A company uses Dynamics 365 Sales.
You need to email a quote to a customer.
Which user interface option should you use?
A. Assign
B. Share
C. Form Editor
D. Print Quote for Customer
A company measures their sales team on the number of appointments they make in a fiscal year.
The company needs to be able to track how many appointments have been scheduled by each salesperson.
You need to ensure the sales representatives are achieving their appointment targets.
What should you configure?
A. A goal for each salesperson with metric type to set to amount for number of appointments made
B. A goal for each salesperson with metric type set to count for each customer
C. A goal for each salesperson with metric type set to count for number of appointments made
D. A view with the revenue for each salesperson
E. A view with the appointments for each salesperson
You are a salesperson using Dynamics 365 Sales.
An invoice needs to be created on an order. The Create Invoice button is not visible.
You need to determine why the Create Invoice button is not visible.
Why is the button missing?
A. The sales order is not complete.
B. The price list has expired.
C. The sales order processing integration is enabled.
D. You have not selected the Get Products button.
You are a Dynamics 365 Sales administrator for a company that has locations in five regions.
The company's owner wants regional managers to update their own forecasts. The owner wants full transparency for all forecasts to all current and future employees.
You need to allow users to see the forecasts for every region.
What should you do?
A. Add each security role to the forecast configuration.
B. Grant all security roles access in the forecast configuration.
C. Add the view privilege to each user's security role.
D. Grant users permission to view the Forecast Category field.
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year's forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Update the target goal amount for each user.
B. Upload the new quota amounts for each user.
C. Create a new relationship between sites.
D. Create and assign users to new resource groups for each manager.
E. Adjust the forecast values directly.
F. Assign the users to their new managers.
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 configuring Dynamics 365 Sales for a US-based company as follows:
1.
Utah to California is the West territory
2.
Illinois to Colorado is the Central territory.
3.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
1.
Salespersons 1 and 2 sell in the West territory.
2.
Salespersons 5 and 6 sell in the Central territory.
3.
Salespersons 3 and 4 sell in the East territory.
4.
Postal code for each state used as the location.
You need to set up the territories.
Solution:
1.
Create the West territory, add the manager.
2.
Add members for each territory and save.
3.
Repeat for the Central and East territories.
4.
Add connections to each territory.
Does the solution meet the goal?
A. Yes
B. No
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 configuring Dynamics 365 Sales for a US-based company as follows:
1.
Utah to California is the West territory
2.
Illinois to Colorado is the Central territory.
3.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
1.
Salespersons 1 and 2 sell in the West territory.
2.
Salespersons 5 and 6 sell in the Central territory.
3.
Salespersons 3 and 4 sell in the East territory.
4.
Postal code for each state used as the location.
You need to set up the territories.
Solution:
1.
Create the West territory, add the manager, and save.
2.
Repeat for the Central and East territories.
3.
Add the members for each territory.
4.
Select Related and add the Resource territories.
Does the solution meet the goal?
A. Yes
B. No
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 configuring Dynamics 365 Sales for a US-based company as follows:
1.
Utah to California is the West territory
2.
Illinois to Colorado is the Central territory.
3.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
1.
Salespersons 1 and 2 sell in the West territory.
2.
Salespersons 5 and 6 sell in the Central territory.
3.
Salespersons 3 and 4 sell in the East territory.
4.
Postal code for each state used as the location.
You need to set up the territories.
Solution:
1.
Create the West territory, add the manager, and save.
2.
Repeat for the Central and East territories.
3.
Add the members for each territory.
4.
Select Related under each territory and select the postal codes applicable for each territory.
Does the solution meet the goal?
A. Yes
B. No
A company uses Dynamics 365 Sales Professional.
A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.
You need to assign the appropriate default security role.
Which security role should you assign to the user?
A. Sales Professional app access
B. Sales Team Member
C. Sales Professional
D. Sales Professional Manager
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. Reduce the auto number prefix to one character
B. Reduce the auto number prefix to two characters
C. Reduce the suffix length to four characters
D. Ensure that the prefix setting is read-only
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