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Total 98 questions
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?
- A. Create the goals by using quarters. Create a report by using a system view.
- B. Create the goals by using quarters. Create a personal view that uses a filter.
- C. Change the System Settings for the goal.
- D. Change the Fiscal Year Settings.
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?
- A. The order will remain open.
- B. The order will be closed and will have a Status of Partial.
- C. The order will be closed and will have a status of Complete.
- D. The order will be closed and will have a status of Canceled.
Answer : A
You have two price lists described as shown in the following table.
You create an opportunity that uses Pricelist1.
The opportunity contains line items for Product1 and Product3. You add a write-in product named Product5 that has a price of $8.
You change the opportunity to use Pricelist2, and then you add Product2.
You need to identify which products are listed in the opportunity.
What should you identify?
- A. Product1 with a price of $15 Product2 with a price of $20 Product 3 with a price of $10 Product5 with a price of $8
- B. Product1with a Price of $15 Product2 with a price of $20 Product5 with a price of $8 Product3 removed
- C. Product1 with a price of $10 Product2 with a price of $20 Product3 with a price of $10 Product5 with a price of $8
- D. Product2 with a price of $20 Product5 with a price of $8 Product1and Product3 removed
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?
- A. Ready
- B. Draft
- C. Active
- D. Canceled
- E. Invoiced
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.
- A. opportunity
- B. quote
- C. contact
- D. appointment
- E. account
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?
- A. task
- B. quote
- C. lead
- D. opportunity
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.
- A. the opportunities at risk to the competitor
- B. the projected revenue of the competitor
- C. the value of each opportunity lost to the competitor
- D. the stakeholders of the competitor
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.
- A. Add the competitor to the quote.
- B. Add the competitor to the account.
- C. Add the competitor to the products.
- D. Add the competitor to the opportunity.
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?
- A. Request that a CRM administrator add a role to User1.
- B. Request that a CRM administrator assign a license to User1.
- C. Request that a SharePoint administrator modify the permissions of the document library.
- D. Request that a SharePoint administrator modify the connection between SharePoint and CRM.
Answer : B
You need to convert a tweet into a lead.
Which button should you use?
- A. Set Regarding
- B. Link to CRM
- C. Add Profile
- D. Import Data
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?
- A. Export the definitions of the dashboard components, and then import the components.
- B. Ask an administrator to recreate the dashboard as a system dashboard.
- C. Ask an administrator to share the dashboard with all of the users.
- D. Edit the properties of the dashboard, and then assign the dashboard.
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?
- A. Include the same note in all four opportunities.
- B. Apply a custom connection role.
- C. Include all four opportunities in one goal.
- D. Send one email message to which each customer is copied.
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?
- A. Edit the report definition.
- B. Edit the filter.
- C. Modify the Fiscal Year Settings.
- D. Edit the time format from your personal options.
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?
- A. Add Contact1 as the stakeholder of the opportunity.
- B. Add an opportunity for Contact1.
- C. Add Contact1 to the opportunity.
- D. Add a connection to Contact1.
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.
- A. Microsoft Yammer B . Microsoft OneDrive for Business
- B. Microsoft Office Graph
- C. Microsoft Social Engagement
- D. Microsoft Dynamics Marketing
Answer : B,D