Microsoft Dynamics 365 Customer Experience Analyst — Question 27

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 years forecast.

Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

NOTE: Each correct selection is worth one point.

Answer options

• A. Adjust the forecast values directly.
• B. Create and assign users to new resource groups for each manager.
• C. Create a new relationship between sites.
• D. Update the target goal amount for each user.
• E. Assign the users to their new managers.
• F. Upload the new quota amounts for each user.

Correct answer: E, F

Explanation

The correct actions are E and F because assigning users to their new managers (E) ensures that the organizational structure reflects the changes, while uploading the new quota amounts for each user (F) directly updates their targets for the fiscal year. Options A, B, C, and D do not effectively address the need to reflect the new management structure or update user quotas accurately.