You 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
A.Relationship Insights with Email Engagement
C.Server-Side Synchronization between Microsoft Dynamics 365 and Exchange
D.Relationship Insights with Auto Capture
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 Opportunity
B.the status of the Opportunity, Won or Lost
C.appointment activities Q D.phone call activities
E.close date of the Opportunity
You are a sales manager for a large sales organization that uses Microsoft Dynamics 365. Many of your products have different
pricing, based on geographical area.
You want your sales people to automatically be assigned the designated price, based on their assigned territory.
How can you accomplish this?
A. Assign a product catalog for each territory.
B. Assign a default price list for each territory.
C. Assign a discount list for each territory.
D. Assign a base currency for each territory.
You are using Price Lists specific to campaigns.
A campaign has recently ended, and you deactivated the associated Price List
How are Opportunities. Quotes, and Orders with the campaign-specific price list affected by the deactivation?
A. Those that already have the deactivated Price List can continue to use the Price List as normal.
B. They will need to be manually updated with new the Price List when applicable.
C. Only Opportunities can continue to work with a deactivated Price List. Quotes and Orders require an active Price List
D. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.
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.
B.Goals will become inactive until they are manually aligned with the new fiscal periods.
C.Fiscal periods cannot be changed when used by active goals. Deactivate the goals while adjusting the fiscal period.
D.Goals will continue to run using the old fiscal periods. A user can manually update the goals if needed.
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.
C. Sales literature
You need visibility to all of your Opportunities to better analyze the information to decide how best to progress with each. What is unique to a Personal View of Opportunities?
A. You can share them.
B. You can export them.
C. You can view them.
D. You can use Charts with them.
An organization is using the Relationship Assistant in Microsoft Dynamics 365.
A small minority of their users need to only see the Email Cards from Exchange. The rest of the cards are in their way, prohibiting them from property using the feature to work with their email in Microsoft Dynamics 365.
How should you help this group of users?
A. Create a Business Unit for the users, and configure the Relationship Assistant for that group to only display Email Cards from Exchange.
B. For the small group of users, configure their security roles to have no read privileges on the Action Card entity.
C. Instruct the users to access their personal settings for the Relationship Assistant and turn off the cards they do not wish to see.
D. Turn off all card notifications for all users except the Email Cards from Exchange.
A customer accepts a quote for 10 products sold by your organization. The customer agrees to pay for half of the total immediately and pay the other half once the products are received.
How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction?
A.Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Fulfilled status reason.
B.Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Paid status reason.
C.Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Fulfilled status reason.
D.Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Paid status reason.
You are a support specialist in charge of manag.ng a product catalog within Microsoft Dynamics 365 for your company. You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category. How should you meet this requirement?
A.Create multiple product relationships.
B.Create multiple product families.
C.Create multiple product bundles.
D.Create multiple product catalogs.