MB 210 Exam Questions And Answers
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What is the 1,000 foot overview of the sales environment? - Answer✔The sales environment
takes you from potential (lead) to close (client).
What type of app (of the two types) is the Sales app? - Answer✔Sales is a model-driven app
What is the sales dashboard called? - Answer✔The Sales Activities Social Dashboard
How do you change from one application to another? - Answer✔Using the waffle in the top left
corner
Where can you navigate to within the application? - Answer✔To navigate within the application
you will select the "hamburger looking item" to go into Customers, Sales, various Sales,
Collateral and so forth.
Charts are made from _____? - Answer✔Views
What types of actions can you perform from views? - Answer✔• Create record
• Refresh record
• Delete record
• Email a link
• Build a flow
• Excel templates
• Export to Excel
• Import to Excel
• Quick Campaigns
• Open Dashboards
• Create views
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• Sort the records
What types of actions can you perform with records?]
• Follow/unfollow
• Add to marketing list
• Merge
• Open
• Edit
What are some additional items you can add to the Sales dashboard? - Answer✔LinkedIn Sales
Nav
Adversity
Predict
What are the 5 steps in the Sales Business Process Flow? - Answer✔1. Lead
2. Qualify
3. Develop
4. Propose
5. Close
Aaron is a lead. His company is a(n) _______. - Answer✔Account
Provide an example of automation is regards to a lead. - Answer✔Follow-up reminder for
phone calls
True or False: D365 Sales is made with a set of core entities - Answer✔True
If you are receiving products or services in D365 Sales, what are you considered? - Answer✔A
customer
What are the 2 types of customer records in D365 Sales? - Answer✔Accounts and Contacts
What are the types of things that can be considered an Account? - Answer✔Company
Government entity
NGO
Other organizations
What does an Account in D365 Sales include? - Answer✔Customers
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Vendors
Partners
Resellers
What is a Contact in D365 Sales? - Answer✔Records created to track people
What are some examples of Contacts?]
Customer
Consultant
Service provider
Other individual
What are Contacts referred to as in B2B scenarios? - Answer✔An employee of the account
What are Contacts referred to as in B2C scenarios? - Answer✔The customer
What information can opportunities track? - Answer✔Competitors
Products (from product catalog)
Estimated revenue
Estimated probability of closing the deal
Estimated closing date
Which record an opportunity belongs to
True or False: Opportunities in D365 Sales have to be associated with a record. The record it
can be associated with can be an account or contact. - Answer✔True
What is an accepted quote by the customer called? - Answer✔A sales order
What type of integration can be used in the sales order process? - Answer✔Link sales order
process to Accounting in F&O
What are Invoices related to in D365 Sales? - Answer✔Related to Orders
What is notable about the invoices/accounting integration? - Answer✔Invoices are typically run
through separate applications
Linking them to D365 Sales brings them in as read-only records
What is a notable feature regarding D365 Sales and Currencies? - Answer✔D365 Sales tracks
pricing for each product in different currencies
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What are the 4 components of the Product Catalog within D365 Sales? - Answer✔1. Products
2. Units of Measure
3. Price Lists
4. Discount Lists
What are bundles/product families? - Answer✔They are groups of products sold together
What is the purpose of a Business Process Flow?
• Offers structure
• Consolidates important fields in a single location
• Allows you to add stages, steps, and automation in your sales process - Answer✔
When a lead is qualified it becomes a ___________? - Answer✔Opportunity
If a lead is not related to a current contact record, what will happen? - Answer✔A new one will
be created
If a lead is not related to a current account record and you have entered company details, what
will happen? - Answer✔A new account record will also be created
How should you log a prospect inquiring about your products? - Answer✔Create an activity
record > convert to Opportunity/Case as it progresses
When you have converted a Lead to Opportunity, any new information you supply triggers
what? - Answer✔A new opportunity record
What are the two outcomes of an Opportunity? - Answer✔Won or Lost
True or False: You can manually input the estimated revenue or the system can calculate it. -
Answer✔True
True or False: When estimated revenue is calculated, the system automatically adds product
line items to the opportunity. - Answer✔False, you must manually add product line items to the
opportunity
What key elements do Quotes typically include? - Answer✔Quote records, order records, and
details from the originating opportunity
You create an Order. What will this trigger? - Answer✔The Close > Won to happen on the
Opportunity.
True or False: Including orders is required in the sales process. - Answer✔False, it isn't a
required element
True or False: You can create an Invoice from an active Order. - Answer✔True
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