Which feature of Microsoft Dynamics 365 performs these functions?

You are a sales manager for your company. In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create...

March 1, 2019 No Comments READ MORE +

What should you suggest to meet this sales staffs need?

You are a technical support specialist for your company. The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web...

February 28, 2019 No Comments READ MORE +

Which approach should you take?

As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly. You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries. Which approach should you take?A . Create quarterly and...

February 27, 2019 No Comments READ MORE +

You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?

You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?A . Share only the...

February 26, 2019 No Comments READ MORE +

Where are two places you can find this information?

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?...

February 22, 2019 No Comments READ MORE +

Which feature of Microsoft Dynamics 365 performs these functions?

You are a sales manager for your company. In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create...

February 19, 2019 No Comments READ MORE +

What should you suggest to meet this sales staffs need?

You are a technical support specialist for your company. The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web...

February 17, 2019 No Comments READ MORE +

Which options meet this customer's needs?

An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPls. 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...

February 14, 2019 No Comments READ MORE +

What do you need to do to delete the leads?

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?A . Ask your system administrator to give you the security permissions to delete leads.B . Ask...

February 7, 2019 No Comments READ MORE +

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...

February 3, 2019 No Comments READ MORE +