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NEW QUESTION 291
You use business process flows for all Dynamics 365 opportunities. Some opportunities are closed before business process flow durations are calculated. You need to ensure that business process flow duration values are calculated.
Solution: At any stage in the business process flow prior to the final stage, select Finish.
Does the solution meet the goal?
NEW QUESTION 292
You are a Dynamics 365 Sales administrator. You configure a forecast template that uses the Forecast category as a starting point for a layout for the sales team. The sales manager wants the value of the Lost column to come from the Total Detail Amount instead of the default value because the revenue is always driven by the items. You need to make the change. What should you do?
A. Edit the existing forecast, remove the Lost column, and add a new calculated column.
B. Create a new forecast and update the Amount field in the layout.
C. Create a new forecast, remove the Lost column, and add a new calculated column.
D. Edit the existing forecast and update the Amount field in the layout.
NEW QUESTION 293
You are implementing Dynamics 365 Sales Insights for a company. Sales team members must be able to view information about customers that have made purchases before and who will most likely purchase products again. You need to set up this functionality. What should you configure?
A. Relationship analytics.
B. Customer Insights.
C. Sales accelerator.
D. Power Automate.
NEW QUESTION 294
A salesperson is viewing a My Activities list as a calendar. The salesperson wants to change the status of a phone call by dragging an activity to a new status. You need to ensure that the salesperson can switch their view type. What should you do?
A. Select Show As in the ribbon.
B. Select Create View in the ribbon.
C. Remove the Calendar control, and then add the Kanban control to the view.
D. Add the Kanban control to the view.
NEW QUESTION 295
You close a lost opportunity. The company you lost the opportunity to is a competitor with whom you do business. The company is already set up with an account and competitor record in the system. You want to track the lost opportunity without having to reopen the opportunity. You need to track the company to the opportunity. What should you do?
A. Add the account to the opportunity.
B. Add the competitor to the opportunity.
C. Add the opportunity to the competitor.
D. Add the opportunity to the account.
NEW QUESTION 296
You are a Dynamics 365 Sales administrator for a car dealership. You create a custom Service entity. Salespeople must be able to see all related appointments in the timeline. A salesperson creates an appointment but is unable to see any Service records available in the Regarding field. Salespeople have permission to view service record. You need to ensure that the salesperson is able to connect the appointment to the service. What should you do?
A. Create a connection to the Service record.
B. Add a timeline to the Service form.
C. Enable activities on the Service entity.
D. Assign privileges to Activities.
NEW QUESTION 297
A company uses Dynamics 365 Sales. You need to add an email activity to both a contact and its corresponding account without setting the Regarding field. Where should you add the email activity?
A. Dynamics 365 App for Outlook.
B. Quick Create form.
C. Account record only.
D. Contact record only.
NEW QUESTION 298
You cancel an order in Dynamics 365 Sales by mistake. You need to mark the order status as fulfilled instead of cancelled. What should you do?
A. Change the order status fulfilled.
B. Activate the order and change the order status to fulfilled.
C. Recreate the order.
D. Add the products back in to the original order.
NEW QUESTION 299
You receive a request to prevent a salesperson from advancing an opportunity to the Propose stage of the Lead to Opportunity Sales Process until the salesperson captures the customer need. You need to configure your environment to meet the requirement. To complete this task, sign in to the Dynamics 365 portal.
You need to edit the Lead to Opportunity Sales Process business process flow by making the step mandatory.
1. In the site map, select Sales Settings.
2. Under Customization, select Business Process Flows.
3. Select the Lead to Opportunity Sales Process business process flow.
4. In the Develop stage of the business process flow, select the Customer Need step.
5. Tick the Required checkbox to make this step mandatory.
6. Click Save to save the changes.
NEW QUESTION 300
You need to create a new opportunity record that contains the following information:
– Topic: New window installation.
– Contact: Jay Orth.
– Account: Fabrikam West.
– Purchase timeframe: This quarter.
– Estimated budget: $6,400.00.
To complete this task, sign in to the Dynamics 365 portal.
1. In the site map, select Opportunities.
2. Click New.
3. In the Topic field, enter New window installation.
4. In the Contact field, select Jay Orth.
5. In the Account field, select Fabrikam West.
6. In the Purchase Timeframe field, select This quarter.
7. In the Budget Amount field, enter $6,400.00.
8. Click Save to save the opportunity record.
NEW QUESTION 301
You need to update an opportunity to have a topic of Home Entertainment and to list that the opportunity plans to purchase from your competitor named Carter Electronics. To complete this task, sign in to the Dynamics 365 portal.
1. In the site map, select Opportunities.
2. Open the opportunity record.
3. Type Home Entertainment into the Topic field.
4. Save the changes.
5. In the opportunity record, click Close as Lost.
6. In the Close Opportunity dialog box, click on the Competitor field then search for and select Carter Electronics.
7. Click OK.
NEW QUESTION 302
You are a Dynamics 365 Sales administrator. You create a forecast by using the forecast category layout shown in the exhibit:
Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic.
NEW QUESTION 303
Drag and Drop
You are configuring Dynamics 365 Sales Insights. You need to configure the system to meet the following requirements:
– Use artificial intelligence (AI) to rate all open leads on whether they will convert to an opportunity.
– Use AI to improve expected future sales numbers over the fiscal year.
– Create a sequence of activities for each lead to help the salespeople improve sales.
Which feature should you configure? (To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.)
NEW QUESTION 304
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