Q1. Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365.
You need to find the disqualified lead so that you can review the activity history on the lead.
Where are two places you can find this information? Each correct answer presents a complete solution.
A. Disqualified Leads view
B. Advanced Find
C. Closed Leads view
D. Leads Lookup view
Answer: C,D
Q2. You are working with the default Opportunity form In Microsoft Dynamics 365.
Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible.
You need to be able to add additional records and activities to the Opportunity without leaving the form.
What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.
A. Invoices
B. Credit Notes / Adjustment Notes
C. Stakeholders
D. Products
Answer: A,C
Q3. You are a sales person working in the Microsoft Dynamics 365 web interface
You want to create a view that you can use to segment your active customers by area, based on their physical address.
Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
A. Use Advanced Find to search both Accounts and Con
B. Save your query, and give it a name.
C. Export the query to Excel, and import it every time ydu need to use it
D. Use Advanced Find to search for alt Account records that are active.
E. Use Advanced Find to filter the records, based on the*r ZIP/Post code.
Answer: B,C
Q4. You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?
A. Navigate to your instance in Microsoft Outlook and create a Lead.
B. Track the email- Manually create a Lead in Microsoft Dynamics 365.
C. Track the email. Convert the email to a Lead record.
D. Create a Lead from the CRM tab in Microsoft Outlook.
Answer: A
Q5. You are using Microsoft Dynamics 365 for sales.
Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors.
You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365.
How should you complete this task?
A. Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.
B. Add the documents as sales literature, and associate them with the right competitors.
C. Add the documents as Email Templates associated with the opportunity entity.
D. Add the documents as attachments in the notes section for each competitor.
Answer: B
Q6. You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use? Each correct answer presents a complete solution.
A. comma-separated values (.csv)
B. compressed (.zip)
C. Excel 97-2003 Spreadsheet (.xls)
D. Access Database (.accdb)
Answer:
Q7. You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.
Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. Export to Static Worksheet
B. Export to Excel Online
C. Export to Dynamic Pivot Table
D. Export to Dynamic Worksheet
Answer: A
Q8. One of your prospects is reviewing a quote you have provided and will be making a decision to either accept or revise your offer.
You need to reflect the prospect's response by setting the quote status.
Which two options can you use to achieve this goal? Each correct answer presents a complete solution.
A. Fulfilled
B. Won
C. Inactive
D. Draft
Answer: B,C
Q9. You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.
A customer requests quotes tor the same set of products, but from two different price lists for comparison.
What should you do in order to respond to this customer's request?
A. Create two Opportunities with different price lists. Then create one Quote from each of the Opportunities.
B. Create one Opportunity with one Quote. Then, have the customer review the quote Before creating another.
C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote-
D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.
Answer: B
Q10. You have recently been hired as a sales assistant for a new employer.
The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them.
You want to use the CRM Help Center for assistance to perform these tasks.
Which two help sources are available for you? Each correct answer presents a complete solution.
A. phone support
B. training links
C. online chat
D. community blogs
Answer: B,C