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NEW QUESTION # 89
You are working with a customer who has implemented the Dynamics 365 App for Outlook for their sales organization.
The customer has modified the App for Outlook Contact Card form to change the information displayed.
However, they noticed that some modifications made are NOT displayed on the Track Regarding contact form in the App for Outlook.
You need to identify the modifications that will NOT display within Outlook.
Which two form modifications should you identify? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: C,D
NEW QUESTION # 90
A battery manufacturer wants to sell their batteries in boxes of 12 and cases of 24 boxes.
You need to set up a unit group so that the manufacturer can sell different quantities.
What should you create first?
Answer: C
Explanation:
In Dynamics 365, when setting up a unit group for products like batteries that will be sold in different quantities (boxes of 12 and cases of 24 boxes), you first need to create a base unit. The base unit serves as the fundamental measurement for the product, which in this case would likely be the individual battery.
Once the base unit is established, you can then create related units, such as:
Primary Unit: This could be the box (12 batteries) for regular sales.
Related Unit: This could be the case (24 boxes).
Setting up the base unit is essential as it defines the foundation for all related units in the unit group.
NEW QUESTION # 91
You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?
Answer: B
Explanation:
In Dynamics 365 Sales, to ensure that all prices end in a specific format, such as $.98, you should use the Rounding Policy. This function allows you to define how prices should be rounded, including the ability to specify that they should end in particular digits. By setting a rounding policy, you can enforce this pricing requirement consistently across your pricing lists.
NEW QUESTION # 92
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Update the roll-up recurrence frequency.
Does this meet the goal?
Answer: B
NEW QUESTION # 93
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 # 94
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