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NEW QUESTION # 26
Both your sales and marketing teams use Dynamics 365 applications to conduct campaigns with customers.
Leadership has asked for sales and marketing campaigns to have parent campaigns applied so the combined success of sales and marketing efforts can be measured, along with each division's own success. They want the campaign hierarchy to be clear to users so they can see a "Parent Campaign" relationship. Any actions taken on parent records should automatically be taken on child records.
You need to update table relationships to enable the requirements using the minimum amount of configuration steps.
What should you configure? To answer, select the appropriate options in the answer area.
NOTE: Each correct match is worth one point.
Answer:
Explanation:
NEW QUESTION # 27
A company implements Dynamics 365 Sales.
The company has the following requirements:
● Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
● Managers must be able to look at the goals and calculations at any time.
The solution must use goal features WITHOUT customization.
You need to create the calculation.
What should you configure?
Answer: B
Explanation:
Dynamics 365 Sales, Define and track your sales goals
Define rollup queries
Rollup queries are used to define the records that should be included in the goal rollup. Rollup queries are created for each goal rollup field. For example, you could create a goal metric that measures all invoices closed within a specific period. You could then create a rollup query to show invoices that are owned by a person, or raised for customers in a territory.
Goals roll up from the bottom of the goal hierarchy to the top, with Dynamics 365 rolling child goal totals into their parent goal totals. Goals at the top of a hierarchy reflect a summation of all the goals in the organization.
You can only query one entity type in a query, but the query builder helps you make a query as simple or as complex as you need. As you fine-tune your query, you can test the results.
Incorrect:
Not B: Define rollup fields
Rollup fields are used to calculate the actual and in-progress values for a goal metric.
Not D: Set goal metrics
Goal metrics let you define how a goal will be measured. For example, a sales team's performance can be measured based on the number of leads they get or the revenue amount.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/goals-overview
NEW QUESTION # 28
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: B
NEW QUESTION # 29
The sellers at your organization are keen to adopt generative Al capabilities and use them efficiently.
They have been editing Contact records directly in Copilot for Sales and have now provided feedback that they would be more productive if they could also edit Account records directly in Copilot for Sales.
However, the vice president of sales does NOT want the sellers to be able to edit the " Revenue Forecast " field in Copilot for Sales.
You need to enable these requirements.
Which four actions should you perform in sequence? To answer, move the four appropriate actions from the list of actions to the answer area. Arrange the four actions in the correct order.
Answer:
Explanation:
Explanation:
The correct order of actions to configure the editing capabilities for the Account records in Copilot for Sales while restricting the " Revenue Forecast " field is as follows:
* In Copilot for Sales admin settings, select Forms.
* In the settings for the Account table, select Forms.
* Select the Account record type.
* In the Manage fields section, turn off Allow editing for the " Revenue Forecast " field.
Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:
* In Copilot for Sales Admin Settings, Select Forms:
* Start by accessing the admin settings for Copilot for Sales. This is where configuration changes for form accessibility and editing settings are managed. Selecting Forms will allow you to configure specific form-related options for Copilot usage.
* In the Settings for the Account Table, Select Forms:
* Navigate to the settings for the Account table within Copilot. Selecting Forms at this level allows you to specify which parts of the Account table are editable and visible in Copilot, which directly impacts how users interact with the Account records.
* Select the Account Record Type:
* Once in the form settings, choose the Account record type that needs to be modified. This is essential for enabling edits to the Account records in Copilot and ensuring that the correct fields are accessible.
* In the Manage Fields Section, Turn Off Allow Editing for the " Revenue Forecast " Field:
* Finally, within the Manage fields section, disable the Allow editing option specifically for the " Revenue Forecast " field. This action ensures that while Account records can be edited in Copilot, the " Revenue Forecast " field remains read-only, satisfying the requirement from the vice president of sales.
Reference: Microsoft Documentation - Configure Field-Level Permissions and Editing in Copilot By following these steps, you enable the sellers to edit Account records in Copilot for Sales while restricting access to the " Revenue Forecast " field, ensuring both productivity and compliance with organizational policies.
NEW QUESTION # 30
You use the Dynamics 365 Sales mobile app.
Users must receive a push notification when they are assigned to a lead record.
You need to create the push notification.
Which tool should you use?
Answer: B
NEW QUESTION # 31
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