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MB-210 · Question #41

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…

The correct answer is D. In Opportunities, change the default value of the revenue type to System Calculated. "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."…

Manage core sales tables

Question

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?

Options

  • AIn the System Settings sales tab, change the default revenue type to System Calculated
  • BIn custom controls, change the default revenue setting to System Calculated
  • CIn Personalization settings for each user, change the default revenue type to System Calculated
  • DIn Opportunities, change the default value of the revenue type to System Calculated

How the community answered

(17 responses)
  • A
    6% (1)
  • B
    12% (2)
  • C
    6% (1)
  • D
    76% (13)

Explanation

"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." https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/159165/populate- opportunity-estimated-revenue-with-actual-revenue-from-quote?pifragment-97030=1#responses

Topics

#opportunity revenue#system calculated revenue#sales settings#opportunity management

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