NEW QUESTION 1
One of your top-selling products is now available in multiple colors.
You need to make the color choices available to sales representatives for use in quotes and orders. What should you do?

• A. Update the unit group.
• B. Clone the product for each color.
• C. Revise the product and update the description.
• D. Add a property option set item.

Answer: C

NEW QUESTION 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?

• 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 3
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 4
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 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
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 7
You have a Dynamics CRM organization that uses Microsoft OneNote integration.
A user named User1 enters some information in a OneNote notebook for an account record named Account. User1 owns the record for Account 1.
You need to identify who can open the notebook tor Account1 directly from OneNote. Who should you identify?

• A. all of the users who can view a notebook in CRM
• B. only User1
• C. all of the users who have Read access to Account1 in CRM
• D. all of the users who can add notes ro Account1 in CRM

Answer: B

NEW QUESTION 8
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 9
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 quarter
• B. Create a report by using a system view.
• C. Create the goals by using quarter
• D. Create a personal view that uses a filter.
• E. Change the System Settings for the goal.
• F. Change the Fiscal Year Settings.

Answer: D

NEW QUESTION 10
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 11
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 12
You are creating a new opportunity record.
The record for the associated contact does not exist yet. How should you create the associated contact?

• A. Close the opportunity for
• B. Create a new contact, and then click Connect.
• C. Close the opportunity for
• D. Create a new contact, and then click Assign.
• E. From the opportunity, click Quick Create from the navigation bar.
• F. From the opportunity, click Contact, select New, and then use the Quick Create form.

Answer: C

NEW QUESTION 13
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?

• A. a system view
• B. Quick Find
• C. a custom grid
• D. Advanced Find
• E. a personal view

Answer: E

NEW QUESTION 14
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

NEW QUESTION 15
You have a Dynamics CHM organization that uses folder tracking.
You have a folder named Customers that is currently being tracked- Customers contains a folder for The main contact named Contact1.
A new email message from Contact1 is delivered to your Inbox.
You need to identity what will occur when you move the message to the Customer1 folder. What should you identify?

• A. An email activity will be created in CRM that has a connection to Customer1 and to Contact1
• B. An email act.v.Ty will be created in CRM that has a connection to Contact1 only.
• C. An email activity will be created m CRM that has a connection To Customer1 only.
• D. An email activity will be created in CRM that has the Set regarding field set to Contact1
• E. An email activity will be created in CRM rhat has the Set regarding field Set to Customer1

Answer: D

NEW QUESTION 16
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

NEW QUESTION 17
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: C

NEW QUESTION 18
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?

• A. the target field
• B. the Roll Up Only from Child Goals option
• C. the rollup query
• D. the Record Set for Rollup option

Answer: D

NEW QUESTION 19
You have a recalled product that should no longer be sold.
You need to remove the. Product from the available list of products and to prevent any sales from being processed for the product.
Which two actions should you perform? Each correct answer presents part of the solution.

• A. Remove the product from the family hierarchy.
• B. Modify the open opportunities.
• C. Update the price list.
• D. Retire the product.
• E. Modify the validity date of the product.

Answer: AB

NEW QUESTION 20
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 21
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