You are configuring Dynamics 365 Sales for a US-based company as follows:
* Utah to California is the West territory.
* Illinois to Colorado is the Central territory.
* Maine to Indiana is the East territory.
The company wants the territories set up as follows:
* Salespersons 1 and 2 sell in the West territory
* Salespersons 5 and 6 sell in the Central territory.
* Salespersons 3 and 4 sell in the East territory.
* Postal code for each state used as the location.
You need to set up the territories.
Solution:
* Create the West territory and add the manager.
* Add members and save.
* Repeat for the Central and East territories.
Does the solution meet the goal?
Correct : B
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A company is using Relationship Analytics. The company emails customers three times a month.
To increase customer loyalty, the company is adding a policy that requires sales representatives to meet with customers two times a quarter as well.
You need to update the settings.
What should you configure?
Correct : C
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A company is using Dynamics 365 Sales without any customizations.
A customer orders four products to be delivered to three locations. Two of the locations are in the United States and one is in Canad
a. You must ensure that the order is tracked properly.
You need to create the minimum number of orders to deliver to the locations.
How many orders should you create?
Correct : C
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You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No.
The salespeople require a country/region column to appear only if the US Citizen column is set to No. You need to enable the column to appear when the condition is met.
What should you configure?
Correct : C
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A sales manager creates a marketing list that includes all contacts from a specific city. The manager plans to use the list in a campaign. The manager forgot to filter out contacts who have a credit hold. You need to create a campaign with the updated contacts. What should you do?
Correct : C
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