You are Implementing Dynamics 365 Sales for a company that has salespeople in the fallowing cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople tar 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.
NOTE: Each correct selection is worth one point.
You need to create invoices for all customers.
Which products should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You need to close opportunities.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often.
You need to create a process that meets the following requirements:
* Create an order from a quote.
* Close the associated opportunity as won.
* Update the actual values to reflect values from the quote.
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
You are a Dynamics 365 Sales administrator for a venue. Customers book series of events in the venue. The series of events are children of a main event.
The sales manager wants to forecast the revenue for each customer's main event by rolling up the forecasts of the children of each main event.
You need to configure the forecast.
How should you configure each step? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
