Term 1 of 75
The company wants multiple users to access the latest version of a sales proposal in D365 Sales.
Users must be able to attach notes to the proposal. Which app should you recommend?
Excel
Outlook
D365 Sales Insight
Teams
Term 2 of 75
1. Keep track of equipment inspections, maintenance, and repairs
- Return to vendor
- Asset Management
- Knowledge Management
2. Provide a replacement for faulty equipment that cannot be repaired on site
- Return to vendor
- Asset Management
- Return merchandise authorization
1. D365 Customer Service 2. Universal Resource Scheduling
D365 Sales Insights
D365 Sales
D365 Sales
Term 4 of 75
If a sales lead that is synchronized from LinkedIn already exists, D365 Marketing
- creates a new lead that uses LinkedIn data
- overwrites the current lead with LinkedIn data
- updates the current lead with LinkedIn data
- updates the current contact with LinkedIn data
- creates new lead with LinkedIn data
UPDATES the current LEAD with the linkedin data
b. Schedule and dispatch the work order
a. generate leads from LinkedIn
c. Schedule and publish social posts
,Term 5 of 75
You need to create a forecast in D365 Sales so that the sales director will be able to predict
upcoming sales revenue. Which standard record type is used to create the forecast.
Account
Lead
Quote
Opportunity
Term 6 of 75
1. Capture the technicians daily on-site time while performing cable installations
Options:
D365 Field Service
D365 Sales
D365 Customer Service
2. Allow technicians to see a list of the daily work orders on their mobile device
Options:
D365 Field Service Mobile App
D365 Sales
D365 Customer Service
1. Connected Customer Service
2. Omnichannel for Customer Service
b. Edit the existing chart
d. Create a new chart
1. D365 Field Service
2. D365 Field Service Mobile App
1. Microsoft Teams
2. LinkedIn Sales Navigator
3. Microsoft Dataverse
, Term 7 of 75
1. Stakeholders do not have access to the environment. They must be able to view business data
that is always up to date.
2. Pharmacists need a list of the number of orders filled and to fill the next day, week as well as a
list of prescription drugs that are out of stock.
Options:
- Excel
- PBI
- D265 Sales dashboard
- Plug-In
1. LEAD
2. ACCOUNT
b. Schedule and dispatch the work order
1. Activities
2. Dashboards
3. Views
1. Excel
2. D365 Sales Dashboard
Term 8 of 75
A company plans to implement D365 Customer Service. The company wants to use the system to
determine when customers are having an issue and need help. You need to track customer issues
until the issues are resolved. What should you create?
Opportunity
Contact
Case
Quote
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller stuuviaa. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $7.99. You're not tied to anything after your purchase.