Microsoft Dynamics 365 for Sales MB-210 Questions Updated V13.02

1. Topic 1, Bellows College

Case Study

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

lo answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment and problem statements. If the case study has an All Information tab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a Question click the Question button to return to the question.

Overview

Background

Bellows College has several spots teams. Sporting events take place throughout the year.

Processes for managing and selling tickets to events are very outdated. The college uses Microsoft Excel to track who has paid for each private box seat for each season. The college uses a paper-based system to manage individual ticket sales. Bellows often loses money on ticket sales due to lack of accurate purchasing information.

The college currently does not support ticket sales on the day of a sporting event All tickets must be purchased in advance.

Bellows College plans to streamline processes for selling tickets to sporting events. The organization needs an updated system that will support internal sales people and track ail ticket sales for a season.

Sales team

Bellows College has inside phone sales representatives and regional sales representatives that are assigned to specific sales territories. inside phones sales representatives primarily handle individual cash or credit card ticket sales- Regional sales representatives primarily handle group and private box sales. Phone inquiries for group and private box sales are entered into the system and assigned to the appropriate regional representative.

Dynamics 365

Bellows College has purchased Microsoft Dynamics 365 Sales to help manage their ticket sales. You are hired to configure the system to meet the college s needs.

The college has identified the following requirements for the new system:

- Enforce repeatable steps to promote and increase efficiency and consistency for ticket sales across all sports and venues.

- Calculate sales margins based on base ticket prices with discounts for group and alumni sales.

- Maximize private box sales.

- Provide visibility into all potential and pending sales.

- Track and report follow up activities performed by all sales representatives.

Current processes

Ticket sales

Ticket sales are completed and displayed based on the college s fiscal year which begins July 1 and ends June 30.

Ticket sales tor existing customers will be entered as new opportunities for tracking and reporting purposes. To facilitate timely follow-up (end sales representative accountability), a phone can activity will be auto-generated every time a new opportunity is created. Ticket sales feu new customers will be entered in the solution as leads. Leads will have the following statuses: Open Qualified, and Disqualified. Status values cannot be customized. Status reasons can be customized.

Ticket prices

The standard ticket price for all sporting events is 550. Non-alumni whet purchases are priced based on the standard rate. Alumni ticket purchases ate priced at the current cost. This season the current cost is $35 per ticket. All sports are priced on a markup, except for football. Football is priced based on a hard profit.

The college has the following markup and margin policies for the three categories of ticket purchasers:

Ticket package discounts are available for group purchases.

The following table shows

Private box seats

Because of the limited number of private box seats, private box seats sell out quickly. These seats are offered to current renters first then alumni. Remaining box seat tickets are made available to others from year to year. The dean of the college has expressed the desire to personally call the CEOs or primary decision makers of groups to thank them for renewing their private box rentals.

Private box sales for existing customers win be entered as opportunities and converted to orders when finalized. Private box and group sales for new customers will be entered as leads and will follow a standardized sales process. To support reporting, pending new customer sales will go through a verification process using the stages New, Pending Approval. Approved.

Requirements

Accounting

Budgets and taxes must be tracked over an annual accounting period. The name of the accounting period must be displayed based upon the July 1 date. The accounting period must support abbreviations and must be divisible into four quarters.

Invoices must Include:

- Price List Products: Products tied to a price list

- Non-catalog Products: Existing products not part of the product catalog

- Opportunity Products: Products from a previously created opportunity

- Product prices on the invoice can be changed at the salespersons discretion.

System configuration

The system must be set up as follows:

- Individual cash and credit cards sales will be entered as orders in the system.

- New opportunities will automatically generate a required phone call activity for the assigned sales representative to be completed within 5 days. Valid outcomes of the call will be set to Connected. Left Message, and Wrong Number when closed.

- Non-renewals of private box rentals should be designated with the following outcomes for tracking and reporting purposes: Not interested. Budget cuts, No Longer in business. Other. It Other is chosen, the sales representative must provide additional information in the provided text box.

Tickets

The ticket manager must be able to create discounts for volume purchases of tickets for either groups or bundles of games.

The ticket manager must be able to calculate the best margins for ticket sales. They need to calculate prices as percentage of costs.

Reporting

The school's athletic director needs a fiscal yea' report that includes specific formatting based on a defined template. The report must contain a chart that displays the type of ticket purchaser (alumni, non-alumni, and student).

All tales reporting must be completed by using Dynamics 365 foe Sales. Bellows College has purchased the online version o' the Sales Content Pack for Power BI to allow for visualizations and the creation of dashboards 'or ticket sales. The sales team needs to use a secured connection to access the Bellows College Power Bi dashboard.

Problem Statements

The sales manager is concerned with the tack of sates from one of the sales representatives in comparison to the other sales representatives- The legacy system does not provide enough data to allow the manage* to give proper feedback or guidance. The sales manager has received emails from a potential private box customer named Contoso. Ltd. confirming that they have not had any contact from any sales representative even though they are ready to purchase group tickets.

DRAG DROP

You need to configure accounting options.

Which options should you use? To answer, drag the appropriate options to the correct tasks. Each option may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content . NOTE: Each correct selection is worth one point.

2. HOTSPOT

You need to create and configure access to the Orders report and the Discounts by Number of Employees report.

What should you use? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

3. You need to create a chart for the athletic director.

What should you do?

4. HOTSPOT

You need to configure opportunity status reasons to meet the requirements for existing customer sales.

Which options should you use? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

5. You need to configure pricing for the Contoso, Ltd. invoice.

What should you do?

6. HOTSPOT

You need to configure group sales discounts for alumni.

Which discount type parameters should you use? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

7. DRAG DROP

You need to create invoices for all customers.

Which products should you use? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

8. You need to resolve the sales manager's issue regarding private box customers.

What should you do?

9. HOTSPOT

You need to create a discount list for ticket sales.

Which pricing methods should you use? To answer, select the appropriate method in the dialog box in the answer area . NOTE: Each correct selection is worth one point.

10. You need to increase efficiency and consistency for ticket sales to meet company requirements.

What should you create?

11. You need to implement dashboards.

Which URL should you use?

12. You need to identify new customer pending sales.

What should you do?

13. You need to configure a phone call activity for the dean.

To which value should you set the value of the Call With field?

14. Topic 2, Humongous insurance

This is a case study. Case studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

lo answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study

To display the first question in this case study, click the Nextbutton. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment and problem statements. If the case study has anAll Informationtab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a Questionclick the Question button to return to the question.

Background

Humongous insurance provides fleet automotive insurance. The company s accounting year is July 1st-June 31st.

They have experienced rapid growth by acquiring brokerages that have locations in Canada, the United States, and the United Kingdom.

The company is making a big push for the Start of their second quarter on October 1st.

Current environment

* United States salespeople ate located in either the north, east south, west or national territory.

* Only national territory sales team members can send quotes and Invoices across multiple territories.

* Sales managers route leads based on territory.

* Salesperson! and Salesperson2 are part of the south region and the national account respectively.

* Salespeople cannot accurately report progression of sales and whether they are closed or still in process.

* Manager and underwriter approval is communicated by email.

* Many salespeople use different quote layouts.

Requirements

Territories

* Each territory must be set up as a Business Unit for security.

* Each territory must have the ability to qualify its own leads.

Security

* National sales team members must have privileges in order to see sales and account Information managed by the regional sales teams.

* Configure appropriate security for national and each regional sales.

Goals

* Salespeople's goals must roll up to their manager's goal.

* Goal mettles need lo automatically calculate every 12 hours.

Quotes

* Set up version traceability for quotes.

* Quotes must be marked with the word "Final' when approved.

* Quotes and orders must be generated in their clients" currency.

* Quotes and invoices must be able to be viewed across a variety of devices.

* Pricing must be standardized for insurance products while supporting tiered pricing across national and regional accounts.

Opportunities

* Closed opportunities that are won or lost must capture competitor information. The company wants a visualization built 'or the categories related to why the opportunities closed a certain way.

* When an opportunity is nearing time to quote, products should be added to the opportunity.

Other Requirements

* Simplify data entry and reduce dual data entry.

* Help salespeople and their managers keep track of where they are in the sales process.

* Use out-of-the-box reports where possible.

* Generate invoice numbers automatically.

* Begin invoice numbers with the letters INV.

* Allow managers to be able to view a diagram and dull down to leads converted in the last 30 days.

Issues

* Salespeople cannot identify the sales process stage process for each customer.

* Updated products are not easily updated within the product groups.

* There is no pricing tool.

* Salespeople must research each product every time they have to Quote a customer on a product

* User A is unable to quality leads.

* The manager follows the process on an approved quote but an error occurs.

* Client A purchases products from multiple regions for a single order.

* Not all products are available in regional pricelists or national pricelists.

HOTSPOT

You need to create visualizations for managers.

What should you configure? To answer, select the appropriate options In the answer area . NOTE: Each correct selection is worth one point.

15. HOTSPOT

You need to configure the system for incoming email to support creation of leads from email requirements.

What should you do? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

16. You need to ensure that sales numbers reflect the accounting calendar.

What should you configure?

17. HOTSPOT

You need to set up quotes to meet the requirements.

How should you configure the quotes? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

18. HOTSPOT

You need to configure territories and membership.

Which configurations should you use? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

19. You need to resolve the issue User A is experiencing.

Where should you add User A?

20. You need to determine which fields are required when opportunities are marked as lost.

Which fields are required?

21. You need to determine the cause of the error for approved quotes.

Why does the error occur?

22. Topic 3, group of theaters Case Study

Case Study

This is a case studyCase studies are not timed separately. You can use as much exam time as you would like to complete each case. However, there may be additional case studies and sections on this exam. You must manage your time to ensure that you are able to complete all questions included on this exam in the time provided.

To answer the questions included in a case study, you will need to reference information that is provided in the case study. Case studies might contain exhibits and other resources that provide more information about the scenario that is described in the case study. Each question is independent of the other questions in this case study.

At the end of this case study, a review screen will appear. This screen allows you to review your answers and to make changes before you move to the next section of the exam. After you begin a new section, you cannot return to this section.

To start the case study

To display the first question in this case study, click the Next button. Use the buttons in the left pane to explore the content of the case study before you answer the questions. Clicking these buttons displays information such as business requirements, existing environment, and problem statements. If the case study has an All Informationtab, note that the information displayed is identical to the information displayed on the subsequent tabs. When you are ready to answer a question, click the Question button to return to the question.

Background

A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.

Each theater has a manager. The managers rotate between theaters every six months.

The company plans to implement Dynamics 365 Sales.

Current environment

The company uses the following pricing structure for tickets:

Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.

Requirements

Business cards

* The business card of every group sales customer must be scanned and the image saved with the contact record.

* A customer's business card must be scanned even if the customer has been to the theater before.

* Business cards must show up on all contact forms.

Salespeople

* Each salesperson needs to sell a certain amount of tickets per month.

* The number of tickets each salesperson sells must be totaled only at the end of the month, before the monthly meeting between the salesperson and their manager.

* Salespeople must not be able to check the quantity sold in the system daily.

Opportunities

* The name of the sales manager must be added to opportunity records when sales representatives close opportunities.

* Opportunities that are lost must include the reasons other show and not interested.

* Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities.

They want it broken down as follows:

* Price breakout by ticket

* Quantity discount amount

* Original ticket price

Orders

* Customers who buy a large quantity of tickets to a show must always get a quote first.

* Orders must always be created from the Quote record when it is a large purchase.

* Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.

Data Analysis

* Analyze email messages that pertain to ticket sales of the shows.

* Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.

* Analyze accounts and assess the account representative's relationship with the customer to gauge the level of communication.

Visuals

A Tickets dashboard for all cashiers must be created that contains the following bar Charts:

* all the tickets sold for each show

* all the tickets available for each show

* accounts that have purchased groups of 10 or more tickets

* purchased tickets by age groups

Shows

* Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.

* Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.

* Shows at other theaters must be updated on a monthly basis.

* Quantity discounts and bulk purchase for different shows must be consistent.

Issues

* The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.

* Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.

* Representative 1 is unable to scan business cards.

* Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.

* There are no business card images in the system.

* Duplicate contacts are being created with business card scans.

HOTSPOT

You need to resolve the issues on the ticket’s dashboard.

Which configurations should you change? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

23. DRAG DROP

You need to choose which product's solution fits the analysis needed.

Which solutions should you use? To answer, drag the appropriate solutions to the correct analyses. Each solution may be used once, more than once, or not at all You may need to drag the split bar between panes or scroll to view content . NOTE: Each correct selection is worth one point.

24. You need to choose where to enter the other show names in the system.

Where should you add the shows?

25. You need to configure the system to handle all ticket sales.

What should you configure?

26. You need to configure the system for all the large quantity pricing requirements.

What should you do?

27. You need to make the appropriate change to the system to ensure that statistics are correct in time for each manager/salesperson meeting.

What should you do?

28. DRAG DROP

You need to handle large quantity opportunities.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

29. DRAG DROP

You need to ensure that new managers receive the information they need.

What should you do? To answer, drag the appropriate actions to the correct information. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content . NOTE: Each correct selection is worth one point.

30. You need to determine the cause of the issue with desktop users and business cards.

What is the cause of the issue?

31. You need to choose where to enter the other show names in the system. Where should you add the shows?

32. DRAG DROP

You need to determine which configuration changes to make to address closed and lost opportunities.

Which modifications should you complete? To answer, drag the appropriate modifications to the correct additions. Each modification may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content . NOTE: Each correct selection is worth one point.

33. You need to create orders for large quantity purchases.

What are two possible ways to achieve this goal? Each correct answer presents a complete solution . NOTE: Each correct selection is worth one point.

34. Topic 4, Mix Questions

A company uses Dynamics 365 for Sales.

You create a new quote and associate an opportunity to the quote.

You need to display all your items from the opportunity in the quote.

What should you do?

35. HOTSPOT

You use opportunities in Dynamics 365 Sales.

Opportunities that were closed as lost frequently come back and are eventually won.

You need to be able to track these occurrences and have insight into the process.

What happens during the reopen and close process? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

36. A company is using Dynamics 365 Sales.

Several invoices have an incorrect shipping date.

You need to change the shipping date on all the invoices.

What should you do?

37. DRAG DROP

A sates manager needs to add a new business closure.

You need to configure a new business closure schedule.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

38. A company is implementing Dynamics 365 Sales. The company has ten products and four territories.

Each territory must have a price list specific for the territory and must use these prices as default product prices.

You need to configure the price lists for the territories.

What should you do?

39. A company uses Dynamics 365 for Sales to analyze their competitive wins and losses data.

Sales staff close lost opportunities and enter the Actual Revenue, Closed Date, Competitor, and the reason for the loss.

You need to create a dashboard that provides information related to the last 30 days of opportunities closed as lost.

Which entity should you use?

40. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen.

You are configuring Dynamics 365 Sales for a US-based company as follows:

✑ Utah to California is the West territory,

✑ Illinois to Colorado is the Central territory.

✑ Maine to Indiana is the East territory.

The company wants the territories set up as follows:

✑ Salespersons 1 and 2 sell in the West territory.

✑ Salespersons 5 and 6 sell in the Central territory.

✑ Salespersons 3 and 4 sell in the East territory.

✑ Postal code for each state used as the location.

You need to set up the territories-Solution:

✑ Create the West territory, add the manager, and save.

✑ Repeat for the Central and East territories.

✑ Add members for each territory.

✑ Select Related under each territory and select the postal codes applicable for each terriority.

Does the solution meet the goal?

41. A company uses Dynamics 365 for Sales.

You must track a competitor to help your company win a sale.

You need to associate the competitor with a Dynamics 365 entity.

To which type of entity can you associate the competitor?

42. DRAG DROP

You manage a Dynamics 365 Sales environment.

You need to email the sales manager when salespeople update their phone call activities.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

43. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to It. As a result these questions will not appear In the review screen.

You are configuring Dynamics 365 Sales for a US-based company as follows:

✑ Utah to California is the West territory,

✑ Illinois to Colorado is the Central territory.

✑ Maine to Indiana is the East territory.

The company wants the territories set up as follows:

✑ Salespersons 1 and 2 sell in the West territory.

✑ Salespersons 5 and 6 sell in the Central territory.

✑ Salespersons 3 and 4 sell in the East territory.

✑ Postal code for each state used as the location.

You need to set up the territories-Solution:

✑ Create the West territory, add the manager, and save.

✑ Add members for each territory.

✑ Repeat for the Central and East territories.

Does the solution meet the goal?

44. A customer recently visited one of your retail outlets. You created an opportunity for the customer for a large purchase.

The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: Qualify the opportunity.

Does the solution meet the goal?

45. DRAG DROP

You are configuring Dynamics 365 for Sales. Your organization has a five-stage sales process comprised of leads, opportunities, client validation, quotes, and orders.

You need to ensure that salespeople can move through the sales process and view progress.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

46. You need to ensure that a user named User1 can assign salespeople to sales territories. The solution must use the principle of least privilege.

To which security role should you assign User1?

47. DRAG DROP

A company wants to use Dynamics 365 Sales with their internal phone system.

You need to configure Dynamics 365 to use the softphone dialer.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

48. An organization uses sales dashboards in Dynamics 365.

You need to configure a single a dashboard that includes the following data:

✑ both complex key performance indicators that are derived from external data and custom visuals

✑ real-time data on sales performance that is based on Dynamics 365 data .

Which three actions should you perform? Each correct answer presents part of the solution . NOTE: Each correct selection is worth one point.

49. An organization uses Dynamics 365 for Sales.

You need to create a quote template in Microsoft Word for use in the organization.

What should you do?

50. DRAG DROP

A company uses Dynamics 365 Sales to manage sales orders.

You need to create an order for a new customer.

In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.

51. HOTSPOT

You manage a Dynamics 365 environment. You plan to implement business process flows from AppSource.

You need to ensure that you can install the business process flows.

Which actions should you perform? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

52. DRAG DROP

You manage the Dynamics 365 environment for Contoso, Ltd. A rule automatically creates a lead associated with an email when an email is sent to [email protected].

You need to ensure that the marketing manager receives an email each time an email request is sent to [email protected].

How should you configure the rule? To answer, drag the appropriate actions to the correct requirements. Each action may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content . NOTE: Each correct selection is worth one point.

53. DRAG DROP

You manage Dynamics 365 Sales. You have a sales territory named SalesTerritoryA which has an associated manager.

You need to create a new sales territory named SalesTerritoyB and assign the SalesTerritoryA manager to SalesTerritoryB.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order . NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

54. HOTSPOT

You have a sales report that shows activities for Accounts in the last 30 days.

When you run an advanced find query for Accounts with the custom field Heat Level equal to Hot, you are not able to access the report.

A Form: Report: Account Activity last 30 Days.

Use the drop-down menus to select the answer choice that answers each question based on the information presented in the graphic . NOTE: Each correct selection is worth one point.

55. You are a salesperson using Dynamics 365 for Sales.

You need to be able to modify the product price on an active invoice that uses current pricing.

What should you do?

56. HOTSPOT

A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.

The measurement of goals must be based on the total deal amount upon closing an opportunity.

The fiscal year for the goals must be based on the calendar year.

You need to create the rollup query for the goal metrics.

Which options should you select? To answer, select the appropriate options in the answer area . NOTE: Each correct selection is worth one point.

57. You use price lists in Dynamics 365 for Sales. Some price lists have expired.

Users need to be able to continue to manage their opportunities.

Which option is possible?

58. You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer.

You need to create a quote that automatically includes all the products from the opportunity.

What should you do?

59. You are a Dynamics 365 administrator for a dental office.

You need to create a process in Sales Hub to ensure that team members perform the following actions:

✑ Call patients to remind them about upcoming appointments.

✑ Update patient contact information.

What should you create?

60. You manage a Dynamics 365 Sales environment. Many activities are associated with opportunities.

Managers must be able to determine how the relationship with customers is trending for each opportunity.

You need to implement a solution.

Which solution should you implement?