You need to determine how notes and attachments are handled in converted leads.
How are they handled?
A company uses Dynamics 365 Sales.
Sales representatives for the company want changes to the data entry page for new customers. Much of the information on the page is not required. The representatives request fewef tab entries to get to required data entry areas.
You need to simplify data entry for the sales representatives.
What should you do?
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year's forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A sales representative at a company uses Dynamics 365 Sa4es. The representative is assigned the Salesperson security role
The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default. Other sales representatives must be able to display the same information and format when necessary.
You need to set up the system.
What should you create?
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, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: On the Quotes tab of the opportunity, select Add New Quote.
Does the solution meet the goal?
