Which form should you use to capture this information in relationship to the opportunity?
You are working on a sales opportunity for a maintenance company. You learn that the company has a new COO. You need to quickly add this new person to the opportunity. Which form should you use to capture this information in relationship to the opportunity?A . Quick Create Activity formB...
What should you add to the quote?
You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record. What should you add to the quote?A . Add Service Activities.B . Add Price Lists.C...
Which action should you recommend?
An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web...
In which order should you run the rule items?
DRAG DROP 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 must create...
When is the new currency exchange rate applied to the opportunity records?
You have opportunities that have values in multiple currencies. The currency exchange rate automatically updates. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?A . when a change is made to a currency fieldB . when a...
Which three entities can you use?
You manage a default Dynamics 365 for Sales environment. You are configuring a sales dashboard. You need to create an interactive dashboard. Which three entities can you use? Each correct answer presents c complete solution. NOTE: Each correct selection is worth one point.A . Queue ItemB . OpportunityC . Knowledge...
Does the solution meet the goal?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you...
What should you change?
You are a Dynamics 365 administrator. A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to £. Other managers are not experiencing this issue. You need to fix the currency symbol for the sales manager. What should you...
Which three actions should you perform in sequence?
DRAG DROP You manage a Dynamics 365 for Sales environment. You need to automatically create records for salespeople when they complete phone call activities. Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them...
What should you configure?
HOTSPOT You are a Dynamics 365 for Sales environment. You need to implement the Social Selling Assistant. What should you configure? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer: