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100% Pass 2025 Microsoft Updated MB-210: Microsoft Dynamics 365 Sales Functional Consultant Valid Test Materials

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Microsoft Dynamics 365 Sales Functional Consultant Sample Questions (Q156-Q161):

NEW QUESTION # 156
A sales representative at a company uses Dynamics 365 Sa4es. 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 view
B. personal view, and share it with the other representatives
C. report that is sent to the team once a day
D. system dashboard

Answer: B

NEW QUESTION # 157
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:

Explanation

NEW QUESTION # 158
A company releases a new catalog.
The company requires salespeople to do the following:
* Contact customers about the new catalog.
* Set up appointments with the customers to deliver the catalog.
You need to set up playbooks to track the activities.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks

NEW QUESTION # 159
A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: Qualify the opportunity.
Does the solution meet the goal?

A. Yes
B. No

Answer: B

Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quotesales-

NEW QUESTION # 160
An organization uses Dynamics 365 for Sales.
You need to create a quote template in Microsoft Word for use in the organization.
What should you do?

A. Enable dynamic content in Microsoft Word
B. Enable the Developer tab in Microsoft Word
C. Enable VBA in Microsoft Word
D. Create a flow

Answer: B

Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365

NEW QUESTION # 161
......

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