You are a project manager in charge of implementing Microsoft Dynamics 365 for a sales organization. You are creating a product catalog.
You have created a number of products, yet sales people are complaining that they cannot add these products to any invoices.
What must be done so that the sales people can add these products to their invoices?
Answer : B
You are using Microsoft Dynamics 365 to track competitors.
A user has closed an opportunity as lost but the user forgot to add the correct competitor in the process.
How should you instruct the user to ensure the correct competitor is tracked?
Answer : C
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers.
Customers are grouped into "standard" and "VIP" categories.
You need to create goals that only calculate sales on each account flagged as a "VIP" customer.
Which approach should you take?
Answer : B
You are building a sales dashboard for your organization using Microsoft Dynamics 365.
You want to make sure that your users get insights into the sales pipeline.
Using only the built-in chart editor, which of the following combinations should you choose?
Answer : B
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?
Answer : A
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?
Answer : A
You are working with a sales organization so that they can better utilize Microsoft
Dynamics 365 to manage their sales process.
What are two advantages of having the organization s sales professionals utilize Auto
Capture? Each correct answer presents a complete solution.
Answer : A,C
You are a salesperson using Microsoft Dynamics 365.
You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record.
What should you add to the quote?
Answer : B
One of your custom has sent you an email requesting an invoke for products you have sold and delivered to them. You are getting ready to send the invoice.
You need to quickly the ne step to be completed in the sa.es process regards this customer in Microsoft Dynamics 365.
Where should you look to see the status of the transaction?
Answer : A
You are a sales manager for your company.
You want your sales people to be able to utilize data on their customers beyond the
Microsoft Dynamics 365 application.
With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?
Answer : A
You are creating Word Templates for a customer using Microsoft Dynamics 365.
The customer needs a Word Template for the account entity and wants to merge data records related to the account
Which related records can be included in the Word Templates?
Answer : C
You are working with a sates division to better manage their sales processes by better utilizing the functionality of Microsoft Dynamics 365.
You recommend using Relationship Insights to better analyze customer-interaction data to improve sales efforts.
What are two features of Relationship Insights that can be used to accomplish this? Each correct answer presents a complete solution.
Answer : A,C
You are working in the Sales module of Microsoft Dynamics 365.
Your manager has asked you to provide a report of Sales Pipeline as quickly as possible.
What is the quickest way to provide your manager with the report?
Answer : A
You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365.
What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.
Answer : C,D
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 the two organizations? Each answer represents part of the solution
Answer : A,B