Which options meet this customer's needs?
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability. Now the organization wants to include weighted revenue in their...
Which statements about the Opportunity are true?
You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity. The customer now confirms the Quote, and you close it as Won and choose to automatically close...
They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?
An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors. They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?A . Instruct users to always manually...
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution.
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution.A . Once Power BI is enabled...
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?A . Share only the...
You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a sen Which action will meet your need?
You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a sen Which action will meet your need?A . Add additional multiple linear business process flows.B . Add stages to...
Which three steps must be followed to set up a personal view that you can use without having to create it each time?
You are a sales person working in the Microsoft Dynamics 365 web interface You want to create a view that you can use to segment your active customers by area, based on their physical address. Which three steps must be followed to set up a personal view that you can...
How should you help your users contact leads on a regular basis by using Relationship Insights?
An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on a regular basis by using Relationship Insights?A . Create a workflow on leads to remind the owner if there has been...
How should you offer bulk discounts?
You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers. The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities. How should you offer bulk discounts?A . Create a Discount List and associate it with the Price List Item directly.B...
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution.
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution.A . Once Power BI is enabled...