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 nameB . stakeholderC . record ownerD . 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
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...
What should you do?
HOTSPOT You need to manage existing RFQs. What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer: Explanation: Graphical user interface, text, application, email Description automatically generated
Which two actions should you perform?
You need to resolve the missing credit card order. Which two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.A . Create the order.B . Qualify a lead.C . Create a contactD . Convert the email.View AnswerAnswer: B,C
What should you do?
A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders. You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote. What should you do?A . Convert the quote to an order. Set the value...
Which URL should you use?
You need to implement dashboards. Which URL should you use?A . https://bellowscollege.crm.dynamics.comB . http://bellowscollege.crm.dynamics.comC . https://bellowscollege.dynamics.comD . https://crm.bellowscollege.dynamics.comView AnswerAnswer: A
What should you configure?
HOTSPOT You need to create visualizations for managers. What should you configure? To answer, select the appropriate options In the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer: Explanation: Graphical user interface, application Description automatically generated with medium confidence
What should you configure?
You need to ensure that sales numbers reflect the accounting calendar. What should you configure?A . Rollup QueriesB . Business ClosuresC . Sales TerritoriesD . Fiscal Year SettingsView AnswerAnswer: D
What should you do?
A salesperson is viewing a My Activities list as a calendar. The salesperson wants to change the status of a phone call by dragging an activity to a new status. You need to ensure that the salesperson can switch their view type. What should you do?A . Select Show As...
Which parameter should you configure?
You are using a forecast template. You must configure the forecast by territory. You need to configure the forecast parameters. Which parameter should you configure?A . Hierarchy relationshipB . Top of hierarchyC . Hierarchy entityD . Rollup entityView AnswerAnswer: A