You are a Dynamics 365 Sales consultant.
A customer asks you to create a main form for contacts. The form must include the following information:
account name and phone number
related opportunities
notes and activities
You need to configure the form.
Which options should you use? To answer, drag the appropriate options to the correct information. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
You run a sales report for Fourth Coffee named Account Overview. The following report displays:
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
You run a sales report for Fourth Coffee named . The following report displays:
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
You are implementing Dynamics 365 Sales for a company that has salespeople in the following cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople for all three cities.
You must set up territories by states. Each state must be a parent territory and have a different manager.
Sales information must be shown by city and then by state.
You need to set up territories for Florida.
Which settings should you use? To answer, select the appropriate options in the answer area.
Requirement Setting
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:
You need to modify the business process flow to make it valid.
