Knowledge check

1.

An account executive is on a routine follow-up call with an existing customer when the customer unexpectedly expresses interest in purchasing new equipment. What is the most efficient way to capture this as a new opportunity without losing the current context?

Navigate to Sales > Opportunities > New and manually create a new opportunity record.

Use the Convert To button on the phone call activity record to create an opportunity.

Qualify a new lead record to automatically generate the opportunity.

2.

A sales manager adds a technical specialist to an opportunity record as a connection. What does Dynamics 365 Sales automatically grant to the technical specialist as a result?

Ownership of the opportunity record, replacing the current owner.

Read and write access to that specific opportunity record through an access team.

Visibility into all opportunities in the same sales territory.

3.

A deal that was previously closed as Lost because a customer's budget was frozen needs to be actively pursued again after budget was reinstated. What should the sales representative do?

Create a new opportunity record to restart the sales process from the beginning.

Change the opportunity status reason to On Hold to indicate it's temporarily paused.

Reopen the closed opportunity using the Reopen Opportunity command.

4.

A sales representative is building an early-stage opportunity for a potential enterprise deal. The product scope isn't yet defined, but management needs an estimated revenue figure for this quarter's pipeline report. Which revenue configuration is most appropriate?

System Calculated, with placeholder write-in products to generate a total.

User Provided, with a manually entered estimated revenue amount.

System Calculated, after selecting any available price list to enable the revenue field.

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