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You have a sales report that shows activities for Accounts in the last 30 days. When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report
HOTSPOT You have a sales report that shows activities for Accounts in the last 30 days. When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report. A Form: Report: Account Activity last 30 Days....
Which four actions should you perform in sequence?
DRAG DROP You need to handle large quantity opportunities. Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. View AnswerAnswer: Explanation: Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-quote-sales
How many orders should you create?
You need to create the required number of orders for Client A. How many orders should you create? A. 1 B. 2 C. 3 D. 7View AnswerAnswer: A
What should you configure?
You need to ensure that sales numbers reflect the accounting calendar. What should you configure?A . Rollup QueriesB . Business ClosuresC . Sales TerritoriesD . Fiscal Year SettingsView AnswerAnswer: D
Which configurations should you use?
HOTSPOT You need to configure territories and membership. Which configurations should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer: Explanation: Reference: https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geographical-area
You are the Dynamics 365 administrator for a group of financial advisors.
You are the Dynamics 365 administrator for a group of financial advisors. Advisors must use one business process flow to guide them through the standard lead to invoice process. Each entity has the following number of stages and steps: You need to modify the business process flow to make it...
What should you do?
HOTSPOT You need to configure forecasting according to the requirements. What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer: Explanation: Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/capture-forecast-category-opportunity https://rocketcrm.co.uk/sales-forecasting-dynamics-365-new-feature/
Which three actions should you perform in sequence?
Topic 5, Liberty's Delightful Sinful Bakery & Café Overview Liberty's Delightful Sinful Bakery & Cafe (Liberty's) sells baked goods to only commercial customers for resale from its East and West territories. The bakery acquired a company that it will incorporate as its retail line of business. Each territory will contain...
What should you do?
HOTSPOT You need to ensure that employees have the appropriate territory set up. What should you do? To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer:
What should you do?
You are a Dynamics 365 Sales administrator for an organization. The organization is no longer going to sell a product in the product catalog. You need to ensure that the product is no longer available for selection by sales staff. What should you do?A . Delete the productB . Edit...