You are a Dynamics 365 administrator for a dental office.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?
Answer(s): A
A company wants to use Dynamics 365 Sales with their internal phone system. You need to configure Dynamics 365 to use the softphone dialer. Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.Select and Place:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/integrate-sample-softphonehttps://docs.microsoft.com/en-us/dynamics365/customer-service/channel-integration-framework/configure-channel-provider-channel-integration-framework
A company wants to implement the Forecast Management feature in Dynamics 365 Sales.The company plans to use the Opportunity Status Reason field to indicate that sales have closed. They want to use settings based on the organizational reporting structure. Salespeople must only see their own forecasts.You need to select the appropriate settings to meet the company’s requirements.Which settings should you select? To answer, select the appropriate options in the answer area.NOTE: Each correct selection is worth one point.Hot Area:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/select-template-forecast https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.The measurement of goals must be based on the total deal amount upon closing an opportunity. The fiscal year for the goals must be based on the calendar year.You need to create the rollup query for the goal metrics.Which options should you select? To answer, select the appropriate options in the answer area.NOTE: Each correct selection is worth one point.Hot Area:
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