After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect
You need to ensure the record is correct in Microsoft Dynamics 365.
Which item should you create to represent this formal offer?
A. OpportunityAn organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which options meet this customer's needs? Each answer represents a complete solution.
A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.You are a solutions architect for a sales organization that uses Microsoft Dynamics 365. The company has just acquired their first international client Which two configuration tasks will have to be made in order to accommodate the currency exchange between the two organizations? Each answer represents part of the solution
A. Assign the new customer a base currency.You are a sales support specialist for a company that utilizes Microsoft Dynamics 365.
You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365.
Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?
A. a person who calls into the company after receiving a mass mailing advertisement from your companyYou are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution.
A. Once Power BI is enabled for the organization, a complete Power BI Dashboard can be added as a personal dashboard.One of your custom has sent you an email requesting an invoke for products you have sold and delivered to them. You are getting ready to send the invoice.
You need to quickly the ne?step to be completed in the sa.es process regards this customer in Microsoft Dynamics 365.
Where should you look to see the status of the transaction?
A. OpportunityAn organization uses Microsoft Dynamics 365 for lead management
The organization wants to keep leads warm by contacting them weekly.
How should you help your users contact leads on a regular basis by using Relationship Insights?
A. Create a workflow on leads to remind the owner if there has been no activity for seven days.You are the project manager for a Microsoft Dynamics 365 implementation and are tra.n.ng the company sales staff. All staff members use laptops with the Microsoft Office Suite fully installed.
How can sates staff access and use Dynamics 365 when they are traveling outside of the office? Each correct answer presents a
complete solution.
A. They can use Microsoft Outlook.You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?
A. QuoteYou need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale. What are three ways to create such an Opportunity? Each correct answer presents a complete solution,
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