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Your company wants to capture Dynamics CRM-related notes in Microsoft OneNote. You need to configure integration between OneNote and CRM. What should you configure before you can configure OneNote integration?
A. Microsoft Yammer integration
B. Server-based Microsoft SharePoint integration
C. Microsoft Social Engagement
D. Microsoft Office 365 Groups
Before you can enable OneNote integration, you need to turn on server-based SharePoint integration.
You have a Dynamics CRM organization that has several currencies enabled. What occurs when a user creates a record that has a currency field?
A. The currency is based on the sales territory of the user.
B. The currency is based on the location of the user record.
C. The currency is converted into the base currency and is always displayed in the base currency.
D. The system default currency is the record default, unless a customer has a default currency.
You are viewing the My Open Opportunities view. You need to update the Rating field for all of the records that have the field set to warm. Also, you must delete all of the values in the Probability field for all the records. What are two possible ways to edit the data? (Choose two.)
A. Export the data as a dynamic worksheet.
B. Export the data to a Microsoft Excel static worksheet.
C. Open the view in Microsoft Excel Online.
D. Select the records and click Edit.
You create a personal view. You need to ensure that both you and a coworker can use the view. What are two possible ways to achieve the goal? (Choose two.)
A. Email the Fetch xml file.
B. Share the view.
C. Email a link from the Advanced Find ribbon.
D. Assign the view.
B: Personal views are owned by individuals and, because of their default User level access, they are visible only to that person or anyone else they choose to share their personal views with.
D: When you have your view to share go ahead and click on the Assign Saved Views button and you will notice another popup appears. Choose the Assign to another user or team radio button and perform a look up for the user or team you are going to assign the view to.
Your company has a Dynamics CRM organization. The company plans to use the product catalog. You need to identify which component must be configured before you can implement the product catalog. What should you do?
A. product families
C. price lists
D. unit groups
The product catalog is a collection of products and their pricing information. To set up pricing, you need to define the units in which your products are sold, the amount to charge for each unit, and the discounts you want to offer based on volume purchased.
Your company uses Dynamics CRM Online. You need to provide Dynamics CRM users with the ability to collaborate on CRM data, meetings, and notes with users who do not have a CRM account. Which two actions should you perform? (Choose two.)
A. Install the Microsoft Office 365 Groups solution.
B. Create a Microsoft SharePoint document library.
C. Enable integration with Microsoft OneDrive for Business.
D. Configure Microsoft SharePoint server-based integration.
E. Configure the Microsoft Office 365 Group Settings.
A: Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. You can use groups to collaborate with people across your company, even if they don’t have access to Microsoft Dynamics CRM Online. Before you can start using Office 365 Groups, the groups solution needs to be deployed and turned on for your CRM entities.
E: Configure Office 365 Groups. Once you provision Office 365 Groups, you can enable them for any entity. Security group membership is associated with the entity. You configure Office 365 Groups in CRM Online.
Your marketing team is promoting a sale that they will announce by using email. The email message will be sent to existing customers who recently purchased similar products and to potential customers from a purchased mailing list. Any sales made as a result of the sale need to have the pricing applied, the sales must be tracked so that the marketing team can report on the return on investment (ROl) of the initiative. What are two possible ways to achieve the goal? (Choose two.)
A. Convert the email activities to leads.
B. Convert the campaign response activities to opportunities.
C. Convert the campaign response activities to leads.
D. Convert the email activities to opportunities.
Opportunities in Microsoft Dynamics CRM are the core record in the sales process. Used by the sales team, opportunities represent a potential sale for a specific customer. The creation of an opportunity adds this potential sale to the sales pipeline and therefore puts it on the radar of the sales manager who may be holding the team responsible for the progress of opportunities.
Not A, Not C: A lead represents any person or organization that a company might have the potential to do business with.
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