You manage Dynamics 365 environments for client organizations.
A client suspects they are losing business. The client must be able to capture reasons each time an
opportunity is lost.
You need to configure Dynamics 365 to ensure that you can capture the required information.
Which field should you configure?
Answer : A
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
You need to implement the time study.
What should you create?
You need to set up the required sales tracking for multinational customers.
C? Each correct answer presents part of the solution,
NOTE: Each correct selection is worth one point.
Answer : B, C
You need to determine the cause of the issue with desktop users and business cards.
What is the cause of the issue?
Answer : E
You need to configure a phone call activity for the dean.
To which value should you set the value of the Call With field?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet 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 are configuring Dynamics 365 Sales for a US-based company as follows:
Utah to California is the West territory,
Illinois to Colorado is the Central territory.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
Salespersons 1 and 2 sell in the West territory.
Salespersons 5 and 6 sell in the Central territory.
Salespersons 3 and 4 sell in the East territory.
Postal code for each state used as the location.
You need to set up the territories-Solution:
Create the West territory, add the manager, and save.
Add members for each territory.
Repeat for the Central and East territories.
Does the solution meet the goal?
Answer : A