HOTSPOT (Drag and Drop is not supported)You are a sales manager working for a paper manufacturer.You need to create customers in Dynamics 365 Sales and attach the customer's contract to the customer record as a PDF file.Which record type should you use? To answer, select the appropriate options in the answer area.NOTE: Each correct selection is worth one point.Hot Area:
Answer(s): A
https://www.inkeysolutions.com/blogs/attach-files-to-notes-record-of-microsoft-dynamics-365-crm-ce-from-the-d365-crm-custom-portal/
DRAG DROP (Drag and Drop is not supported)A company uses Dynamics 365 Sales. The following groups of users must be able to perform specific activities with account data.You need to export data for each group of users.Which export options should you recommend?To answer, drag the appropriate export options to the correct user groups. Each export option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.NOTE: Each correct selection is worth one point.Select and Place:
https://docs.microsoft.com/en-us/powerapps/user/export-excel-static-worksheet https://docs.microsoft.com/en-us/powerapps/user/export-to-excel-online
A company is working with a potential customer on a multi-year contract. The customer decides to delay their decision to commit to the contract.You want to find other colleagues who have interacted with the potential customer to discuss strategies with the colleagues to close the deal with the customer.Which app should you recommend?
Answer(s): D
https://docs.microsoft.com/en-us/dynamics365/ai/sales/relationship-analytics#analyze-the-health-and-activity-history-of-a-customer-or-opportunity
A company uses Dynamics 365 Sales.You need to create a forecast in Dynamics 365 Sales so that the sales director will be able to predict upcoming sales revenue.Which standard record type is used to create the forecast?
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast
Your company uses Dynamics 365 Sales.You need to prepare and send a quote to a customer.What are two possible ways to achieve the goal?NOTE: Each correct selection is worth one point.
Answer(s): B,C
https://www.crmsoftwareblog.com/2019/09/creating-pdf-quotes-in-dynamics-365/
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