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You want to use Microsoft Dynamics CRM to compile a repository of competitor information for your sales team. You create a competitor record and enter your competitor’s strengths and weaknesses. Which two items can you directly associate with the competitor? Each correct answer presents a complete solution. (Choose two.)
A. Sales literature
B. Price lists
Each member of your sales team must earn an individual sales revenue quota for the year in order to receive a bonus. You create the goal metric and identify the Metric Type as Amount and the Amount Data Type as Money. You need to complete the configuration of the goal metric. What should you do?
A. Add rollup fields.
B. Create goals.
C. Create fiscal years.
D. Create rollup queries.
You use the service scheduling feature of Microsoft Dynamics CRM to manage inspection services. You need to configure Microsoft Dynamics CRM with the following information:
– A junior inspector can supervise one inspection at a time.
– A senior inspector can supervise two inspections at a time.
Which two actions should you perform? Each correct answer presents part of the solution. (Choose two.)
A. Create a connection on the resources for the inspectors.
B. Add a selection rule to the inspection service.
C. Configure the capacity on the resources for the inspectors.
D. Create a connection on the resource group that includes the inspectors.
A staff member at your client organization sends you an email message, inquiring about a product that the client might buy. After you track the email message, what should you do?
A. Convert the email message to the opportunity.
B. Convert the email message to an account and contact.
C. Create a quote, and link the email message to the quote.
D. Create an order, and link the email message to the order.
You create a new case that includes a service level agreement (SLA). You place the case on hold because you need to wait for additional information from the customer. What is the status of the SLA key performance indicator (KPI) instance record related to the case?
B. In progress
C. On hold
You want to share a personal chart that you created. Who can you share your chart with? Each correct answer presents a complete solution. (Choose two.)
A. Resource group
B. Access team
You are working on a case, but you need to use a different process flow. What should you do?
A. Use a dialog to switch the business process flow.
B. Manually switch the business process flow.
C. Use a business rule to switch the business process flow.
D. Use a workflow to switch the business process flow.
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