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QUESTION 64
You create an opportunity report by using the Report Wizard. The report returns too many records. You need to reduce the number of records returned by the report. Which two actions should you perform? Each correct answer presents a complete solution. (Choose two.)

A.    Make the report a personal report.
B.    Reduce the number of columns.
C.    Designate a top or bottom number.
D.    Apply a filter.

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QUESTION 57
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.

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QUESTION 50
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 use to configure the opportunity pricing?

A.    User Provided
B.    Automatic Recalculation
C.    System Calculated
D.    Current Pricing

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QUESTION 43
You choose a case from the customer support queue. Your company mandates that all requests with customers be tracked regardless of the outcome. You call the customer and learn that the case was submitted on your company’s customer portal by mistake. What should you do?

A.    Cancel the case.
B.    Delete the case.
C.    Resolve the case.
D.    Reactivate the case.

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QUESTION 36
You need to add a product brochure to Microsoft Dynamics CRM so that users can send the brochure via email to potential customers. Which record type should you add the brochure to?

A.    Sales literature
B.    Competitor
C.    Product
D.    Marketing list

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QUESTION 29
You create a new service level agreement (SLA) and enter the amount of time that is allowed for it. You need to send an email message to the user assigned to a case when the time limit of the SLA is about to be exceeded. Which two actions should you perform? Each correct answer presents part of the solution. (Choose two.)

A.    Configure the Warning Actions on the SLA item record.
B.    Specify the Applicable When conditions on the SLA item record.
C.    Configure the SLA Item Warning on the SLA item record.
D.    Configure the SLA Item Failure on the SLA item record.

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QUESTION 22
Your customer service team often receives support calls for the same issue from multiple customers. You decide to use the parent-child hierarchy feature so that cases can be related, but the cases must continue to be resolved independently. You need to configure the parent and child case settings for your organization. What should you do?

A.    Ensure that the cascade closure preference is not set.
B.    Choose Don’t allow parent case closure until all child cases are closed.
C.    Choose Close all child cases when parent case is closed.
D.    Include the resolve by attribute in the inherited attributes.

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QUESTION 15
A customer calls and wants to make a purchase. You need to record the phone call and the purchase in Microsoft Dynamics CRM. What should you do?

A.    Create a phone call activity, convert it to an opportunity, and close the opportunity as won.
B.    Create an opportunity, add a phone call activity, and then close the opportunity as won.
C.    Create an order, and then add a phone call activity.
D.    Create a phone call activity, and convert it to an order.

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QUESTION 8
You want to use Microsoft Dynamics CRM to compile a repository of competitor information for your sales team. You create a competitor record and enter your competitor’s strengths and weaknesses. Which two items can you directly associate with the competitor? Each correct answer presents a complete solution. (Choose two.)

A.    Sales literature
B.    Price lists
C.    Accounts
D.    Products