Which settings should you select?

HOTSPOT

A company wants to implement the Forecast Management feature in Dynamics 365 Sales.

The company plans to use the Opportunity Status Reason field to indicate that sales have closed. They want to use settings based on the organizational reporting structure. Salespeople must only see their own forecasts.

You need to select the appropriate settings to meet the company’s requirements.

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

View Answer

Answer:

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/select-template-forecast

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecast