Exam:MB-210
Title:
MicrosoftDynamics365for Sales
https://www.passcert.com/MB-210.html
1.Topic1,BellowsCollegeCaseStudy
CaseStudy
ThisisacasestudyCasestudiesarenottimedseparatelyYoucanuseasmuchexamtimeasyou wouldliketocompleteeachcaseHowever,theremaybeadditionalcasestudiesandsectionsonthis examYoumustmanageyourtimetoensurethatyouareabletocompleteallquestionsincludedonthis examinthetimeprovided
loanswerthequestionsincludedinacasestudy,youwillneedtoreferenceinformationthatisprovidedin thecasestudyCasestudiesmightcontainexhibitsandotherresourcesthatprovidemoreinformation aboutthescenariothatisdescribedinthecasestudyEachquestionisindependentoftheother questionsinthiscasestudy.
Attheendofthiscasestudy,areviewscreenwillappear.Thisscreenallowsyoutoreviewyouranswers andtomakechangesbeforeyoumovetothenextsectionoftheexamAfteryoubeginanewsection, youcannotreturntothissection.
Tostartthecasestudy
Todisplaythefirstquestioninthiscasestudy,clicktheNextbuttonUsethebuttonsintheleftpaneto explorethecontentofthecasestudybeforeyouanswerthequestionsClickingthesebuttonsdisplays informationsuchasbusinessrequirements,existingenvironmentandproblemstatementsIfthecase studyhasanAllInformationtab,notethattheinformationdisplayedisidenticaltotheinformation displayedonthesubsequenttabsWhenyouarereadytoansweraQuestionclicktheQuestionbuttonto returntothequestion
Overview Background
BellowsCollegehasseveralspotsteamsSportingeventstakeplacethroughouttheyear Processesformanagingandsellingticketstoeventsareveryoutdated.ThecollegeusesMicrosoftExcel totrackwhohaspaidforeachprivateboxseatforeachseasonThecollegeusesapaper-basedsystem tomanageindividualticketsales.Bellowsoftenlosesmoneyonticketsalesduetolackofaccurate purchasinginformation
ThecollegecurrentlydoesnotsupportticketsalesonthedayofasportingeventAllticketsmustbe purchasedinadvance
BellowsCollegeplanstostreamlineprocessesforsellingticketstosportingevents.Theorganization needsanupdatedsystemthatwillsupportinternalsalespeopleandtrackailticketsalesforaseason
Salesteam
BellowsCollegehasinsidephonesalesrepresentativesandregionalsalesrepresentativesthatare assignedtospecificsalesterritoriesinsidephonessalesrepresentativesprimarilyhandleindividualcash orcreditcardticketsales-Regionalsalesrepresentativesprimarilyhandlegroupandprivateboxsales Phoneinquiriesforgroupandprivateboxsalesareenteredintothesystemandassignedtothe appropriateregionalrepresentative
Dynamics365
BellowsCollegehaspurchasedMicrosoftDynamics365SalestohelpmanagetheirticketsalesYouare hiredtoconfigurethesystemtomeetthecollegesneeds.
Thecollegehasidentifiedthefollowingrequirementsforthenewsystem:
-Enforcerepeatablestepstopromoteandincreaseefficiencyandconsistencyforticketsalesacrossall sportsandvenues
-Calculatesalesmarginsbasedonbaseticketpriceswithdiscountsforgroupandalumnisales
-Maximizeprivateboxsales
-Providevisibilityintoallpotentialandpendingsales
-Trackandreportfollowupactivitiesperformedbyallsalesrepresentatives
Currentprocesses
Ticketsales
TicketsalesarecompletedanddisplayedbasedonthecollegesfiscalyearwhichbeginsJuly1andends June30
Ticketsalestorexistingcustomerswillbeenteredasnewopportunitiesfortrackingandreporting purposesTofacilitatetimelyfollow-up(endsalesrepresentativeaccountability),aphonecanactivitywill beauto-generatedeverytimeanewopportunityiscreated.Ticketsalesfeunewcustomerswillbe enteredinthesolutionasleadsLeadswillhavethefollowingstatuses:OpenQualified,andDisqualified StatusvaluescannotbecustomizedStatusreasonscanbecustomized
Ticketprices
Thestandardticketpriceforallsportingeventsis550Non-alumniwhetpurchasesarepricedbasedon thestandardrateAlumniticketpurchasesatepricedatthecurrentcostThisseasonthecurrentcostis $35perticketAllsportsarepricedonamarkup,exceptforfootballFootballispricedbasedonahard profit
Thecollegehasthefollowingmarkupandmarginpoliciesforthethreecategoriesofticketpurchasers: Ticketpackagediscountsareavailableforgrouppurchases. Thefollowingtableshows
Privateboxseats
Becauseofthelimitednumberofprivateboxseats,privateboxseatsselloutquicklyTheseseatsare offeredtocurrentrentersfirstthenalumniRemainingboxseatticketsaremadeavailabletoothersfrom yeartoyearThedeanofthecollegehasexpressedthedesiretopersonallycalltheCEOsorprimary decisionmakersofgroupstothankthemforrenewingtheirprivateboxrentals
Privateboxsalesforexistingcustomerswinbeenteredasopportunitiesandconvertedtoorderswhen
finalized.Privateboxandgroupsalesfornewcustomerswillbeenteredasleadsandwillfollowa standardizedsalesprocessTosupportreporting,pendingnewcustomersaleswillgothrougha verificationprocessusingthestagesNew,PendingApproval.Approved.
Requirements
Accounting
BudgetsandtaxesmustbetrackedoveranannualaccountingperiodThenameoftheaccountingperiod mustbedisplayedbasedupontheJuly1dateTheaccountingperiodmustsupportabbreviationsand mustbedivisibleintofourquarters
InvoicesmustInclude:
-PriceListProducts:Productstiedtoapricelist
-Non-catalogProducts:Existingproductsnotpartoftheproductcatalog
-OpportunityProducts:Productsfromapreviouslycreatedopportunity
-Productpricesontheinvoicecanbechangedatthesalespersonsdiscretion.
Systemconfiguration
Thesystemmustbesetupasfollows:
-Individualcashandcreditcardssaleswillbeenteredasordersinthesystem.
-Newopportunitieswillautomaticallygeneratearequiredphonecallactivityfortheassignedsales representativetobecompletedwithin5daysValidoutcomesofthecallwillbesettoConnectedLeft Message,andWrongNumberwhenclosed
-Non-renewalsofprivateboxrentalsshouldbedesignatedwiththefollowingoutcomesfortrackingand reportingpurposes:NotinterestedBudgetcuts,NoLongerinbusinessOtherItOtherischosen,the salesrepresentativemustprovideadditionalinformationintheprovidedtextbox
Tickets
Theticketmanagermustbeabletocreatediscountsforvolumepurchasesofticketsforeithergroupsor bundlesofgames
Theticketmanagermustbeabletocalculatethebestmarginsforticketsales.Theyneedtocalculate pricesaspercentageofcosts
Reporting
Theschool'sathleticdirectorneedsafiscalyea'reportthatincludesspecificformattingbasedona definedtemplateThereportmustcontainachartthatdisplaysthetypeofticketpurchaser(alumni, non-alumni,andstudent).
AlltalesreportingmustbecompletedbyusingDynamics365foeSalesBellowsCollegehaspurchased theonlineversiono'theSalesContentPackforPowerBItoallowforvisualizationsandthecreationof dashboards'orticketsalesThesalesteamneedstouseasecuredconnectiontoaccesstheBellows CollegePowerBidashboard
ProblemStatements
Thesalesmanagerisconcernedwiththetackofsatesfromoneofthesalesrepresentativesin comparisontotheothersalesrepresentatives-Thelegacysystemdoesnotprovideenoughdatatoallow themanage*togiveproperfeedbackorguidanceThesalesmanagerhasreceivedemailsfroma potentialprivateboxcustomernamedContoso.Ltd.confirmingthattheyhavenothadanycontactfrom anysalesrepresentativeeventhoughtheyarereadytopurchasegrouptickets
Youneedtocreateachartfortheathleticdirector Whatshouldyoudo?
AUsepurchaser,markup,andmarginontheX-axisUseamountofsalesontheY-axis
BUsethetickettypeastheX-axisUseamountofsalesontheY-axis
CUsethetickettypeontheX-axisUsemarginsmultipliedbycostonY-axis
DUsediscountpriceontheX-axisUsethenumberofticketsforgroupsontheY-axis
Answer:B
Explanation:
Theschool’sathleticdirectorneedsafiscalyearreportthatincludesspecificformattingbasedona definedtemplateThereportmustcontainachartthatdisplaysthetypeofticketpurchaser(alumni, non-alumni,andstudent)
2.Youneedtoconfigureaphonecallactivityforthedean.
TowhichvalueshouldyousetthevalueoftheCallWithfield?
A.contactname
Bstakeholder
C.recordowner
Ddean
Answer:A
Explanation:
Reference:
https://docsmicrosoftcom/en-us/dynamics365/customerengagement/on-premises/basics/add-phone-call -task-email-appointment-activity-case-record
3HOTSPOT
Youneedtocreateadiscountlistforticketsales
Whichpricingmethodsshouldyouuse?Toanswer,selecttheappropriatemethodinthedialogboxinthe answerareaNOTE:Eachcorrectselectionisworthonepoint
Answer:
4HOTSPOT
YouneedtocreateandconfigureaccesstotheOrdersreportandtheDiscountsbyNumberofEmployees report Whatshouldyouuse?Toanswer,selecttheappropriateoptionsintheanswerarea.NOTE:Eachcorrect selectionisworthonepoint
Answer:
5Youneedtoincreaseefficiencyandconsistencyforticketsalestomeetcompanyrequirements Whatshouldyoucreate?
AaMicrosoftFlowworkflow
Baplaybook
CaLifecycleServices(LCS)package
Answer:B
Explanation:
Enforcerepeatablestepstopromoteandincreaseefficiencyandconsistencyforticketsalesacrossall sportsandvenues
Reference:
https://docsmicrosoftcom/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks
6Youneedtoidentifynewcustomerpendingsales Whatshouldyoudo?
ACreatestatusreasonsinthesolutionandassociatethemwithOpenstatus
BAddstatusesforallthependingsalesstages
C.SetallnewleadstoadefaultstatusofQualified DConfigurethesolutiontoautomaticallyconvertleadstoopportunities
Answer:A
Explanation:
Tosupportreporting,pendingnewcustomersaleswillgothroughaverificationprocessusingthestages New,PendingApproval,Approved
7YouneedtoconfigurepricingfortheContoso,Ltdinvoice Whatshouldyoudo?
ASettheInvoiceProducttoOverridePrice
BSettheInvoiceProducttoUseDefault
CConfigureanenddateforthepricelist
Answer:A
8HOTSPOT
Youneedtoconfiguregroupsalesdiscountsforalumni
Whichdiscounttypeparametersshouldyouuse?Toanswer,selecttheappropriateoptionsintheanswer area.NOTE:Eachcorrectselectionisworthonepoint.
Answer:
9HOTSPOT
Youneedtoconfigureopportunitystatusreasonstomeettherequirementsforexistingcustomersales. Whichoptionsshouldyouuse?Toanswer,selecttheappropriateoptionsintheanswerareaNOTE: Eachcorrectselectionisworthonepoint
Answer:
10Youneedtoresolvethesalesmanager'sissueregardingprivateboxcustomers Whatshouldyoudo?
AConvertallincomingphonecallstoleads
BConvertthesalesmanager'semailsloopportunities
CConvertthesalesmanager'semailstoleads
DConvertthedean'sphonecalltoanopportunity
Answer:C
11DRAGDROP
Youneedtoconfigureaccountingoptions
Whichoptionsshouldyouuse?Toanswer,dragtheappropriateoptionstothecorrecttasksEachoption
maybeusedonce,morethanonce,ornotatall.Youmayneedtodragthesplitbarbetweenpanesor scrolltoviewcontentNOTE:Eachcorrectselectionisworthonepoint
Answer:
12.DRAGDROP
Youneedtocreateinvoicesforallcustomers
Whichproductsshouldyouuse?Toanswer,selecttheappropriateoptionsintheanswerarea.NOTE: Eachcorrectselectionisworthonepoint
Answer:
13.Youneedtoimplementdashboards. WhichURLshouldyouuse?
A.https://bellowscollege.crm.dynamics.com
Bhttp://bellowscollegecrmdynamicscom
C.https://bellowscollege.dynamics.com
Dhttps://crmbellowscollegedynamicscom
Answer:A
