A sales manager creates a marketing list that includes all contacts from a specific city. The manager plans to use the list in a campaign. The manager forgot to filter out contacts who have a credit hold. You need to create a campaign with the updated contacts. What should you do?
You modify the default form for salespeople in Dynamics 365 Sales. A US Citizen column has a type option of Yes or No. The salespeople require a country/region column to appear only if the US Citizen column is set to No. You need to enable the column to appear when the condition is met. What should you configure?
A company's human resources director wants a solution that improves consistently for the process of onboarding new staff. The company wants to use playbooks for the solution. You need to create a playbook template to track the staff onboarding. In which entity must you create records for staff members?
A company uses Dynamics 365 Sales.
A sales manager wants a salesperson to send an email activity to a marketing list. The manager wants to track the successes and failures of the emails in one view. The salesperson must be limited to sending only this email activity to the marketing list
You need to recommend which feature the manager should use.
What should you recommend?
A company is using Relationship Analytics. The company emails customers three times a month.
To increase customer loyalty, the company is adding a policy that requires sales representatives to meet with customers two times a quarter as well.
You need to update the settings.
What should you configure?
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