You need to configure forecasting according to the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company is implementing Dynamics 365 Sales.
The solution must support a new standardized sales process. The process must be the same for both new and existing customers.
* Sales representatives must follow up on email inquiries about products within 24 hours.
* The time it takes for sales representatives to follow up on inquiries must be reportable.
* All quotes for new customers must be reviewed and approved by the sales manager for specific criteria.
You need to configure playbooks to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You experience the following issues when you work with quotes in Dynamics 365 Sales:
* An administrative assistant is unable to access the function to edit a quote in the system.
* The Send to customer option is unavailable after you enter a quote.
You need to resolve the issues.
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. You create a forecast by using the forecast category layout shown in the exhibit:
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NOTE: Each correct selection is worth one point.
You are creating orders from quotes in Dynamics 365.
In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.
You need to ensure that closed orders use existing functionality to reflect the circumstances.
Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
