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.
A sales team uses the out-of-the-box Kanban board to view the All Opportunities list. A read-only grid is displayed for all other views. You must display the same Kanban board when sales team members view the My Open Opportunities list. You need to configure the view for the sales team members. What should you add to the view?
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.
A company uses Dynamics 365 Sales.
You need to change the description field on the quote.
Which state allows you to make the change?