2015 Dynamics CRM MB2-704

Question 1

You need a dashboard that shows your cases only. Which dashboard should you use?

A. Customer Service Operations

B. Customer Service Representative

C. Customer Service Performance

D. Sales Performance Dashboard

Answer 1

Answer: B. Customer Service Representative

Question 2

You create a personal dashboard to help manage your service cases. You need to make the dashboard available to your coworker. What should you do?

A. Share the dashboard with your coworker.

B. Schedule the Dashboard to be Emailed as a Report.

C. Export the Dashboard to Excel, and share the Excel Workbook.

D. Copy and assign the dashboard as a system dashboard.

Answer 2

Answer: A. Share the dashboard with your coworker

Question 3

You are the service desk manager for a large engineering firm. You want to track how many cases are resolved each month by each individual service technician. Which three items in Microsoft Dynamics CRM do you need to configure? Each correct answer presents part of the solution. (Choose three)

A. Goal metric

B. Goal

C. Rollup field

D. Target

E. Parent goal

Answer 3

Answer:
A. Goal Metrics
B. Goal
C. Rollup Field

Question 4

Employees in your organization create opportunities in Microsoft Dynamics CRM by using various currencies. You need a report that uses the company’s base currency to show the value of all open opportunities. What should you do?

A. Create a report that displays the organization’s base currency value for each opportunity.

B. Add a field to the opportunity entity to convert and store the base currency value for each one, and create a report to show the opportunities with the base value.

C. Create a report that converts the value of each open opportunity to the organization’s base currency.

D. Export all open opportunities to Microsoft Excel, and add a formula that converts the value of each opportunity to the organization’s base currency.

Answer 4

Answer: A. Create a report that displays the organization’s base currency value for each opportunity.

Question 5

You want to use Microsoft Dynamics CRM to compile a repository of competitor information for your sales team. You create a competitor record and enter your competitor’s strengths and weaknesses. Which two items can you directly associate with the competitor? Each correct answer presents a complete solution. (Choose two)

A. Sales literature

B. Price lists

C. Accounts

D. Products

Answer 5

Answer:
A. Sales literature
D. Products

Question 6

You configure a connection to Microsoft Social Listening but cannot see social insights data in Microsoft Dynamics CRM. What should you do to make social insights visible in Dynamics CRM?

A. Ensure that each of your social listening search topics are assigned a category.

B. Configure social listening search topics and visuals.

C. In system settings, change the default setting for the Disable Social Engagement option.

D. Select the Reset Social Insights option to refresh the social insights data.

Answer 6

Answer:

C. In system settings, change the default setting for the Disable Social Engagement option.

Question 7

Your customer wants to purchase 1,000 units of your best‐selling product. Which type of record in Microsoft Dynamics CRM should you create?

A. Quote

B. Order

C. Opportunity

D. Invoice

Answer 7

Answer: B. Order

Question 8

You implement Microsoft Social Listening and connect it to your Microsoft Dynamics CRM organization. In which two locations within Dynamics CRM can you access social insights information? Each correct answer presents a complete solution. (Choose two)

A. Dashboards

B. Advanced find

C. Reports

D. Entity forms

Answer 8

Answer: A. Dashboards

D. Entity forms

Question 9

You want to track your interactions with an organization. Which type of customer record should you create?

A. Activity

B. Account

C. Contact

D. Lead

Answer 9

Answer: B. Account

Question 10

Your customer requests that deliveries be made on Thursdays only. You need to configure Microsoft Dynamics CRM to meet this requirement. What should you create?

A. A new site with a weekly schedule for Thursdays only

B. A new resource group linked to the service for the customer

C. Service preferences on the customer record

D. A business closure for every day except Thursday

Answer 10

Answer: C. Service preferences on the customer record

Question 11

You create five new resources for various workers, each with a capacity of one. You create three new trucks in the facilities/equipment form, each with a capacity of two. Next, you create a new service and add a selection rule to include one from any site. You add a resource to the selection rule for one worker and a second resource for one truck. You then create one new service activity and use the schedule function to find available time slots. You need to identify which resources are available for scheduling. What should you identify?

A. One resource is available for the worker, and two resources are available for the truck.

B. Five resources are available for the worker, or three resources are available for the truck.

C. One resource is available for the worker, and one resource is available for the truck.

D. Five resources are available for the worker, or one resource is available for the truck.

Answer 11

Answer: C. One resource is available for the worker, and one resource is available for the truck.

Question 12

You view the service calendar with the resource view applied. You notice a box with the number two in it. What does this information identify?

A. The service activities need to be scheduled,

B. The resources are assigned to the same service activity.

C. The service activity was rescheduled twice.

D. The service activities on the schedule are conflicting.

Answer 12

Answer: D. The service activities on the schedule are conflicting.

Question 13

You are implementing Microsoft Dynamics CRM. Your company delivers training for customers on various topics. Not all trainers are capable of delivering all training classes. You need to ensure that each training service is associated with the required resource.

What should you create?

A. Selection rules

B. Service activities

C. Resource groups

D. Capabilities

Answer 13

Answer: A. Selection rules

Question 14

An employee who you manage requests one week of paid vacation. You need to ensure that no work is assigned to this employee during that week. What should you create?

A. A service schedule

B. A service restriction

C. A time off record

D. A new weekly schedule

Answer 14

Answer: C. A time off record

Question 15

You send a quote to a customer, who accepts the quote. You need to complete the sale and collect payment.

What should you do?

A. Convert the quote to an order, and convert the order to an invoice.

B. Close the quote as invoiced.

C. Close the quote as won.

D. Convert the quote to an invoice, and convert the invoice to an order.

Answer 15

Answer: A. Convert the quote to an order, and convert the order to an invoice.

Question 16

You currently sell widgets individually. You now need to configure the product catalog to sell widgets in packs of 12. What should you configure?

A. Primary unit

B. Unit

C. Base unit

D. Unit group

Answer 16

Answer: D. Unit group

Question 17

A customer with an open opportunity selects one of your company’s competitors. You need to change the status of this opportunity so that the opportunity no longer shows in Open Opportunities. What should you do?

A. Mark all activities on the opportunity as complete.

B. Close the opportunity as lost.

C. Change the estimated revenue to zero.

D. Activate all draft quotes related to the opportunity.

Answer 17

Answer: B. Close the opportunity as lost.

Question 18

A customer calls and wants to make a purchase. You need to record the phone call and the purchase in Microsoft Dynamics CRM. What should you do?

A. Create a phone call activity, convert it to an opportunity, and close the opportunity as won.

B. Create an opportunity, add a phone call activity, and then close the opportunity as won.

C. Create an order, and then add a phone call activity.

D. Create a phone call activity, and convert it to an order.

Answer 18

Answer: C. Create an order, and then add a phone call activity.

Question 19

A customer purchases a widget at retail price. Another customer purchases the same product at wholesale price. What should you create to enable both customers to pay the correct amount?

A. One retail and one wholesale price list

B. One retail and one wholesale product

C. One retail price list with two product price list items

D. One retail price list and one discount list

Answer 19

Answer: A. One retail and one wholesale price list

Question 20

The call center handles many types of support calls. Cases for customers requesting account balance information must be routed to a queue for the accounting department. You need to set up a queue for these types of requests. Which two actions should you perform? Each correct answer presents part of the solution. (Choose two)

A. Assign a security role to the queue.

B. Choose public as the type.

C. Assign members to the queue.

D. Choose private as the type.

Answer 20

Answer:
C. Assign members to the queue.
D. Choose private as the type.

Question 21

You create a case for a customer who requests assistance. You need to find a Frequently Asked questions document in Microsoft Dynamics CRM and email it to the customer. In which location should you look for the document?

A. Knowledge Base

B. Microsoft SharePoint

C. Sales literature

D. Marketing list

Answer 21

Answer: A. Knowledge Base

Question 22

Your organization uses business process flows to help users complete their cases. You want the stage of a business process flow to automatically change when a field value is set to research complete. What should you add?

A. Business rule

B. Branch

C. Workflow

D. Conditional step

Answer 22

Answer: B. Branch

Question 23

The service desk frequently receives email requests directly from contacts that are not currently in Microsoft Dynamics CRM. You need to configure an automatic case creation rule to ensure that these requests are not overlooked. Which option should you select in the case creation rule?

A. Cases for email from unknown senders

B. Automatic email response to customer on case creation

C. Cases for activities associated with a resolved case

D. Cases if a valid entitlement exists for the customer

Answer 23

Answer: A. Cases for email from unknown senders

Question 24

Your company’s support team is handling all inbound requests for support for a new product. You want to configure Microsoft Dynamics CRM so that phone calls and email messages regarding the new product are held until a team member with expertise on the new product is available. The phone calls and email messages need to be assigned in the order in which they were received. Which feature should you use?

A. Resolution activities

B. Service level agreements

C. Queues

D. Scheduling modules

Answer 24

Answer: C. Queues

Question 25

A customer can use 80 hours of phone support and 20 hours of email support, according to the agreement you set up with this customer. You need to configure an entitlement. What should you do?

A. Create an entitlement with two service level agreements (SLAs) for each type of support.

B. Create an entitlement, and link to two cases for each type of support.

C. Create an entitlement, with two entitlement channels for each type of support.

D. Create an entitlement, and link to two templates for each type of support.

Answer 25

Answer: C. Create an entitlement, with two entitlement channels for each type of support.

Question 26

You need to configure Microsoft Dynamics CRM to use a special service level agreement (SLA) for selected customers. Which action should you perform?

A. Select the SLA in the cases for the selected customers.

B. Select the SLA in the entitlements for the selected customers.

C. Select the SLA and then use the Set as Default function.

D. Select the SLA on the customer account for the selected customers.

Answer 26

Answer: B. Select the SLA in the entitlements for the selected customers.

Question 27

An entitlement for a customer has a status of Active. You need to make changes to the entitlement. What should you do before making the changes?

A. Renew the entitlement.

B. Deactivate the entitlement.

C. Click Edit in the Action pane.

D. Cancel the entitlement.

Answer 27

Answer: B. Deactivate the entitlement.

Question 28

You plan to bulk import new case records. You do not want the service level agreement (SLA) to apply to the new cases. What should you do?

A. Set the Disable the SLAs system option.

B. Pause all SLAs.

C. Set the Ignore SLAs import option.

D. Deactivate all SLAs.

Answer 28

Answer: A. Set the Disable the SLAs system option.

Question 29

You need to configure Microsoft Dynamics CRM so that only the authorized contacts associated with an account can call and use the entitlement. What should you do?

A. Add each contact to the case associated to the entitlement.

B. Configure a contact method on each contact.

C. Add each contact to the entitlement.

D. Mark each contact as Primary.

Answer 29

Answer: C. Add each contact to the entitlement.

Question 30

Your organization uses territories in Microsoft Dynamics CRM to manage sales. You need to ensure that all sales managers and sales people are associated with the correct territories. What should you do?

A. Add a sales manager and the relevant sales people as members to each territory.

B. Add a territory to each sales person’s record, and add the sales manager and territory to each opportunity record.

C. Add the relevant sales people to each territory record, and make the sales manager the owner of the territory record.

D. Add a sales manager to each territory record and to each sales person’s user record.

Answer 30

Answer: A. Add a sales manager and the relevant sales people as members to each territory.

Question 31

You have a potential sale with a prospect that you met at a trade show. You enter the prospect as a lead in Microsoft Dynamics CRM. How should you move the lead forward to track the potential sale?

A. Enter products into the Lead Form.

B. Close the lead as won.

C. Qualify the lead.

D. Activate the lead.

Answer 31

Answer: C. Qualify the lead.

Question 32

You want to aggregate customer feedback from social websites in order to identify buying trends and customer opinions toward your company’s product. Which tool should you use in Microsoft Dynamics CRM?

A. Microsoft Social Listening, in order to monitor social media channels

B. Cases, in order to see and respond to negative social mentions

C. Marketing Campaigns, in order to provide visibility to social feeds

D. Activity feeds, in order to view interactions on the social pane

Answer 32

Answer: A. Microsoft Social Listening, in order to monitor social media channels

Question 33

Your company’s marketing team attends a conference and collects business cards of attendees who do not already use your services. After the conference, the team enters the information from the cards into Microsoft Dynamics CRM. You assign the records to the sales team so that the team can decide which products and services align with the attendees’ needs. Which common business scenario in Microsoft Dynamics CRM does this sequence of events depict?

A. Creating contacts

B. Supporting customers

C. Lead qualification

D. Creating quotes

Answer 33

Answer: C. Lead qualification

Question 34

You need to add a product brochure to Microsoft Dynamics CRM so that users can send the brochure via email to potential customers. Which record type should you add the brochure to?

A. Sales literature

B. Competitor

C. Product

D. Marketing list

Answer 34

Answer: A. Sales literature

Question 35

You are the manager for all Microsoft Dynamics CRM Knowledge Base articles that the service management team submits. A team member submits an article to Knowledge Base. What should you do to make the article available to the entire organization?

A. Submit it

B. Publish it.

C. Approve it.

D. Draft it.

Answer 35

Answer: C. Approve it.

Question 36

You identify and create a new case. Your service team’s process requires that you hand the case off to another service representative for resolution by adding the case to the service representative’s My Active Cases system view. You need to ensure that the service representative sees the new case in this view. Which action should you perform on the case?

A. Switch process

B. Share OC

C. Fellow

D. Assign

Answer 36

Answer: D. Assign

Question 37

You are a customer service representative. You receive an inbound request for support for a product support request. You need to create a new case to document the request. What should you do?

A. Use the quick view form to create the case.

B. Create and close a phone call activity, and then convert it to a case.

C. Create a lead, and convert it to a case.

D. Use the quick create form to create a case.

Answer 37

Answer: D. Use the quick create form to create a case.

Question 38

You need to reactivate a case you cancelled two days ago in order to update the description. In which two Microsoft Dynamics CRM system views will you find the case? Each correct answer presents a complete solution. (Choose two)

A. Recent Cases

B. Active Cases

C. Cases Opened in the Last 7 days

D. Resolved Cases

Answer 38

Answer: A. Recent Cases

C. Cases Opened in the Last 7 days

Question 39

You complete your work on a queue item and want to allow others to work on it. What should you do?

A. Save your changes to the queue item.

B. Release the queue item.

C. Route the queue item.

D. Change the action to Work On.

Answer 39

Answer: B. Release the queue item.

Question 40

You are viewing the opportunity by status chart and want to see the records that have a status of open. What should you use on the chart pane?

A. Refresh chart

B. Drill down

C. Advanced Find

D. Export Chart

Answer 40

Answer: B. Drill down

Question 41

You are the office manager for a plumbing company. According to customer feedback, technicians are showing up late and are taking a very long time on service calls. You want to research the matter further. You need a report that displays the number of service activities by owner. Which report should you use?

A. Progress Against Goals report

B. Service Activity Volume report

C. Account Service Overview report

D. Case Summary Table report

Answer 41

Answer: B. Service Activity Volume report

Question 42

An existing goal tracks the number of cases resolved per month. You need to enable it to show the number of cases that are still open. What should you do?

A. Create a new goal, and add it as a child to the existing goal.

B. Create a new goal metric, and add it to the existing goal.

C. Add a new rollup field to the existing goal metric.

D. Add a rollup query to the existing goal.

Answer 42

Answer: C. Add a new rollup field to the existing goal metric.

Question 43

You need to ensure that the estimated revenue for your opportunity is calculated correctly based on the most recent territory price list and the associated products. Which method should you use to configure the opportunity pricing?

A. User Provided

B. Automatic Recalculation

C. System Calculated

D. Current Pricing

Answer 43

Answer: C. System Calculated

Question 44

A customer calls to request a quote for a product. You need to log the call and create an opportunity for the potential sale. What should you do?

A. Create a lead, and qualify it to create an opportunity.

B. Create an account and an opportunity.

C. Create a phone call, and convert it to an opportunity.

D. Create a connection, and convert it to an opportunity.

Answer 44

Answer: C. Create a phone call, and convert it to an opportunity.

Question 45

You are a marketing specialist. You receive an email message from a prospective client who was referred to your company by a current client. You need to add the client to Microsoft Dynamics CRM so that a salesperson can follow up with the potential client. After tracking the email message, what should you do?

A. Convert the email message to an opportunity, and assign it to a salesperson.

B. Convert the email message to a lead, and assign it to a salesperson.

C. Create a task, and set the Regarding field to the existing customer who referred the potential client.

D. Create a new account for the potential client and assign a follow‐up phone call activity to a salesperson.

Answer 45

Answer: B. Convert the email message to a lead, and assign it to a salesperson.

Question 46

You lose an active opportunity and close it in Microsoft Dynamics CRM. What are two results of closing the opportunity? Each correct answer presents part of the solution. (Choose two)

A. The opportunity is removed from the list of active opportunities.

B. Notes and attachments associated with the opportunity are saved for future reference.

C. All activities associated with the opportunity are automatically deactivated.

D. The opportunity cannot be reactivated.

Answer 46

Answer:
A. The opportunity is removed from the list of active opportunities.
B. Notes and attachments associated with the opportunity are saved for future reference.

Question 47

Which three items can you add to a closed opportunity? Each correct answer presents a complete solution. (Choose three)

A. Competitor

B. Product

C. Task

D. Note

E. Description

Answer 47

Answer: A. Competitor
D. Note
E. Description

Question 48

You are implementing Microsoft Dynamics CRM. Your company requires employees to perform warranty repairs at the customer site. Where should the warranty repairs be configured in Dynamics CRM?

A. Services

B. Sites

C. Work centers

D. Resources

Answer 48

Answer: A. Services

Question 49

You use the service scheduling feature of Microsoft Dynamics CRM to manage inspection services. You need to configure Microsoft Dynamics CRM with the following information:

• A junior inspector can supervise one inspection at a time.
• A senior inspector can supervise two inspections at a time.

Which two actions should you perform? Each correct answer presents part of the solution. (Choose two)

A. Create a connection on the resources for the inspectors.

B. Add a selection rule to the inspection service.

C. Configure the capacity on the resources for the inspectors.

D. Create a connection on the resource group that includes the inspectors.

Answer 49

Answer:
B. Add a selection rule to the inspection service.
C. Configure the capacity on the resources for the inspectors.

Question 50

Your company uses trucks to drive to customer sites and perform warranty work. Your company has a policy that each truck should remain in a specific region. You need to configure Microsoft Dynamics CRM to meet these requirements. What should you do?

A. Create a territory for each region, a facility/equipment record for each truck, and link each truck to the relevant territory.

B. Create a site for each region, create a facility/equipment record for each truck, and link each truck to the relevant site.

C. Create a site for each region, and then link it to each service that is used to perform the warranty work.

D. Create a territory for each region, and then link it to each service that is used to perform the warranty work.

Answer 50

Answer: B. Create a site for each region, create a facility/equipment record for each truck, and link each truck to the relevant site.

Question 51

You want to create a weekly schedule for a resource. Which two settings should you configure when creating the schedule? Each correct answer presents part of the solution. (Choose two)

A. Start time

B. Work hours

C. End time

D. Work days

Answer 51

Answer:
B. Work hours
D. Work days

Question 52

A customer calls to change the date and time of a service activity. You have limited dates, times, and resources available for the customer request. You need to update the information from the service calendar. What should you do?

A. Use the reschedule option, and resolve any conflicts.

B. Use the appointment option, and resolve any conflicts.

C. Drag the service activity to the correct date and time on the calendar, and resolve any conflicts.

D. Use the schedule option, and resolve any conflicts.

Answer 52

Answer: A. Use the reschedule option, and resolve any conflicts.

Question 53

You create an opportunity view and want to export the fields in the view for further analysis. You need to ensure the data can be refreshed automatically without requiring the data to be re‐ exported. What should you do?

A. Open a view of the records, and export it to a dynamic worksheet.

B. Run a report on the view, select the option to include all applicable records, and then export the results to Microsoft Excel.

C. Run a report on the view, select the option to include all records on all pages, and export the results to Microsoft Excel.

D. Open a view of the records, and export it to a dynamic pivot table.

Answer 53

Answer: A. Open a view of the records, and export it to a dynamic worksheet.

Question 54

What is required to view a Dynamic Excel report?

A. Have Outlook Client installed.

B. Create the export from a System View.

C. Have system administrator rights.

D. Save the Advanced Find query in Microsoft Dynamics CRM.

Answer 54

Answer: A. Have Outlook Client installed.

Question 55

Your manager needs an analysis that contains four views and three charts. Which two actions should you perform? Each correct answer presents a complete solution. (Choose two)

A. Create one dashboard.

B. Create a Report Wizard Report.

C. Create an SSRS report.

D. Create two dashboards.

Answer 55

Answer:
C. Create an SSRS report.
D. Create two dashboards.

Question 56

You need to use Microsoft Dynamics CRM goals and metrics to measure sales revenue of a specific business line for the upcoming fiscal year. What should you do?

A. Create a rollup query, filter it for opportunity records in the upcoming fiscal year, and apply it to the goal.

B. Create a goal metric, filter it for opportunity records for that business line, and apply it to the upcoming fiscal year’s goal.

C. Create a goal metric, filter it for opportunity records in the upcoming fiscal year, and apply it to the goal.

D. Create a rollup query, filter it for opportunity records for that business line, and apply it to the upcoming fiscal year’s goal

Answer 56

Answer: D. Create a rollup query, filter it for opportunity records for that business line, and apply it to the upcoming fiscal year’s goal

Question 57

You need to create a product in Microsoft Dynamics CRM. Which product catalog component is required?

A. Price list item

B. Unit group

C. Price list

D. Discount list

Answer 57

Answer: B. Unit group

Question 58

You update the exchange rate for a currency. Which two events will cause an open opportunity to calculate and display the updated value? Each correct answer presents a complete solution. (Choose two)

A. Changing the state of the opportunity

B. Updating any money field on the opportunity

C. Adding an activity to the opportunity

D. Updating any field on the opportunity

Answer 58

Answer:
A. Changing the state of the opportunity
B. Updating any money field on the opportunity

Question 59

You create an opportunity and need to add products. What should you do before adding the opportunity products?

A. Set a price list.

B. Change the revenue setting to user provided.

C. Set estimated revenue.

D. Change the revenue setting to system calculated.

Answer 59

Answer: A. Set a price list.

Question 60

You are working on a case, but you need to use a different process flow. What should you do?

A. Use a dialog to switch the business process flow.

B. Manually switch the business process flow.

C. Use a business rule to switch the business process flow.

D. Use a workflow to switch the business process flow.

Answer 60

Answer: B. Manually switch the business process flow.

Question 61

You are a support technician. You resolve an issue for a customer. You need to schedule a follow‐up with the customer in three weeks, before the next payroll. What should you do?

A. Create a case for the customer, and add it to a Queue.

B. Schedule an appointment or task from the case to follow up before the customer processes the next payroll.

C. Develop a workflow to reopen the case before the customer processes the next payroll.

D. Create a new case for the customer, and set the resolve by date before the customer processes the next payroll.

Answer 61

Answer: B. Schedule an appointment or task from the case to follow up before the customer processes the next payroll.

Question 62

Your company’s support process has the following two business requirements:

• New cases that are marked as high priority automatically move to an escalation stage when first opened.
• New cases with no priority move to the research stage.

What should you configure to meet these business requirements?

A. Two business process flows

B. Branching business process flow

C. Real‐time workflow process

D. Branching business rules

Answer 62

Answer: B. Branching business process flow

Question 63

Your customer service team often receives support calls for the same issue from multiple customers. You decide to use the parent‐child hierarchy feature so that cases can be related, but the cases must continue to be resolved independently. You need to configure the parent and child case settings for your organization. What should you do?

A. Ensure that the cascade closure preference is not set,

B. Choose Don’t allow parent case closure until all child cases are closed.

C. Choose Close all child cases when parent case is closed.

D. Include the resolve by attribute in the inherited attributes.

Answer 63

Answer: A. Ensure that the cascade closure preference is not set,

Question 64

What can be classified by using the subject tree?

A. Opportunities

B. Accounts

C. Leads

D. Cases

Answer 64

Answer: D. Cases

Question 65

You are a sales representative at a trade show. A trade show attendee leaves a business card at your company’s booth. You need to enter the attendee’s information into Microsoft Dynamics CRM for the sales team to qualify. Which record type should you create?

A. Contact

B. Account

C. Opportunity

D. Lead

Answer 65

Answer: D. Lead

Question 66

You own an opportunity but need to allow other users to view and edit it. What should you do?

A. Create a connection for a team, add the sales team role, and add the connection to the opportunity.

B. Add users to the access team on the opportunity.

C. Add users to the access team template.

D. Create a connection for each user, add the sales team role, and add the connection to the opportunity.

Answer 66

Answer: B. Add users to the access team on the opportunity.

Question 67

You are adding products to an opportunity. You want to calculate the estimated revenue based on the products added. What should you do to enable this function?

A. Set the estimated budget.

B. Configure the exchange rate.

C. Use write‐in products.

D. Add a price list

Answer 67

Answer: D. Add a price list

Question 68

What is the purpose of the business process flow in the opportunity form?

A. To show other users who are collaborating on the opportunity

B. To provide a sales script for the salesperson to use when speaking to a potential customer

C. To show the current stage in the sales lifecycle

D. To enforce entry of mandatory fields

Answer 68

Answer: C. To show the current stage in the sales lifecycle

Question 69

You need to ensure that lead qualification is automated and occurs when a field on the Lead Form is set to a certain value. What should you do?

A. Switch the business process flow to set the status of the lead to qualified when the condition is met.

B. Create a business process flow that automatically sets the status of the lead to qualified when the condition is met.

C. Create a dialog that automatically sets the status of the lead to qualified when the condition is met.

D. Create a workflow that automatically sets the status of the lead to qualified when the condition is met.

Answer 69

Answer: D. Create a workflow that automatically sets the status of the lead to qualified when the condition is met

Question 70

Question No: 70

A staff member at your client organization sends you an email message, inquiring about a product that the client might buy. After you track the email message, what should you do?

A. Convert the email message to the opportunity.

B. Convert the email message to an account and contact.

C. Create a quote, and link the email message to the quote.

D. Create an order, and link the email message to the order.

Answer 70

Answer: A. Convert the email message to the opportunity.

Question 71

You are creating a goal for the number of phone calls made versus the number of phone calls scheduled. You need to establish the number of scheduled calls for your organization. Which value provides this information?

A. In‐progress

B. Actual

C. Closed

D. Target

Answer 71

Answer: D. Target

Question 72

You want to share a personal chart that you created. Who can you share your chart with? Each correct answer presents a complete solution. (Choose two)

A. Resource group

B. Access team

C. Team

D. User

Answer 72

Answer:
C. Team
D. User

Question 73

Each member of your sales team must earn an individual sales revenue quota for the year in order to receive a bonus. You create the goal metric and identify the Metric Type as Amount and the Amount Data Type as Money. You need to complete the configuration of the goal metric. What should you do?

A. Add rollup fields.

B. Create goals.

C. Create fiscal years.

D. Create rollup queries.

Answer 73

Answer: A. Add rollup fields

Question 74

You create an Advanced Find view that consists of columns from the account entity. Which action is possible when customizing the view?

A. Adding columns from related of records

B. Creating three levels of sort criteria

C. Setting the option to filter columns to ensure it displays by default when opening the view

D. Merging two columns into one

Answer 74

Answer: A. Adding columns from related of records

Question 75

You create an opportunity report by using the Report Wizard. The report returns too many records. You need to reduce the number of records returned by the report. Which two actions should you perform? Each correct answer presents a complete solution. (Choose two)

A. Make the report a personal report.

B. Reduce the number of columns.

C. Designate a top or bottom number.

D. Apply a filter.

Answer 75

Answer:
C. Designate a top or bottom number.
D. Apply a filter.

Question 76

You need to create a dashboard that will include an external website. Which component should you add?

A. Quick view

B. Sub‐grid

C. IFRAME

D. Web resource

Answer 76

Answer: C. IFRAME

Question 77

You create a new entitlement. What is the initial status of the entitlement?

A. Active

B. Waiting

C. Created

D. Draft

Answer 77

Answer: D. Draft

Question 78

You create a new case that includes a service level agreement (SLA). You place the case on hold because you need to wait for additional information from the customer. What is the status of the SLA key performance indicator (KPI) instance record related to the case?

A. Failed

B. In progress

C. On hold

D. Paused

Answer 78

Answer: D. Paused

Question 79

You create a new service level agreement (SLA) and enter the amount of time that is allowed for it. You need to send an email message to the user assigned to a case when the time limit of the SLA is about to be exceeded.

Which two actions should you perform? Each correct answer presents part of the solution. (Choose two)

A. Configure the Warning Actions on the SLA item record.

B. Specify the Applicable When conditions on the SLA item record.

C. Configure the SLA Item Warning on the SLA item record.

D. Configure the SLA Item Failure on the SLA item record.

Answer 79

Answer:
A. Configure the Warning Actions on the SLA item record.
C. Configure the SLA Item Warning on the SLA item record.

Question 80

You create a case and link it to a standard service level agreement (SLA) with the timer configured on the case form. You need to review the case status and report the information to your manager. Which piece of information about the time of the case is available?

A. Total time the case is on hold

B. Failure time

C. Warning time

D. Total time the case is in processing

Answer 80

Answer: B. Failure time

Question 81

You need to specify the number of support hours a customer will receive. What should you create?

A. A service activity

B. A service level agreement (SLA)

C. An entitlement

D. A contract template

Answer 81

Answer: C. An entitlement

Question 82

You choose a case from the customer support queue. Your company mandates that all requests with customers be tracked regardless of the outcome. You call the customer and learn that the case was submitted on your company’s customer portal by mistake. What should you do?

A. Cancel the case.

B. Delete the case.

C. Resolve the case.

D. Reactivate the case.

Answer 82

Answer: A. Cancel the case.

Question 83

You work at the support desk for a software company. When the newest version of a popular app is released, you receive an influx of support requests regarding an issue. The research and development team identify the issue as a bug and prepare to fix it. You need to identify existing cases in which this bug was reported and relate them to one another so that they can be closed simultaneously when the bug fix has been released. What should you do?

A. From the parent case, select create child case for each of the cases that reported the bug.

B. From the active cases view, select all of the cases that are reporting the bug, and then select merge cases.

C. From the child case, select similar cases to find the cases that reported the bug.

D. From the active cases view, select all of the cases that are reporting the bug, and then select associate child cases.

Answer 83

Answer: D. From the active cases view, select all of the cases that are reporting the bug, and then select associate child cases.

Question 84

You are responsible for creating and managing Microsoft Dynamics CRM Knowledge Base templates and articles. A user wants an image to be added to a Knowledge Base article. What should you do?

A. Create a web resource, and add it to the Knowledge Base template.

B. Insert the image into the Knowledge Base template.

C. Copy and paste the image into the Knowledge Base article.

D. Drag and drop the image onto the Knowledge Base article.

Answer 84

Answer: C. Copy and paste the image into the Knowledge Base article.

Question 85

You are the customer service manager of a call center and are performing a daily review of your team’s cases. A case record owned by a member of your team has a flag in the research stage of the business process flow. What does this indicate about the case?

A. The user is finished with that stage.

B. The case is at this stage.

C. The case is ready to close.

D. There is a required field at this stage.

Answer 85

Answer: B. The case is at this stage.

Question 86

Two active case records are related to the same issue but have nothing else in common. Your manager asks you to make an association between the records. What should you do?

A. Merge the two case records.

B. Reference the case ID of the other case in the case ID field of each case.

C. Add one case to the sub‐grid on the other case for similar cases.

D. Reference the case ID of the other case in the notes field of each case.

Answer 86

Answer: C. Add one case to the sub‐grid on the other case for similar cases.

Question 87

You create a new user. Which record will Microsoft Dynamics CRM automatically create for the user?

A. Queue

B. Account

C. Contact

D. Team

Answer 87

Answer: A. Queue

Question 88

You create a chart on your personal dashboard. The chart displays the service technician’s monthly goals for case resolution. You need to make this chart available on another dashboard. What should you do?

A. In the other dashboard, select the existing chart.

B. Export the chart. Import the chart into Charts under the case entity. Go to the dashboard entity, and add the chart to the dashboard.

C. Share the chart from your personal dashboard to the case entity, and add the chart to the system service dashboard.

D. Share the chart from your personal dashboard to the system service dashboard.

Answer 88

Answer: A. In the other dashboard, select the existing chart.

Question 89

You are the team lead in a large call center. You want to know the originating source for the majority of your team’s cases. You need a report that includes the following information:

• The number of cases each of your team members owns by Origin (Phone, Email, Web)
• The percentage of cases owned as a proportion of total cases by Origin

Which report should you use?

A. Service Analysis Report

B. Customer Service Maintenance Report

C. Neglected Cases

D. Case Summary Table

Answer 89

Answer: D. Case Summary Table