You are a Dynamics 365 Sales administrator.
You need to review an interactive dashboard for Accounts in the Sales Hub.
For each scenario, which finer type should you use? To answer, drag the appropriate filter type to the correct scenario. Each source 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 use opportunities with products and price lists in Dynamics 365 for Sales.
You need to add products than exist in PriceListA and PriceListB to an opportunity.
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's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff members?
A company uses Microsoft 365 and Dynamics 365 Sales. The company sets up server-side synchronization in preparation for mailbox configuration.
A new business manager must be able to approve mailboxes for users.
You need to assign roles to the business manager by using the principle of least privilege.
Which roles should you assign? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
You need to configure opportunity status reasons to meet the requirements for existing customer sales.
Which options should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
