Sales representatives at an organization have access to the contact records in their business unit.You need to ensure that sales representatives can access contact records in all business units that are subordinate to their business unit. Sales representatives must not have access to other records in the organization.Which access level should you assign to the Contact entity?
A company uses special pricing for bulk purchases of products.A sales team member cannot create pricing lists for preferred customers.You need to set up a discount price list.What are three possible security roles that can be used? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.
HOTSPOT -You are implementing Dynamics 365 Sales for a company that has salespeople in the following cities in the state of Florida: Jacksonville, Miami, and Tampa. The manager in Florida oversees the salespeople for all three cities.You must set up territories by states. Each state must be a parent territory and have a different manager.Sales information must be shown by city and then by state.You need to set up territories for Florida.Which settings should you use? To answer, select the appropriate options in the answer area.Hot Area:
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?
You are the Dynamics 365 administrator for a group of financial advisors.Advisors must use one business process flow to guide them through the standard lead to invoice process.Each entity has the following number of stages and steps:You need to modify the business process flow to make it valid.What should you reduce?
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 are a Dynamics 365 for Sales system customizer.You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.Solution: Use Dynamics 365 AI for Sales.Does the solution meet the goal?
