Q1. You have an existing customer named customer1.
You have a new add-on product for an existing product that you sell.
You want to offer the add-on product to a customer who has purchased the existing product already. You need to track the sales initiative in Dynamics CRM.
What should you do?
A. Update the original opportunity record.
B. Create a new opportunity record for the new offering.
C. Create a sub-account for the new offering.
D. Reopen the original opportunity record.
Answer: B
Q2. Your company wants to integrate the Microsoft Yammer enterprise subscription and the Dynamics CRM organization. The managers at the company are cornered about potential data from CRM being visible to users who do not have a CRM account.
They want to limit which user can see post in CRM.
In Yammer, you can create a private group named CRM Posts, and you connect CRM to the CRM Posts group. Users report that they fail to see posts in Yammer that are created in CRM.
You need to Identity what prevents the users from seeing the posts What should you identity?
A. The users are not added to the CRM Posts group in Yammer.
B. The posts are not being shared with the team of the users.
C. The security role assigned to the users does not provide access to yammer posts
D. The users are not following any records.
Answer: B
Q3. You create an Advanced Find that displays all of the open opportunities containing a specific line item. You need to edit some of the records returned from the Advanced Find by using immersive Excel. What should you do first?
A. Click Export to Excel
B. Click Download Fetch XML
C. Save the Advanced Find as a view.
D. Create a Microsoft Excel template.
Answer: C
Q4. You have an opportunity that has three open activities.
The opportunity record and the activity records are owned by a user named User1. User 1 assigns the opportunity to a user named
You need to identify what occurs to the ownership of the records. What should you identify?
A. User1 remains the owner of the opportunity and the activities.
B. User1 remains the owner of the opportunity. Users2 becomes the owner of the activities
C. User2 becomes the owner of the opportunity and the activities.
D. User2 becomes the owner of the opportunity. User1 remains the owner of the activities
Answer: C
Q5. You need to create a quarterly goal to measure completed phone calls regarding open opportunities. Which three
components should you use? Each correct answer presents part of the solution.
A. a calculated field
B. a goal metric that has the Amount metric type
C. a rollup field
D. a rollup query
E. a goal metric that has the Count metric type
Answer: CDE
Q6. For a Customer an invoice named Inv1 is created automatically from an order named Ord1. The customer asks you to add a Hat delivery charge as a line item to the invoice. You do not have a delivery charge in the product catalog. You need to add the delivery charge as a line in the invoice. What should you click first?
A. Get Products
B. Write-in Product
C. Use Current Pricing
D. Recalculate
Answer: B
Q7. You recently visited a trade show and you interacted with many potential customers.
As a vendor al the trade show, you receive a CSV file that contains detailed information about the 643 attendees who showed interest in your products.
You need to efficiently and accurately input this information into Dynamics CRM for future use in the sales process. Which method should you use?
A. Import the details as new activates.
B. Import the details as new leads.
C. Update opportunities to reflect new prospects.
D. Import the information as part of a solution file.
Answer: B
Q8. Yon have a Dynamics CRM organization, You have account records for three companies named Company1. Subsidiary 1, and Subsidiary2. Subsidiary 1 has Company1 as a parent account. Subsidiary2 has Subsidiary1 as a parent account. Subsidiary2 has an open opportunity of $S0O,0OO. There are no other open opportunities fof the three companies. You need to identify what open revenue will be displayed for the companies when you view the hierarchy.
What should you identify?
A. Company1: S5OO.000 Subsidiary1: $0 Subsidiary2: S50O.0OO
B. Company1: $O Subsidiary1: SO Subsidiary2: $500,000
C. Company1: $500,000 Subsidiary1: $500.000 Subsidiary2: $500,000
D. Company1: $O Subsidiary1: $500.000 Subsidiary1: $500.000
Answer: C
Q9. Your marketing team is promoting a sale that they will announce by using email. The email message will be sent to existing customers who recently purchased similar products and to potential customers from a purchased mailing list. Any sales made as a result of the sale need to have the pricing applied, the sales must be tracked so that the marketing team can report on the return on investment (ROl) of the initiative.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Convert the email activities to leads.
B. Convert the campaign response activities to opportunities.
C. Convert the campaign response activities to leads.
D. Convert the email activities to opportunities.
Answer: BD
Q10. Your company uses seminars and trade shows as its two primary methods to generate leads. You want to analyze which method generates the most leads.
You generate a report that displays the number leads generated from trade shows and the number of leads generated from seminars.
Which report should you use?
A. Sales Pipeline
B. Neglected Leads
C. Lead Source Effectiveness
D. Sales History
Answer: C