MB-210 Exam Questions

You create a playbook template. You enable the progress tracking option for opportunities. The template consists of one task, one phone call, and one note. A salesperson adds the t...

A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You n...

A company uses Dynamics 365 Sales. You are redesigning the main form. Sales representatives for the company require a slider for a probability column where they enter a customer's...

A sales representative at a company uses Dynamics 365 Sales. The representative is assigned the Salesperson security role. The representative requires a list that has only full nam...

You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No. The salespeople require a country/region column to appear onl...

A company uses Dynamics 365 Sales with Microsoft Exchange and server-side synchronization. All users have approved mailboxes. Some users report that emails will not send. You need...

A quote is accepted by a customer. A salesperson creates an order from the quote. The customer contacts the salesperson to request a repeat of the same order. The salesperson wants...

A company uses Dynamics 365 Sales. A user cannot find the option to view activities in the Kanban view or rearrange the activities. You need to make the Kanban view available to th...

A sales manager creates a view for leads in the manager's region. The view displays only 25 records per page. The sales manager wants the view to display 100 records per page. You...

A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants t...

A company deploys Dynamics 365 Sales Enterprise. Users must be able to view account and contact records but not edit or add information to those records. You need to set up user ac...

A company is evaluating Dynamics 365 Sales to replace an existing customer relationship management (CRM). An IT manager observes that the company requires 20 custom tables. The com...

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you as...

You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you as...

A company that sells products in multiple regions uses Dynamics 365 Sales. The company has different product offerings in each region. The system must be set up to send the latest...

A company uses Dynamics 365 Sales. The sales manager wants lead to automatically route to the salesperson who has the fewest leads. You need to automate the process. What should yo...

A company uses Dynamics 365 Sales. Sales representatives for the company want changes to the data entry page for new customers. Much of the information on the page is not required....

A company manually assigns leads to salespeople. The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access...

A salesperson reviews the My Activities view and discovers many open Phone Call records. You need to ensure that the salesperson can close Phone Call records without opening each r...

A company uses Dynamics 365 Sales. The company does not use any custom views or forms. You select a customer and create an appointment for the next day. You need to find the appoin...

You are creating a forecast. You want to include only opportunities that sell more than 100 units. You need to configure this within the system. What should you configure?

A sales manager creates a marketing list that includes all contacts from a specific city. The manager plans to use the list in a campaign. The manager forgot to filter out contacts...

A company uses Dynamics 365 Sales. You are setting up the product catalog for customers. Pricing must be set up as follows: - 1 can = $5.00 - 6 cans = $28.00 - 1 case = $100.00 Par...

A company uses Dynamics 365 Sales. A sales manager wants a salesperson to send an email activity to a marketing list. The manager wants to track the successes and failures of the e...

You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity. User1 asks a user named User2 to assist with the opportunity while she is on vacation. You...

You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98. You need to select the function that establishes this pricing requirement. What should you use?

A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year. The company divides a business unit into t...

You are a Dynamics 365 Sales administrator for a company that has locations in five regions. The company's owner wants regional managers to update their own forecasts. The owner wa...

You are a salesperson using Dynamics 365 Sales. An invoice needs to be created on an order. The Create Invoice button is not visible. You need to determine why the Create Invoice b...

A company measures their sales team on the number of appointments they make in a fiscal year. The company needs to be able to track how many appointments have been scheduled by eac...

Note: This QUESTION 3is part of a series of questions that present the same scenario. Each QUESTION 3in the series contains a unique solution. Determine whether the solution meets...

A customer uses premium forecasting. You need to add columns from the forecast to the Trend chart. Which two types of columns should you add? Each correct answer presents a complet...

A company uses Dynamics 365 Sales. You need to implement the Microsoft Relationship Sales solution. Which add-on should you install?

A company creates a new table named Locations. The sales team wants the Locations table visible in the Sales Hub. You need to make the Locations table visible. What should you do?

You are working in Dynamics 365 Sales. You turn on the visibility of the Dynamics 365 Sales records in the channel. A user working with leads is unable to pin the view into Microso...

A company uses Dynamics 365 App for Outlook for all Dynamics 365 Sales users. Some salespeople want to automatically track and link emails to Dynamics 365 Sales records. You need t...

A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts. The company wants only the contracts team to have access to the documents. The con...

A company uses Dynamics 365 Sales Insights predictive modeling. The prediction accuracy score no longer meets the company's standards. You need to resolve this issue. What should y...

A company uses Dynamics 365 Sales. You need to configure the Sales Insights sales accelerator. What should you create?

A company uses Dynamics 365 Sales. You have administrator privileges. The sales manager plans to require the sales team to track emails from Microsoft Outlook. You need to direct u...

A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views. You must display the same Kanban board when...

CompanyA uses Dynamics 365 Sales. A sales manager identifies an increase in lost sales in a specific regional territory due to the opening of CompanyB. CompanyB offers a large one-...

A company plans to use server-side synchronization to synchronize emails, tasks, and appointments between Microsoft Exchange and Dynamics 365 Sales. The salespeople want to know wh...

You are using a forecast template. You must configure the forecast by territory. You need to configure the forecast parameters. Which parameter should you configure?

A company is using Relationship Analytics. The company emails customers three times a month. To increase customer loyalty, the company is adding a policy that requires sales repres...

Case Study 5 - Contoso, Ltd Background Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales comp...

Case Study 5 - Contoso, Ltd Background Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales comp...

Case Study 5 - Contoso, Ltd Background Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales comp...

Case Study 5 - Contoso, Ltd Background Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales comp...

Case Study 5 - Contoso, Ltd Background Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales comp...