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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.
The full list of data export options available with CRM 2015 Update 1 includes:
– Static Worksheet/Open in Excel Online
– Static Worksheet on Page
– Dynamic Worksheet
– Dynamic PivotTable
The first three options provide the ability to import the exported file back, making the process of CRM data modifications even more streamlined.
A: Dynamic PivotTable does not support re-import.
B: If we want to allow for updates we cannot choice a static worksheet.
C: One of the most exciting changes in the redesigned CRM Data Export and Data Import is the ability to export CRM data in Excel format and re-import it back. Now, every export file brings the GUIDs associated with CRM records, and users can bulk edit and re-import the data back if required. Previously, CRM could only import data that was marked for data reimport. CRM is now intelligent enough to recognize the GUIDs of exported records and match them automatically when data is re-imported back to CRM.
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? (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.
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.
You have a lead for a potential business customer with whom your company has never done business. You need to identify which types of records are created automatically when you qualify a lead for the new business customer. Which three record types should you identify? (Choose three.)
Your sales department is being restructured. As a result, the sales metrics must be adjusted. Currently, you have three tiers of parent-child goals. Under the new model, you will have only two tiers of goals. There are more than 500 child goals. You delete the middle tier of goals. You need to identify how the deletion will affect the child goals. What should you identify?
A. The child goals will be deleted.
B. The Parent Goal field of the child goals will be cleared.
C. The Parent Goal field of the child goals will be set to the top tier parent goal.
D. The child goals will be canceled.
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