You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create quotes.
A member of the sales team requests that you change the order in which columns display in customer quotes.
You need to modify the quote template.
What should you use?
A company implements Dynamics 365 Sales Insights.
You must implement predictive forecasting.
You need to confirm that fields are populated prior to deployment.
Which field must you populate? To answer, drag the appropriate fields to the correct requirements. Each field 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 need to configure group sales discounts for alumni.
Which discount type parameters should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A customer plans to track external individuals who influence an opportunity.
The sales manager wants to add a new role named influencer to identify these individuals.
You need to create the role.
How should you configure the system? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company is using Dynamics 365 Sales Premium with Linkedin Sales Navigator.
You must configure the following process steps:
* Set up a meeting and notify the manager if a quote is sent for over a million dollars.
* Enable the salesperson to view Linkedin customer profiles and manually add info to records without leaving the view.
* Ensure that the sequence is added to existing quotes.
You need to enforce this process.
Which feature should you use? To answer, drag the appropriate features to the correct requirements- Each feature 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.
