Applications Flashcards
What role do keywords play in the knowledge base?
A keywords are only used to manage the knowledgebase.
B Keywords relate similar cases to each other
C key words are used to search for articles.
D keywords define the subject tree
C keywords are used to search for articles.
You review a published knowledge base article which two actions can you perform choose two: A add a note B change the subject C add a keyword D add a section E add a comment
A add a note
E add a comment
You review a knowledge base article. On the Article tab of the ribbon, which option is NOT in the Action group?
A Submit B Unpublish C approve D reject E publish
E publish
Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose two)
A sales attachment B case resolution activity C cases D sales literature E knowledge base articles
D sales literature
E knowledge base articles
A company tracks Competitors by using Connection records instead of using the native Competitors feature in CRM. The Company assigns a Connection with the Connections Roles of Related Opportunity and Competitor between the Opportunity and the Account, which represents the Competitor. Accounts have a flag which designates of the record as a competitor.
Which statement is true?
A The connection record is used to populate the options in the competitor field on the opportunities resolution activity for lost opportunities.
B A connection record is created between the opportunity and the account.
C The competitor/win loss report uses the connection record to indicate how well the organization is doing versus a competitor
D The connection record is use to populate the options in the competitor field on the opportunity’s resolution activity for won opportunities.
B A connection record is created between the opportunity and the account.
When does the auto save process save changes to a Lead record?
A When a user exits a change record B every 30 seconds C when a user creates the record D every 120 seconds E every time a user move the focus out of an edited field
A When a user exits a change record
B every 30 seconds
Which field is required to create a new Opportunity record?
A Originating lead B customer C topic D contact E account
C topic
When you qualify a Lead, which two records will also be created? (choose 2)
A account B contract C campaign response D opportunity E. Contact
D opportunity
E. Contact
OR
A account
D opportunity
Which type of activity can you convert to a Lead?
A tasks
B appointment
C email
D fax
C email
Note: You can convert email to a Lead, Opportunity or a Case
You can convert other Activity records to an Opportunity or a Case
A user creates a Lead and converts it to an opportunity. The user provides several quotes to the customer. The opportunity is won. The user now create an order from the quote by using the create order process.
On the create order dialog box, which action is the user able to perform?
A fulfill the order
B specify a ship to address
C Close the originating opportunity
D add additional write-in products
C Close the originating opportunity
When creating a Lead, which type of information can you enter on the main Lead form?
A goals
B competitors
C additional addresses
D products
B competitors
Note: You may also add Stakeholders (which looks up to Contacts)
Microsoft Dynamics CRM Client for Outlook is installed.
You view an email message from an existing customer. The customer requests a proposal for new business.
You need to create a record for the email message that ensures other users can see the email message.
What should you do?
A. Use details from the email message to create an Opportunity by using the Quick Create form.
B. Track the email message from Outlook by using the Track feature. Then convert the tracked email message to a Lead by using the Convert To feature.
C. Track the email from Outlook by using the Track feature. Then convert the tracked email message to an Opportunity by using the Convert To feature.
D. Track the email message from Outlook by using the Track feature. Then convert the tracked email message to a case by using the Convert To feature.
C. Track the email from Outlook by using the Track feature. Then convert the tracked email message to an Opportunity by using the Convert To feature.
To which entity type can you convert an Activity record? A. Case B. Account C. Quote D. Contact
A. Case
In Microsoft Dynamics CRM, which two record types are considered customers?(Choose TWO) A. Opportunities B. Accounts C. Leads D. Contacts
B. Accounts
D. Contacts
How many cases can an Account record have at any given time?
A. One active case for each contact record that is associated with an account
B. An unlimited number of active and closed cases
C. One active case for each account record
D. One active case and an unlimited number of closed cases
B. An unlimited number of active and closed cases
What are three valid ways to create cases? (Choose Three)
A. Convert a Custom Activity record to a case.
B. Import cases by using a .csv file.
C. Use the Quick Create form.
D. Convert an Opportunity record to a case.
E. Convert a lead to a case.
A. Convert a Custom Activity record to a case.
B. Import cases by using a .csv file.
C. Use the Quick Create form.
You have a Microsoft Dynamics CRM instance that has sample data installed.
Which three items are default areas of the subject tree? Each correct answer presents part of the solution.(Choose Three)
A. default subject
B. service
C. case
D. issue
E. query
A. default subject
B. service
E. query
Note:
Service has “Delivery” and “Maintenance” under it by default
Query has “Information” and “Products” under it by default
You are modifying a customer service Case record by using the full form. Which activity type can you add to the service Case record from within the form? A. Letter B. Service activity C. Custom activity type D. Phone call
D. Phone call
Note: you can also add a Task
By clicking the ellipse “…” you can add an Email or an Appointment to the Case
You are creating a case from an email message by using the Microsoft Dynamics CRM Outlook client.You need to complete the task by using the least number of steps.
What should you do?
A. Create a new case from the Outlook email message by using the Track and Convert To Case features. Set the Customer field of the case to the account of the person who sent the email message.
B. Track the email message from Outlook in Microsoft Dynamics CRM.
Create a case in Microsoft Dynamics CRM and set the Customer field of the case to the account of the person who sent the email message.
Change the Set Regarding field on the email message to the case.
C. Track the email message from Outlook in Microsoft Dynamics CRM by using the Track feature.
Use the View in CRM feature to open the Microsoft Dynamics CRM email record.
Convert the Microsoft Dynamics CRM email message to a case after the Microsoft Dynamics CRM email record opens.
D. Create a new case from the Outlook email message by using the Set Regarding feature. Set the Customer field of the case to the account of the person who sent the email message.
A. Create a new case from the Outlook email message by using the Track and Convert To Case features. Set the Customer field of the case to the account of the person who sent the email message.
In Microsoft Dynamics CRM, which two record types are considered customers?(Choose TWO) A. Opportunities B. Accounts C. Leads D. Contact
B. Accounts
D. Contact
To which entity type can you convert an Activity record? A. Case B. Account C. Quote D. Contact
A. Case
How many cases can an Account record have at any given time?
A. One active case for each contact record that is associated with an account
B. An unlimited number of active and closed cases
C. One active case for each account record
D. One active case and an unlimited number of closed cases
B. An unlimited number of active and closed cases
What are three valid ways to create cases? (Choose Three)
A. Convert a Custom Activity record to a case.
B. Import cases by using a .csv file.
C. Use the Quick Create form.
D. Convert an Opportunity record to a case.
E. Convert a lead to a case.
A. Convert a Custom Activity record to a case.
B. Import cases by using a .csv file.
D. Convert an Opportunity record to a case.
You have a Microsoft Dynamics CRM instance that has sample data installed.
Which three items are default areas of the subject tree? Each correct answer presents part of the solution.(Choose Three)
A. default subject
B. service
C. case
D. issue
E. query
A. default subject
B. service
E. query
You are modifying a customer service Case record by using the full form. Which activity type can you add to the service Case record from within the form? A. Letter B. Service activity C. Custom activity type D. Phone call
D. Phone call
You are creating a case from an email message by using the Microsoft Dynamics CRM Outlook client.You need to complete the task by using the least number of steps.
What should you do?
A. Create a new case from the Outlook email message by using the Track and Convert To Case features. Set the Customer field of the case to the account of the person who sent the email message.
B. Track the email message from Outlook in Microsoft Dynamics CRM. Create a case in Microsoft Dynamics CRM and set the Customer field of the case to the account of the person who sent the email message. Change the Set Regarding field on the email message to the case.
C. Track the email message from Outlook in Microsoft Dynamics CRM by using the Track feature. Use the View in CRM feature to open the Microsoft Dynamics CRM email record. Convert the Microsoft Dynamics CRM email message to a case after the Microsoft Dynamics CRM email record opens.
D. Create a new case from the Outlook email message by using the Set Regarding feature. Set the Customer field of the case to the account of the person who sent the email message
A. Create a new case from the Outlook email message by using the Track and Convert To Case features. Set the Customer field of the case to the account of the person who sent the email message.
You are creating a case in Microsoft Dynamics CRM.
Which two entity types are valid for the Customer field?(Choose TWO)
A. Products
B. Leads
C. Contacts
D. Accounts
C. Contacts
D. Accounts
User1 is the owner of the Specialists team. User2 adds a case that she owns to the Specialists team’s queue. Who now owns the case?
A. The Specialists team
B. The owner of the Specialist team’s queue
C. User1
D. User2
D. User2
Which two statements about queues are true?(Choose TWO)
A. Queues allow users to remove themselves from responsibility for an item by using the Remove button.
B. Queues allow users to process items that they do not own.
C. You can delete a queue item without deleting the record for which the queue item was created.
D. Queues allow users to see multiple record types that require action in one list
B. Queues allow users to process items that they do not own.
C. You can delete a queue item without deleting the record for which the queue item was created.
For which two entities does Microsoft Dynamics CRM create a default queue when the entity is created?(Choose TWO) A. Opportunities B. Activities C. Cases D. Users E. Teams
D. Users
E. Teams
A new Contract template has been assigned an incorrect Allocation Type.
You need to ensure that the correct Allocation Type is assigned to the template.
Which action will achieve the goal?
A. Unpublish the template and then make the required changes.
B. Use the Copy Template menu item to create a new Contract template. Edit the new template to use the correct Allocation Type. Delete the original template.
C. Deactivate the Contract template and then create a new Contract template that uses the correct Allocation Type.
D. Create a new Contract template that uses the correct Allocation Type.
D. Create a new Contract template that uses the correct Allocation Type.
Which characteristic of a contract template governs how many cases a customer is allowed to have against a contract? A. allotment type B. contract allotment C. billing frequency D. calendar
A. allotment type
Which action is possible directly from the All Contracts view?
A. Delete an active contract by using the Delete button. B. Delete a canceled contract by using the Delete button. You create a sales order by using the latest currency exchange rate.
C. Set an on-hold contract to Active by using the Release Contract button.
D. Set an on-hold contract to Active by using the Activate button.
D. Set an on-hold contract to Active by using the Activate button.
Which list shows a correct contract life cycle?
A. 1. Draft 2. Active 3. Invoiced 4. On Hold 5. Expired
B. 1. Draft 2. Invoiced 3. Active 4. On Hold 5. Active 6. Expired
C. 1. Draft 2. Invoiced 3. Active 4. On Hold 5. Canceled
D. 1. Invoiced 2. Draft 3. Active 4. On Hold 5. Active 6. Canceled
A. 1. Draft 2. Active 3. Invoiced 4. On Hold 5. Expired
You create a sales order by using the latest currency exchange rate.
Which three changes to a sales order will force a recalculation of the sales order money?(Choose Three)
A. The record is created.
B. The state of the record is changed.
C. A money field is updated.
D. The shipping address is changed. E. The order name is changed.
A. The record is created.
B. The state of the record is changed.
D. The shipping address is changed. E. The order name is changed.
You create an Order from a Quote by using the Create Order process. On the Create Order dialog, which action should you perform? A. Close the originating Opportunity. B. Specify a ship-to address. C. Fulfill the order. D. Add additional write-in products.
A. Close the originating Opportunity
Which entity must you add to an Opportunity record before you can add products to the record? A. Contacts B. Price List C. Exchange Rate D. Write-in Product
B. Price List
You need to edit a Quote. Which quote status will allow you to make changes to the Quote? A. Open B. Active C. Revise D. Draft
D. Draft
You plan to use service activities to interact with customers. What must you use in order to use service activities? A. capacity scheduling B. scheduling module C. resource group D. facility
B. scheduling module
You are adding Units to a Unit Group. Which statement is true?
A. A Unit must have an owner.
B. A Unit must have a start date.
C. All Units in the same Unit Group must have the same Base Unit.
D. A Unit must have a quantity.
D. A Unit must have a quantity.