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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. Choose THREE.)
C. Sales literature
As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for. How are these details tracked m a default configuration of Microsoft Dynamics 365?
A. Many accounts can be associated with many contacts.
B. Multiple company records can be selected on the company fiew inside contact records.
C. One account can be associated with many contacts.
D. One account can be associated with only one contact.
You are using Microsoft Dynamics 365 to sell products in different currencies. The currency exchange rates are updated on a regular basis. You need to anticipate the impact of the exchange rates on your analytics and KPIs. What are all the circumstances in which the money fields are updated according to the current exchange rate in Microsoft Dynamics 365?
A. When the exchange rate is updated, all active records with the changed currency are updated.
B. It is updated any time the record is updated in any way.
C. It is updated when the record is created, a money field is updated, or the status changes.
D. When the currency is added to a record, the exchange rate is set until the currency field is changed.
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.
You are creating Word Templates for a customer using Microsoft Dynamics 365. The customer needs a Word Template for the account entity and wants to merge data records related to the account. Which related records can be included in the Word Templates?
A. only records related in N:1 and N:N relationships
B. only records related in N:1 and 1:N relationships
C. records related in 1:N, N:1, and N:N relationships
D. only records in an N:1 relationship
You are using Microsoft Dynamics 365 to track your competitors. You want to take full advantage of the “Win/Loss” report that is available for competitors. What two steps should your users take to track competitors to get reliable results from this report? (Each correct answer presents part of the solution. Choose TWO.)
A. Track competitors on sales literature.
B. Track competitors on open opportunities.
C. Track competitors on opportunities closed as Lost.
D. Track competitors on the products used.
You have been working with a potential customer for some company. You need to disqualify the lead in Microsoft Dynamics 365. When disqualifying the lead, which option should you select?
A. Disqualify > Lost to competitor
B. Disqualify > Lost
D. Disqualify > Reject Lead
You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You want to create your own personal views within Dynamics 365. How can you perform this task?
A. Use the Advanced Find tool to create personal views.
B. Use Global Search to create personal views.
C. Use the Quick Find tool to create personal views.
D. Use an Editable Grid to create personal views.
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.
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