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You have an opportunity that was generated from a lead. The opportunity has several associated email, task, and phone call activities. What will occur if you delete the opportunity record?
A. The associated lead record, and email, task, and phone call activities will be deleted.
B. The lead will remain qualified. The associated email, task, and phone call activities will be deleted.
C. The lead will revert to being unqualified. The associated email, task, and phone call activities will be deleted.
D. The lead will revert to being unqualified. The associated email, task, and phone call activities will be associated to the lead.
You need to locate the record of a person named Ben Smith. You are uncertain whether Hen Smith is in Dynamics CRM as a contact. What can you use to locate the record?
A. A system view
B. Quick find
C. A custom grid
D. Advanced find
E. A personal view
You have a Dynamics CRM organization that uses Microsoft SharePoint for document management. From CRM, you upload a document to a SharePoint library. You need to provide a user named User1 with access to the document. What should you do?
A. Request that a CRM administrator add a role to User1.
B. Request that a CRM administrator assign a license to User1.
C. Request that a SharePoint administrator modify the permissions of the document library.
D. Request that a SharePoint administrator modify the connection between SharePoint and CRM.
You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?
A. A CRM dashboard
B. Microsoft Power BI
C. A CRM chart
D. Immersive Excel
You are creating a new opportunity record. The record for the associated contact does not exist yet. How should you create the associated contact?
A. Close the opportunity form. Create a new contact, and then click Connect.
B. Close the opportunity form. Create a new contact, and then click Assign.
C. From the opportunity, click Quick Create from the navigation bar.
D. From the opportunity, click Contact, select New, and then use the Quick Create form.
The sales representatives in your company have individual goals by region. You need to create child goals for each sales representative. You must create one child goal for each region that the sales representative manages. What should you configure on the child goals?
A. a Goal metric
B. a Rollup field
C. a Calculated field
D. a Rollup query
You have a product named Product1 that you add to an opportunity. To win the sale, your manager authorizes you to give a customer special pricing for Product1. You need to ignore the product’s list price and to …. What should you use?
A. the Clone option from the product
B. the Pricing Method option from the list
C. the Override Price option from the opportunity
D. the Product Properties from the product
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