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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
You have a Dynamics CRM organization. Users in the sales department frequently access the organization from a mobile device. The sales department users need to create CRM email activities from email messages, regardless of how the users access the messages. What are two possible technologies that can be used to achieve the goal? (Each correct answer presents a complete solution. Choose TWO.)
A. The Microsoft Dynamics CRM Web client
B. Dynamics CRM App for Outlook
C. Tracked folders
D. Dynamics CRM for Outlook
E. Dynamics CRM for tablets and Dynamics CRM for phones
Your company uses Dynamics CRM Online and has a Microsoft SharePoint Online deployment. You need to configure server-side integration between CRM Online and SharePoint Online. You enable server-based SharePoint integration. Which additional two actions should you perform? (Each correct answer presents part of the solution. Choose TWO.)
A. Configure a connection to a SharePoint site.
B. Configure the Document Management Settings.
C. Install the Microsoft Office 365 Groups solution.
D. Install the list component.
Your company wants to start tracking when customers make referrals in order to view the customers” influence over time. You have a contact named Contact1. Contact1 refers you to an opportunity for a contact named Contact2. You need to track the referral properly. What should you do?
A. Add Contact1 as the stakeholder of the opportunity.
B. Add an opportunity for Contact1.
C. Add Contact1 to the opportunity.
D. Add a connection to Contact1.
You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team’s wins and losses. You create a new goal and you discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis. What should you do?
A. Create the goals by using quarters. Create a report by using a system view.
B. Create the goals by using quarters. Create a personal view that uses a filter.
C. Change the System Settings for the goal.
D. Change the Fiscal Year Settings.
You need to identify the default sales business process flow. What should you identify?
A. develop, review, update, close
B. identify, research, close
C. qualify, develop, propose, close
D. qualify, research, review, close
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? (Each correct answer presents part of the solution. 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.
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 cal. activit.es will be associated to the lead.
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