Microsoft-Microsoft Dynamics 365 for Sales Set 2

You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need. You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review. What should you do?

You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?

You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead. When qualifying the lead, what happens next in your standard sales process?

After two months of communicating with a prospect, your organization is ready to provide a formal offer for products and services to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer?

You are a mortgage broker for a bank. You need to show the relationship between your clients and their accountants who are already in the Microsoft Dynamics 365 system. What should you do?

You are a project manager in charge of implementing Microsoft Dynamics 365 for a sales organization. You are creating a product catalog. You have created a number of products, yet sales people are complaining that they cannot add these products to any invoices. What must be done so that the sales people can add these products to their invoices?

An opportunity to partner with one of your competitors on a large project has come up, but you are unable to select the competitor as a customer on the opportunity. Which two record types can you assign to the competitor to enable you to select them as a customer? Each correct answer presents a complete solution.

You notice that all of your current customers are stored m Microsoft Dynamics 365 as Account records. You need to create records for other organizations you work with to support your customers. These organizations represent vendors, partners, and distributors. What record type should you use for these organizations?

You are a sales manager who has a large sales team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors in relationship to a lost opportunity?

An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers. Customers are grouped into "standard" and "VIP" categories. You need to create goals that only calculate sales on each account flagged as a "VIP" customer. Which approach should you take?