Microsoft Dynamics 365 Fundamentals (CRM) — Question 150

Sales representatives need a view of all of their customers and the statistics that relate to these customers.
You need to identify how to create visuals for sales representatives to analyze and compare the data for multiple accounts.
What are three possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

Answer options

• A. Import Excel data
• B. Create charts
• C. Create reports in the report wizard
• D. Embed Power BI reports in a system dashboard
• E. Create custom forms

Correct answer: B, C, D

Explanation

The correct answers are B, C, and D because creating charts allows for visual representation of data, while the report wizard provides structured reports for analysis. Embedding Power BI reports in a dashboard enhances accessibility and interactivity of the data. Options A and E do not directly address the need for visual analysis of customer data.