Question 41 · 81 in bank
You are creating a forecast. You want to include only opportunities that sell more than 100 units. You need to configure this within the system. What should you configure?
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Answer: B
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You are creating a forecast. You want to include only opportunities that sell more than 100 units. You need to configure this within the system. What should you configure?
Answer: B
You have opportunities that have values in multiple currencies. You manually update currency exchange rates once per month. You need to ensure that currency values are accurately reported. When is the new currency exchange rate applied to the opportunity records?
Answer: D
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts. The company wants only the contracts team to have access to the documents. The contracts team has a custom security role. You need to restrict privileges to secure the documents. What should you do?
Answer: B
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. 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: Change the opportunity to an inactive state. Does this meet the goal?
Answer: B
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. 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: Create a flow to update the Status Reason of the business process flow table record to “Finished” and the Status to “Inactive” when the opportunity is won. Does this meet the goal?
Answer: A
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. 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: When closing an opportunity, use the close as won dialog without completing the business process flow. Does this meet the goal?
Answer: B
Your sales team lacks important information on the Opportunity Close form. You need to update the form. Which out-of-the-box role must you have?
Answer: B
A company uses Dynamics 365 Sales Professional. A new enterprise sales owner team must be created. The sales manager will be responsible for adding members and removing members from the team; a developer is available to assist. You need to create the new team. Which two values must you configure? Each correct answer presents part of the solution. (Choose two.) NOTE: Each correct selection is worth one point.
Answer: CE
You manage a Dynamics 365 Sales environment where users can only view and edit their own records. User2 is assisting with User1’s opportunities while User1 is on vacation. User1 remains the owner of User1’s opportunities. User2 has reported that they CANNOT update User1’s opportunities. You need to diagnose the issue. What should you do?
Answer: A
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. 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: On the last stage of the business process flow, select Finish. Does this meet the goal?
Answer: A
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