NEW QUESTION 1
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 2
You call a potential customer to discuss one of your company's products. During the call, you discover that the potential customer is uninterested in the product. You need to document the conversation and your decision not to pursue the potential customer any further.
What should you do?

• A. Detail the conversation in a note and attach the note to a lead.
• B. Create a lead, track the activity, and then mark the lead as Disqualified
• C. Create an opportunity, track the activity, and then close the opportunity as Lost
• D. Detail the conversation in a note and attach the note to an opportunity

Answer: B

NEW QUESTION 3
You have lead that has an open phone call activity. You qualify the load. You need to identify what occurs to the open phone call.
What should you identify?

• A. The activity is canceled.
• B. The Regarding field of the activity is changed to the opportunity.
• C. The activity is completed
• D. The activity is displayed on the opportunity record.

Answer: D

NEW QUESTION 4
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 5
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 6
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 7
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 8
You work for a company named » Fabrikam, Inc.
Fabrikam is acquired by a company named Contoso, Ltd. Both companies have different fiscal year ends.
The sales team at Fabrikam will be required to use a new fiscal year end at the end of the current quarter.
The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Settings immediately.
You need to ensure that reports on if>.- goals use the Fabrikam year and until the end of the quartet
What should you do?

• A. Run the Align with Fiscal Period action immediately.
• B. Recalculate the goals.
• C. Run the Align w.th Fiscal Period action after the quarter ends.
• D. Create new goals for the old fiscal period.

Answer: A

NEW QUESTION 9
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 10
You need to create a quarterly goal to measure completed phone calls regarding open opportunities. Which three components should you use? Each correct answer presents part of the solution.

• A. a calculated field
• B. a goal metric that has the Amount metric type
• C. a rollup field
• D. a rollup query
• E. a goal metric that has the Count metric type

Answer: CDE

NEW QUESTION 11
You have a Dynamics CRM organization that uses Microsoft SharePoint for document management by using server-side synchronization.
You need to identity which SharePoint actions tan be performed directly from CRM. What should you identify?

• A. Modify the settings of the columns in a SharePoint list.
• B. View the document version history.
• C. Display the documents contained in the SharePoint document library.
• D. Create and manage SharePoint content types-

Answer: C

NEW QUESTION 12
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 13
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 14
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 15
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 16
You have a Dynamics CRM organization that uses server-side synchronization for email processing. You need to identify at which levels alerts can be generated when there are issues processing email. Which three levels should you identify? Each correct answer presents part of the solution.

• A. organization
• B. business unit
• C. email
• D. email server profile
• E. mailbox

Answer: C

NEW QUESTION 17
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