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What is the 1,000 foot overview of the sales environment? - 🧠ANSWER ✔✔The
sales environment takes you from potential (lead) to close (client).
What type of app (of the two types) is the Sales app? - 🧠ANSWER ✔✔Sales is a
model-driven app
What is the sales dashboard called? - 🧠ANSWER ✔✔The Sales Activities Social
Dashboard
How do you change from one application to another? - 🧠ANSWER ✔✔Using the
waffle in the top left corner
Where can you navigate to within the application? - 🧠ANSWER ✔✔To navigate
within the application you will select the "hamburger looking item" to go into
Customers, Sales, various Sales, Collateral and so forth.
Charts are made from _____? - 🧠ANSWER ✔✔Views
What types of actions can you perform from views? - 🧠ANSWER ✔✔• Create
record
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,• Refresh record
• Delete record
• Email a link
• Build a flow
• Excel templates
• Export to Excel
• Import to Excel
• Quick Campaigns
• Open Dashboards
• Create views
• Sort the records
What types of actions can you perform with records?]
• Follow/unfollow
• Add to marketing list
• Merge
• Open
• Edit
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,What are some additional items you can add to the Sales dashboard? -
🧠ANSWER ✔✔LinkedIn Sales Nav
Adversity
Predict
What are the 5 steps in the Sales Business Process Flow? - 🧠ANSWER ✔✔1. Lead
2. Qualify
3. Develop
4. Propose
5. Close
Aaron is a lead. His company is a(n) _______. - 🧠ANSWER ✔✔Account
Provide an example of automation is regards to a lead. - 🧠ANSWER ✔✔Follow-
up reminder for phone calls
True or False: D365 Sales is made with a set of core entities - 🧠ANSWER ✔✔True
If you are receiving products or services in D365 Sales, what are you considered?
- 🧠ANSWER ✔✔A customer
What are the 2 types of customer records in D365 Sales? - 🧠ANSWER
✔✔Accounts and Contacts
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COPYRIGHT©JOSHCLAY 2025/2026. YEAR PUBLISHED 2025. COMPANY REGISTRATION NUMBER:
619652435. TERMS OF USE. PRIVACY STATEMENT. ALL RIGHTS RESERVED
, What are the types of things that can be considered an Account? - 🧠ANSWER
✔✔Company
Government entity
NGO
Other organizations
What does an Account in D365 Sales include? - 🧠ANSWER ✔✔Customers
Vendors
Partners
Resellers
What is a Contact in D365 Sales? - 🧠ANSWER ✔✔Records created to track
people
What are some examples of Contacts?]
Customer
Consultant
Service provider
Other individual
Page 4 of 72
COPYRIGHT©JOSHCLAY 2025/2026. YEAR PUBLISHED 2025. COMPANY REGISTRATION NUMBER:
619652435. TERMS OF USE. PRIVACY STATEMENT. ALL RIGHTS RESERVED