On an Opportunity, you need to show Stakeholders, Products, Competitors, and Sales Teams related to the Opportunity.
What is automatically set when selecting a related record from within the Opportunity form?
You have a Dynamics CRM organization.
A manager wants to share data with an external consultant by using a dynamic PivotTable. You need to tell the manager what to do before the external consultant can access the data in the PivotTable.
What should you instruct the manager to do first?
One of your top-selling products is now available in multiple colors. You need to make the color choices
available to sales representatives for use in quotes and orders.
What should you do?
You have an opportunity for a customer named Contoso. You are ready to offer a quote. You know that a competing company submitted a quote to Contoso for the same product. You need to track information about the competing company.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
You have a new policy at your company which states that you must track competitors to whom you lost
opportunities.
What should you do?