A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.
The company divides a business unit into three separate units. Each unit will have a new manager.
You need to update the quotas for each user for the current fiscal year’s forecast.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

Question

A company uses Dynamics 365 Sales. The company uses their organizational structure to determine how to aggregate forecasts for each year.

The company divides a business unit into three separate units. Each unit will have a new manager.

You need to update the quotas for each user for the current fiscal year’s forecast.

Which two actions should you perform? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Mark Churly · Accepted Answer

Assign the users to their new managers.

Mark Churly · Accepted Answer

Upload the new quota amounts for each user.

Mark Churly · Answer

Create and assign users to new resource groups for each manager.

Mark Churly · Answer

Adjust the forecast values directly.

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