Sellers must be given multiple different options for specifying the final status of deals they have been tracking.

Sellers must be given multiple different options for specifying the final status of deals they have been tracking.

Your current System Settings is as follows:

Use the drop-down menus to select the answer choice that answers each question. NOTE: Each correct selection is worth one point.

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Answer:

Explanation:

Requirement #1

The requirement specifies that sellers want to convert leads gathered at events directly to contacts without necessarily creating opportunities initially.

The Quality lead experience setting in Dynamics 365 allows users to choose which records (Account, Contact, or Opportunity) to create when qualifying a lead.

By enabling this option, users can convert leads to contacts without automatically creating opportunities, aligning with the requirement.

Reference: Microsoft Documentation – Configure Lead Qualification Settings in Dynamics 365

Steps to Configure the Quality Lead Experience Setting:

Navigate to Settings > Administration > System Settings.

Go to the Sales tab.

Set Qualify lead experience to "Yes" to allow flexibility in lead conversion.

Requirement #2

The requirement states that sellers need different options for specifying the final status of deals.

The Customize close opportunity form setting allows customization of the form where users specify the status reason when closing an opportunity.

By enabling this, you can provide multiple status options, helping sellers specify various outcomes for closed deals (e.g., different statuses for won or lost deals).

Reference: Microsoft Documentation – Customize Opportunity Close Experience in Dynamics 365

Steps to Configure the Customize Close Opportunity Form Setting:

Navigate to Settings > Administration > System Settings.

Go to the Sales tab.

Set Customize close opportunity form to "Yes" to allow adding specific status options when an opportunity is closed.

By setting these configurations, Dynamics 365 Sales will support both the need for flexible lead qualification and provide detailed status options for opportunity closures, aligning with the organization’s requirements.