You need to configure the credit and reference screening playbook 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 manage a Dynamics 365 Sales environment.
You need to create a dashboard that lists customers and their activities. The dashboard must include tiles that are permanently displayed.
How should you configure the dashboard? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.


A company uses Dynamics 365 Sales to manage sales orders.
You need to demonstrate the process of going from a lead to an order.
Which stage applies to each task? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.


A sales manager creates personal views in Dynamics 365 Sales. The sales manager must allow the following:
* Assistants must be able to only add and remove columns from the personal view as needed.
* Supervisors must be able to modify columns in the personal views when necessary and give direct reports access to the views.
You need to assist the manager with setup.
Which actions should the sales manager perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.


You need to create and configure access to the Orders report and the Discounts by Number of Employees report.
What should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
