You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
You manage a Dynamics 365 environment. You plan to implement business processflows from AppSource.
You need to ensure that you can install the business process flows.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
A company plans to close early on the last day of the month for an employee celebration.
You need to configure Dynamics 365 to prevent scheduling of sales support resources for that day.
Which feature should you use?
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.
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team. The sales manager requires the following functionality:
* Automate lead assignments.
* Ensure even lead distribution among salespeople.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
