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You are the sales manager for a company that utilizes Microsoft Dynamics 365. Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season. Which two outcomes occur as a result of deactivating these price lists? (Each correct answer presents a complete solution. Choose TWO.)
A. The prices are removed from the default price list field for all of the company s products.
B. Any pre-existing opportunities associated with those price lists will continue to use them.
C. Any existing sales transactional records will automatically be deactivated until a new price list is created.
D. Any existing sales transactional records will automatically associate with the default price list.
After several weeks of negotiation with a customer, the customer decides to purchase tentor 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.
You have a Dynamics CRM organization. You plan to use folder tracking. You configure server-side synchronization and you enable the Folder-Level Tracking feature. A user named User1 in the sales department reports that email activities are not being generated automatically when email messages are moved to the folders. You need to ensure that the email activities are generated. What should you do?
A. Instruct User1 to create folder tracking rules.
B. Set the mailbox of User1 as a forward mailbox.
C. Install the Microsoft Office 365 Groups solution.
D. Instruct User1 to install Dynamics CRM for Outlook.
You receive a call from someone you have never spoken to before. He tells you that he is familiar with one of your products from his work at a previous company and wants to purchase the product for his current company. You need to identify the next step in the sales process. What should you identify?
A. Create a lead, log the phone call, and then qualify the lead.
B. Create a contact and a phone call.
C. Update the quote from the previous company and send the quote to the prospect by email.
D. Create a quote.
You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related. What should you do?
A. Include the same note in all four opportunities.
B. Apply a custom connection role.
C. Include all four opportunities in one goal.
D. Send one email message to which each customer is copied.
You open the My Open Opportunities view. You need to export the data in the view, and then import the data so that the existing records are updated. What should you do?
A. Export the data as a dynamic PivotTable.
B. Export the data as a dynamic worksheet.
C. Export the data and select the Make available for re-import option.
D. Export the data as a static worksheet.
You have a new policy at your company which states that you must track competitors to whom you lost opportunities. What should you do?
A. From the opportunity, click Close As Lost, and then click OK.
Open the opportunity record, and then specify the competitor.
B. From the opportunity, click Close As Lost, specify the competitor, and then click OK.
C. From the opportunity, click Close As Lost, and then click OK.
Locate the opportunity close activity, and then modify the activity.
D. From the opportunity, specify a competitor, click Close As Lost, and then click OK.
You have an opportunity for a customer named Contoso. You are ready to offer a quote. You know that a competing company submitted a quote to Contoso for the same product. You need to track information about the competing company. What are two possible ways to achieve the goal? (Each correct answer presents a complete solution. Choose TWO.)
A. Add the competitor to the quote.
B. Add the competitor to the account.
C. Add the competitor to the products.
D. Add the competitor to the opportunity.
One of your top-selling products is now available in multiple colors. You need to make the color choices available to sales representatives for use in quotes and orders. What should you do?
A. Update the unit group.
B. Clone the product for each color.
C. Revise the product and update the description.
D. Add a property option set item.
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