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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.
You are a sales executive for a sates organization that uses Microsoft Dynamics 365. You are doing a global search for the name of a contact that you have not communicated with in over a year. You are using a partial value search, but the global search is unable to find the contact record. What is a reason that would prevent global search from finding the record?
A. Only an administrator can implement global searches.
B. The record for this contact is currently deactivated.
C. You cannot use partial values in a global search.
D. Global search only searches account and opportunity records.
You receive an email from a person who was referred to your organization by a third party. You track the email and create a Lead for the prospect. After a few emails exchanged between you and the prospect you realize that the service they are want is not a service your company offers. How do you capture this information in Microsoft Dynamics 365?
A. Disqualify the Lead.
B. Close the Lead as Lost.
C. Untrack the emails exchanged with the prospect.
D. Qualify the Lead. Close the Opportunity as Lost.
One of your custom has sent you an email requesting an invoke for products you have sold and delivered to them. You are getting ready to send the invoice. You need to quickly the next step to be completed in the sa.es process regards this customer in Microsoft Dynamics 365. Where should you look to see the status of the transaction?
You are a sales executive for a sates organization. You are inputting data to create your Microsoft Dynamics 365 environment. One of your customers is the purchasing manager at Contoso Ltd- and has been ordering from you for over two years after being referred by the VP of Operations of one of your current customers, Fabrikam. You need to input the required records for this data. Which three examples represent accurate record configurations? (Each correct answer presents a complete solution. Choose THREE.)
A. Create a lead record for Fabrikam.
B. Create an account record for the purchasing manager at Contoso Ltd.
C. Create a connection record for VP of Operations at Fabrikam.
D. Create an account record for Contoso Ltd.
E. Create a contact record for the purchasing manager at Contoso Ltd.
The bank you work for had a booth at a trade show where they collected leads for people interested in getting a loan with the bank. You are sent a .csv file with 100 leads with whom the bank expects you to follow up. You need to load these leads in the fastest way possible. What are two options for doing this in Microsoft Dynamics 365? (Each correct answer presents a complete solution. Choose TWO.)
A. Use the Import Data feature to upload your data file to Microsoft Dynamics 365.
B. Convert emails to leads in Outlook by using Microsoft Dynamics 365 for Outlook.
C. Use the Quick Create New Lead record in Microsoft Dynamics 365.
D. Convert emails to leads in Outlook by using the Microsoft Dynamics 365 App for Outlook.
You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365. What are two benefits of Excel Templates for Microsoft Dynamics 365? (Each correct answer presents a complete solution. Choose TWO.)
A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.
B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
D. You can create charts, tables, and sheers to analyze your opportunities.
You are a sales manager for your company. You want your sales people to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application. With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?
B. Office Delve
You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process. What are two advantages of having the organization s sales professionals utilize Auto Capture? (Each correct answer presents a complete solution. Choose TWO.)
A. They will not need to go into Outlook to track their emails.
B. They can delay sending an email until an appropriate time.
C. They can see untracked emails from Exchange in their activity list.
D. They can be notified when an embedded link has been clicked within a sent email.
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