A customer uses premium forecasting.

You need to add columns from the forecast to the Trend chart.

Which two types of columns should you add? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study -

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

Background -

Best For You Organics Company specializes in delivering fresh and frozen organic fruits and vegetables to commercial and residential customers. The company recently started making ice cream bars. The company named this business line IceCreamBarLine. Best For You Organics Company plans to sell individual ice cream bars from food trucks and sell cases to convenience stores and gas stations.

Best For You Organics Company purchased a fleet of windowed trucks to sell individual ice cream bars and perform deliveries. The salespeople are the truck drivers.

Current environment -

Best For You Organics Company uses Dynamics 365 Sales and Microsoft 365. The company plans to use the sales accelerator features with IceCreamBarLine before rolling it out to other departments. The company has external stakeholders who are involved in sales opportunities.

Current environment setup -

• Best For You Organics Company uses one business unit in Dynamics 365 Sales.

• All users have Dynamics 365 Sales Enterprise licenses.

• All salespeople use a mobile app when they are not in the office.

• Best For You Organics Company uses Exchange Online.

• Lead records are created automatically when marketing forms are submitted on the Best For You Organics Company website.

• Each salesperson manages a district. A district named DistrictA does not have cellular or Wi-Fi service.

Current salesperson process -

• Appointments are scheduled through Microsoft Outlook and Dynamics 365 Sales.

• Custom insight cards are created to show tasks that have missed their due date.

• Emails sent to customers are sent from Dynamics 365 Sales.

• Salespeople use Microsoft SharePoint in Dynamics 365 Sales to store documents on leads and opportunities.

Requirements -

Dynamics 365 Sales -

• The company requires that only salespeople have access to the sales accelerator features.

Emails -

• Email interactions, such as when an email is opened, must be tracked.

• Emails received by stakeholders must be visible on an opportunity record as soon as they are received.

• Salespeople require the option to keep stakeholder emails private or make them visible to others.

• Salespeople require their appointments and tasks to synchronize with Outlook.

Phone calls -

• Calls to customers must be placed by using Dynamics 365 Sales.

• Salespeople must be able to record their calls and have real-time transcription.

Appointments -

• Appointments must be entered while the salesperson is at a customer's location.

• Salespeople must be able to review their next meeting when they travel.

Alerts -

• A salesperson must be alerted immediately when a marketing form is submitted for the salesperson's district.

Leads and opportunities -

• Items in the worklist must display activities from leads and opportunities only.

• Salespeople must be able to create shared Microsoft OneNote notebooks for each opportunity.

You need to configure Dynamics 365 Sales to allow salespeople to enter notes.

Which configuration action should you perform for the opportunity table?

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study -

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

Background -

Contoso, Ltd. is an appliance company that sells appliances to various regions. The company uses First Up Consultants, an external sales company, to manage opportunities in areas where they do not have salespeople. The First Up Consultants personnel do not have Dynamics 365 Sales licenses. The internal sales team generates about 500 tradeshow leads per month.

Contoso, Ltd. uses Dynamics 365 Sales with no additional features enabled. The company currently uses only custom forms and the Sales Hub app.

The company recently hired a sales manager. The sales manager plans to improve processes and must keep costs as low as possible. A hands-off approach means the sales manager will view information in Dynamics 365 Sales but will not add entries. The sales manager identified the following areas that require major improvement:

• Leads process

• Opportunity process

• Marketing process

• General company collaboration and communication

Lead Process -

• Leads created at the head office must be automatically distributed to salespeople in a cyclical order. Tradeshow leads are created by salespeople and do not need to be redistributed.

• Lead assignments are often delayed because other tasks become a priority.

• To help prioritize tasks, the salespeople require the Up Next widget for the Lead form.

• The salespeople require a task that reminds them to call the lead one week after the tradeshow.

• The salespeople are excellent at meeting leads at tradeshows. One day after the tradeshow, they manually send a follow up email, but that is often where the communication stops.

• Salespeople often forget to track customer emails to their leads when they are in Microsoft Outlook.

Opportunity Process -

• The contracts team must review all contracts uploaded in Dynamics 365 Sales for opportunities, but they do not have access to Dynamics 365 Sales.

• Opportunities are often transferred to different child or parent accounts, so contracts should not be filed by account.

• First Up Consultants must track the progress of the opportunity in Dynamics 365 Sales.

Marketing Process -

• Pop-up sale

o A sales administrator must offer a one-time pop-up sale to local customers to remove damaged appliances from inventory. o Pop-up sale emails must only go to a manually selected group of contacts. No reporting is required. Minimal set up is required.

• Tradeshow

o The sales administrator must send marketing materials to specific leads collected from the tradeshow when the tradeshow ends. The sales administrator must manually select the leads from all the leads collected.

• Flyers

o The sales administrator must send a quarterly sales flyer to leads in the local area. These leads are collected from the website. The leads must be automatically added or removed throughout the quarter.

General Issues -

• Salespeople often travel to visit customers. Currently, the salespeople connect to Dynamics 365 Sales through a browser on their phones. The Dynamics 365 Sales forms are often small and difficult to use.

• The salespeople require availability of the following features on their phone: o Receive an alert that notifies them of a new lead assignment even when they are not using Dynamics 365 Sales. o View all meetings and appointments from Outlook and Dynamics 365 Sales in one view. o Generate a SQL Server Reporting Services (SSRS) quote for a customer.

• Salespeople require emails to appear on Dynamics 365 Sales records so they can associate the email to the record without needing to navigate to another app.

• A new salesperson can open records but cannot access the app. The salesperson has been granted the same app access as all other salespeople.

You need to send a notification to contacts for the pop-up sale.

What should you create?