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How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365. A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm. You have created an account record for each of the three divisions and for Fabrikam. Inc....
Where are two places you can find this information?
Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that you can review the activity history on the lead. Where are two places you can find this information?...
Which two help sources are available for you?
You have recently been hired as a sales assistant for a new employer. The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want to use the CRM Help Center for assistance to perform these tasks. Which two help sources are available for...
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 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....
How should you now modify the status of the designated Opportunity record?
You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record?A . close the...
You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.
You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email. The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all. Which feature should...
Which features should you implement in Dynamics 365?
You are working with an organization that uses Microsoft Dynamics 365 for sales. You want to show the sales personnel action carets with reminders for opportunity close dates, activities, reminders for emails that have not been responded to. and statistics on how often sent emails have been opened by recipients....
Which two help sources are available for you?
You have recently been hired as a sales assistant for a new employer. The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want to use the CRM Help Center for assistance to perform these tasks. Which two help sources are available for...
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365. A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm. You have created an account record for each of the three divisions and for Fabrikam. Inc....
