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You are using Microsoft Dynamics 365 for sales. Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors. You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365. How should you complete this task?
A. Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.
B. Add the documents as sales literature, and associate them with the right competitors.
C. Add the documents as Email Templates associated with the opportunity entity.
D. Add the documents as attachments in the notes section for each competitor.
You are a technical support specialist for your company. The Company’s sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser. What should you suggest to meet this sales staffs need?
A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.
On an Opportunity. you need to show Stakeholder, Products. Competition, and Sales Teams related to the Opportunity. What is automatically set when selecting a related record from within the Opportunity form?
A. the creation date of the related record
B. the Last Date Modified field on the related record
C. the relationship between the related record and the Opportunity
D. the ownership of the related record
An organization uses goals in a hierarchy with parent and child goals in Microsoft Dynamics 365. A sales manager leaves the organization and will not be replaced. The sales manager’s goal has 10 child goals under it. You want to keep the child goals while removing the sales manager’s parent goal from the system. What action should you take?
A. Deactivate the parent goal.
B. Delete the parent goal. The 10 child goals will not be affected.
C. Recreate the 10 child goals without the parent goal. Then, delete the old parent and child goals.
D. In each of the 10 child goals, clear the parent goal field and then delete the parent goal.
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.
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 correct answer presents part of the solution. Choose TWO.)
A. Assign the new customer a base currency.
B. A system currency must be added.
C. Assign the new customer a default currency.
D. A custom currency must be added.
You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record. What should you add to the quote?
A. Add Service Activities.
B. Add Price Lists.
C. Add Quote Products as tine items.
D. Add a connection between the Opportunity and the Quote.
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?
You are a Sales Manager using Microsoft Dynamics 365. You need to analyze how your sales performance and activities relate to sales of products that happened after the initial order. The sales transactions are stored in an ERP system. Which tool should you use to combine your sales activities with your ERP sales data?
A. Power BI
B. Excel Templates
C. the Report Wizard in Dynamics 365
D. Charts and Dashboards
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