You are Dynamics 365 for Sales administrator. Sales representatives must enter estimated revenue only as an exception. You need to ensure that estimated revenue for opportunities is automatically calculated. What should you do?
A.
In the System Settings sales tab, change the default revenue type to System Calculated
B.
In custom controls, change the default revenue setting to System Calculated
C.
In Personalization settings for each user, change the default revenue type to System Calculated
D.
In Opportunities, change the default value of the revenue type to System Calculated
It is D, this is a customization option in opportunities. The answer is not referring to the opportunity front en screen.
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/159165/populate-opportunity-estimated-revenue-with-actual-revenue-from-quote?pifragment-97030=1#responses
"You can also change the default value via CRM Customization.
Go to the Opportunity form editor then go to the field, double click and edit, go to the details, edit it after that change the default value from User Provided to System Calculated."
The best option to ensure that estimated revenue for opportunities is automatically calculated in Dynamics 365 for Sales is:
A. In the System Settings sales tab, change the default revenue type to System Calculated
This is because the System Settings sales tab controls the default behavior for all users in the system. Changing the default revenue type to System Calculated here will ensure that estimated revenue is automatically calculated for all opportunities, unless manually overridden by a sales representative. The other options (B, C, D) are not as likely to resolve this specific issue. Therefore, option A is the most effective solution.
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