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Detail Form
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1.
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?
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?
2.
You are a Dynamics 365 administrator.
A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to
A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, the currency symbol changes from $ to
3.
You are Dynamics 365 for Sales administrator.
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?
4.
You manage a default Dynamics 365 for Sales environment. You are configuring a sales dashboard.
You need to create an interactive dashboard.
Which three entities can you use? Each correct answer presents c complete solution.
NOTE: Each correct selection is worth one point.
5.
You have opportunities that have values in multiple currencies. The currency exchange rate automatically updates.
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
You need to ensure that currency values are accurately reported.
When is the new currency exchange rate applied to the opportunity records?
6.
An organization uses sales dashboards in Dynamics 365.
You need to configure a single a dashboard that includes the following data:
both complex key performance indicators that are derived from external data and custom visuals
real-time data on sales performance that is based on Dynamics 365 data.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
7.
You are an administrator for Dynamics 365 for Sales.
You need to ensure that a user can install and configure the Social Selling Assistant.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
8.
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
9.
A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.
Which entity should you use?
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.
You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.
Which entity should you use?
10.
An organization uses Dynamics 365 for Sales.
You need to create a quote template in Microsoft Word for use in the organization.
What should you do?
You need to create a quote template in Microsoft Word for use in the organization.
What should you do?