Configure Dynamics 365 Sales
This domain tests the configuration layer of Dynamics 365 Sales: organization-wide business settings, the product catalog, territories, and the sales process that sellers use in the Sales Hub app. Expect scenario questions where a setting choice affects downstream quotes, prices, or pipeline behavior.
Business management settings
- Base currency is fixed when the environment is provisioned; you add transaction currencies and exchange rates for selling in other currencies. Fiscal year settings define the fiscal year start and period type, which affect goals and rollups.
- Unit groups define how quantities are sold. A group has a primary unit and related units with conversion factors; products reference a unit group.
- Price lists are currency-specific and can have effective dates. Price list items supply prices for products, families, and bundles.
- Discount lists define percentage or amount discounts and are referenced from price list items.
Product catalog
Products can be standalone, a family (grouping), or a bundle (sold as a set). Bundle components can be marked optional. A quote uses the price list on the quote; price list items determine which catalog products resolve to a price. Territories segment customers and sellers and can drive ownership and rollups.
Worked example
A company sells a Starter Kit bundle containing a device and an optional one-year support plan. Configure a unit group with primary unit Each. Create a USD price list with effective dates. Add price list items for the device, the support plan, and the bundle; set the bundle price on the bundle price list item. Add both products to the bundle and mark support optional. On a quote tied to that USD price list, the bundle resolves to its price list item and the optional line can be included or omitted.
Traps
Changing the base currency after transactions, deleting a unit group still referenced by products, creating price lists without effective dates, and expecting a business process flow to block stage changes rather than guide them.