Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal?
You need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent Delinquent customers need to be set to read only, while the rest should be available for read and write purposes. Which two Microsoft Dynamics 365 status settings can you use...
Which feature should you use?
A company plans to close early on the last day of the month for an employee celebration. You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day. Which feature should you use?A . EventsB . Business closureC . Fiscal calendarD . Time off requestView...
Which four actions should you perform in sequence?
Drag and Drop Question You are configuring Dynamics 365 for Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders. You need to ensure that salespeople can move through the sales process and view progress. Which four actions should you perform in sequence?...
How should you fully share the needed components with the individuals on your team?
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?A . Share only the...
What would cause this error?
You are the technical support specialist for a company that utilizes Microsoft Dynamics 365. A new user calls the help desk complaining that every time they try to create a record, they are being denied the ability to the user states that some type of error is displayed as well....
Which five records and/or components should you configure in sequence?
Drag and Drop Question The product development team for a toy company creates a new remote-control toy. You need to create the necessary records and record relationships to sell the product. Which five records and/or components should you configure in sequence? To answer, move the appropriate records and/or components from...
What type of record should you create for each card?
You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics you organized at a trade show. What type of record should you create for each card?A . ProspectB . LeadC . AccountD . OpportunityView AnswerAnswer: B
What should you do?
You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer. You need to create a quote that automatically includes all the products from the opportunity. What should you do?A . Convert the opportunity to a quoteB . Create...
In which order should you run the rule items?
Drag and Drop Question You manage a Dynamics 365 environment for Sales. You create the following rule items to respond to inbound emails from potential customers: - Emails that contain the words support or help must create a new high-priority case. - Emails that contain the words buy or purchase...
What happens to the original quote record?
You are a salesperson using Dynamics 365 for Sales. You need to revise an active quote. What happens to the original quote record?A . The quote is deletedB . The quote is converted into an order and a copy of the quote is put in draft mode for modificationC ....