An organization uses sales dashboards in Dynamics 365.
You need to configure a single a dashboard that includes the following data:
- both complex key performance indicators that are derived from
external data and custom visuals
- real-time data on sales performance that is based on Dynamics 365
data.
Which three actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

You are a salesperson using Dynamics 365 for Sales.
You need to revise an active quote.
What happens to the original quote record?

You need to create visualizations for managers.
What should you configure? To answer, select the appropriate options In the answer area.
NOTE: Each correct selection is worth one point.

An organization attends a tradeshow and identifies several leads.
One specific lead wants to make a purchase in the next week.
You need to create an invoice.
At which stage can you create the invoice?

You are creating orders from quotes in Dynamics 365.
In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order.
You need to ensure that closed orders use existing functionality to reflect the circumstances.
Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.