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You have an opportunity record. When you attempt to increase the Estimate Revenue field, you discover that the field is locked. You need to identify a possible cause of the issue. What should you identify?
A. The products in the opportunity are write-in products.
B. The estimated revenue exceeds the budget amount.
C. The opportunity contains conflicting currencies.
D. The method of revenue is system-generated.
You are reviewing the sales pipeline of your Dynamics CRM organization. You need to identify which type of data is contained in the sales pipeline. What should you identify?
A. the combined estimated revenue of all active quotes
B. the combined estimated revenue of all open leads
C. the combined estimated revenue of all open opportunities
D. the combined estimated revenue of all open orders
– Estimated Revenue: This field feeds the sales pipeline. Once an opportunity is won or lost, users can enter Actual Revenue.
– Probability: If required by your organization, you can enter any number between 0 and 100. Many organizations choose to customize Probability by creating a dropdown; thereby limiting the amount of entries.
You have a Dynamics CRM organization that uses folder tracking. You have a folder named Customer1 that is currently being tracked. Customer1 contains a folder for the main contact named Contact1. A new email message from Contact1 is delivered to your inbox. You need to identity what will occur when you move the message to the Customer1 folder. What should you identify?
A. An email activity will be created in CRM that has a connection to Customer1 and to Contact1.
B. An email activity will be created in CRM that has a connection to Contact1 only.
C. An email activity will be created in CRM that has a connection to Customer1 only.
D. An email activity will be created in CRM that has the Set regarding field set to Contact1.
E. An email activity will be created in CRM rhat has the Set regarding field set to Customer1.
Any manual changes done to the regarding object in the tracked activity records in CRM will be overridden the next time server-side synchronization kicks in. For example, if you have set up a mapping between the Adventure Works folder and the Adventure Works account, all the emails in the Adventure Works Exchange folder will be tracked as activities in CRM with the regarding set to the Adventure Works account record. If you change the regarding to some other record, it will automatically be overridden the next time server-side synchronization occurs. To change the regarding for any email, move the email to a different folder such as the Inbox.
You need to create a goal that will show the previous seven days of activity. Which two actions should you perform? (Choose two.)
A. Close the goal after seven days.
B. Add a filter.
C. Set the goal period as a Custom Period.
D. Add a rollup field.
E. Add a rollup query.
You open the My Open Opportunities view. You need to export the data in the view, and then to reimport the data so that the existing records are updated. What should you do?
A. Export the data as a dynamic Pivot Fable.
B. Export the data as a static worksheet.
C. Export the data and select the Make available for re-import option.
D. Export the data as a dynamic worksheet.
Your product line is expanding rapidly and you sale representatives often are unfamiliar with the full of list of applicable products for a customer. As such, your sales team often misses chance to upsell and sell related accessories. You identify what you can add to the product catalog to support upselling and cross-selling. What should you identify?
A. a product discount list
B. a product kit
C. a product bundle
D. a product family
E. a unit group
When you’re ready to sell a product or bundle, publish it to make it available to the sales agents so they can build orders or create opportunities orders for customers.
You have an existing customer named customer1. You have a new add-on product for an existing product that you sell. You want to offer the add-on product to a customer who has purchased the existing product already. You need to track the sales initiative in Dynamics CRM. What should you do?
A. Update the original opportunity record.
B. Create a new opportunity record for the new offering.
C. Create a sub-account for the new offering.
D. Reopen the original opportunity record.
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