Updating Quotas for Current Fiscal Year's Forecast - MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Updating Quotas for Current Fiscal Year's Forecast

Q: 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.

Assign the users to their new managers.Upload the new quota amounts for each user.

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Question

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.

Answers

A. Create and assign users to new resource groups for each manager.

B. Adjust the forecast values directly.

C. Assign the users to their new managers.

D. Upload the new quota amounts for each user.

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Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

CD.

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/activate-upload-simple-columns-data-forecast

To update the quotas for each user for the current fiscal year's forecast in Dynamics 365 Sales, you need to perform the following two actions:

C. Assign the users to their new managers: Since the company has divided the business unit into three separate units, each with a new manager, you need to ensure that each user is assigned to their respective manager. This will ensure that each manager can view and manage the sales forecasts of their team members. To assign users to their new managers, follow these steps:

Go to the Sales Hub app and select "Users" from the left-hand menu.
Select the user whose manager needs to be updated.
In the "Manager" field, select the new manager from the dropdown list.
Save your changes.

D. Upload the new quota amounts for each user: Once the users have been assigned to their respective managers, you need to update the quota amounts for each user for the current fiscal year's forecast. To do this, you can upload a new quota file for each user or update the quota values directly in Dynamics 365 Sales. Follow these steps to update the quota amounts for each user:

Go to the Sales Hub app and select "Forecasts" from the left-hand menu.
Select the forecast you want to update.
Click on the "Quotas" tab.
Update the quota values for each user either by directly editing them or uploading a new quota file.
Save your changes.

A. Creating and assigning users to new resource groups for each manager or B. Adjusting the forecast values directly, are not the recommended solutions to update the quotas for each user. Creating new resource groups for each manager is not necessary if the users have already been assigned to their respective managers. Adjusting the forecast values directly may result in inconsistencies and errors in the forecast, and it is better to update the quota values directly or upload a new quota file.

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