Question 16

A company uses Dynamics 365 Sales. You add the Kanban control to the Opportunity entity.
You plan to implement Kanban views in the system. The implementation must accomplish the following:
Set up opportunities so they are visible in Kanban views.
Ensure that the default view displays the opportunities in the sales cycle.
Ensure that users know how to change the status in the Kanban status view without opening the full record.
You need to complete the Kanban setup.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Question 17

You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.
Managers must be able to determine how the relationship with customers is trending for each opportunity.
You need to implement a solution.
Which solution should you implement?
  • Question 18

    You are a Dynamics 365 for Sales system customizer.
    You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
    Solution: Use Unified Interface apps.
    Does the solution meet the goal?
  • Question 19

    You work for a company using Dynamics 365 for Sales.
    When customers call the company, they must provide their quote number. Customers report that quote numbers are too long.
    You need to shorten quote numbers to the minimum possible length.
    What should you do?
  • Question 20

    You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process.
    You have decided to qualify the lead.
    When qualifying the lead, what happens next in your standard sales process?