CRM 2016 Sales Certification Exam MB2-713

Question 1

Which of the following applies to Mailboxes in CRM?

A. Modification of settings for a user’s mailbox is done through their user record
B. Mailbox records are created automatically when users and queues are created
C. Once created and saved mailboxes can begin processing email

Answer 1

B. Mailbox records are created automatically when users and queues are created

Question 2

When using multiple methods of syncing within CRM which of the following applies?

A. A user’s mailbox can use the Outlook client for incoming email, and appts, tasks, contacts, and Server side sync for outgoing

B. A user’s mailbox can use the Server Side Syncing for incoming email, and appts, tasks, contacts, and Outlook for outgoing Mail

C. A user’s mailbox can use the Outlook client for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail

D. A user’s mailbox can use Server Side Sync for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail

Answer 2

D. A user’s mailbox can use Server Side Sync for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail

Question 3

Which of the follow is not required to configure Server to Server Synchronization?

A. Configure individual user’s mailboxes

B. Migrate email router data for processing through server-side sync

C. Configure system level email settings

D. Create and configure email server profiles

Answer 3

B. Migrate email router data for processing through server-side sync

Question 4

Which of the following are ways to create activities for emails?

A. Create a folder under the inbox called ‘Nancy’, associate it with ‘ABC Company’; create rule to automatically move emails from Nancy to the Nancy folder

B. Create a folder under the inbox called ‘Nancy’, associate it to ‘ABC Company; manually move emails from Nancy to the Nancy folder

C. Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; manually move emails from Nancy to the Nancy folder

D. Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; Add a subfolder called ‘Nancy’ under the ABC Company folder; create a rule to automatically move emails from Nancy to the Nancy folder

Answer 4

A. Create a folder under the inbox called ‘Nancy’, associate it with ‘ABC Company’; create rule to automatically move emails from Nancy to the Nancy folder

B. Create a folder under the inbox called ‘Nancy’, associate it to ‘ABC Company; manually move emails from Nancy to the Nancy folder

C. Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; manually move emails from Nancy to the Nancy folder

Question 5

Folder Tracking utilized which of the following platforms when e-mails are managed via computer, tablet or phone?

A. Smartphone email Clients

B. Table email Client

C. Outlook

Answer 5

A. Smartphone email Clients

B. Table email Client

C. Outlook

Question 6

Which of the following are available for both SharePoint Server-side syncing and the Client Side List Component?

A. Alert Me

B. Version History

C. Upload

D. Download a Copy

Answer 6

C. Upload

Question 7

Which of the following does not apply to SharePoint Document Management functionality?

A. Deleting a document from CRM deletes the document in SharePoint

B. When the Account record is deleted in CRM, all of the SharePoint Documents will also be removed

C. Documents added from CRM can be viewed in by non CRM Users

D. By creating a workflow it would be possible to auto create document locations

Answer 7

B. When the Account record is deleted in CRM, all of the SharePoint Documents will also be removed

Question 8

Which of the following does not apply to CRM Online and Server-side SharePoint integration?

A. Server-side is available for CRM Online and SharePoint Online

B. Server-side is available for CRM Online and SharePoint On-premises

C. Client-side can be switched to at anytime

Answer 8

C. Client-side can be switched to at anytime

Question 9

When using the open in excel feature, which of the following statements applies?

A. Changes are done automatically in CRM

B. Changes cannot be saved in CRM

C. Excel security privilege is not applied since it online

D. Changes are not done in CRM unless saved

Answer 9

D. Changes are not done in CRM unless saved

Question 10

Which of the following Excel options is not available from Advanced Find?

A. Static Worksheet

B. Dynamic Pivot Table

C. Open in Excel Online

D. Export to Excel

Answer 10

C. Open in Excel Online

Question 11

When data is changed in Excel and re-imported into CRM which of the following applies?

A. Re-import check box needs to be enabled when exporting to Excel

B. All changes made using the Open in Excel feature can be saved back to CRM

C. Re-importing data will also create new records in CRM if they do not exist

Answer 11

C. Re-importing data will also create new records in CRM if they do not exist

Question 12

Which of the following statements apply to BI?

A. Excel has an add-in that allows for creation of Power BI elements

B. Power BI Sites created can be hosted in CRM Dashboards

C. No additional data sources can be attached to a connected CRM data source

Answer 12

A. Excel has an add-in that allows for creation of Power BI elements

B. Power BI Sites created can be hosted in CRM Dashboards

Question 13

Which of the following are considered part of Power BI ‘experience’?

A. Power BI Designer

B. PowerBI.com

C. Power Query

D. Power BI Services Connector

Answer 13

A. Power BI Designer

B. PowerBI.com

C. Power Query

D. Power BI Services Connector

Question 14

Which of the following statements apply to the configuring of OneNote Integration in CRM?

A. OneNote integration must be enabled for each entity used via entity definition properties

B. Server-side SharePoint integration must be enabled

C. OneNote integration needs to be turned on for each entity used

D. Server-side OneNote integration must be enabled

Answer 14

A. OneNote integration must be enabled for each entity used via entity definition properties

B. Server-side SharePoint integration must be enabled

C. OneNote integration needs to be turned on for each entity used

Question 15

Deleting a CRM record will also delete the Document Location that points to the OneNote files when notes are created in OneNote from CRM.

True

False

Answer 15

False

Question 16

Which of the following statements applies to Yammer integration with CRM?

A. Yammer is only available in English

B. Only CRM Admin access is necessary to enable Yammer Integration

C. A Yammer Professional License is required

D. Reverting back to the CRM Activity Feed is available at any time

Answer 16

A. Yammer is only available in English

Question 17

Activating a Yammer subscription can be done via using an Office 365 organization domain.

True

False

Answer 17

False

Question 18

When using the Office Groups feature which of the following applies?

A. Office Groups integration is enabled by default post 2015 Update 1

B. Office Groups integration is available with Out of the Box custom entities

C. Choosing the Auto Create box will automatically create an Office Group for all new and existing records for that type

D. Office Groups must be enabled through entity properties, in the entity definition screen

Answer 18

B. Office Groups integration is available with Out of the Box custom entities

Question 19

What is an Account?

A. Company and organization.

B. Record created after an opportunity is won.

C. A specific Person.

D. Activity you’re held accountable for.

Answer 19

A. Company and organization.

An Account generally represents a company or an organization. Is it a group that could include vendors, partners, distributors, resellers, and so on. Reference: Basic Record Types.

Question 20

Which of the following statements are TRUE about business process flows? Select all that apply.

A. Business process flows are designed to help organize information.

B. Business process flows have multiple stages.

C. Business process flows have only one branch per process.

D. Business process flows can have multiple branches per process

Answer 20

B. Business process flows have multiple stages.

D. Business process flows can have multiple branches per process

Business Process Flows are used to help guide users through the necessary steps to complete an entire business process successfully and can contain multiple stages and/or branches. Reference: Business and Branching Process Flows.

Question 21

Which of the following entities can Sales Literature be associated with? Select all that apply.

A. Competitors

B. Marketing Campaigns

C. Price Lists

D. Products

Answer 21

A. Competitors

B. Marketing Campaigns

D. Products

Question 22

Define what is involved with a SWOT analysis?

A. Strategy, Willingness, Opportunities, Threats

B. Strengths, Willingness, Openings, Trends

C. Strengths, Weaknesses, Opportunities, Threats

D. Strategies, Weaknesses, Openings, Trends

Answer 22

C. Strengths, Weaknesses, Opportunities, Threats

The more information a team has about a competitor’s strengths, weaknesses, opportunities, and the threats (also referred to as a SWOT analysis) a competitor presents, the more likely it is to win sales against that competitor or at least know how to compete with them. Reference: Competitors.

Question 23

Social Engagement can generate which of the following options listed below directly from the social web?

A. New Contacts

B. New Leads

C. New Accounts

D. New Opportunities

Answer 23

B. New Leads

Social Engagement has the ability to generate new leads directly from a social media application. Reference: Social Engagement.

Question 24

Which type of records can be converted from a Lead? Select all that apply.

A. Competitor

B. Account

C. Contact

D. Opportunity

Answer 24

B. Account

C. Contact

D. Opportunity

Upon qualification, they lead record will automatically be converted into three separate records: An opportunity, a contact, and an account. Reference: Lead Opportunity Process Form and Ribbon.

Question 25

Which of the following activities can be converted to a lead?

A. Email

B. Task

C. Phone Call

D. Appointment

Answer 25

A. Email

Microsoft Dynamics CRM has the ability to track communications and interactions. Emails contain the information required to be converted into a lead, unlike tasks, appointments, or phone call activities. Reference: Track and Convert Leads.

Question 26

Which of the following are potential statuses of a lead record?

A. Qualified

B. Disqualified

C. Cancelled

D. Deactivated

Answer 26

A. Qualified

B. Disqualified

D. Deactivated

Please refer to the Lead to Opportunity Business Process Flow diagram and demonstration. Reference: Lead Opportunity Process Form and Ribbon.

Question 27

What happens after the viability of a lead is determined?

A. The record is still able to be modified.

B. The original lead record is no longer visible to users.

C. The record becomes Read-Only.

D. The original lead record is deleted from the system.

Answer 27

C. The record becomes Read-Only.

Upon qualifying or disqualifying a lead, that record becomes locked and is no longer editable. Reference: Lead Opportunity Process Form and Ribbon.

Question 28

Which of the following is required to create an opportunity?

A. Competitor

B. Customer

C. Lead

D. Marketing List

Answer 28

B. Customer

However you choose to create an opportunity, it will always need to be attached to a customer record. Reference: Opportunity Management.

Question 29

When an opportunity is either won or lost, a type of activity is generated. This is referred to as what?

A. Closed Activity

B. Completed Activity

C. Finalized Activity

D. Resolution Activity

Answer 29

D. Resolution Activity

When an opportunity is closed, a Resolution Activity is automatically created. Reference: Connect with Records.

Question 30

Which of the following records can be added to an opportunity via Quick Create. Select all that apply.

A. Account

B. Competitor

C. Contact

D. Lead

Answer 30

A. Account

C. Contact

You can quickly create the following records: Contacts, Accounts, Leads, Opportunities, Campaign responses, Cases, Competitors, and Activities. However, you can only add an account and contact specifically to an Opportunity record via Quick Create. Reference: Opportunity and Views.

Question 31

An opportunity needs to be marked as closed after it has been determined as won or lost. Why? Select all that apply.

A. Verifies the opportunity record no longer active.

B. To make the opportunity record Read-Only.

C. Verifies the opportunity record is still active.

D. To make sure the opportunity record can still be modified.

Answer 31

A. Verifies the opportunity record no longer active.

B. To make the opportunity record Read-Only.

Closing an opportunity does not delete it from the system, but the opportunity is no longer available in the list of active opportunities and the fields become read-only. Reference: Opportunity Management.

Question 32

Which option listed below allows users to create relationship links between two different records?

A. Relationships

B. Personal Attachments

C. Connections

D. Connectors

Answer 32

C. Connections

Connections allow users to create a link between two different records, or a dotted line link between one record and another. The other options listed are not record types at all. Reference: Closing Opportunities.

Question 33

Which one of the following tasks are required when creating a product catalog? Select all that apply.

A. Setting up price lists

B. Setting up products

C. Setting up unit groups

D. Setting up templates

Answer 33

A. Setting up price lists

B. Setting up products

C. Setting up unit groups

There are four components required when setting up the product catalog and include unit groups, price lists, price list items, and products. Discount lists are optional. Reference: Product Catalog Components.

Question 34

Which of the following is a benefit of using the product catalog?

A. You can use system-calculated pricing and automatically generate quotes from opportunities.

B. You must use user-provided pricing with price lists.

C. You can associate price lists with campaigns and automatically pre-fill campaign opportunities with the same price list.

D. You can apply different price lists to opportunities and quotes and see their impact on opportunity or quote totals.

Answer 34

A. You can use system-calculated pricing and automatically generate quotes from opportunities.

Users do not have to perform complex manual pricing calculations with system-calculating pricing, which causes less room for error within the product catalog when generating quotes and invoices. Reference: Product Catalog Components.

Question 35

Which of the following statements is TRUE about price lists? Select all that apply.

A. Price lists can be thought of a ‘level of pricing’.

B. There can be multiple price lists in a single environment.

C. Each product must have the same level of pricing.

D. Each product might have different levels of pricing.

Answer 35

A. Price lists can be thought of a ‘level of pricing’.

B. There can be multiple price lists in a single environment.

D. Each product might have different levels of pricing.

A price list can be thought of as a level of pricing you give to certain types of customers. Multiple price lists can be created in Microsoft Dynamics CRM, depending on the customers and product. Products can have different levels of pricing, just like customers. Reference: Price Lists.

Question 36

What defines the various measurements in which a product is available or packaged?

A. Base Unit

B. Item Group

C. Unit Group

D. Primary Unit

Answer 36

C. Unit Group

A unit group is a compilation of the ways or measurements in which a product is available. The unit group includes a unit for how the product is received from its vendor and units for how the product is sold. Reference: Unit Groups.

Question 37

What is the difference between tailored lists and discount lists?

A. Tailored lists are used for special offers. Discount lists are used according to the volume of products purchased.

B. Discount lists are used for special offers. Tailored lists are used according to the volume of products purchased.

Answer 37

A. Tailored lists are used for special offers. Discount lists are used according to the volume of products purchased.

Tailored lists are used for special offers, whereas discount lists are used according to the volume of products purchased, such as a Wholesale or Retail price list. Reference: Tailored Price Lists and Discount Lists.

Question 38

In Microsoft Dynamics CRM once an order is placed, what is the next step in the sales order process?

A. Closed the order

B. Activate the order

C. Ship the order

D. Fulfill the order

Answer 38

D. Fulfill the order

Orders have statuses of Open, Fulfilled, or Canceled. Shipping, Activating, or Closing an order are not functions or available buttons within Microsoft Dynamics CRM. Reference: Quote Management.

Question 39

Microsoft Dynamics CRM allows multiple currencies within an environment. Which of the following statements are TRUE about currencies in Microsoft Dynamics CRM?

A. There needs to separate price lists for each currency.

B. There does not need to be separate price lists for each currency.

C. Having multiple currencies affects quotes, products, and invoices.

D. Having multiple currencies affects quotes, orders, and invoices.

Answer 39

A. There needs to separate price lists for each currency.

D. Having multiple currencies affects quotes, orders, and invoices.

Every price list needs a different currency attached to it because that’s the best way to keep information and exchanged rates organized. Having multiple currencies affects quotes, orders, and invoices. The products themselves are not affected as there needs to be products created for each price list per currency. Reference: Difference Currencies.

Question 40

What status must a quote have for changes to be made?

A. Active

B. Draft

C. Initial

D. Update

Answer 40

B. Draft

When quotes are active or closed, they are unable to be edited and are read-only. They must be in a draft state or created new to be adjusted. Reference: Quotes from Opportunities.

Question 41

Which of the following actions can you perform on ACTIVE quotes?

A. Edit the quote

B. Print quote for customer

C. Create an order

D. Add a discount

Answer 41

B. Print quote for customer

C. Create an order

Quotes must be in a draft status in order to be edited. Discounts are not affected by active quotes since they would already have been calculated within the initial quote. Reference: Quotes from Opportunities.

Question 42

Which of the following is the correct linear order for the sales process?

A. Quote, Opportunity, Order, Invoice

B. Quote, Invoice, Opportunity, Order

C. Opportunity, Quote, Order, Invoice

D. Opportunity, Invoice, Quote, Order

Answer 42

C. Opportunity, Quote, Order, Invoice

Throughout the module, the correct linear order is presented many times and fully explained. The process goes as follows: Opportunity, Quote, Order, Invoice. Reference: Sales Order Process Module.

Question 43

Which of the following statements are TRUE regarding Microsoft Dynamics CRM goals and goal metrics? Select all that apply.

A. Every goal record is based on an underlying goal metric record with a metric type of either ‘amount’ or ‘count’.

B. A Goal Metric record specifies the record type a goal is defined for and the status values that roll up to in-progress and actual values.

C. A Goal Metric record specifies the record type a goal is for, as well as its owner and time period.

D. In-progress and Actual values are calculated fields that must be manually recalculated to reflect changes in the underlying data.

Answer 43

A. Every goal record is based on an underlying goal metric record with a metric type of either ‘amount’ or ‘count’.

D. In-progress and Actual values are calculated fields that must be manually recalculated to reflect changes in the underlying data.

Every goal record is based on an underlying goal metric record with a metric type of either ‘amount’ or ‘count’. Rollup fields are what describes the second statement. Goal metrics do not describe time periods, as that would be the fiscal settings, or the owner of the goal itself. Target Values are manually entered by the user and Actual Values are calculated and defined by the Actual Rollup Field specified in the underlying goal metric. Reference Sales Metric and Fiscal Periods.

Question 44

After goal metrics are defined, which of the following is created to contain more specific information?

A. Fiscal Period

B. Goals

C. Rollup Query

D. Target Value

Answer 44

B. Goals

Goals are more specific, as that they are always based upon a goal metric (such as money) and have the ability to specify a goal owner (Janet’s goal). Reference Goals.

Question 45

What is the term used to describe the time period required to create goals?

A. Goal Date

B. Date Range

C. Fiscal Period

D. Goal Period

Answer 45

C. Fiscal Period

Every goal must specify a particular fiscal period or a custom time period first before it can be saved. Reference Fiscal Periods.

Question 46

Which of the following statements are TRUE about rollup queries? Select all that apply.

A. Rollup queries allow us to find a more distinct subset of data.

B. Rollup queries only allow us to roll up from parent goals.

C. Rollup queries do not allow us to roll up record sets.

D. Rollup queries allow us to roll up record sets.

Answer 46

A. Rollup queries allow us to find a more distinct subset of data.

D. Rollup queries allow us to roll up record sets.

Rollup queries allow us to find a more distinct subset of data and roll up record sets. They can roll up child goals as well as parent goals. Reference: Rollup Queries.

Question 47

Which of the following statements is TRUE about the Parent/Child goals? Select all that apply.

A. A goal can have multiple child goals.

B. Parent goals are a combination of child goals.

C. If you delete a parent goal, the child goal is deleted.

D. All goals must be based within the same time period.

Answer 47

A. A goal can have multiple child goals.

B. Parent goals are a combination of child goals.

D. All goals must be based within the same time period.

Parent goals can have multiple child goals and be a child goal. They are essentially just a combination of child goals. If you delete a parent goal, the child goals are NOT deleted. All goals must be based within the same time period. Reference: Rollup Queries.

Question 48

Which of the following components are not available to add to a dashboard directly through the Microsoft Dynamics CRM interface?

A. Web Resources

B. Advanced Find Views

C. Other dashboards

D. Charts

Answer 48

C. Other dashboards

The Specialized group of components able to be added to dashboards include charts, lists, web resources, and iFrames. Reference: System Charts.

Question 49

Which of the following actions are available through Advanced Find? Select all that apply.

A. Uses queries for the user to filter data and provide results.

B. Allows a user to edit the columns to be displayed.

C. Allows a user to return multiple entity types within one search.

D. Allows a user to export an Advanced Find search.

Answer 49

A. Uses queries for the user to filter data and provide results.

B. Allows a user to edit the columns to be displayed.

D. Allows a user to export an Advanced Find search.

The Advanced Find tool uses queries for the user to filter data and provide results. It allows a user to edit the columns to be displayed and export an Advanced Find search. However, it CANNOT return multiple entity types within one search. Reference: Export to Microsoft Dynamics CRM Data.

Question 50

When it comes to exporting data to Excel, which format creates a simple spreadsheet containing a connection to the Microsoft Dynamics CRM database and automatically refreshes the data?

A. Dynamic Worksheet

B. Dynamics Pivot Table

C. Static Export

D. Excel Online

Answer 50

A. Dynamic Worksheet

With a dynamics worksheet, you can export a query with a link back to the Microsoft Dynamics CRM server. This type of export causes the data to be loaded dynamically from Microsoft Dynamics CRM, providing Excel data that is always up-to-date without having to manually refresh it. Dynamic exports require a connection back to the Microsoft Dynamics CRM server and appropriate permissions. Reference: Export Microsoft Dynamics CRM Data.

Question 51

Which of the following statements are TRUE about charts? Select all that apply.

A. Users do not have the ability to drill down into charts and filter results.

B. There are two types of charts: Personal and System.

C. There are three types of charts: Personal, System, and Custom.

D. System charts are visible to all users within the organization.

Answer 51

B. There are two types of charts: Personal and System.

D. System charts are visible to all users within the organization.

There are two types of charts within Microsoft Dynamics CRM: Personal and System. Users have to ability to drill-down and filter results of a chart. System charts are visible to all users within the organization, while personal charts are not. Reference: Charts and Dashboards, Types of Charts.

Question 52

What do PowerBI dashboards have the ability to do?

A. Provides the ability to use these dashboards directly from Microsoft Dynamics CRM.

B. Provides the ability to connect with Microsoft OneNote.

C. Provides the ability to create reports directly from the PowerBI dashboard.

D. Provides the ability to import data from Microsoft Word documents.

Answer 52

C. Provides the ability to create reports directly from the PowerBI dashboard.

PowerBI dashboards provide the ability to create reports directly from the PowerBI dashboard. They cannot import data from Microsoft Word, only Excel. PowerBI dashboards cannot connect with OneNote and require a separate web address to be utilized, which means they are not available directly within CRM. Reference: PowerBI Dashboards.

Question 53

You are the Microsoft Dynamics CRM administrator and are responsible for updating the CRM database with new client information. You need to create several new accounts and several new contacts. The new accounts and contacts must be properly associated with their specific accounts. Which action is the most efficient way to complete this task? Choose one.

A. Create new contact records from the Active Contacts view, then create new account records through the Active Accounts view and associate it them with their contacts.

B. Open an existing contact record and click ‘New’ to create new contacts, then from those new contacts, create new account records to associate with them.

C. Create new account records via Quick Create, then create new contact records directly from the Account Quick Create form so they are already associated with one another.

D. Import an Excel document with both the new contact and account records listed so they will already be associated with each other.

Answer 53

C. Create new account records via Quick Create, then create new contact records directly from the Account Quick Create form so they are already associated with one another.

With the Quick Create tool, you can easily create a new account/contact record in less than one minute, along with a corresponding account/contact. You can create a new contact and new account record for each entry and then associate them with one another after they are initially created, but that would be more time consuming than just utilizing the Quick Create. If you import both contact and account records, the import will fail because there is no way to tell they are associated with one another.

Question 54

You are the Sales Manager for your company. You plan to create numerous documents for your sales team to inform them of any relevant sales information. All people on your sales team have the Salesperson security role. You need to ensure that everyone on your sales team can easily access these documents directly from Microsoft Dynamics CRM. Which repository can you utilize for this task that does not require any outside configuration?

A. Sales Literature

B. SharePoint Sales Team folder

C. OneDrive for Business

D. Microsoft Office 365 Sales Group

Answer 54

A. Sales Literature

Sales Literature is a central repository for an organization’s sales related documentation. They key part of this question lies within the final statement “does not require any outside configuration.” Sales Literature lives inside Microsoft Dynamics CRM, while SharePoint, OneDrive, and Office365 must all be configured separately in order to associate with CRM.

Question 55

You are a salesperson for your company. You receive a phone call from one of your leads saying that they no longer request your products or services. You must ensure that the lead will no longer be contacted. This record must not affect reporting on open leads, but should still be able to be tracked as not viable. What should you do?

A. Cancel the lead.

B. Disqualify the lead.

C. Delete the lead.

D. Close the lead.

Answer 55

B. Disqualify the lead.

After determining if a lead is a viable customer, you must qualify or disqualify the lead. In order to cancel a lead, you must first click the Disqualify button. By just deleting the lead, all related information is lost, like it never happened. In order to track unsuccessful leads for reporting purposes, you must disqualify it.

Question 56

You are a salesperson for your company and need to follow up on opportunities in which you are the owner. After contacting several customers, you need to manage the opportunities based upon the feedback you received. What should you do? Each correct answer presents part of the solution. Choose two.

A. Close the successful opportunities as won.

B. Close the unsuccessful opportunities as lost.

C. Qualify the successful opportunities.

D. Disqualify the unsuccessful opportunities.

Answer 56

A. Close the successful opportunities as won.

B. Close the unsuccessful opportunities as lost.

Microsoft Dynamics CRM does not allow users to qualify or disqualify opportunities. This terminology only applies to the leads entity. In order to properly close successful or unsuccessful opportunities, you must either select ‘Close as Won’ or ‘Close as Lost’ depending on the outcome.

Question 57

You receive a phone call from an existing customer. Your company requires that you track all activities and correspondences when communicating with customers. You must generate a new activity record for this phone call in a timely manner so you don’t keep the customer waiting on the phone. Which tool provides the most efficient way of creating a new activity for an account?

A. Activities Dashboard

B. Activities View

C. Activities View

D. Quick Create

Answer 57

D. Quick Create

The Quick Create tool is the most efficient way to quickly enter almost any type of information into the system, including activities. It is conveniently located on the Navigation Bar, so it’s always available whenever needed, unlike having to fill out a new Activities form. The Quick Find tool allows users to quickly find data, rather than create new data. The Activities Dashboard does not exist within Microsoft Dynamics CRM.

Question 58

You are the Microsoft Dynamics CRM administrator for your company. You have created several products listed within the product catalog for your Microsoft Dynamics CRM environment. You need to place a new order for a customer utilizing the existing products you created in the products catalog. After you create and save the order, you search for the desired products but cannot find one product in particular. What is likely the cause of this issue? Each correct answer presents part of the solution. Choose two.

A. The product properties were not set to show the product as active.

B. The product was not added as a price list item for that price list.

C. The product is not associated with that price list.

D. The price list has not been published.

Answer 58

B. The product was not added as a price list item for that price list.

C. The product is not associated with that price list.

When creating a new product, you first need to define the measurements with a unit group and then define the pricing for your product by configuring a price list. Even though ‘Default Price List’ is not a required field on the product form, you must associate it with a price list before it can be fully utilized. You must also ensure the product is listed as a price list item within that price list in order for it to be added to opportunities, quotes, orders, etc.

Question 59

You are the Sales Manager for your company where you oversee multiple salespeople throughout the day. You’ve noticed that recently sales have been down and you need to find a way to procure more revenue for the company. You decide to create product bundles for the existing products within the Microsoft Dynamics CRM product catalog. Which actions should you take to complete this task? Each correct answer presents part of the solution. Choose two.

A. Add products after saving the required bundle information fields.

B. Add products while populating the required bundle information fields.

C. Save the record to change the status to active.

D. Publish the record to change the status to active.

Answer 59

A. Add products after saving the required bundle information fields.

D. Publish the record to change the status to active.

When creating product bundles within Microsoft Dynamics CRM, you must first save the record before you have the ability to add products to that bundle. By saving the record, the status of that bundle stays in a draft state. You must publish the record in order for the bundle to be in effect.

Question 60

You are the Microsoft Dynamics CRM administrator for your company and are also in charge of configuring the product catalog. Recently, your company has acquired a new customer based out of Canada. This customer wants to do business with you and insists on receiving product and service pricing information in their primary currency, rather than US Dollars. What should you do? Each correct answer presents part of the solution. Choose two.

A. Configure a new currency and have CRM automatically calculate the exchange rate.

B. Configure a new currency and manually calculate the currency conversion rate.

C. Create a new price list with CAD as the default currency and add existing products.

D. Create a new price list with CAD as the default currency and create all new products.

Answer 60

B. Configure a new currency and manually calculate the currency conversion rate.

C. Create a new price list with CAD as the default currency and add existing products.

In order to accommodate the customer, you must first create a new price list with CAD (Canadian Dollar) as the default currency. While configuring this new currency, you must manually type in the current exchange rate, as it does not automatically calculate it according to the currency code. After a new price list has been created, you can then add existing products within your system to that price list. There is no need to create all new products.

Question 61

You have been working on an important opportunity for a few weeks. Today, the customer requests multiple quotes from you so they are able to present the information to the board. One quote needs to calculate the products in which they are currently interested. The other quote needs to reflect what the new price would be if they signed up to be on the ‘Platinum Customer’ list and received $100 off. You have already created the custom ‘Platinum Customer’ price list. You need to ensure both quotes appear on the opportunity for when they make their decision. What should you do? Each correct answer presents part of the solution. Choose two.

A. Create a new quote directly from the opportunity with the current products.

B. Create a new quote and add the products in which the customer is currently interested.

C. Revise the original quote to reflect the ‘Platinum Customer’ list price.

D. Create a new quote directly from the opportunity and then reflect what the ‘Platinum Customer’ discount may be.

Answer 61

A. Create a new quote directly from the opportunity with the current products.

D. Create a new quote directly from the opportunity and then reflect what the ‘Platinum Customer’ discount may be.

In order to instantly associate the newly created quotes with the opportunities, you must create them directly from the opportunity. You can create as many quotes that are needed for an opportunity through the Quotes tab. Within the new quote form, users have the ability to add dollar discounts and activate a new quote. You can revise a quote, but since the client wanted two individual quotes, it’s best to just create two new ones.

Question 62

You are a salesperson for your company. A customer you have been working with has accepted a quote and would like to continue with placing the order. You need to convert the quote to an order and provide an invoice for the customer. The opportunity must be closed upon completion and you must ensure the order is placed. What must you do to complete this sales process? Each correct answer presents part of the solution. Choose three.

A. Activate the quote.

B. Close the quote.

C. Activate the order and create a new invoice.

D. Fulfill the order and create an invoice.

E. Click ‘Run Report’ to save and send the invoice.

F. Click ‘Print Invoice’ to print and send the invoice.

Answer 62

A. Activate the quote.
D. Fulfill the order and create an invoice.
E. Click ‘Run Report’ to save and send the invoice.

The sales process in Microsoft Dynamics CRM in a linear process in a specific order, with the order being as follows: Leads > Opportunities > Quotes > Orders > Invoices. You must first verify the quote is active before you can convert it to an order. After the order is created, you must fulfill the order and create an invoice. Orders cannot be activated or deactivated. Once the invoice is created, you can run the Invoice Report to share, print, or save the invoice. There is no button that exists on the invoice form that allows to print an invoice directly from the form.

Question 63

You are the Sales Manager for your company and are responsible for creating goals for your salespeople. You create a goal for each salesperson that consolidates the estimated revenue of all won opportunities. You then create another goal that combines the goals from the entire sales team into the Sales Manager goal. What is this type of goal known as?

A. Rollup Goal

B. Merged Goal

C. Parent/Child Goal

D. Hierarchy Goal

Answer 63

C. Parent/Child Goal

Parent goals combine multiple other (children) goals to equal one large goal. During the goal rollup, the child goal totals are rolled into the parent goal totals to create a cumulative total. With parent/child goals there is a hierarchy involved, however, a goal type of Hierarchy Goal does not actually exist within Microsoft Dynamics CRM. Merged Goals or goal types do not exist within Microsoft Dynamics CRM.

Question 64

You the Sales Manager for your company. You need to create different goals for each of your salespeople. These individual goals need to track how much currency was brought in from all closed opportunities. Which goal metric is necessary to accomplish this goal?

A. Money

B. Amount

C. Integer

D. Count

Answer 64

B. Amount

A goal metric specifies how the status values of a record map to a goal’s in-progress or actual values. In Microsoft Dynamics CRM, there are two types of default goal metrics: Amount and Count. For this particular scenario, you would have to use Amount as the goal metric, as you’re tracking the AMOUNT of currency. Money, Decimal, and Integer are amount data types.

Question 65

You are the Microsoft Dynamics CRM administrator for your company. You are creating custom sales charts to be utilized on specific dashboards. The CEO wants a chart that would help her better monitor sales within the company. You create a multi-series chart. Which of the following chart types can be applied to a multi-series chart? Choose all that apply.

A. Tag

B. Column

C. Line

D. Bar

E. Area

Answer 65

B. Column

C. Line

E. Area

A multi-series chart allows multiple series within the same char. These are useful if you need to show a mass amount of information within one chart. After adding a second series within a multi-series chart you only have the ability to choose between three chart types that can be synchronized together. Those chart types consist of column, line, and area charts.

Question 66

You are part of the sales team within your company. You need to input 30 new leads from a recent tradeshow into Microsoft Dynamics CRM. You utilize Export to Excel Online to quickly enter in bulk information and start entering the new leads into the system. You add all of the information you have about the leads but some did not contain Topics, while others did not contain Names. After you are done, you save changes to CRM and view the results. What is the outcome of this import?

A. Most new lead records are successfully created, aside from the lead records lacking the required fields.

B. All lead records are successfully created, despite lacking the required fields.

C. All lead records are successfully created. Microsoft Dynamics CRM has automatically populated the required fields with data.

D. No new lead records were imported due the leads lacking the required fields.

Answer 66

B. All lead records are successfully created, despite lacking the required fields.

If you are entering new information through Excel Online within Microsoft Dynamics CRM, all lead records would successfully be created, despite lacking required fields. As the leads are imported, the fields that were not populated (including the required fields) are just left blank. If you open one of the records without the required fields and attempt to modify it, you will not be able to save it without the required fields. However, you can still navigate into the newly imported record to view the content.

Question 67

You are the Sales Manager for your company. You plan to create a dashboard that displays all of the sales information needed for the upcoming board meeting. After looking through what is needed for the meeting, you figure out that eight charts and four lists are necessary to cover everything. You need to ensure that this dashboard will be available to all board members. What should you do?

A. Create a system dashboard and assign the Board Members access team to it.

B. Create a custom dashboard and set it as the default dashboard.

C. Create two custom dashboards and share them with the Board Members team.

D. Create three system dashboards and assign the Board Members user team to them.

Answer 67

C. Create two custom dashboards and share them with the Board Members team.

Since dashboards within Microsoft Dynamics CRM only allow up to six components per dashboard, you would need to create two dashboards to accommodate all of the necessary charts and lists. You would need to create two custom dashboards and then share them with the Board Members team. If you created two system charts, the entire organization would have access to them, rather just the board members.