Sales Assessment

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?

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?

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?

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?

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.

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?

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?

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?

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?

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?