Which three steps must be followed to set up a personal view that you can use without having to create it each time?

You are a sales person working in the Microsoft Dynamics 365 web interface.
You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
A. Use Advanced Find to search both Accounts and Contacts.
B. Save your query, and give it a name.
C. Export the query to Excel, and import it every time you need to use it.
D. Use Advanced Find to search for all Account records that are active.
E. Use Advanced Find to filter the records, based on their ZIP/Post code.

microsoft-exams

Leave a Reply

Your email address will not be published. Required fields are marked *


The reCAPTCHA verification period has expired. Please reload the page.