You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team's wins and losses. You create a new goal and you discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis. What should you do?
Answer : D
You have an order named Order1 that was created from a quote.
You create an invoice for a customer by clicking Create Invoice.
You need to identify what will occur to the order after the invoice is created
What should you identify?
Answer : A
You have two price lists described as shown in the following table.
Answer : A
You have a quote named Quote1that is sent to a customer.
The customer approves the quote.
You generate an order from Quote1.
You need to identify the status of the order.
What should you identify?
Answer : A
You have a lead for a potential business customer with whom your company has never done business.
You need to identify which types of records are created automatically when you qualify a lead for the new business customer
Which three record types should you identify? Each correct answer presents part of the solution.
Answer : A,B,C
While at the airport, you meet the purchasing manager for a local grocery store chain. The purchasing manager complains about a product.
You realize that the grocery store chain might benefit from a product that you sell. Before departing, you exchange business cards.
You need to track the information from the business card and the conversation by using
Dynamics CRM.
Which type of record should you create?
Answer : B
Recently, you lost several opportunities to the same competitor.
You want to start tracking lost opportunities.
You need to identify what information about the competitor can be retrieved from Dynamics
CRM.
What two pieces of information should you identify? Each correct answer presents a complete solution.
Answer : A,B
You have an opportunity for a customer named Contoso.
You are ready to offer a quote. You know that a competing company submitted a quote to
Contoso for the same product.
You need to track information about the competing company.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
Answer : A,D
You have a Dynamics CRM organization that uses Microsoft SharePoint for document management.
From CRM, you upload a document to a SharePoint library.
You need to provide a user named User1 with access to the document.
What should you do?
Answer : B
You need to convert a tweet into a lead.
Which button should you use?
Answer : B
You create a personal dashboard that tracks important sales information. Your manager wants all of the users in the company to use the dashboard.
You need to recommend a method to make the dashboard available to all of the users. The solution must minimize effort. What should you recommend?
Answer : C
You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related. What should you do?
Answer : B
You run the built-in Sales History report and you discover that the report shows only data from the last 365 days. You need to ensure that the report shows only data from the last fiscal year. What should you do?
Answer : A
Your company wants to start tracking when customers make referrals in order to view the customers" influence over time. You have a contact named Contact1. Contact1 refers you to an opportunity for a contact named Contact2 You need to track the referral properly.
What should you do?
Answer : B
You have a Dynamics CRM organization that is configured to use Microsoft SharePoint server-based integration for document management.
You need to identify which two components that can be integrated with CRM require
SharePoint server-based integration.
Which two components should you identify? Each correct answer presents a complete solution.
Answer : B,D