Microsoft Dynamics 365 Sales — Question 70
A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year's forecast.
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. Create and assign users to new resource groups for each manager.
- B. Create a new relationship between sites.
- C. Update the target goal amount for each user.
- D. Upload the new quota amounts for each user.
- E. Adjust the forecast values directly.
- F. Assign the users to their new managers.
Correct answer: D, F
Explanation
To update the quotas for each user, it's essential to input the new quota amounts (D) and assign users to their new managers (F). The other options, such as creating resource groups or adjusting forecast values directly, do not specifically address the requirement to update user quotas in the context of the new management structure.