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.
You are a system customizer in Dynamics 365 Sales.
You need to set up product families.
Which option is available?
A company uses Dynamics 365 Sales to track activities. The sales department plans to use leads.
You need to determine:
* Which activities convert to leads.
* Which field carries over from the activity to the lead.
Which feature should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You are a Dynamics 365 administrator.
You need to configure action cards in Relationship Assistant.
Which action card should you enable for each scenario? To answer, drag the appropriate action cards to the correct scenarios. Each action card 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 close a lost opportunity. The company you lost the opportunity to is a competitor with whom you do business. The company is already set up with an account and competitor record in the system.
You want to track the lost opportunity without having to reopen the opportunity.
You need to track the company to the opportunity.
What should you do?
