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You are a sales manager who has a large sates team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors in relationship to a lost opportunity?
A. Resolution activities
B. Phone activities
C. Task activities
D. Email activities
You are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics 365 as
an Opportunity. That customer has just signed a coverage agreement.
How should you now modify the status of the designated Opportunity record?
A. close the opportunity as Lost
B. delete the opportunity record, and create a customer record
C. close the opportunity as Won
D. delete the opportunity record, and create a contact record
You have received an email from a person you met at a conference you recently attended. The email mentions that their organization might be interested in the services provided by your organization. You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization. Which record type can be used to accomplish this goal?