To which value should you set the value of the Call With field?
You need to configure a phone call activity for the dean. To which value should you set the value of the Call With field?A . contact name B. stakeholder C. record owner D. deanView AnswerAnswer: A Explanation: Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/add-phone-call-task-email-appointment-activity-case-record
Which four actions should you perform in sequence?
DRAG DROP 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? To answer,...
How should you configure the quotes?
HOTSPOT You need to set up quotes to meet the requirements. How should you configure the quotes? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer:
Which two filters should you configure?
A company has three business units. User privileges are set to ensure that users can see only records owned by their own business unit. If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if...
What should you create?
You need to increase efficiency and consistency for ticket sales to meet company requirements. What should you create?A . a Microsoft Flow workflow B. a playbook C. a Lifecycle Services (LCS) packageView AnswerAnswer: B Explanation: Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all...
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. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution....
Which two values must you configure?
A company uses Dynamics 565 Sales Professional. A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team. You need to create the new sales team. Which two values must you configure? Each correct answer presents part of...
Which configurations should you use?
HOTSPOT You need to configure territories and membership. Which configurations should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer:
What should you do?
You need to identify new customer pending sales. What should you do?A . Create status reasons in the solution and associate them with Open status B. Add statuses for all the pending sales stages C. Set all new leads to a default status of Qualified D. Configure the solution to...
Which roles should you assign?
DRAG DROP You need to assign the appropriate out-of-the-box security roles. Which roles should you assign? To answer, drag the appropriate roles to the correct users. Each role may be used once, more than once, or not at all. You may need to drag the split bar between panes or...