You are a Dynamics 365 administrator for a dental office.You need to create a process in Sales Hub to ensure that team members perform the following actions:Call patients to remind them about upcoming appointments.Update patient contact information.What should you create?
You are a Dynamics 365 administrator.A sales manager changes the target goal for a salesperson from $26,000.00 to $20,000.00. However, thecurrency symbol changes from $ to . Other managers are not experiencing this issue.You need to fix the currency symbol for the sales manager.What should you change?
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: Convert the Opportunity to a quote.Does the solution meet the goal?
You work for a company using Dynamics 365 for Sales.When customers call the company, they must provide their quote number. Customers report that quotenumbers are too long.You need to shorten quote numbers to the minimum possible length.What should you do?
A company is using Dynamics 365 Sales.Several invoices have an incorrect shipping date.You need to change the shipping date on all the invoices.What should you do?