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NEW QUESTION 309
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.
Solution:
1. Create the West territory and add the manager.
2. Add members and save.
3. Repeat for the Central and East territories.
Does the solution meet the goal?

A.    Yes
B.    No

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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?

A.    Yes
B.    No

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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?

A.    Yes
B.    No

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NEW QUESTION 251
You configure forecasts for a clothing manufacturer. A salesperson updates an opportunity and wants to refresh the forecast. You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the opportunity.
Does the solution meet the goal?

A.    Yes
B.    No

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NEW QUESTION 215
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: Create a Power Automate flow to track the activities.
Does the solution meet the goal?

A.    Yes
B.    No

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NEW QUESTION 200
A company uses Dynamics 365 Sales. You need to email a quote to a customer. When user interface option should you use?

A.    Assign
B.    Form Editor
C.    Print Quote for Customer
D.    Share

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NEW QUESTION 150
You are a Dynamics 365 Sales system administrator. The sales team wants to use automated conversation starters. You need to ensure that the controls are available to developers.
Solution: Create a subscription to Microsoft Relationship Sales, enable JavaScript, and disable pop-up blockers.
Does the solution meet the goal?

A.    Yes
B.    No

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NEW QUESTION 106
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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NEW QUESTION 1
You are Dynamics 365 for Sales administrator. Sales representatives must enter estimated revenue only as an exception. You need to ensure that estimated revenue for opportunities is automatically calculated. What should you do?

A.    In the System Settings sales tab, change the default revenue type to System Calculated.
B.    In custom controls, change the default revenue setting to System Calculated.
C.    In Personalization settings for each user, change the default revenue type to System Calculated.
D.    In Opportunities, change the default value of the revenue type to System Calculated.