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QUESTION 82
You are using Microsoft Dynamics 365 for sales. Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors. You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365. How should you complete this task?

A.    Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.
B.    Add the documents as sales literature, and associate them with the right competitors.
C.    Add the documents as Email Templates associated with the opportunity entity.
D.    Add the documents as attachments in the notes section for each competitor.

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QUESTION 73
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.

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QUESTION 64
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.

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QUESTION 55
You are viewing the results from an Advanced Find search of opportunities. You need to identify which actions you can perform on the records from the view in Advanced Find, which two actions should you identify? (Each correct answer presents a complete solution. Choose TWO.)

A.    Export the opportunity records to a Microsoft Word file.
B.    Add the opportunities to a marketing list.
C.    Perform a mail merge.
D.    Export the opportunity records to a Microsoft Excel file.

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QUESTION 46
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

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QUESTION 37
You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale. What are three ways to create such an Opportunity? (Each correct answer presents a complete solution. Choose THREE.)

A.    from an email activity
B.    from a Lead
C.    from a Work Order
D.    from a Case
E.    manually

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QUESTION 28
You are a sales manager. You need to have a formal way for your sales staff to trade your competitor information against over the course of the year. Which three areas in Microsoft Dynamics 365 allow you to track this information? (Each correct answer presents a complete solution. Choose THREE.)

A.    Opportunities
B.    Tasks
C.    Sales literature
D.    Cases
E.    Products

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QUESTION 19
You are using Microsoft Dynamics 365 to track competitors. A user has closed an opportunity as lost but the user forgot to add the correct competitor in the process. How should you instruct the user to ensure the correct competitor is tracked?

A.    Ask the user to open the opportunity, close record associated with the opportunity, and add the competitor.
B.    Ask the user to reopen the opportunity, and add the competitor association directly to the opportunity.
C.    Ask the user to reopen the opportunity, repeat the close process, and add the competitor during this process.
D.    Ask the user to change the competitor association on the opportunity record.

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QUESTION 10
An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices. The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser. Which action should you recommend?

A.    Create the detailed analytics as an Excel Template, and instruct the users to download the template.
B.    Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.
C.    Create the detailed analytics as a Report and instruct the users to run the report when needed.
D.    Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.