You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You successfully close a sale.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Change Est. Revenue to Actual amount
B. Set the Status reason to Won.
C. Change Est. Close Date to Actual close date.
D. Change the Actual Revenue to Actual amount.
A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes. You need to set up a unit group so that the manufacturer can sell different quantities. What should you create first?
A. related unit
B. unit of measure
C. primary unit
D. base unit
A company uses Dynamics 365 Sales.
You need to associate a competitor with each closed opportunity for reporting.
What should you do?
A. Select the Follow option for the competitor.
B. Add the competitor to the opportunity close record.
C. Create a user post for the competitor.
D. Enable auditing for the competitor entity.
You manage a Dynamics 365 environment You introduce a new product. Opportunities with the product are created.
You need to find all opportunities that include the product.
What should you use?
A. Quick Find
B. Relevance Search
C. Categorized Search
D. Advanced find
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.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while
others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: At any stage in the business process flow prior to the final stage, select Finish.
Does the solution meet the goal?
A. Yes
B. No
Note: This question Is part of a series of questions that present the same scenario. Each question In the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while
others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to It. As a result, these questions will not appear In the review screen.
You are a Dynamics 36S Sales system administrator.
The sales team warns to use automated conversation starters. You need to ensure that the controls are available to developers.
Solution: Disable JavaScript and disable pop-up blockers.
Does the solution meet the goal?
A. Yes
B. No
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. Create the unit Each with Box as the base unit.
B. Update the unit Box with Each as the base unit.
C. Set Each as the primary unit.
D. Make Each the base unit for all units.
A company is using Dynamics 365 Sales.
Several invoices have an incorrect shipping date.
You need to change the shipping date on all the invoices.
What should you do?
A. Select an order, edit, and then create an invoice for each incorrect order that corresponds to the invoice.
B. Select all invoices simultaneously and select Confirm Invoice to change them.
C. Select individual invoices, select Cancel Invoice for each incorrect order, and then recreate the invoices with the correct date.
D. Select individual invoices and edit. Repeat for all incorrect invoices.
A company uses Dynamics 365 Sales.
You need to email a quote to a customer.
When user interface option should you use?
A. Assign
B. Form Editor
C. Print Quote for Customer
D. Share
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