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NEW QUESTION # 18
Your company wants to enable Al features in their systems and use Copilot for Sales to connect to Dynamics 365 Sales dat a. You need to ensure that all eligible users have access.
Which three actions should you perform? Each correct answer presents part of the solution. Choose three. NOTE: Each correct selection is worth one point.
Answer: A,B,C
Explanation:
Enable Copilot for Sales in Dynamics 365:
To make Copilot features available, you must enable Copilot for Sales within Dynamics 365. This involves setting up the environment so that Copilot can access and utilize the sales data effectively.
Verify Server-Side Synchronization and Security Roles:
Copilot for Sales relies on server-side synchronization to ensure data flow between Dynamics 365 and other services, such as Teams. Ensure that server-side synchronization is enabled and that users have the necessary security roles in Dynamics 365 to access and use Copilot.
Assign Privileges for Copilot in Teams:
Ensure that users have the correct privileges within Teams to access Copilot. This might involve configuring access policies and permissions so that eligible users can utilize Copilot features during their interactions within Teams.
NEW QUESTION # 19
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
* An opportunity updated today is not included in the chart.
* The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Reference:
Time Period for the Goal is Inaccurate: Have the manager update the goal If the goal's time period is incorrect, the data might not align with the expected reporting period. To correct this, you need to have the manager update the goal to ensure that the time period accurately reflects the intended tracking duration.
Managers typically have the required permissions to adjust goal settings, including the start and end dates, which directly affect how goals are calculated and displayed.
By updating the roll-up settings and ensuring the goal's time period is correct, you can address these issues, ensuring that the goal chart reflects accurate and up-to-date information for the sales team.
NEW QUESTION # 20
A company uses Dynamics 365 Sales to manage product lines.
You need to set up the product catalog, including the ability for sellers to apply quantity discounts.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer:
Explanation:
Reference:
Add Products:
After units are created, add products to the catalog. Each product will have an associated unit and a description that defines it within the catalog.
Ensure products are added with complete details to enable proper pricing and discounting later.
Create Price Lists:
Next, create price lists that define the pricing for products. Price lists can be specific to regions, customer types, or other criteria and are essential for associating products with prices.
A price list is necessary for assigning product prices, enabling you to link prices with discount lists in the subsequent steps.
Add Price List Items:
Add price list items to assign specific products to price lists and set their prices. This links each product with its pricing based on the price list created earlier.
It allows flexibility to have different pricing structures for the same product across multiple price lists if needed.
Create Discount Lists:
Finally, create discount lists to apply quantity discounts on products. Discount lists define percentage or flat rate discounts based on purchase quantities, which can then be applied when products are added to sales orders or quotes.
This step ensures that sellers can apply quantity-based discounts, meeting the requirement for the product catalog setup.
By following these steps in the specified order, you can set up a product catalog that includes units, products, price lists, price list items, and discount lists, allowing sellers to manage product pricing and apply quantity discounts effectively.
NEW QUESTION # 21
You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege. To which security role should you assign User1?
Answer: D
Explanation:
* To assign salespeople to sales territories, the user needs permissions to manage territory assignments, which is typically a higher-level responsibility.
* The Vice president of sales role includes privileges related to managing sales territories, unlike the Sales team member or Salesperson roles, which are more focused on direct sales tasks.
* The System customizer role does not specifically grant territory management permissions and is more focused on customization and configuration tasks.
NEW QUESTION # 22
You need to ensure the active stage of the business process flow is visible in the view. Which two actions should you perform? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.
Answer: A,D
Explanation:
Adding Columns to the Active Onboard New Pet View (Option B):
To display the current active stage of the "Onboard new pet" business process flow, you need to ensure that the Active Onboard new pet view includes relevant columns from the Pet table, specifically those tracking process flow stages.
Creating and Adding a New "Onboarding Stage" Column (Option D):
Creating a column such as "Onboarding stage" on the Pet table helps track the active stage of the onboarding process directly within the view. This allows users to see at a glance which stage each pet is in without navigating away from the main view.
Other Options:
Option A (Adding a page) refers to modifying the app's navigation, which doesn't directly impact the visibility of the business process flow stage.
Option C (All Onboard New Pet View) may not be as relevant if you only need to focus on active onboarding records rather than all records.
Reference from Microsoft Documentation:
For configuring views and columns in Dynamics 365, refer to Create and edit views.
NEW QUESTION # 23
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