Free MB-210 Sample Questions — Microsoft Dynamics 365 for Sales

Free MB-210 sample questions for the Microsoft Dynamics 365 for Sales exam. No account required: study at your own pace.

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Question 1

You need to display activities by using the calendar view. What should you do?

  • A. Create a custom view
  • B. Add the calendar control
  • C. Edit filters in the view setting
  • D. Add the Kanban control
Show Answer
Correct Answer:
B. Add the calendar control
Question 2

A company uses Dynamics 365 Sales. You attempt to add a product to an order, but the product cannot be located. You need to determine why the product is missing. What is the cause?

  • A. The product was not published
  • B. The product is missing required information
  • C. The write-in option was not used
  • D. The product was not listed in the quote
Show Answer
Correct Answer:
A. The product was not published
Question 3

A company uses Dynamics 365 Sales. You need to associate a competitor with each closed opportunity for reporting. What should you do?

  • A. Select the Follow option for the competitor
  • B. Add the competitor to the opportunity close record
  • C. Create a user post for the competitor
  • D. Enable auditing for the competitor entity
Show Answer
Correct Answer:
B. Add the competitor to the opportunity close record
Question 4

You are a Dynamics 365 Sales administrator. You create a discount list. The sales team needs to use the discount list for opportunities. You need to ensure that the discount list is available and that products are discounted as expected. To what should you associate the discount list?

  • A. Product
  • B. Price list item
  • C. Price list
  • D. Product family
Show Answer
Correct Answer:
B. Price list item
Question 5

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 opportunity. The sales representatives want to avoid custom development. You need to configure the form. What should you do?

  • A. Embed a Power BI report in the form
  • B. Add a Power Apps component framework (PCF) control to the form
  • C. Create a business rule
  • D. Change the column type to calculated
  • E. Add JavaScript
Show Answer
Correct Answer:
A. Embed a Power BI report in the form
Question 6

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 emails in one view. The salesperson must be limited to sending only this email activity to the marketing list. You need to recommend which feature the manager should use. What should you recommend?

  • A. quick campaign
  • B. customer journey
  • C. campaign
  • D. direct email
Show Answer
Correct Answer:
A. quick campaign
Question 7

An organization attends a tradeshow and identifies several leads. One specific lead wants to make a purchase in the next week. You need to create an invoice. At which stage can you create the invoice?

  • A. Lead
  • B. Order
  • C. Opportunity
  • D. Quote
Show Answer
Correct Answer:
B. Order
Question 8

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 contracts team has a custom security role. You need to restrict privileges to secure the documents. What should you do?

  • A. Update privileges in the Dynamics 365 Sales security role of the contract team
  • B. Create a new group in the SharePoint site
  • C. Create a new security role in Dynamics 365 Sales
  • D. Update the users list in the SharePoint site
Show Answer
Correct Answer:
B. Create a new group in the SharePoint site
Question 9

You manage Dynamics 365 environments for client organizations. A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost. You need to configure Dynamics 365 to ensure that you can capture the required information. Which field should you configure?

  • A. Opportunity status reason
  • B. Opportunity close status
  • C. Opportunity status
  • D. Opportunity close status reason
Show Answer
Correct Answer:
A. Opportunity status reason
Question 10

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 wants full transparency for all forecasts to all current and future employees. You need to allow users to see the forecasts for every region. What should you do?

  • A. Add each security role to the forecast configuration
  • B. Grant all security roles access in the forecast configuration
  • C. Add the view privilege to each user's security role
  • D. Grant users' permission to view the Forecast Category field
Show Answer
Correct Answer:
A. Add each security role to the forecast configuration
Question 11

A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles. You need to ensure that users can assign salespeople to sales territories. Which security role can you use?

  • A. Marketing Professional
  • B. Sales Person
  • C. Delegate
  • D. CEO "" Business Manager
Show Answer
Correct Answer:
D. CEO "" Business Manager
Question 12

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 name, address, phone number, and opportunity amount. The system does not provide this setup by default. Other sales representatives must be able to display the same information and format when necessary. You need to set up the system. What should you create?

  • A. system dashboard
  • B. personal view, and share it with the other representatives
  • C. system view
  • D. report that is sent to the team once a day
Show Answer
Correct Answer:
B. personal view, and share it with the other representatives
Question 13

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 Microsoft Teams. You need to identify the issue. What should you do?

  • A. Add users to the Teams channel
  • B. Add users to the correct security role
  • C. Enable the External links within Teams option
  • D. Enable the Turn on Enhanced Microsoft Teams integration option
  • E. Disable the Turn on the linking of Dynamics 365 records to Microsoft Teams channels option
Show Answer
Correct Answer:
D. Enable the Turn on Enhanced Microsoft Teams integration option
Question 14

You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting. What should you do?

  • A. Create a workflow for the Goals entity
  • B. In the Goals section of App Settings, select Actuals
  • C. In the Business Management section of Settings, configure Goal Metrics
  • D. In the Goals Settings section of App Settings, select Rollup recurrence
Show Answer
Correct Answer:
D. In the Goals Settings section of App Settings, select Rollup recurrence
Question 15

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 to create another order from the same quote. You need to create the order. What should you do?

  • A. Create the order from the quote because it is in a Closed status
  • B. Revise the quote and create the order from Draft status
  • C. Create the order from the quote because it is in a Won status
  • D. Revise the quote and create the order from the Active status
Show Answer
Correct Answer:
C. Create the order from the quote because it is in a Won status
Question 16

You need to create a chart for the athletic director. What should you do?

  • A. Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis
  • B. Use the ticket type as the X-axis. Use amount of sales on the Y-axis
  • C. Use the ticket type on the X-axis. Use margins multiplied by cost on Y-axis
  • D. Use discount price on the X-axis. Use the number of tickets for groups on the Y-axis
Show Answer
Correct Answer:
B. Use the ticket type as the X-axis. Use amount of sales on the Y-axis
Question 17

You are a Dynamics 365 administrator. A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to ֲ£. Other managers are not experiencing this issue. You need to fix the currency symbol for the sales manager. What should you change?

  • A. the default currency in personal options
  • B. the currencies in settings
  • C. the currency display option in system settings
  • D. the current format in personal options
Show Answer
Correct Answer:
A. the default currency in personal options
Question 18

You need to create the required number of orders for ClientA. How many orders should you create?

  • A. 1
  • B. 2
  • C. 3
  • D. 7
Show Answer
Correct Answer:
C. 3
Question 19

You work for a company using Dynamics 365 for Sales. When customers call the company, they must provide their quote number. Customers report that quote numbers are too long. You need to shorten quote numbers to the minimum possible length. What should you do?

  • A. Reduce the auto number prefix to one character
  • B. Reduce the auto number prefix to two characters
  • C. Reduce the suffix length to four characters
  • D. Ensure that the prefix setting is read-only
Show Answer
Correct Answer:
A. Reduce the auto number prefix to one character
Question 20

You need to resolve the sales manager's issue regarding private box customers. What should you do?

  • A. Convert all incoming phone calls to leads
  • B. Convert the dean's phone call to an opportunity
  • C. Convert the sales manager's emails to leads
  • D. Convert the sales manager's emails to opportunities
Show Answer
Correct Answer:
C. Convert the sales manager's emails to leads

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