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You have a Dynamics CRM organization. A manager wants to share data with an external consultant by using a dynamic PivotTable. You need to tell the manager what to do before the external consultant can access the data in the PivotTable. What should you instruct the manager to do first?
A. Add Share access to a security role.
B. Assign a license.
C. Add Append To access to a security role.
D. Assign a view.
An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors. They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity. How can this be achieved using the fewest steps?
A. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.
B. Configure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card.
C. In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.
D. Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.
You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes tor the same set of products, but from two different price lists for comparison. What should you do in order to respond to this customer’s request?
A. Create two Opportunities with different price lists.
Then create one Quote from each of the Opportunities.
B. Create one Opportunity with one Quote.
Then have the customer review the quote Before creating another.
C. Create one Opportunity with one Quote.
Then revise the Quote and add the other price list to the Quote.
D. Create two Quotes from the same Opportunity.
Then switch the price list on one of the Quotes.
You are working with a company to implement Microsoft Dynamics 365 for their sales division. The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them. Which component of Microsoft Dynamics 365 should you use to manage this ability?
A. Email Engagement
B. Auto Capture
C. Relationship Assistant
D. Folder Level Tracking
You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics you organized at a trade show. What type of record should you create for each card?
You are working with the default Opportunity form In Microsoft Dynamics 365. Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible. You need to be able to add additional records and activities to the Opportunity without leaving the form. What are two types of records you can add from within the Opportunity form? (Each correct answer presents a complete solution. Choose TWO.)
B. Credit Notes / Adjustment Notes
You are The technical support specialist for a company that utilizes Microsoft Dynamics 365. A new user calls the help desk complaining that every time they try to create a record, they are being denied the ability to The user states that some type of error is displayed as well. What would cause this error?
A. The user cannot create records using the Outlook client.
B. The user failed to populate at least one required field.
C. The user is using Dynamics 365 Business Edition father than Enterprise Edition.
D. The user cannot input more than 250 characters into a single line of text field.
You are a new sales executive for a company that utilizes Microsoft Dynamics 365. You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers. How will the activity state of the designated tasks be modified to reflect the fulfillment of these …… ?
A. You must manually change the activity state to Canceled.
B. The activity state will update automatically when the associated opportunity is won.
C. The activity state will update automatically when the associated sale order is complete.
D. You must manually change the activity state to Completed.
You are a sales support specialist for a company that utilizes Microsoft Dynamics 365. You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365. Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?
A. a person who calls into the company after receiving a mass mailing advertisement from your company
B. a person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property
C. a person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years
D. a list of people supplied by a marketing research firm that matches your target market
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