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You are a technical support specialist for your company.The Company’s sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser. What should you suggest to meet this sales staffs need?
A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Ad min portal.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.
You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics you organized at a trade show.What type of record should you create for each card?
You are a new sales executive for a company that utilizes Microsoft Dynamics 365.You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.How will the activity state of the designated tasks be modified to reflect the fulfillment of these?
A. You must manually change the activity state to Canceled.
B. The activity state will update automatically when the associated opportunity is won.
C. The activity state will update automatically when the associated sale order is complete.
D. You must manually change the activity state to Completed.
You are a sales professional for an insurance company.You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement.How should you now modify the status of the designated Opportunity record?
A. close the opportunity as Lost
B. delete the opportunity record, and create a customer record
C. close the opportunity as Won
D. delete the opportunity record, and create a contact record
You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. Export to Static Worksheet
B. Export to Excel Online
C. Export to Dynamic Pivot Table
D. Export to Dynamic Worksheet
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