Application 51-60 Flashcards
- 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
B. Work hours
D. Work days
- 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.
A. Use the reschedule option, and resolve any conflicts.
- 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.
A. Open a view of the records, and export it to a dynamic worksheet.
- 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.
A. Have Outlook Client installed.
- 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.
C. Create an SSRS report.
D. Create two dashboards.
- 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
D. Create a rollup query, filter it for opportunity records for that business line, and apply it to the upcoming fiscal year’s goal
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
B. Unit group
- 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
A. Changing the state of the opportunity
B. Updating any money field on the opportunity
- 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.
A. Set a price list.
- 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.
B. Manually switch the business process flow.
