A company uses Dynamics 365 Sales. The company plans to use Microsoft SharePoint to organize documents.
All access to documents must be through Dynamics 365 Sales. You must limit document access to only salespeople.
You need to set up SharePoint for use.
What should you set up for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A customer uses Dynamics 365 Sales and Sales insights sales accelerator. The company wants to use an automatic activity generator. You need to set up the generator.
Which tool should you use? To answer, drag the appropriate tools to the correct scenarios. Each tool 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.
A salesperson has an active quote for a customer.
The customer wants to add one product to the quote and remove one product from the quote.
You need to make the changes.
What should you do? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
You are a Dynamics 365 Sales administrator for a medical office. The office provides a new service for doctors to consult with patients online on a first come, first served basis. Patients are created as Contacts.
Doctors can only view patient records for patients in their care.
The doctors need to see a graph of all interactions with each patient.
You need to create an entity to log online interactions.
How should you configure the entity? To answer, select the appropriate options in the answer area NOTE: Each correct selection is worth one point.
You are configuring Dynamics 365 Sales for a U.S.-based company. The company has two territories that are divided as follows:
* West territory: California to Texas
* East territory; Missouri to Maine
The sales territories should be configured as follows:
You need to set up the sales territories.
Which five 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.
