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NEW QUESTION # 57
Your organization recently implemented Dynamics 365 Sales. Sales representatives report that duplicate leads are being added, making it difficult to know which record to update.
The sales representatives still need the ability to add duplicate records when necessary, but want a simple way to receive a warning when a potential duplicate is being entered.
What should you do?
Answer: D
NEW QUESTION # 58
Hotspot Question
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Box 1: Opportunity
Entity
Dynamics 365 Sales, Define goal metric and rollup fields
For each goal metric, you can create up to three rollup field records. Each record can specify actual, in-progress, or custom amount or count. You can use the same source table or difference source tables for all rollup field records. For example, in a goal metric that specifies the Money type, you can use an opportunity table as a source table and Opportunity.ActualValue as a source attribute. This lets you track the actual money amounts in all opportunities that are closed as "Won". The Opportunity.EstimatedValue can be used to track the revenue that is expected after the opportunity is closed.
Box 2: Actual Close Date
Date field
Specify Rollup Fields
To specify other important rollup information, use the rollup field table.
* RollupField.DateAttribute
The date that is validated against the goal time period, such as Opportunity.ActualCloseDate or Lead.EstimatedCloseDate. A record participates in the goal rollup, if the specified date falls between the start date and the end date for the goal. For example, if an opportunity is closed between the start and end dates for the goal, revenue generated from this opportunity is added to the goal's total revenue; otherwise, it is not included.
Box 3: Actual Revenue
Revenue field
Examples of rollup data are Lead.EstimatedAmount and OpportunityClose.ActualRevenue that can be rolled into the Goal.InProgressMoney and the Goal.ActualMoney rollup fields.
NEW QUESTION # 59
You need to create a custom insight card to display tier change notifications per the global sales lead's request.
Which five actions should you perform in sequence? To answer, move the five appropriate actions from the list of actions to the answer are a. Arrange the five actions in the correct order.
Answer:
Explanation:
NEW QUESTION # 60
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.
To which security role should you assign User1?
Answer: D
Explanation:
Correct:
* Salesperson [Preferred]
* Vice president of sales [Too much privilege compared to Salesperson. It is the second best option to be used if Salesperson is not an option] Incorrect:
* Forecast manager [Too limited]
* System customizer [Too limited]]
Users who have full permission to customize the environment. Users with this role have organization-level access to custom entities and user-level access to system entities.
Access includes but not limited to
reate, read, write, delete, and customizations across all features in the application.
* Sales team member [Too limited]
* Sequence manager [Too limited]
* Vice president of sales [Too much privilege compared to Salesperson]
Users who typically manage the sales organization for several business units or the entire organization Access includes but not limited to Same permissions as the Sales Manager, except that their scope of access is broader.
Note 1:
* Sales Manager
Users who manage a team of sellers and are responsible for the team's performance. They're also responsible for creating and managing products, setting sales targets, and projecting sales forecasts.
Access includes but not limited to
Access to product management, sales management, sales forecasting, and goal management, along with the privileges of the Salesperson role.
Note 2:
The principle of least privilege means granting the user only the minimum permissions necessary to perform their tasks. In this case, to allow User1 to assign salespeople to sales territories, the Salesperson role typically includes privileges related to managing sales processes, such as territories, while limiting access to broader system functions like those available to a Vice President of Sales or System Customizer.
The System Customizer and Vice President of Sales roles would grant more permissions than necessary, which would violate the principle of least privilege. The Sales Team Member role is typically too limited for assigning salespeople to sales territories, which requires more specific access.
NEW QUESTION # 61
DRAG DROP
Your organization introduced a new loyalty solution that exposes the loyalty profile and related point transactions in an Azure SQL Database.
You need to ensure the new loyalty data is imported from the Azure SQL Database into Dynamics 365 Customer Insights - Data and refreshed incrementally.
Which five actions should you perform in sequence within Customer Insights - Data before selecting Save to complete the creation? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order.
Answer:
Explanation:
Explanation:
NEW QUESTION # 62
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