You are consulting for a company that is installing Microsoft Power Bl to work with a Dynamics 365 Sales application.
The administrator must configure each required option to successfully integrate the Sales Analytics template for use in Dynamics 365 Sales.
You need to identify which option to select.
Which option should you use? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
You implemented Dynamics 365 Sales for a company.
Users experience the following issues:
• Salespeople can display a view of all accounts. The account phone number column, which is the last column, displays only the header with no data.
• The company creates a system view named Salesperson customer for last 90 days. This view is unavailable for the salespeople.
You need to resolve the issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.
Users report that the results they obtain when using Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A salesperson has an active quote for a customer.
The customer wants to add one product to the quote and remove one product from the quote.
You need to make the changes.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.