You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process.
What are two advantages of having the organization s sales professionals utilize Auto Capture? Each correct answer presents a complete solution.
A. They will not need to go into Outlook to track their emails.You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead. When qualifying the lead, what happens next in your standard sales process?
A. An order is created.You are using Microsoft Dynamics 365 on your tablet You need to be able to edit the opportunity records using Editable Grids on the tablet What do you need to do to enable Editable Grids on your tablet for opportunities?
A. You need to enable Editable Grids under Settings in the tablet client.You have been working with a potential customer for some company.
You need to disqualify the lead in Microsoft Dynamics 365.
time and learn that they are purchasing the product from another
When disqualifying the lead, which option should you select?
A. Disqualify > Lost to competitorYou receive an email from a person who was referred to your organization by a third party.
You track the email and create a Lead for the prospect After a few emails exchanged between you and the prospect you realize that the service they are want is not a service your company offers.
How do you capture this information in Microsoft Dynamics 365?
A. Disqualify the Lead.You are a sales person using Microsoft Dynamics 365.
You need to use the web client to show the outcomes of an Opportunity to your sales team.
Which three types of information should you capture on a Resolution Activity related to a closed Opportunity? Each correct answer presents part of the solution.
A. actual revenue amount from the OpportunityYou are a sales executive for a sates organization. You are inputting data to create your Microsoft Dynamics 365 environment.
One of your customers is the purchasing manager at Contoso Ltd- and has been ordering from you for over two years after being referred by the VP of Operations of one of your current customers, Fabrikam.
You need to input the required records for this data.
Which three examples represent accurate record configurations? Each correct answer presents a complete solution.
A. Create a lead record for Fabrikam.An organization uses goals aligned with fiscal periods.
The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated?
A. Goals will automatically set the date range to match the new fiscal periods.You are a sales manager.
You need to have a formal way for your sales staff to trade your competitor information against over the course of the year.
Which three areas in Microsoft Dynamics 365 allow you to track this information?
Each correct answer presents a complete solution.
A. OpportunitiesYou are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.
The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all.
Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant
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