A company uses Dynamics 365 Sales. You have administrator privileges. The salespeople require the following functionality:
• Display all email correspondence between salespeople and customers in the timeline of the customer.
• View when customers open emails sent from Dynamics 365 Sales by a salesperson.
You need to configure the system.
Which features should you configure? To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You are configuring sales accelerator for a retail business. The company uses four tables: Lead, Quote, Product and a custom merchandise table. The default main form is used for all tables.
The company plans to implement the Up Next widget for sellers on all applicable tables.
You need to configure the widget so it is displayed correctly for sellers.
Solution: Add Lead to workspace settings and add the widget to the Lead table form.
Does the solution meet the goal?
A company uses Dynamics 365 Sales with assignment rules. The assignment rules use a segment to filter the lead records.
A sales manager wants to automatically add a series of tasks by using the same criteria as the assignment rules.
You need to create the tasks and assign the tasks to the lead records.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
You are configuring sales accelerator for a retail business. The company uses four tables: Lead, Quote, Product and a custom merchandise table. The default main form is used for all tables.
The company plans to implement the Up Next widget for sellers on all applicable tables. You need to configure the widget so it is displayed correctly for sellers. Solution: Add the widget to the custom merchandise table form.
Does the solution meet the goal?
TESTED 21 Nov 2024
