NEW QUESTION 1
You open the My Open Opportunities view.
You need to export the data in the view, and then import the data so that the existing records are updated. What should you do?

• A. Export the data as a dynamic PivotTable.


• B. Export the data as a dynamic worksheet.


• C. Export the data and select the Make available for re-import option.


• D. Export the data as a static worksheet.

Answer: C

NEW QUESTION 2
You need to create a goal that will show the previous seven days of activity.
Which two actions should you perform? Each correct answer presents part of the solution.

• A. close the goal after seven days.


• B. Add a filter


• C. Set the Goal period as a Custom Period.


• D. Add a rollup field.


• E. Add a rollup query.

Answer: AC

NEW QUESTION 3
Your company plans to deploy Dynamics CRM.
In the previous sales database, you did not track products
Members of the management team are evaluating whether to use the product catalog in the CRM organization. You need to identify which enhancements to the sales flow can be achieved by using the product catalog. What are two possible enhancements that you can identity? Each correct answer presents a complete solution.

• A. inventory management integration


• B. automated sales pipeline velocity tracking


• C. automated revenue calculation


• D. automated quotes, orders, and invoicing

Answer: CD

NEW QUESTION 4
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

NEW QUESTION 5
You are viewing the results from an Advanced Find search of opportunities.
You need to identify which actions you can perform on the records from the view in Advanced Find, iich two actions should you identify? Each correct answer presents a complete solution.

• A. Export the opportunity records to a Microsoft Word file.


• B. Add the opportunities to a marketing list.


• C. Perform a mail merge.


• D. Export the opportunity records to a Microsoft Excel file.

Answer: CD

NEW QUESTION 6
The sales representatives in your company have individual goals by region.
You need to create child goals for each sales representative. You must create one child goal for each region that the sales representative manages.
What should you configure on the child goals?

• A. a goal metric


• B. a Rollup field


• C. a Calculated field


• D. a rollup query

Answer: D

NEW QUESTION 7
You company employs consultants who bill customers for their time.
You sales team is responsible for selling the consultants time, in addition to selling product licenses.
You need to provide the sales team with the ability to create opportunities, quotes, and invoices for the consultant’s time.
What should you create first?

• A. a product family


• B. a price list


• C. a product bundle


• D. a unit group

Answer: D

NEW QUESTION 8
You have B Dynamics CRM organization that uses Microsoft Social Engagement
You need to analyze the sales pipeline and the Social sentiment to watch for social trends that affect sales.
What should you do?

• A. Configure a link to CRM in Microsoft Social Engagement, and then build an interactive dashboard.


• B. Build a dashboard that has a chart for the pipeline and a widget from Microsoft Social Engagement.


• C. Build a multi-stream dashboard that has a global filter.


• D. Configure a link to CRM in Microsoft Social Engagement, and then build a personal view.

Answer: A

NEW QUESTION 9
You need to identify which type of object can be associated to sales territories. Which type
of object should you identify?

• A. Opportunities


• B. Users


• C. Leads


• D. Facilities


• E. Teams

Answer: B

NEW QUESTION 10
You receive an email message from a trade show attendee who is interested in learning more about your products. You need to identify the next step in the sales process. What should you do next?

• A. Convert the email message to a lead.


• B. Share the message with the sales team.


• C. Convert the message to a campaign response.


• D. Forward the message to the inbound sales queue.

Answer: D

NEW QUESTION 11
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 YammerB . Microsoft OneDrive for Business


• B. Microsoft Office Graph


• C. Microsoft Social Engagement


• D. Microsoft Dynamics Marketing

Answer: BD

NEW QUESTION 12
Your Dynamics CRM organization uses Microsoft Yammer.
You plan in enable integration with Yammer to replace the default CRM activity feeds.
You need to identify which security rights are required to enable the integration.
Which two security rights should you identify? Each correct answer presents part of the solution.

• A. Dynamics CRM administrator


• B. Dynamics CRM System Customizer


• C. Yammer administrator


• D. Microsoft SharePoint administrator


• E. Microsoft Office 365 administrator

Answer: AC

NEW QUESTION 13
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 opportunit


• C. Users2 becomes the owner of the activities


• D. User2 becomes the owner of the opportunity and the activities.


• E. User2 becomes the owner of the opportunit


• F. User1 remains the owner of the activities

Answer: C

NEW QUESTION 14
Your company uses Dynamics CRM Online.
You need to provide Dynamics CRM users with the ability to collaborate on CRM data, meetings, and notes with users who do not have a CRM account.
Which two actions should you perform? Each correct answer presents part of the solution,

• A. Install the Microsoft Office 365 Groups solution.


• B. Create a Microsoft SharePoint document library.


• C. Enable integration with Microsoft OneDrive for Business.


• D. Configure Microsoft SharePoint server-based integration.


• E. Configure the Microsoft Office 365 Group Settings

Answer: AE

NEW QUESTION 15
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

NEW QUESTION 16
You have a quote named Quote1 that was activated and presented to a customer
You plan to take a long leave of absence. In your absence, a user named User2 will take ownership of Quo: You need to transfer ownership of Quote1 to User2.
What should you do?

• A. Click Assign and select User2


• B. Click Close and instruct User2 to create a new quote.


• C. Click Share and select User2


• D. Click Email a Link and select User2

Answer: A

NEW QUESTION 17
You manager needs to view a collection of data records and a chart of the data records simultaneously. What should you instruct the manager to do?

• A. Define a view and add a chart


• B. Export the Fetch XM


• C. and then import a chart.


• D. Run the Report Wizard.


• E. Create a personal report.

Answer: C

NEW QUESTION 18
You have an opportunity in Dynamics CRM
A coworker requests some information regarding the progress or the opportunity. The coworker does not have access to CRM. You need to send spa iii< details aboui the opportunity to the coworker.
What should you do first?

• A. Click Email a Link.


• B. Apply a Microsoft Word template.


• C. Add the coworker to the access team.


• D. Apply a Microsoft Excel template

Answer: B

NEW QUESTION 19
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

NEW QUESTION 20
The Base currency for your Dynamics CRM organization is US dollars. You have an order that has a transaction currency in euros.
You need to identify which events will cause the exchange rate for the order to be recalculated. Whit h two events should you identity? Each correct answer presents a complete solution.

• A. The currency of the order record is updated.


• B. The exchange rates are updated in CRM.


• C. The order record is opened.


• D. The record state of the order record changes.

Answer: CD

NEW QUESTION 21
You need to identify what occurs when you assign a goal. What should you identify?

• A. The user responsible for meeting the goal changes.


• B. The goal is added as a child to a parent goal.


• C. The goal becomes the parent goal of another goal.


• D. The user responsible for managing the goal changes.

Answer: D

NEW QUESTION 22
You submit a quote to a customer. The customer asks you to revise the quote. You need to identify what occurs when you revise the quote. What should you identify?

• A. The original quote record is deleted and a new quote record is generated.


• B. The original quote is modified and the quote status is set to Draft.


• C. The original quote record is canceled and a new quote record is generated.


• D. The original quote is modified and the quote status is set to Active.

Answer: B

NEW QUESTION 23
Your product line is expanding rapidly and you sale representatives often are unfamiliar with the full of list of applicable products for a customer. As such, your sales team often misses chance to upsell and sell related accessories. You identify what you can add to the product catalog to support upselling and cross-selling.
What should you identify?

• A. a product discount list


• B. a product kit


• C. a product bundle


• D. a product family


• E. a unit group

Answer: C

NEW QUESTION 24
You need to ensure that a volume discount for a product named Product1 is applied automatically when a quote contains 10 or more units of Product1.
What should you use?

• A. the product properties.


• B. a discount list.


• C. the percent of margin pricing method.


• D. the percent of list pricing method.


• E. price list items.

Answer: C

NEW QUESTION 25
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