What should you do first in the opportunity?
Topic 6, Mix Questions You are a salesperson using Dynamics 365 Sales. You need to add a product line item in an opportunity. What should you do first in the opportunity?A . Configure units. B. Add a price list. C. Add a product name. D. Specify revenue.View AnswerAnswer: B Explanation:...
Which three actions should you perform in sequence?
Topic 5, Case Study DRAG DROP You need to ensure that the Accounts table data does not contain duplicates. 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 in the correct order. NOTE:...
What should you do?
You are a Dynamics 365 Sales administrator for a company that has locations in five regions. The company's owner wants regional managers to update their own forecasts. The owner wants full transparency for all forecasts to all current and future employees. You need to allow users to see the forecasts...
What are two possible ways to achieve this goal?
You need to create orders for large quantity purchases. What are two possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.A . Create an invoice from the order record. B. Make a copy of the quote and save...
What should you do?
You need to create a chart for the athletic director. What should you do?A . Use purchaser, markup, and margin on the X-axis. Use amount of sales on the Y-axis. B. Use the ticket type as the X-axis. Use amount of sales on the Y-axis C. Use the ticket type...
Why does the error occur?
You need to determine the cause of the error for approved quotes. Why does the error occur?A . The quote has been deleted. B. The opportunity is m Active state. C. The quote template is in Active mode. D. The quote is in Active state.View AnswerAnswer: D
Which actions should the sales manager perform?
HOTSPOT A sales manager creates personal views in Dynamics 365 Sales. The sales manager must allow the following: • Assistants must be able to only add and remove columns from the personal view as needed. • Supervisors must be able to modify columns in the personal views when necessary and...
What should you do?
HOTSPOT You implement the Dynamics 365 App for Outlook. You need to associate emails to lead records. What should you do? 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 configure pricing for the Contoso, Ltd. invoice. What should you do?A . Set the Invoice Product to Override Price B. Set the Invoice Product to Use Default C. Configure an end date for the price listView AnswerAnswer: A
Where should you add UserA?
You need to resolve the issue UserA is experiencing. Where should you add UserA?A . Team B. Field Security Profile C. Office 365 group D. Business UnitView AnswerAnswer: D