Exam MB-210 topic 2 question 90 discussion

Actual exam question from Microsoft's MB-210

Question #: 90
Topic #: 2

SIMULATION -
Please wait while the virtual machine loads. Once loaded, you may proceed to the lab section. This may take a few minutes, and the wait time will not be deducted from your overall test time.
When the Next button is available, click it to access the lab section. In this section, you will perform a set of tasks in a live environment. While most functionality will be available to you as it would be in a live environment, some functionality (e.g., copy and paste, ability to navigate to external websites) will not be possible by design.
Scoring is based on the outcome of performing the tasks stated in the lab. In other words, it doesn't matter how you accomplish the task, if you successfully perform it, you will earn credit for that task.
Labs are not timed separately, and this exam may have more than one lab that you must complete. You can use as much time as you would like to complete each lab. But, you should manage your time appropriately to ensure that you are able to complete the lab(s) and all other sections of the exam in the time provided.
Please note that once you submit your work by clicking the Next button within a lab, you will NOT be able to return to the lab.
You receive a request to prevent a salesperson from advancing an opportunity to the Propose stage of the Lead to Opportunity Sales Process until the salesperson captures the customer need.
You need to configure your environment to meet the requirement.
To complete this task, sign in to the Dynamics 365 portal.

Show Suggested Answer

Suggested Answer: See explanation below.
You need to edit the Lead to Opportunity Sales Process business process flow by making the step mandatory.
1. In the site map, select Sales Settings.
2. Under Customization, select Business Process Flows.
3. Select the Lead to Opportunity Sales Process business process flow.
4. In the Develop stage of the business process flow, select the Customer Need step.
5. Tick the Required checkbox to make this step mandatory.
6. Click Save to save the changes.
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/customize-business-process-flows

by NA1926 at Sept. 29, 2023, 8:27 a.m.

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vera_j

6 months, 4 weeks ago

You need to change your business process Sales Process from Lead to Opportunity by making the switch mandatory. 1. Advanced Settings -> Customizations -> Customize the System -> Processes -> Lead to Opportunity Sales Process. 2. Deactivate the process to be able to perform changes. 3. In the Business Process Development phase, select the Customer Needs phase. 4. Select the Required check box to make this step mandatory. 5. Click Save to save your changes. 6. Activate the BPF.

upvoted 1 times

vera_j

6 months, 4 weeks ago

*Business Process Development stage

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NA1926

1 year, 1 month ago

È necessario modificare il processo aziendale Processo di vendita da lead a opportunità rendendo il passaggio obbligatorio. 1. Nella mappa del sito, seleziona Impostazioni vendite. 2. In Personalizzazione selezionare Flussi dei processi aziendali. 3. Selezionare il processo aziendale Processo di vendita da lead a opportunità. 4. Nella fase Sviluppo del processo aziendale, selezionare la fase Necessità del cliente. 5. Selezionare la casella di controllo Obbligatorio per rendere obbligatorio questo passaggio. 6. Fare clic su Salva per salvare le modifiche

upvoted 1 times

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Exam MB-210 topic 2 question 90 discussion

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vera_j

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NA1926

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