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Microsoft Dynamics CRM 2016 Sales

Question No: 51 – (Topic 2)

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?

  1. Export the data as a dynamic PivotTable.

  2. Export the data as a dynamic worksheet.

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

  4. Export the data as a static worksheet.

Answer: C

Question No: 52 – (Topic 2)

You have a Dynamics CRM organization.

Users in the sales department frequently access the organization from a mobile device.

The sales department users need to create CRM email activities from email messages, regardless of how the users access the messages.

What are two possible technologies that can be used to achieve the goal? Each correct answer presents a complete solution.

  1. the Microsoft Dynamics CRM Web client

  2. Dynamics CRM App for Outlook

  3. tracked folders

  4. Dynamics CRM for Outlook

  5. Dynamics CRM for tablets and Dynamics CRM for phones

Answer: A,D

Question No: 53 – (Topic 2)

You plan to export sales data that will be used in the annual report of your company. You need to provide a copy of some of the sales data to the company stakeholders. Which format can you use to export the data?

  1. Microsoft Word

  2. Microsoft PowerPoint

  3. Adobe PDF

  4. Microsoft Visio

Answer: C

Question No: 54 – (Topic 2)

You have a Dynamics CRM organization.

You need to ensure that you can analyze sales trends by product category. What should you add?

  1. product families

  2. unit groups

  3. subjects

  4. product properties

  5. property option set items

Answer: E

Question No: 55 – (Topic 2)

You are creating a new opportunity record.

The record for the associated contact does not exist yet. How should you create the associated contact?

  1. Close the opportunity form. Create a new contact, and then click Connect.

  2. Close the opportunity form. Create a new contact, and then click Assign.

  3. From the opportunity, click Quick Create from the navigation bar.

  4. From the opportunity, click Contact, select New, and then use the Quick Create form.

Answer: C

Question No: 56 – (Topic 2)

Your sales team has a call center manager who is responsible for helping sales representatives convert leads into opportunities.

You need to create a goal for the call center manager that has a total of all the opportunities created from the leads during a fiscal period.

What should you configure on the goal record?

  1. the target field

  2. the Roll Up Only from Child Goals option

  3. the rollup query

  4. the Record Set for Rollup option

Answer: D

Question No: 57 – (Topic 2)

You need to locate the record of a person named Ben Smith. You are uncertain whether Hen Smith is in Dynamics CRM as a contact What can you use to locate the record?

  1. a system view

  2. Quick Find

  3. a custom grid

  4. Advanced Find

  5. a personal view

Answer: E

Question No: 58 – (Topic 2)

You need to identify the default sales business process flow. What should you identify?

  1. develop, review, update, close

  2. identify, research, close

  3. qualify, develop, propose, close

  4. qualify, research, review, close

Answer: B

Question No: 59 – (Topic 2)

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?

  1. The original quote record is deleted and a new quote record is generated.

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

  3. The original quote record is canceled and a new quote record is generated.

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

Answer: B

Question No: 60 – (Topic 2)

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?

  1. the product properties.

  2. a discount list.

  3. the percent of margin pricing method.

  4. the percent of list pricing method.

  5. price list items.

Answer: C

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