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A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: On the Quotes tab of the opportunity, select Add New Quote.
Does the solution meet the goal?
You manage a Dynamics 365 environment You introduce a new product. Opportunities with the product are created.
You need to find all opportunities that include the product.
What should you use?
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen.
You are configuring Dynamics 365 Sales for a US-based company as follows:
Utah to California is the West territory,
Illinois to Colorado is the Central territory.
Maine to Indiana is the East territory.
The company wants the territories set up as follows:
Salespersons 1 and 2 sell in the West territory.
Salespersons 5 and 6 sell in the Central territory.
Salespersons 3 and 4 sell in the East territory.
Postal code for each state used as the location.
You need to set up the territories-Solution:
Create the West territory, add the manager, and save.
Repeat for the Central and East territories.
Add members for each territory.
Select Related under each territory and select the postal codes applicable for each terriority.
Does the solution meet the goal?
You need to provide First Up Consultants the access they require. What should you do?
You are the Dynamics 365 administrator for a group of financial advisors.
Advisors must use one business process flow to guide them through the standard lead to invoice process.
Each entity has the following number of stages and steps:

You need to modify the business process flow to make it valid.