Pipeline View Quiz

5 questions Pass: 70% +25 pts (50 with Pro)

Quiz covering Core Sales Functionality

What you'll be asked

  1. In the Dynamics 365 Sales Pipeline view, which core record type is primarily managed and visualized?
  2. How can a user update the 'Estimated Close Date' of an opportunity directly from the Pipeline view?
  3. Which feature allows a user to organize their Pipeline view by specific criteria, such as 'Closing this month' or 'High priority'?
  4. If a user wants to visualize their pipeline based on the sales stage, what is the most efficient way to change the grouping in the Pipeline view?
  5. A user notices that a specific custom field added to the Opportunity entity is not appearing in the Pipeline view. What is the most likely reason?

Answers and explanations come after you submit.