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. 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.
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.
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.
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?
You are a Dynamics 365 for Sales administrator.
You need to implement Versium Predict with custom views.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the
opportunity.
What should you do?