A company uses Dynamics 365 Sales. The company does not use any customizations.
The system must create activity records for every interaction a salesperson has with customers and contacts.
You need to configure the system by using minimal customizations.
How should you configure the system? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Correct Answer:

Explanation
Graphical user interface, text, application Description automatically generated

Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/activity-kanban-view

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You are a sales manager for a large sales organization that uses Microsoft Dynamics 365.
Many of your products have different pricing, based on geographical area.
You want your sales people to automatically be assigned the designated price, based on their assigned territory.
How can you accomplish this?

• A.Assign a base currency for each territory.
• B.Assign a discount list for each territory.
• C.Assign a default price list for each territory.
• D.Assign a product catalog for each territory.

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You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?

• A.Change the field type from auto number to decimal number
• B.Reduce the auto number prefix to one character
• C.Reduce the suffix length to four characters
• D.Ensure that the prefix setting is read-only

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You use opportunities with business process flows in Dynamics 365.
You do not have insight into the amount of time spent per process and when the last stage became active.
You need to create views and charts that give you this insight and that allow you to track by the owner of the opportunity.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Correct Answer:

1 - Create a view of the business process flow entity and include duration and Active Stage Started On
2 - Create a chart on the opportunity entity and use the new view to include the necessary fields
3 - Add the owner field from the opportunity to the view

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You send a quote to a client. The client calls and negotiates a better price.
You need to send a revised quote to the client.
What is required to modify the quote? To answer, select
NOTE: Each correct selection is worth one point.

Correct Answer:

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