You have received an email from a person you met at a conference you recently attended. The email mentions that their organization might be interested in the services provided by your organization Which record type can be used to accomplish…
You are a sales executive for a sales organization that uses Microsoft Dynamics 365 You want to create your own personal views within Dynamics 365. How can you perform this task? A. Use the Advanced Find tool to create personal…
You create a personal dashboard that tracks important sales information. Your manager wants all of the users in the company to use the dashboard. You need to recommend a method to make the dashboard available to all of the users.…
You have two price lists described as shown in the following table You create an opportunity that uses Pricelist1. The opportunity contains line items for Product 1 and Product 3 You add a write-in product named Product 5 that has…
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365. A company called Fabrikam, Inc. has three divisions within the company that purchase services from your firm. You have created an account record…
After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create…
You are a sales manager. You need to have a formal way for your sales staff to track your competitor information against over the course of the year. Which three areas in Microsoft Dynamics 365 allow you to track this…
You notice that all of your current customers are stored in Microsoft Dynamics 365 as Account records You need to create records for other organizations you work with to support your customers. These organizations represent vendors, partners, and distributors. What…
You are working with the Microsoft Dynamics 365 for Phones app. You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage.…
You are a sales person for a large automobile dealership. You created a lead within Microsoft Dynamics 365 for a potential customer who was interested in a current sales event at your dealership. The potential customer selected a new car…