You manage a default Dynamics 365 Sales environment.
You are configuring a sales dashboard.
You need to create an interactive dashboard.
Which three entities can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Click on the arrows to vote for the correct answer
A. B. C. D. E.ACD.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/configure-interactive-dashboardsTo create an interactive sales dashboard in Dynamics 365 Sales, we can use the following entities:
B. Opportunity: Opportunities represent potential sales deals with customers. They are used to track the progress of a sales deal from lead to closed-won or closed-lost. By using the Opportunity entity in the dashboard, we can track the progress of deals, monitor their stage and status, and analyze the sales pipeline.
D. Case: Cases represent customer inquiries, requests, or issues that need to be resolved. By using the Case entity in the dashboard, we can track the status of customer inquiries, analyze the resolution time, and monitor the service level agreements (SLAs).
E. Invoice: Invoices represent billing statements for products or services sold to customers. By using the Invoice entity in the dashboard, we can track the sales revenue, analyze the sales performance, and monitor the accounts receivable.
We cannot use the following entities for an interactive sales dashboard:
A. Queue Item: Queue items represent work items that are waiting to be processed. They are used in the service management module to manage the workload of the customer service team. They are not relevant to the sales process.
C. Knowledge Article: Knowledge articles represent the solutions to common customer issues or inquiries. They are used in the knowledge management module to provide the customer service team with the necessary information to resolve customer inquiries. They are not relevant to the sales process.