Application 1-10 Flashcards
- You create a personal dashboard to help manage 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 XLS workbook.
D) copy sign the dashboard has a system dashboard.
A) share the dashboard with your coworker.
- 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 of the three items and Microsoft dynamics CRM do you need to configure? Each enter represents part of the solution. Choose three.
A. Goal metric B. Goal C. Rollup field D. Target E. Percent goal
A. Goal metric
B. Goal
C. Rollup field
- Employees in your organization creates opportunities and Microsoft dynamics CRM by using various currencies. You need to report that uses the company based currency to show the value of all open opportunities. What should you do?
A) create a report that displays the organizations base Currency value for each opportunity.
B) add a field to the opportunity 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 organizations based currency.
D) export all open opportunities to Microsoft XLS and add a formula that converts the value of each opportunity to the organizations base Currency.
A. Create a report that displays the organizations based currency value for each opportunity.
- 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 company’s strengths and weaknesses. Which two items can you directly associated with the competitor? Each answer represents a complete solution. Choose two
A) Sales literature
B) Price Lists
C) accounts
D) Products
A) Sales literature
D) Products
- You can figure 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 signed category.
B) configure social listening search topics in visuals.
C) In system settings, change the default setting for the disabled social engagement option.
D) select the reset social insights auction to refresh the social insights data.
C) In system settings, change the default setting for the disable social engagement option.
- Your customer wants to purchase 1000 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
B) order
- You implement Microsoft social Listening and it connect to your Microsoft dynamics organization. In which two locations within dynamics CRM can you ask the social insights information? Each answer presents a complete solution. (Choose two)
A) dashboards
B) Advance find
C) reports
D) entity forms
A) dashboards
D) entity forms
- You want to track your interaction with an organization. Which type of customer record should you create?
A) activity
B) account
C) contact
D) lead
B) account
- Your customer request that deliveries being 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) The new resource group linked to the service for the customer
C) Service preferences on the customer record
D) The business closure for every day except Thursday.
C) Service preferences on the customer record
- You need a dashboard that shows your cases only. Which dashboard do you use?
A) customer service operations
B) customer service representative
C) customer service performance
D) sales performance dashboard
B. Customer service representative
