A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: Convert the Opportunity to a quote.
Does the solution meet the goal?
You are working a list of leads in Dynamics 365 Sales.
You have a custom security role that contains the following privileges:
* create and edit user-level privileges on the lead and note entities
* business unit-level append, append to, and assign privileges on the lead and note entities
* organization-level share privileges on the lead and note entities
You need to perform the following actions on leads:
* Add notes to leads
* Assign leads to other users
How should you manage leads? 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. The sales team has questions about competitor tracking.
You need to provide answers to the questions from the sales team.
How should you respond? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to determine which configuration changes to make to address closed and lost opportunities.
Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification 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 need to create invoices for all customers.
Which products should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
