You are viewing the results from an Advanced Find search of opportunities. You need to identify which actions you can perform on the records from the view in Advanced Find Which two actions should you identify? Each correct answer presents…
Your sales department is being restructured. As a result, the sales metrics must be adjusted. Currently, you have three tiers of parent-child goals. Under the new model, you will have only two tiers of goals. There are more than 500…
The bank you work for had a booth at a trade show where they collected leads for people interested in getting a loan with the bank You are sent a .csv file with 100 leads with whom the bank expects…
One of your top-selling products is now available in multiple colors. You need to make the color choices available to sales representatives for use in quotes and orders. What should you do? A. Update the unit group. B. Clone the…
You are a sales manager who has a large sales team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors in relationship to a lost opportunity? A. Resolution activities B.…
You need to locate the record of a person named Ben Smith. You are uncertain whether Ben Smith is in Dynamics CRM as a contact What can you use to locate the record? A. A system view B. Quick Find…
One of your customers has sent you an email requesting an invoice for products you have sold and delivered to them. You are getting ready to send the invoice. You need to quickly determine the next step to be completed…
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BI. The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer…
You have a Dynamics CRM organization. Users in the sales department frequently access the organization from a mobile device. The sales department users need to create CRM email activities from email messages, regardless of how the users access the messages…
You are a new sales executive for a company that utilizes Microsoft Dynamics 365. You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers How will the activity state of…