CRM 365 Sales Flashcards
One of your prospects is reviewing a quote you have provided and will be making a decision to either accept or revise your offer. You need to reflect the prospect’s response by setting the quote status. Which two options can you use to achieve this goal? Each correct answer presents a complete solution.
A. Fulfilled
B. Won
C. Inactive
D. Draft
B. Won
D. Draft
You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?
A. Quote
B. Order
C. Lead
D. Opportunity
C. Lead
You are using Price Lists specific to campaigns. A campaign has recently ended, and you deactivated the associated Price List. How are Opportunities, Quotes, and Orders with the campaign-specific price list affected by the deactivation?
A. Those that already have the deactivated Price List can continue to use the Price List as normal.
B. They will need to be manually updated with new the Price List when applicable.
C. Only Opportunities can continue to work with a deactivated Price List. Quotes and Orders require an active Price List
D. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.
A. Those that already have the deactivated Price List can continue to use the Price List as normal.
An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants to enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser. Which action should you recommend?
A. Create the detailed analytics as an Excel Template, and instruct the users to download the template.
B. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.
C. Create the detailed analytics as a Report and instruct the users to run the report when needed.
D. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.
C. Create the detailed analytics as a Report and instruct the users to run the report when needed.
Your sales manager has asked you to take over management of a sale for a customer that was managed by a previous employee. You want to make sure everyone who views the Opportunity has full visibility to everything that has happened with the sale to this point and allow other staff to see that you are now managing the sale. How can you meet these needs in Microsoft Dynamics 365?
A. Email the new management information to everyone in the company.
B. Delete the Opportunity and recreate it.
C. Assign the record to yourself.
D. Assign the record to a team.
D. Assign the record to a team.
You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You are doing a global search for the name of a contact that you have not communicated with in over a year. You are using a partial value search, but the global search is unable to find the contact record. What is a reason that would prevent global search from finding the record?
A. Only an administrator can implement global searches.
B. The record for this contact is currently deactivated.
C. You cannot use partial values in a global search.
D. Global search only searches account and opportunity records.
B. The record for this contact is currently deactivated.
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365. The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability. Now the organization wants to include weighted revenue in their goals. Which two options meet this customer’s needs? Each answer represents a complete solution.
A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
B. Add a new rollup query. In the query editor, include the weighted revenue field. Use the new rollup query in your goals.
C. Create a new goal metric and name it “Weighted Revenue.”’ Add roll up fields for actual value, and use the weighted revenue held for the in-progress value.
D. Edit the existing goal metric for revenue, add a custom roll up field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom roll up field.
C. Create a new goal metric and name it “Weighted Revenue.”’ Add roll up fields for actual value, and use the weighted revenue held for the in-progress value.
D. Edit the existing goal metric for revenue, add a custom roll up field, and point it to the new weighted revenue field. Then, adjust the goal charts to also include the custom roll up field.
You want to use the Export to Excel Templates function. of Microsoft Dynamics 365. What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
C. You can import your Excel templates into Dynamics 365, and share them with other people in your organization.
D. You can create charts, tables, and sheers to analyze your opportunities.
C. You can import your Excel templates into Dynamics 365, and share them with other people in your organization.
D. You can create charts, tables, and sheers to analyze your opportunities.
You are a support specialist in charge of managing a product catalog within Microsoft Dynamics 365 for your company. You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category. How should you meet this requirement?
A. Create multiple product relationships.
B. Create multiple product families.
C. Create multiple product bundles.
D. Create multiple product catalogs.
B. Create multiple product families.
You are a technical support specialist for your company. The Company’s sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser. What should you suggest to meet this sales staffs need?
A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.
D. Advise them to download the Microsoft Dynamics 365 App from their phone’s store.
You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record. What should you add to the quote?
A. Add Service Activities.
B. Add Price Lists.
C. Add Quote Products as line items.
D. Add a connection between the Opportunity and the Quote.
B. Add Price Lists.
After two months of communicating with a prospect, your organization is ready to provide a formal offer for products and services to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365. Which item should you create to represent this formal offer?
A. Opportunity
B. Quote
C. Lead
D. Order
B. Quote
Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that you can review the activity history on the lead. Where are two places you can find this information? Each correct answer presents a complete solution.
A. Disqualified Leads view
B. Advanced Find
C. Closed Leads view
D. Leads Lookup view
B. Advanced Find
C. Closed Leads view
You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record?
A. delete the opportunity record, and create a contact record
B. close the opportunity as Won
C. delete the opportunity record, and create a customer record
D. close the opportunity as Lost
B. close the opportunity as Won
You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process. What are two advantages of having the organization’s sales professionals utilize Auto Capture? Each correct answer presents a complete solution.
A. They will not need to go into Outlook to track their emails.
B. They can delay sending an email until an appropriate time.
C. They can see untracked emails from Exchange in their activity list
D. They can be notified when an embedded link has been clicked within a sent email.
A. They will not need to go into Outlook to track their emails.
C. They can see untracked emails from Exchange in their activity list
You are a Sales Manager using Microsoft Dynamics 365.
You need to analyze how your sales performance and activities relate to sales of products that happened after the initial order. The sales transactions are stored in an ERP system. Which tool should you use to combine your sales activities with your ERP sales data?
A. Power BI
B. Excel Templates
C. the Report Wizard in Dynamics 365
D. Charts and Dashboards
A. Power BI
You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale. What are three ways to create such an Opportunity? Each correct answer presents a complete solution.
A. from an email activity B. from a Lead C. from a Work Order D. from a Case E. manually
A. from an email activity
B. from a Lead
E. manually
You are the sales manager for your company. You want to track key performance indicators as well as record activities for all of your clients in order to improve the ratio of, and turn leads into, sales. Which feature of Microsoft Dynamics 365 will allow you to do this?
A. Relationship Analytics
B. Email Engagement
C. Auto Capture
D. Relationship Assistant
D. Relationship Assistant
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?
A. Share only the views with the team.
B. Share the views with each team member individually.
C. Share the dashboard, views, and charts with the team.
D. Share the dashboard and charts with each team member individually.
C. Share the dashboard, views, and charts with the team.
You have received an email from a person you met at a conference you recently attended. The email mentions that their organization might be interested in the services provided by your organization. You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization. Which record type can be used to accomplish this goal?
A. Account
B. Opportunity
C. Lead
D. Contact
C. Lead
You are a sales executive for a sates organization. You are inputting data to create your Microsoft Dynamics 365 environment. One of your customers is the purchasing manager at Contoso Ltd- and has been ordering from you for over two years after being referred by the VP of Operations of one of your current customers, Fabrikam. You need to input the required records for this data. Which three examples represent accurate record configurations? Each correct answer presents a complete solution.
A. Create a lead record for Fabrikam.
B. Create an account record for the purchasing manager at Contoso Ltd.
C. Create a connection record for VP of Operations at Fabrikam.
D. Create an account record for Contoso Ltd.
E. Create a contact record for the purchasing manager
C. Create a connection record for VP of Operations at Fabrikam.
D. Create an account record for Contoso Ltd.
E. Create a contact record for the purchasing manager
You are a sales manager for your company. You want your salespeople to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application. With which type of database can Relationship Assistant integrate in order for salespeople to better manage their business relationships? A. Exchange B. Office Delve C. SharePoint D. SQL
A. Exchange
You have recently been hired as a sales assistant for a new employer. The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them. You want to use the CRM Help Center for assistance to perform these tasks. Which two help sources are available for you? Each correct answer presents a complete solution. A. phone support B. training links C. online chat D. community blogs
B. training links
D. community blogs
The bank you work for had a booth at a trade show where they collected leads for people interested in getting a loan with the bank. You are sent a .csv file with 100 leads with whom the bank expects you to follow up. You need to load these leads in the fastest way possible. What are two options for doing this in Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. Use the Import Data feature to upload your data file to Microsoft Dynamics 365.
B. Convert emails to leads in Outlook by using Microsoft Dynamics 365 for Outlook,
C. Use the Quick Create New Lead record in Microsoft Dynamics 365.
D. Convert emails to leads in Outlook by using the Microsoft Dynamics 365 App for Outlook.
A. Use the Import Data feature to upload your data file to Microsoft Dynamics 365.
C. Use the Quick Create New Lead record in Microsoft Dynamics 365.
You are working in the Sales module of Microsoft Dynamics 365. Your manager has asked you to provide a report of Sales Pipeline as quickly as possible. What is the quickest way to provide your manager with the report?
A. Use one of the built-in reports in Microsoft Dynamics 365.
B. Create an Advanced Find query of your opportunities, sorted by client.
C. Create a Static Worksheet and export to Excel.
D. Create a Dynamic Worksheet and export to Excel.
A. Use one of the built-in reports in Microsoft Dynamics 365.
You are a sales manager. You need to have a formal way for your sales staff to track your competitor information over the course of the year. Which three areas in Microsoft Dynamics 365 allow you to track this information? Each correct answer presents a complete solution. A. Opportunities B. Tasks C. Sales literature D. Cases E. Products
A. Opportunities
C. Sales literature
E. Products
You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You want to create your own personal views within Dynamics 365. How can you perform this task?
A. Use the Advanced Find tool to create personal views.
B. Use Global Search to create personal views.
C. Use the Quick Find tool to create personal views.
D. Use an Editable Grid to create personal views.
A. Use the Advanced Find tool to create personal views.
One of your customers has sent you an email requesting an invoice for products you have sold and delivered to them. You are getting ready to send the invoice. You need to complete the next step quickly. Where should you look to see the status of the transaction? A. Opportunity B. Quote C. Invoice D. Order
A. Opportunity
You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution. A. Export to Static Worksheet B. Export to Excel Online C. Export to Dynamic Pivot Table D. Export to Dynamic Worksheet
B. Export to Excel Online
D. Export to Dynamic Worksheet
As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for. How are these details tracked in a default configuration of Microsoft Dynamics 365?
A. Many accounts can be associated with many contacts.
B. Multiple company records can be selected on the company field inside contact records.
C. One account can be associated with many contacts.
D. One account can be associated with only one contact.
C. One account can be associated with many contacts.
You are the project manager for a Microsoft Dynamics 365 implementation and are training the company sales staff. All staff members use laptops with the Microsoft Office Suite fully installed. What are two ways sales staff can access and use Dynamics 365 when they are traveling outside of the office? Each correct answer presents a complete solution.
A. They can use Microsoft Outlook.
B. They can use any web browser.
C. They can gain online access by using the Azure portal.
D. They can use Skype for Business.
A. They can use Microsoft Outlook.
B. They can use any web browser.
You are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record?
A. close the opportunity as Lost
B. delete the opportunity record, and create a customer record
C. close the opportunity as Won
D. delete the opportunity record, and create a contact record
C. close the opportunity as Won
You are working with the Microsoft Dynamics 365 for Phones app. You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage. You need to be able to update the record with information for qualifying the Opportunity. What are three items you can capture on the Opportunity to help you manage this opportunity through to a sale? Each correct answer presents a complete solution.
A. tracking product returns
B. tracking activities related to the opportunity
C. tracking Invoice adjustment notes
D. tracking competitors
E. tracking the products in which the customer is interested
B. tracking activities related to the opportunity
D. tracking competitors
E. tracking the products in which the customer is interested
After several weeks of negotiation with a customer, the customer decides to purchase ten of them. You need to send a new quote to the customer while keeping records of the requested change. What should you do?
A. Revise the quote, activate, and send the new quote to the customer.
B. Close the quote as Lost. Create a new quote and send it to the customer.
C. Create a new Opportunity, and send a new quote to the customer.
D. Close the Opportunity as Lost create a new quote, and send it to the customer.
A. Revise the quote, activate, and send the new quote to the customer.
You are a project manager in charge of implementing Microsoft Dynamics 365 for a sales organization. You are creating a product catalog. You have created a number of products, yet sales people are complaining that they cannot add these products to any invoices. What must be done so that the sales people can add these products to their invoices?
A. The products must first be added to an opportunity.
B. The products must first be activated.
C. The products must be placed into draft status.
D. The products must first be included in a quote.
B. The products must first be activated.
An organization uses goals aligned with fiscal periods. The fiscal periods were never set up and will now need to be aligned with the organization’s actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated?
A. Goals will automatically set the date range to match the new fiscal periods.
B. Goals will become inactive until they are manually aligned with the new fiscal periods.
C. Fiscal periods cannot be changed when used by active goals. Deactivate the goals while adjusting the fiscal period.
D. Goals will continue to run using the old fiscal periods. A user can manually update the goals if needed.
B. Goals will become inactive until they are manually aligned with the new fiscal periods.
You are using Microsoft Dynamics 365 on your tablet
You need to be able to edit the opportunity records using Editable Grids on the tablet What do you need to do to enable Editable Grids on your tablet for opportunities?
A. You need to enable Editable Grids under Settings in the tablet client.
B. You need to enable Editable Grids under Options in the web client
C. You need to ask your system administrator to enable Editable Grids for tablets.
C. You need to ask your system administrator to enable Editable Grids for tablets.
