Question 63 of 154 from exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Question 63 of 154 from exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant

Question

HOTSPOT - A company releases a new catalog.

The company requires salespeople to do the following: -> Contact customers about the new catalog.

-> Set up appointments with the customers to deliver the catalog.

You need to set up playbooks to track the activities.

What should you configure? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Hot Area:

Answer Area

Requirement

Set up playbooks for tracking activities.

Set up record types for playbooks.

Configuration

Settings
Activities
Templates
Categories

Accounts and Contacts

Phone calls and Appointments
Accounts, Contacts, and Activities
Accounts, Contacts, and Sales literature

Explanations