You work as a Sales Manager for a company. The company uses Microsoft Dynamics 365 for Sales.
You configure a pivot table in an Excel template to view leads and opportunities from Dynamics 365 for Sales.
You open the Excel template and discover that the data displayed is out of date.
You need to ensure that the data displayed in the Excel template is current when you open the Excel template.
Which of the following options should you configure?
Your role of Systems Administrator includes the management of your company's Microsoft Dynamics 365 for Customer Service system. The company has several departments. Users in all departments are licensed to use Dynamics 365.
Company developers have developed a custom app that will be used by departmental managers.
You need to configure permissions for the custom app to ensure that departmental managers can access the app from the My Apps page or the CustomerEngagement home page. Other Dynamics 365 users must not be able to access the app.
Which of the following actions should you perform?
Your role of Systems Administrator includes the management of your company's Microsoft Dynamics 365 for Customer Service system.
You are preparing a translation file that will be imported into Dynamics 365.
You need to ensure that the translation file is in the correct format to be imported.
Which of the following file types should you use?
You work as a Microsoft Dynamics Solution Developer. You have been hired by a company to customize the Microsoft Dynamics 365 system.
You are designing a main form. You need to configure the form to display additional data within the form for a record that is referenced by a lookup field in the main form.
Which of the following should you add to the form?
You work as a Sales Manager for a company. The company uses Microsoft Dynamics 365 for Customer Services.
You issue new Windows 10 tablet devices to members of the Sales team. The Sales team will use the tablet devices to access Dynamics 365.
You receive reports from Sales staff that the wrong form is displayed on the tablet devices when they view an entity in Dynamics 365.
You need to ensure that the correct form is displayed.
Which of the following actions should you perform?