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NEW QUESTION # 50
You need to enable the Dynamics 365 App for Outlook for the sales team.
You need to perform the prerequisite actions before you can add the app for all users.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
Enable Mailboxes:
* To use the Dynamics 365 App for Outlook, each user's mailbox must be enabled for server-side synchronization. This ensures that emails, appointments, and tasks can sync between Outlook and Dynamics 365.
* Without enabling the mailboxes, the synchronization won't be functional, making it a critical prerequisite.
Reference: Microsoft Documentation - Enable Mailboxes for Dynamics 365
Add the Dynamics 365 App for Outlook Security Role:
Users need to be assigned the Dynamics 365 App for Outlook security role to access the app. This role grants the necessary permissions to interact with Dynamics 365 through Outlook.
Assigning this role ensures that users have the correct access rights to use the app within their Outlook environment.
Reference: Microsoft Documentation - Security Roles for Dynamics 365 App for Outlook
NEW QUESTION # 51
You need to update the role configuration for the digital sales team to enable the capability requested. What two actions should you perform? Each correct answer presents part of the solution. Choose two. NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
To enable the digital sales team's request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here's how to proceed:
Assign the Sales Copilot User Role:
Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.
To allow the digital sales team to access and utilize Copilot's capabilities, they must have the Sales Copilot user role assigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.
Microsoft Documentation Reference: Dynamics 365 Sales Copilot Setup
Grant View Audit History Permissions:
The View Audit History permission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.
Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.
The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot's functionality by allowing Copilot to access detailed change history for summarization.
Microsoft Documentation Reference: Security Roles and Privileges
By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.
NEW QUESTION # 52
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
NEW QUESTION # 53
Drag and Drop Question
You are implementing Dynamics 365 Sales for a beverage company.
The company sells drinks by individual cans, by the dozen, or by the case of 48 cans as follows:
- There are three flavors: strawberry, vanilla, and chocolate.
- Each can costs $5.00.
- A dozen cans cost $55.00.
- Each case has four dozen cans and costs $200.00.
- A combination case includes a dozen cans of each flavor and costs
$160.00.
- Purchases of four or more cases receive an extra 10 percent off the
price.
You need to set up the product catalog.
Which components should you use? To answer, move the appropriate components to the correct entry descriptions. You may use each component once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Drink flavors list - Products
Since the company sells drinks in different flavors (strawberry, vanilla, and chocolate), these are set up as Products in the product catalog.
Four or more cases - Discount Lists
A Discount List applies when a customer purchases four or more cases and receives a 10% discount.
Combination case - Price Lists
A Price List defines the pricing structure, including the special $160.00 price for a combination case.
One can - Unit GroupsExplanation: Unit Groups define different selling units, such as one can, a dozen, or a case of 48.
NEW QUESTION # 54
A company manually assigns leads to salespeople.
The sales manager requires automated lead assignment rules. An administrator enables the feature. However, you are unable to access the Assignment rules area.
You need to request access from the administrator.
Which security role should you request?
Answer: A
Explanation:
Dynamics 365 Sales, Create and activate assignment rules
You can create and manage sequences and assignment rules through navigating to 'Personal Settings' area if users have sequence manager role.
NEW QUESTION # 55
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