CORRECT TEXT

CORRECT TEXT

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.

Your company wants every lead record to be rated as Cold when the record is created.

You need to configure the instance and validate your changes by creating and saving a new lead record named New roof for a user named Sam Smith.

To complete this task, sign in to the Dynamics 365 portal.

View Answer

Answer: Go to Settings > Customizations.

✑ Select Customize the System.

✑ Under Components, expand Entities, and then select the Lead entity.

✑ Select Fields.

✑ Select the Rating field and click Edit.

✑ Set the Default Value to Cold.

✑ Click Save and Close.

✑ Click Publish All Customizations.

✑ In the site map, select Leads.

✑ Select New.

✑ Enter New Roof in the Topic field.

✑ Enter Sam Smith in the Name fields.

✑ Verify that the Rating is Cold.

✑ Save the Lead record.