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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.

  1. Create and assign users to new resource groups for each manager.
  2. Create a new relationship between sites.
  3. Update the target goal amount for each user.
  4. Upload the new quota amounts for each user.
  5. Adjust the forecast values directly.

Answer(s): A,D


Reference:

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?

  1. Add each security role to the forecast configuration.
  2. Grant all security roles access in the forecast configuration.
  3. Add the view privilege to each user’s security role.
  4. Grant users' permission to view the Forecast Category field.

Answer(s): A


Reference:

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?

  1. The sales order is not complete.
  2. The price list has expired.
  3. The sales order processing integration is enabled.
  4. You have not selected the Get Products button.

Answer(s): C


Reference:

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?

  1. A goal for each salesperson with metric type to set to amount for number of appointments made
  2. A goal for each salesperson with metric type set to count for each customer
  3. A goal for each salesperson with metric type set to count for number of appointments made
  4. A view with the revenue for each salesperson
  5. A view with the appointments for each salesperson

Answer(s): C


Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-goal-metric






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