The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated?

An organization uses goals aligned with fiscal periods. The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated?A . Goals...

March 18, 2019 No Comments READ MORE +

How should you help your users contact leads on a regular basis by using Relationship Insights?

An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on a regular basis by using Relationship Insights?A . Create a workflow on leads to remind the owner if there has been...

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Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?

You are a sales support specialist for a company that utilizes Microsoft Dynamics 365. You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365. Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?A . a person...

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How should you now modify the status of the designated Opportunity record?

You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record?A . close the...

March 16, 2019 No Comments READ MORE +

What should you do in order to respond to this customer's request?

You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes tor the same set of products, but from two different price lists for comparison. What should you do in order to respond to this customer's request?A . Create two Opportunities with...

March 14, 2019 No Comments READ MORE +

Which three steps must be followed to set up a personal view that you can use without having to create it each time?

You are a sales person working in the Microsoft Dynamics 365 web interface You want to create a view that you can use to segment your active customers by area, based on their physical address. Which three steps must be followed to set up a personal view that you can...

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You are a new sales executive for a company that utilizes Microsoft Dynamics 365.

You are a new sales executive for a company that utilizes Microsoft Dynamics 365. You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers. How will the activity state of the designated tasks be modified to reflect the fulfillment of...

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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?

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?A . For each of...

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Which component of Microsoft Dynamics 365 should you use to manage this ability?

You are working with a company to implement Microsoft Dynamics 365 for their sales division. The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them. Which component of Microsoft Dynamics 365 should you use to...

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How should you offer bulk discounts?

You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers. The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities. How should you offer bulk discounts?A . Create a Discount List and associate it with the Price List Item directly.B...

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