Question 71
You are a Dynamics 365 Sales system customizer.
Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.
You need to configure the search tool to show the open and closed opportunities in the Customize the System area.
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.
Salespeople report that they cannot search for open and closed opportunities using the search tool in the Quick Find View.
You need to configure the search tool to show the open and closed opportunities in the Customize the System area.
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.
Question 72
You have a dashboard that shows the number of completed calls and cancelled calls in a chart. Sales Representatives mark completed calls by using one of the following values: Wrong Number, Left Message, or Connected.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to update the dashboard to display wrong phone numbers.
How should you make the modification? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Question 73
You manage a Dynamics 365 environment for Sales. You create the following rule items to respond to inbound emails from potential customers:
Emails that contain the words support or help must create a new high-priority case.
Emails that contain the words buy or purchase must create a warm-lead record. The words buy and purchase are more important than support or help.
Emails that specifically mention ProductA must always create a hot lead for that product regardless of other words mentioned.
If none of the targeted words are present in an email, a cold lead must be created.
You need to configure the order in which rule items are processed.
In which order should you run the rule items? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Emails that contain the words support or help must create a new high-priority case.
Emails that contain the words buy or purchase must create a warm-lead record. The words buy and purchase are more important than support or help.
Emails that specifically mention ProductA must always create a hot lead for that product regardless of other words mentioned.
If none of the targeted words are present in an email, a cold lead must be created.
You need to configure the order in which rule items are processed.
In which order should you run the rule items? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
Question 74
You use Dynamics 365 for Sales. Users search for leads by using email addresses, phone numbers, and comments made in notes.
Users report that the results they obtain whenusing Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
Users report that the results they obtain whenusing Global Search are not useful.
You need to configure Dynamics 365 to enable the users to locate leads.
What should you implement? To answer, select the appropriate options in the answer area.
NOTE:Each correct selection is worth one point.
Question 75
An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-of-box capabilities, how should you get this report for the sales executive?