Explanation:

BDM1 has a reminder setting for close dates that are coming up within the next 21 days, as configured in the system. Given that BDM1 logs in on June 3, 2024, here’s how to determine which opportunities will be highlighted in the "Close date coming soon" reminder cards:

Calculate the Reminder Period:

With a 21-day notification period, any opportunities with close dates on or before June 24, 2024 (21 days from June 3), will trigger a reminder card in the assistant.

Evaluate Close Dates for Opportunities:

London Office: Scheduled to close on June 4, 2024, which is within 21 days from June 3.

Toronto Office: Scheduled to close on June 12, 2024, which also falls within the 21-day reminder period.

Mexico City Office: Scheduled to close on June 18, 2024, within the 21-day reminder period.

Seattle Office: Scheduled to close on June 19, 2024, also within the 21-day period.

Based on this, London Office and Toronto Office are within the specified period and thus will appear as close date reminders for BDM1.

Microsoft Dynamics 365

Reference: Assistant and Insights cards in Dynamics 365 Sales

By applying the specified close date threshold, we can confirm that the reminder cards for opportunities closing on June 4 and June 12 will be displayed to BDM1, which corresponds to London Office and Toronto Office.

Explanation:

Requirement #1

The requirement specifies that sellers want to convert leads gathered at events directly to contacts without necessarily creating opportunities initially.

The Quality lead experience setting in Dynamics 365 allows users to choose which records (Account, Contact, or Opportunity) to create when qualifying a lead.

By enabling this option, users can convert leads to contacts without automatically creating opportunities, aligning with the requirement.

Reference: Microsoft Documentation – Configure Lead Qualification Settings in Dynamics 365

Steps to Configure the Quality Lead Experience Setting:

Navigate to Settings > Administration > System Settings.

Go to the Sales tab.

Set Qualify lead experience to "Yes" to allow flexibility in lead conversion.

Requirement #2

The requirement states that sellers need different options for specifying the final status of deals.

The Customize close opportunity form setting allows customization of the form where users specify the status reason when closing an opportunity.

By enabling this, you can provide multiple status options, helping sellers specify various outcomes for closed deals (e.g., different statuses for won or lost deals).

Reference: Microsoft Documentation – Customize Opportunity Close Experience in Dynamics 365

Steps to Configure the Customize Close Opportunity Form Setting:

Navigate to Settings > Administration > System Settings.

Go to the Sales tab.

Set Customize close opportunity form to "Yes" to allow adding specific status options when an opportunity is closed.

By setting these configurations, Dynamics 365 Sales will support both the need for flexible lead qualification and provide detailed status options for opportunity closures, aligning with the organization’s requirements.

Explanation:

Scenario 1: Adding a New Flavor to the Product Catalog

The bakery develops new bread flavors regularly, and these flavors are variations of an existing product (bread).

In Dynamics 365, product properties are used to define characteristics or options of a product, such as flavors, sizes, or colors. Since the bread flavors are variations, they can be treated as product properties rather than separate products.

By creating a product property, you can add new flavors as options under the existing bread product, allowing flexibility without altering the core product structure.

Reference: Microsoft Documentation – Define Product Properties in Dynamics 365

Steps to Create a Product Property:

Go to Sales > Product Catalog > Products.

Open the existing product (bread) and navigate to Product Properties.

Add a new property (flavor) and define the possible values (e.g., new flavors).

Save and publish the product with the updated properties.

Scenario 2: Changing an Order to a New Bread Flavor in an Opportunity

When a customer wants to change their order to a new flavor within an existing opportunity, the selected product in the opportunity can be updated to reflect the new flavor.

Since flavors are configured as product properties, you can select the specific flavor for the opportunity product directly without needing to recreate or delete the product from the opportunity.

This approach leverages product properties, ensuring that the change is streamlined and does not require re-adding or modifying the core product.

Reference: Microsoft Documentation – Configure Products in Opportunities in Dynamics 365

Steps to Select a New Flavor in the Opportunity Product:

Open the specific opportunity record in Dynamics 365.

Navigate to the product line items and select the bread product.

In the product properties, update the flavor to the new option as required.

Save the changes to ensure the opportunity reflects the new flavor selection.

These actions allow the bakery to manage new flavors flexibly within their product catalog and seamlessly adjust opportunities to accommodate flavor changes, enhancing customer satisfaction and operational efficiency.

Explanation:

Requirement: Add the Type of Loss

To track reasons for lost opportunities, including specifics like losses to competitors, you need to provide additional details on why an opportunity was closed as lost.

The Status Reason field can be customized to include specific reasons for the loss. This field is used within the context of the Opportunity entity and allows the addition of options to detail specific loss types.

By modifying the Status Reason option set, you can add various reasons (like "Lost to Competitor") which will appear as options when closing an opportunity as lost.

Reference: Microsoft Documentation – Customize Status Reasons for Opportunities Steps to Modify the Status Reason Option Set:

Go to Settings > Customizations > Customize the System.

Locate the Opportunity entity and open its Fields section.

Find and select the statuscode (Status Reason) field.

Add new options to represent specific loss types and save the changes.

Publish the customization to make the new Status Reason options available for users.

Requirement: Record the Loss for Forecasting

Sales managers need to include lost opportunities and their reasons in forecasting. To ensure that this information is captured accurately, modifying the Opportunity Close form will allow users to specify details when marking an opportunity as closed (won or lost).

By customizing the Opportunity Close form, you can include fields that capture detailed information required for forecasting, such as the type of loss and any competitor information. This ensures that loss details are available for analysis and forecasting without needing custom code.

Reference: Microsoft Documentation – Customize Opportunity Close Experience in Dynamics 365

Steps to Modify the Opportunity Close Form:

In the Sales Hub, navigate to App Settings > Close Opportunity Experience.

Customize the Opportunity Close form to include fields that are relevant to capturing loss information, such as adding fields for competitors or reasons.

Save and publish the form to reflect the changes.

By modifying the Status Reason option set and customizing the Opportunity Close form, you enable the sales team to record detailed reasons for lost opportunities, which will support accurate forecasting and analysis, all without using custom code.