Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365?

You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct...

August 2, 2018 No Comments READ MORE +

Which two outcomes occur as a result of deactivating these price lists?

You are the sales manager for a company that utilizes Microsoft Dynamics 365. Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season, Which two outcomes occur as a result of deactivating these price lists?...

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Which three types of information should you capture on a Resolution Activity related to a closed Opportunity?

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...

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You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.

You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email. The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all. Which feature should...

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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 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?A . On a view...

July 26, 2018 No Comments READ MORE +