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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, 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: On the Quotes tab of the opportunity, select Add New Quote. Does the solution meet the goal?
Correct Answer:A
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-quote-sales
A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.
Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss. You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost. Which entity should you use?
Correct Answer:B
HOTSPOT
You are a salesperson working with Dynamics 365. Your role includes working with opportunities. You need to close opportunities.
Which actions should you perform? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Solution:
Does this meet the goal?
Correct Answer:A
HOTSPOT
You use Dynamics 365 for Sales system customizer. You need to create product kits and bundles.
What should you create? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Solution:
References:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-product-bundles-sell-multiple-items-together
Does this meet the goal?
Correct Answer:A
HOTSPOT
You send a quote to a client. The client calls and negotiates a better price. You need to send a revised quote to the client.
What is required to modify the quote? To answer, select
NOTE: Each correct selection is worth one point.
Hot Area:
Solution:
Does this meet the goal?
Correct Answer:A