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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
Answer: B
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area?view=op-9-1
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories
NEW QUESTION 310
A company implements Dynamics 365 Sales. The company has the following requirements:
– Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
– Managers must be able to look at the goals and calculations any time.
The solution must use goal features without customization. You need to create the calculation. What should you configure?
A. Rollup query.
B. Goal metric.
C. Rollup entity.
D. Drill-down entity.
Answer: A
Explanation:
https://docs.microsoft.com/en-us/dynamics365/sales/goals-overview
NEW QUESTION 311
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
Answer: A
Explanation:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/relationship-analytics
NEW QUESTION 312
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.
Answer: A
Explanation:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/choose-layout-and-columns-forecast
NEW QUESTION 313
You run a bicycle parts company that uses a proprietary cloud ERP system, Dynamics 365 Sales, and an inventory system. You need to create visualizations that meet the following requirements:
– Consolidate data from all three systems.
– Provide users with a deeper understanding of customers spending habits.
Which application should you use?
A. Sales Insights
B. Project Operations
C. Customer Service Insights
D. Audience Insights
Answer: D
Explanation:
https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/overview
https://us.hso.com/blog/microsoft-dynamics-365-customer-insights-heres-what-it-is-and-6-reasons-you-should-care/
NEW QUESTION 314
You need to display activities by using the calendar view. What should you do?
A. Create a custom view.
B. Add the calendar control.
C. Edit filters in the view setting.
D. Add the Kanban control.
Answer: B
Explanation:
https://crmtipoftheday.com/1206/view-any-dynamics-365-record-on-a-calendar/
NEW QUESTION 315
A company is using Dynamics 365 Sales without any customizations. A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in Canada. You must ensure that the order is tracked properly. You need to create the minimum number of orders to deliver to the locations. How many orders should you create?
A. two
B. three
C. four
D. one
Answer: D
NEW QUESTION 316
A company uses Dynamics 365 Sales to manage sales leads. You must create two leads. One lead must target customers between ages 30 to 40 in the oil industry. The other lead must be based on interactions with your website in the last week. You need to set up conditions when creating the leads. What are two categories of conditions? (Each correct answer presents a complete solution. Choose two.)
A. Entity.
B. Date range.
C. Behaviour rules.
D. Fixed rules.
Answer: CD
Explanation:
https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads
NEW QUESTION 317
HotSpot
A company implements the Microsoft Relationship Sales Solution. You need to configure synchronization settings. What should you configure? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/ms-dynamics-sync-activity-writeback
NEW QUESTION 318
HotSpot
A customer uses opportunities as part of a sales cycle. The sales team wants to close opportunities. The team requires the following:
– an additional status reason when the opportunity is lost
– the ability to view details in Advanced Find when the opportunity is lost
You need to configure the system. What should you do? (To answer, select the appropriate options in the answer area.)
Answer:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/sales/customize-opportunity-close-experience
https://www.toplineresults.com/2016/03/creating-a-query-for-closed-opportunities-in-microsoft-dynamics-crm/
NEW QUESTION 319
Drag and Drop
A company implements Dynamics 365 Sales Insights. You must implement predictive forecasting. You need to confirm that fields are populated prior to deployment. Which field must you populate? (To answer, drag the appropriate fields to the correct requirements. Each field 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.)
Answer:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/sales/configure-premium-forecasting
NEW QUESTION 320
Drag and Drop
You are a sales manager at an international company using Dynamics 365 Sales. You need to set up the product catalog. 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.)
Answer:
Explanation:
https://docs.microsoft.com/en-us/dynamics365/sales/set-up-product-catalog-walkthrough
NEW QUESTION 321
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