You create a personal view.
You need to ensure that both you and a coworker can use the view.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
B: Personal views are owned by individuals and, because of their default User level access, they are visible only to that person or anyone else they choose to share their personal views with.
D: When you have your view to share go ahead and click on the Assign Saved Views button and you will notice another popup appears. Choose the Assign to another user or team radio button and perform a look up for the user or team you are going to assign the view to.
You have a Dynamics CRM organization that uses Microsoft Social Engagement.
You need to analyze the sales pipeline and the social sentiment to watch for social trends that affect sales.
What should you do?
Microsoft Dynamics CRM Online users can add Microsoft Social Engagement charts and visuals to dashboards, or you can add them to account, contact, or competitor screens. You can also add Microsoft Social Engagement charts and visuals to other types of records.
You have a Dynamics CRM organization that has more than 200 active goals.
At the end of each year, your company reevaluates each goal.
You need to identify which value of the goals must be configured manually.
Which value should you identify?
In preparation for goal management, you should specify a metric for a goal (amount or count), create a goal hierarchy, and set the targets.
A goal manager sets or modifies goal targets, adjusts the goal time period, and assigns a goal owner.
You need to create a goal that will show the previous seven days of activity.
Which two actions should you perform? Each correct answer presents part of the solution.
A Rollup Field has the following functions:
1. The record on which goal is based.
2. The attribute in the record which contributes towards the target set in the goal
3. The date type attribute which is compared against the timelines of the goal to decide if a record contributes towards this goal or not.
4. The value of state/status that the record should have in order to be able to contribute towards a goal.