Microsoft
MB2-717 · Question #18
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers. Customers are grouped into "standard" and "VIP" categories. You need to create goals that…
The correct answer is B. Create a rollup query on the opportunity, and add a query that only includes opportunities related. See the full explanation below for the reasoning.
Question
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers. Customers are grouped into "standard" and "VIP" categories. You need to create goals that only calculate sales on each account flagged as a "VIP" customer. Which approach should you take?
Options
- ACreate a rollup query on the account entity, and add a query that only includes accounts flagged
- BCreate a rollup query on the opportunity, and add a query that only includes opportunities related
- CCreate a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
- DCreate a rollup field, and set it to only include opportunities related to active accounts flagged as
How the community answered
(21 responses)- A14% (3)
- B71% (15)
- C10% (2)
- D5% (1)
Community Discussion
No community discussion yet for this question.