You need to ensure that employees have the appropriate territory set up.
What should you do? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
A company sells products and services. The company sales team uses the leads form to track all prospects. The team uses The following columns on the form:
The company wants to avoid custom development where possible.
The sales team requires only the following functionality to appear:
* Type when Timeframe Equals Less than 6 months
* Product when Type Equals Products
* Other Product when Product contains the product Other
You need to update the form.
What should you configure for each scenario? To answer, drag the appropriate views to the correct scenarios. Each view 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 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.
A store sells toys to companies and individual consumers.
You need to track the following relationships by using out-of-the-box functionality:
* For individual consumers, log information about parents and their children. If a record for a parent is deleted, the record for the child must also be deleted.
* For companies that are subsidiaries, the store records their relationship to a corporate office. You must display the information in a hierarchical view.
What should you do to create each relationship? To answer, select the appropriate options in the answer area NOTE: Each correct selection is worth one point.
You are a Dynamics 365 Sales system customizer.
You need to create Product Bundles and Product Families.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
