Microsoft Dynamics 365 Customer Experience Analyst

HOTSPOT
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You are setting up a product catalog.

The product catalog must be set up with the following parameters:

• $100.00 off if a customer buys more than 10 cases
• $10.00 less if a customer buys two different products together instead of individually
• Single product sold in quantities of 1, 6, and 12; price per unit decreases as quantities increase

You need to set up the parameters.

What should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

A company has three business units. User privileges are set to ensure that users can only see records owned by their own business units.

If a contact is needed for all business units, one contact record must be created for each business unit. A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit columns match.

You must ensure that duplicate records are NOT created for contacts.

You need to create the duplicate detection rules.

Which two filters should you configure? Each correct answer is part of the complete solution. (Choose two.)

NOTE: Each correct selection is worth one point.

DRAG DROP
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The product development team for a toy company creates a new remote-control toy.

You need to create the necessary records and record relationships to sell the product for a newly deployed Dynamics 365 Sales system.

Which five records and/or components should you configure in sequence? To answer, move the five appropriate records and/or components from the list of records and components to the answer area. Arrange the five records and/or components 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.

A company implements Dynamics 365 Sales.

The company has the following requirements:

• Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
• Managers must be able to look at the goals and calculations at any time.

The solution must use goal features WITHOUT customization.

You need to create the calculation.

What should you configure?

You are using a forecast template.

You must configure the forecast by territory.

You need to configure the forecast parameters.

Which parameter should you configure?