An organization uses sales dashboards in Dynamics 365.
You need to configure a single a dashboard that includes the following data:
both complex key performance indicators that are derived from external data and custom visuals
real-time data on sales performance that is based on Dynamics 365 data.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You are creating orders from quotes in Dynamics 365.
In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.
You need to ensure that closed orders use existing functionality to reflect the circumstances.
Which two methods of closing an order are available out of the box? Each correct answer presents a complete
solution.
NOTE: Each correct selection is worth one point.
You are creating a new account form for Inside sales. The company name is in the account name field. Company employees are entered as contacts.
The form must meet the following requirements with minimal additions:
• List employee names.
• include the street address, city, and state as one field.
• Include columns to allow for entry of three separate email addresses.
• Ensure that users can only edit the phone number and email columns.
You need to configure the form.
Which option should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You are creating a pricing list in Dynamics 365 Sales.
All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?