You are the sales manager for a company that utilizes Microsoft Dynamics 365. Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season Which two…
You are working with the default Opportunity form in Microsoft Dynamics 365. Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible You need to be able…
Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee. You want to make sure everyone who views the Opportunity has full visibility to everything that has…
You are a mortgage broker for a bank. You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system What should you do? A. Create a Connection between the Opportunity…
You receive an email from a person who was referred to your organization by a third party. You track the email and create a Lead for the prospect. After a few emails exchanged between you and the prospect you realize…
You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You are doing a global search for the name of a contact that you have not communicated with in over a year You are using a…
You have been working with a potential customer for some time and learn that they are purchasing the product from another company You need to disqualify the lead in Microsoft Dynamics 365. When disqualifying the lead, which option should you…
You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related What should you do? A. Include the same note in all four opportunities. B.…
You are a solutions architect for a sales organization that uses Microsoft Dynamics 365. The company has just acquired their first international client. Which two configuration tasks will have to be made in order to accommodate the currency exchange between…
You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing to enable you to track the activities of a potential sale. What are three ways to create such an Opportunity? Each correct…