Automating Estimated Revenue Calculation
Question
You are Dynamics 365 for Sales administrator.
Sales representatives must enter estimated revenue only as an exception.
You need to ensure that estimated revenue for opportunities is automatically calculated.
What should you do?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.D.
The correct answer is A. In the System Settings sales tab, change the default revenue type to System Calculated.
Explanation: Dynamics 365 for Sales allows the configuration of the revenue type for opportunities, which includes three options: System Calculated, User Provided, and None. The System Calculated option automatically calculates the estimated revenue based on the product catalog and pricing, while the User Provided option requires sales representatives to manually enter the estimated revenue for each opportunity.
To ensure that estimated revenue for opportunities is automatically calculated, the default revenue type must be set to System Calculated. This can be done in the System Settings sales tab.
Option B, changing the default revenue setting to System Calculated in custom controls, is not a valid solution as custom controls are used to modify the appearance and behavior of forms, but they do not affect the default revenue type configuration.
Option C, changing the default revenue type to System Calculated in Personalization settings for each user, is also not a valid solution. Personalization settings allow users to customize their user interface, but they do not affect the default revenue type configuration.
Option D, changing the default value of the revenue type to System Calculated in Opportunities, is not a valid solution as the default value only applies to new records, and it does not affect the configuration of the default revenue type for opportunities.
