A client plans to implement Microsoft Power Platform solutions.
The client identifies the following requirements for handling opportunities:
• Users must follow the same set of steps each time they process opportunities
• For opportunities with values greater than $20,000, a follow-up date and second contact field must appear on the form.
• An error message must display if a follow-up date is not within seven days of the opportunity creation date.
You need to recommend tools to meet the client requirements.
What should you recommend? To answer, drag the appropriate tools to the correct requirement. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Sales and Power BI.
Sales managers must be able to keep track of changes to their pipeline in the following ways:
Notify the sales managers when an Opportunity changes sales stage.
Notify the sales managers when the pipeline drops below 2.5M USD.
When reviewing the pipeline in Power BI, a sales executive must be able to add a Playbook to an Opportunity.
You need to recommend a solution that meets the company requirements.
Which combination of solutions should you recommend? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
A company uses Microsoft Power Platform. The company plans to expand to other countries/regions. The chief operating officer (COO) must assess compliance risks related to the planned expansion. You need to direct the COO to the compliance information. Where should you direct the COO?
You are creating a scope of work document for a solution. You have the following requirements:
• Track support cases, first response time, and resolution time.
• Include a chat-like interface that allows managers to check the status of cases with minimal manual searching.
• Allow cases to have multiple different priority levels.
You need to include the required Dynamics 365 and Microsoft Power Platform components. Which two components should you include? Each correct answer presents part of the solution.
NOT: Each correct selection is worth one point.