A company uses Dynamics 365 Sales.
Sellers frequently encounter issues with duplicate records in the system, based on an individual's full name and email address. The sellers require a low-code solution to proactively warn a seller about a duplicate record when a lead is qualified.
You need to recommend a solution.
What should you recommend?
You are using the Dynamics 365 Sales mobile app. You need to identify the actions you can perform with the app.
Solution: Create notes.
Does the solution meet the goal?
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year's forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Sales. The company does not use any custom views or forms.
You select a customer and create an appointment for the next day.
You need to find the appointment.
Which two places will display the appointment? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff members?
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