Rollup Queries Quiz

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

Quiz covering Goals and Forecasting

What you'll be asked

  1. What is the primary purpose of a Rollup Query in Dynamics 365 Sales?
  2. When configuring a Goal, where must a Rollup Query be associated to be utilized for data calculation?
  3. Which of the following is a mandatory requirement when creating a Rollup Query in Dynamics 365?
  4. A sales manager wants to track 'Won Opportunities' that have a budget amount greater than $50,000. How should this be implemented?
  5. If a Goal has both a 'Rollup Query' and a 'Goal Metric' defined, how does the system calculate the 'Actual' value?

Answers and explanations come after you submit.