Check your knowledge

1.

Which of the following options is an included security role that organizations can use in Dynamics 365 Sales?

Sales Development Manager

Invoice Generator

Salesperson

Business-to-Business Salesperson

2.

A business uses Dynamics 365 Sales, and it uses the included Sales Manager role for most employees. However, because a subset of employees includes regional sales managers, the company needs other permissions along with the regular Sales Manager role. What is the most efficient way to create a new, custom Regional Sales Manager security role?

Copy the existing Sales Manager role, rename it, and then edit the access levels and privileges.

Create a new role and name it Regional Sales Manager. Grant the necessary permissions to the new role by using privilege and access levels.

Copy the existing System Customizer role, rename it, and then edit the access levels and privileges.

Rename the Sales Manager role to Regional Sales Manager and then edit the access levels and privileges.

3.

Which one of the following selections is a key feature of Dynamics 365 Sales that allows salespeople to close sales faster?

The ability to nurture sales from lead to order

The ability to track a schedule of work orders and dispatch employees

The ability to track engagement through a customer journey

The ability to use accounting tools like time and expense tracking

4.

Which of the following options is a currency setting that can be customized when you set up Dynamics 365 Sales?

Currency code

Exchange rate

Monetary system

Approved payment methods

Answer the following questions to see what you've learned.

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