Microsoft Dynamics 365 Sales — Question 32
You are a salesperson working with Dynamics 365. Your role includes working with opportunities.
You successfully close a sale.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Answer options
- A. Change Est. Revenue to Actual amount
- B. Set the Status reason to Won.
- C. Change Est. Close Date to Actual close date.
- D. Change the Actual Revenue to Actual amount.
Correct answer: B, D
Explanation
Selecting B, 'Set the Status reason to Won,' is necessary to reflect the successful closure of the sale in the system. D, 'Change the Actual Revenue to Actual amount,' is also needed to ensure that the revenue recorded matches the actual sale amount. Options A and C do not accurately represent the actions required after closing a sale.