An organization attends a tradeshow and identifies several leads.One specific lead wants to make a purchase in the next week.You need to create an invoice.At which stage can you create the invoice?
You are a Dynamics 365 system customizer. You create a price list with related products. Sales team members use the list to generate opportunities, quotes, and orders.You need to create a product family.What should you do?
You are creating orders from quotes in Dynamics 365.In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.You need to ensure that closed orders use existing functionality to reflect the circumstances.Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution.NOTE: Each correct selection is worth one point.
You are a Dynamics 365 for Sales administrator. You are setting up a product catalog.You need to configure the base unit group.Which quantity or measurement should you configure?
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.A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.The customer is now ready to complete the purchase.You need to create a quote from the opportunity.Solution: Close the opportunity as won.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?