Microsoft-Microsoft Dynamics 365 for Sales

You are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up?

An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants to enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser. Which action should you recommend?

An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-of-box capabilities, how should you get this report for the sales executive?

An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPIs, and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability. Now the organization wants to include weighted revenue in their goals. Which two options meet this customer's needs? Each answer represents a complete solution.

Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that you can review the activity history on the lead. Where are two places you can find this information? Each correct answer presents a complete solution.

You want to review the status of the sales opportunities you have been working on for the past three months. Which three system views allow you to review Won and Lost opportunities in Microsoft Dynamics 365? Each correct answer presents a complete solution.

You are using Microsoft Dynamics 365. You can find your disqualified leads but are unable to delete the ones you have chosen for deletion. What do you need to do to delete the leads?

You are a sales person using Microsoft Dynamics 365. You need to use the web client to show the outcomes of an Opportunity to your sales team. Which three types of information should you capture on a Resolution Activity related to a closed Opportunity? Each correct answer presents part of the solution.

You are working with the default Opportunity form in Microsoft Dynamics 365. Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible. You need to be able to add additional records and activities to the Opportunity without leaving the form. What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.

Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee. You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point, and allow other staff to see that you are not managing the sale. How can you meet these needs in Microsoft Dynamics 365?