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A company that sells products in multiple regions uses Dynamics 365 Sales.
The company has different product offerings in each region.
The system must be set up to send the latest product information to each region every month.
You need to set up the distribution of product information for the regions.
What should you set up?
You need to help the salespeople track their emails.
Which three actions should you perform? Each correct answer presents pan of the solution.
NOTE: Each correct selection is worth one point.
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.
Proposed solution: Recalculate the opportunity.
Does the solution meet the goal?
You need to fix the opportunity fating issue that EmployeeB reports. What should you update?
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.
Repeat for the Central and East territories.
Add members for each territory.
Select Related and add the Resource territories.
Does the solution meet the goal?
