NEW QUESTION 1
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 2
Recently, you lost several opportunities to the same competitor. You want to start tracking lost opportunities.
You need to identify what information about the competitor can be retrieved from Dynamics CRM.
What two pieces of information should you identify? Each correct answer presents a complete solution.

• A. the opportunities at risk to the competitor
• B. the projected revenue of the competitor
• C. the value of each opportunity lost to the competitor
• D. the stakeholders of the competitor

Answer: AB

NEW QUESTION 3
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 4
You create a personal view.
You need to ensure that both you and a coworker can use the view.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

• A. Email the Fetch xml file.
• B. Share the view.
• C. Email a link from the Advanced Find ribbon.
• D. Assign the view.

Answer: BD

NEW QUESTION 5
You have a custom currency that has a precision of 4. You need to identify how the current.
What should you identify?

• A. 3.333
• B. 8.5648
• C. 36.77
• D. 9999

Answer: C

NEW QUESTION 6
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 7
You have a quote named Quote1that originates from an opportunity named Opp1. Quote1 is approved by a customer.
You need to create an order record, close the quote, and close the opportunity records. What should you do?

• A. From the quote, click Close Quote.
• B. From the quote, click Create Order.
• C. From the opportunity, change the status.
• D. From the opportunity, click Close as Won.

Answer: B

NEW QUESTION 8
You create a personal dashboard that tracks important sales information. Your manager wants all of the users in the company to use the dashboard.
You need to recommend a method to make the dashboard available to all of the users. The solution must minimize effort. What should you recommend?

• A. Export the definitions of the dashboard components, and then import the components.
• B. Ask an administrator to recreate the dashboard as a system dashboard.
• C. Ask an administrator to share the dashboard with all of the users.
• D. Edit the properties of the dashboard, and then assign the dashboard.

Answer: C

NEW QUESTION 9
You have an opportunity for a customer named Contoso.
You are ready to offer a quote. You know that a competing company submitted a quote to Contoso for the same product.
You need to track information about the competing company.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

• A. Add the competitor to the quote.
• B. Add the competitor to the account.
• C. Add the competitor to the products.
• D. Add the competitor to the opportunity.

Answer: AD

NEW QUESTION 10
You have a product named Product1 that you add to an opportunity.
To win the sale, your manager authorizes you to give a customer special pricing for Product1.
You need to ignore the product's list price and to en What should you use?

• A. the Clone option from the product
• B. the Pricing Method option from the list
• C. the Override Price option from the opportunity
• D. the Product Properties from t

Answer: A

NEW QUESTION 11
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

NEW QUESTION 12
Your company purchases a mailing list of purchasing managers at the companies in you area. Your contact the purchasing managers. You gather information about their budget and timelines. You conclude that their companies are a good fit for a product that you sell. You need to advance the sale and provide data for sales pipeline tracking to your sales managers.
What should you do next?

• A. Add a lead to a marketing list.
• B. Generate a quote.
• C. Populate the Develop section of the lead business process flow.
• D. Qualify a lead.

Answer: C

NEW QUESTION 13
You need to identify the default sales business process flow. What should you identify?

• A. develop, review, update, close
• B. identify, research, close
• C. qualify, develop, propose, close
• D. qualify, research, review, close

Answer: B

NEW QUESTION 14
You have a Dynamics CRM organization.
You need to ensure that you can analyze sales trends by product category. What should you add?

• A. product families
• B. unit groups
• C. subjects
• D. product properties
• E. property option set items

Answer: E

NEW QUESTION 15
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 16
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 17
You Open the My Open Opportunities view,
You need to export the data in the view, and then to reimport the data so that the existing records are updated.
What should you do?

• A. Export the data as a dynamic Pivot Fable.
• B. Export the data as a Static worksheet.
• C. Export the data and select the Make available for re-import option.
• D. Export the data as a dynamic worksheet

Answer: B