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A company uses Dynamics 365 Sales. The company creates sales proposals as PDF documents.
The company wants multiple users to access the latest version of a sales proposal in Dynamics 365 Sales. Users must be able to attach notes to the proposal.
You need to recommend an app for the company. Which app should you recommend?
https://appsource.microsoft.com/en-us/product/office/wa104382045?tab=overview
A company sells and services commercial refrigeration equipment. The company is implementing Dynamics 365 Project Operations.
You need to ensure that you can select a service technician for an assignment that has the required expertise to address the equipment issues reported by a customer.
Which two features should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/resource-management-skills-proficiency
You use Dynamics 365 Field Service.
Each time a customer contacts a call center to request service, you plan to send a technician to the customer's location. You receive a service request and create a work order.
You need to identify the next step in the process. What should you do next?
https://docs.microsoft.com/en-us/dynamics365/field-service/create-work-order
A company uses leads and opportunities to track potential sales. Salespeople have a difficult time determining prioritizing opportunities. You need to ensure opportunities are categorized to ensure sales efficiency. Which feature should you implement?
A company wants an application that meets the following requirements:
Display the latest news about the company.
Recommend leads to sales team members.
You need to identify an application to meet the requirements. What should you recommend?
