry, charts are visual only, and sales literature stores collateral documents rather than validating fields.

Question 17Configure Dynamics 365 Sales

Which feature enables a sales manager to define a target for closed revenue per seller and track progress toward it?

  1. Goals with a goal metric Correct answer.
  2. Queues
  3. Price lists
  4. Connection roles

Explanation

Goals combine a goal metric with a target and time period to track progress against actuals such as closed revenue. Price lists govern pricing, connection roles describe relationships, and queues route work items.

Question 18Configure Dynamics 365 Sales

A sales organization wants to ensure that when a lead is disqualified, the reason is captured and the lead is not deleted. Which configuration achieves this?

  1. Move the lead to a queue and remove all security roles
  2. Delete the lead record after disqualification
  3. Convert the lead to an opportunity automatically
  4. Configure disqualification to set the status to Disqualified and require a disqualification reason Correct answer.

Explanation

Disqualifying a lead sets its status to Disqualified and can capture a reason while retaining the record for reporting. Deleting removes history, queue routing does not record a reason, and converting to an opportunity contradicts disqualification.

Question 19Configure Dynamics 365 Sales

Which native feature allows a seller to view a timeline of emails, phone calls, appointments, and notes on an opportunity record?

  1. The timeline control on the record form Correct answer.
  2. The duplicate detection settings page
  3. The currency configuration page
  4. The advanced find query builder

Explanation

The timeline control aggregates activities and notes related to a record in chronological order. Advanced Find builds queries, duplicate detection manages duplicates, and currency configuration handles exchange rates.

Question 20Configure Dynamics 365 Sales

A seller needs to create a personalized email from a template that pulls the customer name and opportunity topic. Which feature should be used?

  1. A business process flow stage
  2. A static text email saved as a note
  3. A dashboard tile showing the customer name
  4. An email template with dynamic fields mapped to record attributes Correct answer.

Explanation

Email templates support dynamic fields that resolve to record attributes such as customer name and opportunity topic when the email is created. Static notes, dashboard tiles, and process stages do not generate personalized email content.

Question 21Configure Dynamics 365 Sales

An administrator wants to restrict which sellers can view the estimated revenue field on opportunities while allowing others to view it. Which configuration is appropriate?

  1. A business process flow stage
  2. A system view that excludes the field
  3. A queue item assignment
  4. A field security profile applied to the estimated revenue field Correct answer.

Explanation

Field security profiles control read, update, and create permissions for specific fields for assigned users or teams. Views only hide columns visually, process stages guide progression, and queue assignment routes records.

Question 22Configure Dynamics 365 Sales

A sales manager wants a chart on the opportunity entity that shows open pipeline value grouped by estimated close month. Which chart configuration supports this?

  1. A pie chart grouped by owner with a count aggregate
  2. A funnel chart grouped by topic with no aggregate
  3. A column chart grouped by estimated close date with an aggregate of estimated revenue Correct answer.
  4. A line chart grouped by account with a count aggregate

Explanation

Grouping by estimated close date and aggregating estimated revenue produces pipeline value by month. Grouping by owner or account answers different questions, and a chart without an aggregate does not show value.

Question 23Configure Dynamics 365 Sales

An administrator needs to configure the Sales Hub app so that sellers land on the My Open Opportunities view when they open opportunities. Which configuration controls this?

  1. The duplicate detection rule set
  2. The app's default view setting for the opportunity entity Correct answer.
  3. The business unit hierarchy
  4. The currency exchange rate

Explanation

Model-driven apps allow an administrator to set the default view per entity so users land on a chosen view when navigating to that entity. Business unit hierarchy, duplicate detection, and currency settings do not determine default views.

Question 24Configure Dynamics 365 Sales

A seller reports that a quote line item does not reflect the discount configured in the price list. Which factor most likely explains the discrepancy?

  1. The unit group has multiple units
  2. The quote is in draft status
  3. The discount list is not associated with the price list used by the quote Correct answer.
  4. The product is a write-in product

Explanation

Discounts are resolved from discount lists associated with the price list attached to the quote, so a missing association prevents the discount from applying. Draft status does not block discount calculation, write-in products allow manual pricing, and unit groups define quantity units.

Question 25Configure Dynamics 365 Sales

A sales organization wants to use a business process flow that requires sellers to complete a competitor analysis stage before moving to the proposal stage. Which configuration enforces this?

  1. Create a queue for competitor records
  2. Add a note to the opportunity form
  3. Mark the stage fields as required and prevent stage skipping in the business process flow Correct answer.
  4. Add the competitor analysis fields to a chart

Explanation

Business process flows can require fields before advancing and can be configured to prevent skipping stages, enforcing the sequence. Charts, queues, and notes do not enforce stage progression.

Question 26Configure Dynamics 365 Sales

A sales manager wants sellers to be blocked from moving an opportunity to the Won stage until the Est. Revenue and Est. Close Date fields are filled in. Which configuration enforces this requirement?

  1. Add a business rule that sets the stage field to read-only
  2. Create a workflow that sends an email to the seller when the opportunity is created
  3. Mark the fields as business required on the opportunity main form Correct answer.
  4. Configure a field-level security profile that hides the fields from sellers

Explanation

Business-required fields on the main form must be populated before a record can be saved, so the seller cannot advance or save the opportunity without them. This is the native, no-code way to make fields mandatory on a form. Hiding fields or emailing the seller does not prevent the save.

Question 27Configure Dynamics 365 Sales

Which Dynamics 365 Sales record type stores the negotiated terms a customer has accepted, including line items, before an order is created?

  1. Lead
  2. Quote Correct answer.
  3. Opportunity
  4. Invoice

Explanation

A quote captures the proposed pricing and line items that the customer reviews and accepts, and a won quote can be converted into an order. Opportunities hold the pipeline record, and invoices are generated after an order is fulfilled.

Question 28Configure Dynamics 365 Sales

A seller needs to see which accounts have had no activity in the last 30 days so they can prioritize outreach. Which built-in capability best supports this without custom development?

  1. Configure an audit log retention policy of 30 days
  2. Delete inactive accounts so they no longer appear in any view
  3. Create a system view on Account filtered on the Last Activity date and add it to the Sales Hub app Correct answer.
  4. Export all accounts to Excel and filter manually each morning

Explanation

A filtered system or personal view on the Account entity using the Last Activity field surfaces accounts with no recent activity directly in the app. Views are the native filtering mechanism and can be added to the Sales Hub navigation. Exporting or deleting records does not give sellers an in-app prioritized list.

Question 29Configure Dynamics 365 Sales

Which entity relationship correctly describes how products relate to a price list in Dynamics 365 Sales?

  1. A product contains one price list item that references many price lists
  2. A price list item references a quote and inherits its price from the quote
  3. Products inherit pricing directly from the account record they are sold to
  4. A price list contains price list items, each referencing a product and its price Correct answer.

Explanation

Price lists hold price list items, and each price list item links a product to a specific price and currency. This lets the same product have different prices across price lists. Quotes and accounts do not determine base product pricing.

Question 30Configure Dynamics 365 Sales

A seller wants to quickly log a phone call against an opportunity from the Sales Hub. Which action accomplishes this?

  1. Use the Quick Create option to add a Phone Call record and associate it with the opportunity Correct answer.
  2. Edit the opportunity's estimated close date to today
  3. Change the opportunity's status reason to Contacted
  4. Add a note to the opportunity description field

Explanation

Phone Call is an activity entity, and Quick Create lets a seller record the call and set the regarding field to the opportunity. Activities then appear on the opportunity timeline. Editing status or dates does not create an activity record.

Question 31Configure Dynamics 365 Sales

Which configuration determines the default currency used when a seller creates a new opportunity?

  1. The currency of the account's address country
  2. The currency selected in the seller's personal options
  3. The currency of the price list selected on the opportunity Correct answer.
  4. The base currency defined in the organization settings

Explanation

When a price list is applied to an opportunity, its currency drives the pricing context for the record. Price lists are associated with a currency, so selecting the price list sets the expected currency. Organization base currency is used for reporting conversion, not for the record's transaction currency.

Question 32Configure Dynamics 365 Sales

A sales manager wants a visual indicator on the opportunity form showing whether the estimated value is above or below a threshold. Which configuration achieves this?

  1. Create a workflow that emails the manager whenever the value changes
  2. Add a calculated field or business rule that updates an icon or color field based on the estimated value Correct answer.
  3. Restrict the estimated value field with field-level security
  4. Add the estimated value to the account form as a read-only field

Explanation

Business rules and calculated fields can evaluate the estimated value and drive a visual control or a status field shown on the form. This gives sellers an immediate visual cue without custom code. Emails and security restrictions do not display an indicator on the form.

Question 33Configure Dynamics 365 Sales

Which feature should an administrator enable so that sellers can see suggested contacts and companies related to an account?

  1. Sales accelerator
  2. Forecasting
  3. Product catalog
  4. Relationship insights Correct answer.

Explanation

Relationship insights surfaces suggestions such as related contacts and companies based on the account context. It is the native feature for relationship assistance in Dynamics 365 Sales. Forecasting and the product catalog serve different purposes.

Question 34Configure Dynamics 365 Sales

A seller reports that the Products subgrid on an opportunity does not show a newly created product. What is the most likely cause?

  1. The product's unit group has no default unit
  2. The product is not added to the price list associated with the opportunity Correct answer.
  3. The opportunity's status is Open
  4. The product record has not been published to the catalog

Explanation

The product selector on an opportunity draws from the price list tied to that opportunity, so a product missing from that price list will not appear. Adding the product to the correct price list resolves the issue. Status and unit groups do not remove products from the selector.

Question 35Configure Dynamics 365 Sales

An administrator needs sellers to see a warning banner on the opportunity form when the estimated close date is in the past. Which configuration is appropriate?

  1. Add a required field validation on the close date
  2. Create a business rule that shows a message when the close date is earlier than today Correct answer.
  3. Configure a duplicate detection rule on the close date
  4. Create a plugin that throws an exception on save

Explanation

A business rule can evaluate the close date against the current date and display a message on the form. This is declarative and shows the warning before the seller saves. Plugins and duplicate detection do not present a form banner.

Question 36Configure Dynamics 365 Sales

A sales organization wants sellers to be prompted to enter a disqualification reason when they close an opportunity as lost. Which configuration accomplishes this?

  1. Create a queue that receives lost opportunities
  2. Delete the opportunity when it is marked lost
  3. Set the opportunity status to Won automatically
  4. Add the Close Opportunity action to the form and make the reason field required in the dialog Correct answer.

Explanation

The Close Opportunity dialog includes fields such as actual revenue and reason, and business rules or form configuration can require the reason. This captures why the deal was lost. Deleting records or auto-winning does not capture a reason.

Question 37Configure Dynamics 365 Sales

A manager wants the sales team to work leads in a defined sequence of steps such as qualify, contact, and propose. Which configuration supports this?

  1. A queue that holds all new leads
  2. A business process flow on the Lead entity with the required stages Correct answer.
  3. A system view filtered on lead source
  4. A chart on the Lead entity grouped by status

Explanation

A business process flow guides sellers through ordered stages and can enforce completion before advancing. It is the native mechanism for structured process guidance. Charts, views, and queues organize data but do not guide a sequence of steps.

Question 38Configure Dynamics 365 Sales

An administrator needs to ensure that only members of a specific security role can view the competitor entity. Which configuration should be used?

  1. Hide the competitor subgrid on the opportunity form
  2. Remove the competitor entity from the site map
  3. Set the competitor entity privilege to None for all other roles Correct answer.
  4. Delete the competitor entity from the solution

Explanation

Entity-level privileges in security roles control read and write access, so setting the privilege to None for other roles blocks visibility. Removing the entity from the site map or hiding a subgrid only affects navigation and display, not data access.

Question 39Configure Dynamics 365 Sales

A seller needs to add a competitor to an opportunity and record the competitor's strengths and weaknesses. Which configuration supports this?

  1. Use a queue to store competitor information
  2. Enable the opportunity competitors subgrid and add the competitor with notes Correct answer.
  3. Add the competitor name as a text field on the opportunity
  4. Create a custom entity unrelated to opportunities

Explanation

Opportunities have a native relationship to competitors through the opportunity competitors subgrid, where strengths and weaknesses can be captured. This keeps competitor tracking tied to the deal. A free-text field or unrelated entity loses the structured relationship.

Question 40Configure Dynamics 365 Sales

A sales manager wants to compare this quarter's won revenue against the team's target. Which feature should be configured?

  1. A chart on the Lead entity
  2. A queue for unassigned opportunities
  3. Forecast configuration with a target and a revenue column Correct answer.
  4. A duplicate detection rule on opportunities

Explanation

Forecasts compare projected and actual revenue against configured targets, letting managers track progress toward goals. Charts and queues organize data but do not define targets. Duplicate detection is unrelated to revenue tracking.

Question 41Configure Dynamics 365 Sales

An administrator needs to configure the Sales Hub app so sellers can create a new quote from the opportunity form. Which configuration is required?

  1. Disable the quote entity's business process flow
  2. Remove the opportunity entity from the app
  3. Add the quote subgrid or the Create Quote command to the opportunity form Correct answer.
  4. Set the quote entity to read-only

Explanation

Exposing the quote subgrid or a Create Quote command on the opportunity form lets sellers generate quotes tied to the opportunity. The relationship between opportunities and quotes is native, so the form must surface it. Read-only settings or removing entities would prevent the action.

Question 42Configure Dynamics 365 Sales

A seller wants to view all activities related to an account in one place. Which configuration provides this?

  1. A dashboard with a single metric
  2. A system view on the activity entity
  3. The timeline control on the account form Correct answer.
  4. A chart grouped by activity type

Explanation

The timeline control on a record form aggregates related activities such as emails, calls, and appointments in chronological order. It is the native way to see all activities for a record. Views and charts summarize but do not present the inline chronological feed.

Question 43Configure Dynamics 365 Sales

An administrator wants to ensure that when a lead is qualified, the resulting opportunity inherits the lead's topic and estimated value. Which configuration controls this mapping?

  1. The lead qualification mapping configured in the sales settings Correct answer.
  2. The opportunity form layout
  3. The lead entity's audit settings
  4. The duplicate detection rules for leads

Explanation

Lead qualification uses a mapping that determines which lead fields populate the created account, contact, and opportunity records. Configuring this mapping ensures topic and estimated value carry over. Form layout and audit settings do not control field mapping.

Question 44Configure Dynamics 365 Sales

A sales manager wants sellers to see only their own opportunities while the manager sees all opportunities in the business unit. Which security model achieves this?

  1. Organization-level read on opportunities for all users
  2. Business unit ownership with user-level read on opportunities for sellers Correct answer.
  3. Field-level security on the estimated revenue field
  4. A personal view that filters by owner

Explanation

Setting the opportunity read privilege to User level for sellers restricts them to records they own, while the manager's role grants Business Unit read. This is the native ownership-based security model. A personal view only filters display and does not restrict data access.

Question 45Configure Dynamics 365 Sales

An administrator needs to configure a dashboard that combines pipeline, lead source, and won revenue charts for the sales team. Which configuration is required?

  1. Add the charts to the account form
  2. Create a system dashboard and add the required charts to it Correct answer.
  3. Create a personal dashboard for each seller
  4. Create a view for each chart

Explanation

System dashboards can host multiple charts and are shared with the organization, making them the right choice for team-wide visibility. Personal dashboards are not shared by default, and forms and views do not combine charts into a dashboard.

Question 46Configure Dynamics 365 Sales

A seller reports that the price on a quote line is lower than expected after adding a product. Which configuration most likely explains the difference?

  1. The product's unit group has multiple units
  2. The quote's currency differs from the base currency
  3. A discount list attached to the price list applies a percentage discount Correct answer.
  4. The opportunity's estimated value is set too low

Explanation

Discount lists associated with a price list apply automatic discounts to line items, which lowers the price from the list value. Reviewing the discount list and its percentage explains the difference. Unit groups and currency affect quantity and conversion, not the discount percentage.

Question 47Configure Dynamics 365 Sales

An administrator wants a business process flow on the opportunity to require a competitor analysis stage before the proposal stage. Which configuration enforces this?

  1. Add a note to the opportunity form describing the requirement
  2. Add the competitor analysis stage after the proposal stage
  3. Create a workflow that sends a reminder email
  4. Add the competitor analysis stage before the proposal stage and mark the stage as required Correct answer.

Explanation

Ordering the competitor analysis stage before the proposal stage and marking it required forces sellers to complete it before advancing. Business process flows enforce stage order and required completion. Notes and reminders do not enforce sequence.

Question 48Configure Dynamics 365 Sales

A sales organization needs sellers to send quotes as PDFs that match the company template. Which configuration controls the PDF layout?

  1. The price list's currency setting
  2. The Word template associated with the quote entity Correct answer.
  3. The quote form layout
  4. The quote entity's security role

Explanation

Word templates define the document layout used when generating quote PDFs, including company branding and fields. The form layout and security roles do not affect the generated document. Currency settings affect amounts, not layout.

Question 49Configure Dynamics 365 Sales

An administrator needs to ensure that when a quote is revised, the previous version remains available for reference. Which configuration supports this?

  1. Delete the original quote after creating a copy
  2. Change the quote status to Draft
  3. Use the Revise action on the quote, which creates a new revision while retaining prior versions Correct answer.
  4. Create a new opportunity for each revision

Explanation

The Revise action creates a new revision of the quote and preserves the earlier versions, allowing sellers to compare and reference prior offers. Deleting or duplicating records manually loses the revision history. Status changes do not create versions.

Question 50Configure Dynamics 365 Sales

A sales manager wants sellers to see a prioritized list of work items such as emails and calls generated from sequences. Which feature should be configured?

  1. A queue for unassigned leads
  2. A system view on the activity entity
  3. A chart grouped by activity type
  4. Sales accelerator with a work list and sequences Correct answer.

Explanation

Sales accelerator provides a prioritized work list and sequences that guide sellers through outreach steps. It is the native feature for surfacing next-best actions. Views and queues organize records but do not generate sequenced work items.