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.
Answer(s): A,D
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/activate-upload-simple-columns-data-forecast https://syncratec.com/how-to-set-up-a-dynamics-365-sales-forecast-model-part-1/
You are a Dynamics 365 Sales administrator for a company that has locations in five regions.The company’s owner wants regional managers to update their own forecasts. The owner wants full transparency for all forecasts to all current and future employees.You need to allow users to see the forecasts for every region. What should you do?
Answer(s): A
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast
You are a salesperson using Dynamics 365 Sales.An invoice needs to be created on an order. The Create Invoice button is not visible. You need to determine why the Create Invoice button is not visible.Why is the button missing?
Answer(s): C
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-orders
A company measures their sales team on the number of appointments they make in a fiscal year.The company needs to be able to track how many appointments have been scheduled by each salesperson. You need to ensure the sales representatives are achieving their appointment targets.What should you configure?
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-goal-metric
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