Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast
You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the opportunity.
Does this meet the goal?

• A.Yes
• B.No

Correct Answer: B

Correct:
* Recalculate the forecast
Incorrect:
* Recalculate the opportunity.
* Update the Opportunity Forecast Category Mapping process.
Note:
Example of forecast recalculation methods
Let's understand the different methods with an example. Consider a scenario where you have a forecast with 4 quarterly periods and an annual period. Assume that you're currently in Q4. The following table shows when and how the forecast data is updated for different scenarios and periods.

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Dynamics 365 Sales, Recalculate forecasts manually
You want the forecast data to be up-to-date to make informed decisions. Forecast data is automatically recalculated at regular intervals. However, you can trigger a manual recalculation when you want to recalculate the forecast data immediately. You can also trigger a manual recalculation for past and future periods as they aren't automatically recalculated.
Recalculate and refresh forecast data manually
1. Open the forecast. Verify the Last updated timestamp on the command bar to know when the forecast was last recalculated successfully.
2. Select Recalculate data.

A notification appears at the top of the screen, confirming the recalculation. Recalculation happens in the background, and you can continue to work while recalculation is in progress.
3. After the application recalculates the forecast data, a notification appears to refresh the data. On the notification, select Refresh page.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/keep-forecast-data-up-to-date
https://learn.microsoft.com/en-us/dynamics365/sales/forecast-recalculation-methods

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Hotspot Question
You are a Dynamics 365 Sales administrator. You set the fiscal year to begin in January.
A sales manager needs a monthly forecast for the next three years that starts in August of the next year.
You need to configure the forecast using the fewest number of forecasts.
How should you configure each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Correct Answer:

Explanation:
How many forecasts are needed? - 1
Since the requirement is for a continuous forecast spanning three years, a single forecast covering the entire period is the most efficient option.
What is the starting period for the forecast? - Next year
The forecast must start in August of the next year, so selecting "Next year" ensures that the forecast starts in the correct timeframe.
How many periods are needed? - 36
The forecast is monthly for three years. Since there are 12 months per year, the total number of periods required is 36 months.

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You are designing the user experience for sales users at your organization for a variety of tasks.
One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record.
You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this.
Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer are a. Arrange the five actions in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select

Correct Answer:

Reference:
In the Forms Area, Create a Quick View Form with the Required Columns:
Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table.
This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead.
Select Tables > Opportunity:
After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form.
In the Forms Area, Select the Main Form You Wish to Update:
Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table.
Add the Quick View Form as a Component:
Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form.
Once added, save and publish the form to make the changes effective.
By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record.

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Your organization has customized Dynamics 365 Sales to allow sales users to create account plans on existing accounts. The Account table has a one-to-many relationship with the Custom Account Plan table.
To comply with privacy laws, your organization needs to delete inactive account records after two (2) years.
Some account managers noticed that when they delete accounts, linked account plans are also deleted. Account managers want to be able to use these account plans as references.
You need to ensure that when accounts are deleted, the accounts plans are NOT deleted.
Which type of behavior should you set on the delete action in the relationship between accounts and account plans?

• A.Cascade All
• B.Cascade Active
• C.Remove Link
• D.Restrict

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Drag and Drop Question
Your organization introduced a new loyalty solution that exposes the loyalty profile and related point transactions in an Azure SQL Database.
You need to ensure the new loyalty data is imported from the Azure SQL Database into Dynamics 365 Customer Insights ?Data and refreshed incrementally.
Which five actions should you perform in sequence within Customer Insights ?Data before selecting Save to complete the creation? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.

Correct Answer:

Explanation:
Step 1: Create a new data source based on Microsoft Power Query
To configure Dynamics 365 Customer Insights - Data, first bring in source data for processing.
Customer Insights - Data provides several types of data connectors to connect to and ingest data from a broad set of sources.
Customer Insights - Data, Connect to a Power Query data source
Power Query with data source Azure SQL Database supports incremental refresh.
Step 2: Select the data source and tables to ingest
Connect to Azure SQL database from Power Query Desktop
To connect to an Azure SQL database from Power Query Desktop, take the following steps:
1. Select Azure SQL database in the get data experience. The get data experience in Power Query Desktop varies between apps
2. In SQL Server database, provide the name of the server and database (optional).
3. Select either the Import or DirectQuery data connectivity mode.
[Steps omitted]
7. In Navigator, select the database information you want [Step 2], then either select Load to load the data or Transform Data [Step 3] to continue transforming the data in Power Query Editor.

Step 3: Complete the transformation steps and select Next,
Step 4: In the Set up incremental refresh dialog box, select Set up to open the Incremental refresh settings.
When you select Incremental Refresh [Step 4], a pop-up window will appear. In this window, select the table [Step 5] that you want to set up for incremental refresh and click the button next to Incrementally refresh this table.
Step 5: Select the tables and provide the required incremental refresh details.

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