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NEW QUESTION 270
A company uses Dynamics 365 Sales. You create a playbook to send documents to new sales managers. You need to configure the system to record all activity associated with each playbook.
Solution: Enable the playbook in Playbook settings.
Does the solution meet the goal?
Activity tracking is enabled in the Playbook template.
NEW QUESTION 271
A company uses Dynamics 365 Sales Professional. A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team. You need to create the new sales team. Which two values must you configure? (Each correct answer presents part of the solution. Choose two.)
A. Team administrator.
B. Team channel name.
C. Team name.
D. Team description.
E. Business unit name.
NEW QUESTION 272
You are configuring Dynamics 365 Sales for a US-based company as follows:
– Utah to California is the West territory.
– Illinois to Colorado is the Central territory.
– Maine to Indiana is the East territory.
The company wants the territories set up as follows:
– Salespersons 1 and 2 sell in the West territory.
– Salespersons 5 and 6 sell in the Central territory.
– Salespersons 3 and 4 sell in the East territory.
– Postal code for each state used as the location.
You need to set up the territories.
– Create the West territory, add the manager.
– Add members for each territory and save.
– Repeat for the Central and East territories.
– Add connections to each territory.
Does the solution meet the goal?
NEW QUESTION 273
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
A. Sales Person
C. System Customizer
D. CEO – Business Manager
NEW QUESTION 274
A salesperson sends an active quote to a customer. The customer requests another quote that includes the original details from the opportunity. You need to create multiple quotes. What should you do?
A. Close the quote and then create a quote from the opportunity.
B. Create a revision to the active quote.
C. Create a new opportunity.
D. Create a new quote from the original opportunity.
NEW QUESTION 275
You are a system customizer in Dynamics 365 Sales. You need to set up product families. Which option is available?
A. Change the data type of an existing product property.
B. Add the product to multiple product families.
C. Add the product to only one product family.
D. Set one product as a parent to another product.
NEW QUESTION 276
You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity. User1 asks a user named User2 to assist with the opportunity while she is on vacation. You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity. What should you do?
A. Assign the record to User2.
B. Grant User2 the stakeholder role.
C. Add User2 to the Owner team.
D. Add User2 to an Access team.
NEW QUESTION 277
A sales manager asks you to add a reason named DealLost to mark opportunities closed as lost. You need to modify entity fields. Which two entity fields should you modify? (Each correct answer presents part of the solution. Choose two.)
A. Opportunity Line
B. Opportunity Sales Process
D. Opportunity Relationship
E. Opportunity Close
NEW QUESTION 278
A company releases a new catalog. The company requires salespeople to do the following:
– Contact customers about the new catalog.
– Set up appointments with the customers to deliver the catalog.
You need to set up playbooks to track the activities. What should you configure? (To answer, select the appropriate options in the answer area.)
NEW QUESTION 279
A salesperson has an active quote for a customer. The customer wants to add one product to the quote and remove one product from the quote. You need to make the changes. What should you do? (To answer, select the appropriate options in the answer area.)
NEW QUESTION 280
Drag and Drop
You manage a Dynamics 365 for Sales environment. You need to email the sales manager when salespeople update their phone call activities. Which three actions should you perform in sequence? (To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.)
NEW QUESTION 281
Drag and Drop
You are a Dynamics 365 Sales administrator. You need to ensure that each salesperson can perform the following tasks when new leads are added to the system:
– Create an appointment.
– Add documentation.
Which four actions should you perform in sequence? (To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.)
NEW QUESTION 282
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