HOTSPOT -A company releases a new catalog.The company requires salespeople to do the following:✑ Contact customers about the new catalog.✑ Set up appointments with the customers to deliver the catalog.You need to set up playbooks to track the activities.What should you configure? To answer, select the appropriate options in the answer area.NOTE: Each correct selection is worth one point.Hot Area:
A company uses Dynamics 365 Sales Professional.A new enterprise sales team must be created. The sales manager will be responsible for adding members and removing members from the team.You need to create the new sales team.Which two values must you configure? Each correct answer presents part of the solution.NOTE: Each correct selection is worth one point.
DRAG DROP -You manage a Dynamics 365 for Sales environment.You need to email the sales manager when salespeople update their phone call activities.Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.Select and Place:
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 configuring Dynamics 365 Sales for a US-based company as follows:✑ Utah to California is the West territory✑ Illinois to Colorado is the Central territory.✑ Maine to Indiana is the East territory.The company wants the territories set up as follows:✑ Salespersons 1 and 2 sell in the West territory.✑ Salespersons 5 and 6 sell in the Central territory.✑ Salespersons 3 and 4 sell in the East territory.✑ Postal code for each state used as the location.You need to set up the territories.Solution:✑ Create the West territory, add the manager, and save.✑ Repeat for the Central and East territories.✑ Add the members for each territory.✑ Select Related under each territory and select the postal codes applicable for each territory.Does the solution meet the goal?
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 configuring Dynamics 365 Sales for a US-based company as follows:✑ Utah to California is the West territory✑ Illinois to Colorado is the Central territory.✑ Maine to Indiana is the East territory.The company wants the territories set up as follows:✑ Salespersons 1 and 2 sell in the West territory.✑ Salespersons 5 and 6 sell in the Central territory.✑ Salespersons 3 and 4 sell in the East territory.✑ Postal code for each state used as the location.You need to set up the territories.Solution:✑ Create the West territory, add the manager, and save.✑ Repeat for the Central and East territories.✑ Add the members for each territory.✑ Select Related and add the Resource territories.Does the solution meet the goal?
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?
