Sales Assessment
Sales Assessment Quiz
Test your knowledge on sales strategies and best practices with our engaging Sales Assessment Quiz. Challenge yourself with a series of 11 carefully crafted questions designed to assess your understanding of key concepts in sales management.
Key Features:
- 11 Multiple Choice Questions
- Instant Feedback on Your Choices
- Track Your Progress and Results
A company plans to move their headquarters from the United States to Europe. You need to round all currency values to four decimal places and display the correct currency symbol. Solution: Change the currency decimal precision and currency display options. Does the solution meet the goal?
Yes
No
A company plans to move their headquarters from the United States to Europe. You need to round all currency values to four decimal places and display the correct currency symbol. Solution: Change the default currency. Does the solution meet the goal?
Yes
No
When customers call the company, they must provide their quote number. Customers report that quote numbers are too long. You need to shorten quote numbers to the minimum possible length. What should you do?
Change the field type from auto number to decimal number
Reduce the auto number prefix to one character
Reduce the suffix length to four characters
Ensure that the prefix setting is read-only
Sales representatives must enter estimated revenue only as an exception. You need to ensure that estimated revenue for opportunities is automatically calculated. What should you do?
In the System Settings sales tab, change the default revenue type to System Calculated
In custom controls, change the default revenue setting to System Calculated
In Personalization settings for each user, change the default revenue type to System Calculated
In Opportunities, change the default value of the revenue type to System Calculated
You manage a default Dynamics 365 Sales environment. You are configuring a sales dashboard. You need to create an interactive dashboard. Which three entities can you use? Each correct answer presents a complete solution.
Queue Item
Opportunity
Knowledge Article
Case
Invoice
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles. You need to ensure that users can assign salespeople to sales territories. Which security role can you use?
Delegate
Sales Person
Sales Manager
System Customizer
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?
Opportunity Close
Opportunity
Competitor
Opportunity Line
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: When closing an opportunity, use the Close as Won dialog. Does the solution meet the goal?
Yes
No
A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles. You need to ensure that users can assign salespeople to sales territories. Which security role can you use?
Marketing Professional
Sales Person
Delegate
CEO Business Manager
You need to create a process in Sales Hub to ensure that team members perform the following actions: ✑ Call patients to remind them about upcoming appointments. ✑ Update patient contact information. What should you create?
A task flow
A business rule
a calendar
An on-demand workflow
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