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NEW QUESTION 49
You use opportunities with business process flows in Dynamics 365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the opportunity.
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.
Answer:
Explanation:
NEW QUESTION 50
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, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION 51
You use Dynamics 365 for Sales system customizer.
You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-productbundles-sell
NEW QUESTION 52
You are a Dynamics 365 administrator for a company. The company's fiscal year is April 1 through March 31.
You need to create a system view for all users that displays data for the current fiscal year bydefault.
What should you do?
- A. Set up fiscal year settings and create a view from the advanced find
- B. Use date ranges to create a view in the default solution
- C. Use date ranges tocreate a view from the advanced find
- D. Set up fiscal year settings and create a view in the default solution
Answer: D
NEW QUESTION 53
You use Dynamics 365 for Sales system customizer.
You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-productbundles-sell
NEW QUESTION 54
You are a Dynamics 365 for Sales environment.
You need to implement the Social Selling Assistant.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 55
You are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of events are children of a main event.
The sales manager wants to forecast the revenue for each customer's main event by rolling up the forecasts of the children of each main event.
You need to configure the forecast.
How should you configure each step? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
Table Description automatically generated
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast-using-custom-rollup-entity
NEW QUESTION 56
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use onebusiness process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:
You need to modify the business process flow to make it valid.
- A. number of steps per stages
- B. total number of stages
- C. number of entities
- D. total number of steps
Answer: A
NEW QUESTION 57
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, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
NEW QUESTION 58
An organization implements Dynamics 365 Sales.
A consultant is adding newcontrols to existing application forms.
You need to ensure that Linkedin information appears on the Sales form.
Which form sections should you use? To answer, select the appropriate options m the answer area?
NOTE: Each correct selection is worth onepoint.
Answer:
Explanation:
Explanation
NEW QUESTION 59
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
NEW QUESTION 60
You send a quote to a client. The client calls and negotiates a better price.
You need to send a revised quote to the client.
What is required to modify the quote? To answer, select
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION 61
You have a sales report that shows activities for Accounts in the last 30 days. When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report.
A Form: Report: Account Activity last 30 Days.
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation
NEW QUESTION 62
You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
- A. Ensure that the prefix setting is read-only
- B. Reduce the auto number prefix to one character
- C. Reduce the suffix length to four characters
- D. Reduce the auto number prefix to two characters
Answer: B
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix-contract-case-article-quote-order-invoice-campaign-category-knowledge-articles
NEW QUESTION 63
A company manufactures widgets. Widgets can be sold in the following ways:
The company discovers that customers want to buy widgets individually.
You need to add a unit named Each.
- A. Make Each the base unit for all units.
- B. Update the unit Box with Each as the base unit.
- C. Create the unit Each with Box as the base unit.
- D. Set Each as the primary unit.
Answer: D
Explanation:
Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-unit-group-add-units
NEW QUESTION 64
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
* create and edit user-level privileges on the lead and note entities
* business unit-level append, append to, and assign privileges on the lead and note entities
* organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
* Add notes to leads
* Assign leads to other users
How should you manage leads? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365
NEW QUESTION 65
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