Application 41-50 Flashcards

1
Q
  1. 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 the 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.
A

C) add a new rollup field to the existing goal metric.

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2
Q
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 used to configure the opportunity pricing?
A) User provided. 
B) Automatic recalculation. 
C) System calculated. 
D) Current pricing.
A

C) System Calculated

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3
Q
  1. 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.
A

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

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4
Q
  1. You are a marketing specialist. He received an email message from a prospective client who was referenced to your company by a current client. You need to have the client to Microsoft Dynamics CRM so that a sales person can follow up on the potential client. After tracking email message, what should you do?

A) Convert the email message to an opportunity, and assign it to the sales person.
B) Convert the email message to a lead, and assign it to the sales person.
C) Create a task, and set the Regarding field to the existing customer who reference the potential client.
D) Create a new account for the potential client and sign a follow-up phone call activity to a sales person.

A

B) Convert the email message to a lead, and assign it to the sales person.

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5
Q
41.  You are the office manager for a plumbing company. According to customer feedback, technicians are showing up late and 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 of volume report. 
C) Count service overview report. 
D) Case summary table report.
A

B) Service activity volume report

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6
Q
  1. 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.

A

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

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7
Q
  1. 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
A

A. Competitor
D. Note
E. Description

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8
Q
  1. 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

A

A. Services

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9
Q
  1. 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.

A

B. Add a selection rule to the inspection service.

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

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10
Q
  1. 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.

A

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

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