NEW QUESTION NO: 7
You are a sales person using Microsoft Dynamics 365.
You need to use the web client to show the outcomes of an Opportunity to your sales team.
Which three types of information should you capture on a Resolution Activity related to a closed Opportunity? Each correct answer presents part of the solution.
A. the status of the Opportunity, Won or Lost
B. phone call activities
C. appointment activities
D. close date of the Opportunity
E. actual revenue amount from the Opportunity
Answer: A,D,E

NEW QUESTION NO: 8
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.
A. Install the list component.
B. Install the Microsoft Office 365 Groups solution.
C. Configure a connection to a SharePoint site.
D. Configure the Document Management Settings.
Answer: C,D

NEW QUESTION NO: 9
After two months of communicating with a prospect your organization is ready to provide a formal offer for products and to the prospect. You need to ensure the record is correct in Microsoft Dynamics 365.
Which item should you create to represent this formal offer?
A. Lead
B. Order
C. Quote
D. Opportunity
Answer: C

NEW QUESTION NO: 10
A customer accepts a quote for 10 products sold by your organization. The customer agrees to pay for half of the total immediately and pay the other half once the products are received.
How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction?
A. Create a new invoice that includes all of the items sold to the customer. and set the invoice to the Partial Paid status reason.
B. Create a new invoice that includes all of the items sold to the customer. and set the invoice to the Complete Fulfilled status reason.
C. Create a new invoice that includes all of the items sold to the customer. and set the invoice to the Complete Paid status reason.
D. Create a new invoice that includes all of the items sold to the customer. and set the invoice to the Partial Fulfilled status reason.
Answer: A

NEW QUESTION NO: 11
After several weeks of negotiation with a customer, the customer decides to purchase ten more units of a product you have quoted for them.
You need to send a new quote to the customer while keeping records of the requested change.
What should you do?
A. Revise the quote, activate, and send the new quote to the customer.
B. Close the quote as Lost. Create a new quote and send it to the customer.
C. Create a new Opportunity, and send a new quote to the customer.
D. Close the Opportunity as Lost; create a new quote, and send it so the customer.
Answer: A

NEW QUESTION NO: 12
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 Parent Goal field of the child goals will be cleared.
B. The child goals will be canceled.
C. The Parent Goal field of the child goals will be set to the top tier parent goal.
D. The child goals will be deleted.
Answer: A

NEW QUESTION NO: 13
You are a sales support specialist in charge of managing a product catalog within Microsoft Dynamics 365 for your company.
You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category.
How should you meet this requirement?
A. Create multiple product relationships.
B. Create multiple product families.
C. Create multiple product bundles.
D. Create multiple product catalogs.
Answer: B
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-a-product-family.aspx

NEW QUESTION NO: 14
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.
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.
Answer: C,D
Explanation/Reference:

NEW QUESTION NO: 15
You have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views.
You want your team members to be able to fully take advantage of your dashboard.
How should you fully share the needed components with the individuals on your team?
A. Share the dashboard, views, and charts with the team.
B. Share the views with each team member individually.
C. Share only the views with the team.
D. Share the dashboard and charts with each team member individually.
Answer: A

NEW QUESTION NO: 16
You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365.
You want the email from the prospect connected to the Lead.
How can you accomplish this goal?
A. Navigate to your instance in Microsoft Outlook and create a Lead.
B. Track the email. Manually create a Lead in Microsoft Dynamics 365.
C. Track the email. Convert the email to a Lead record.
D. Create a Lead from the CRM tab in Microsoft Outlook.
Answer: C
Explanation/Reference:
References:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/overview-of-tracking-records-in- dynamics-365-for-outlook.aspx

NEW QUESTION NO: 17
While at the airport, you meet the purchasing manager for a local grocery store chain.
The purchasing manager complains about a product.
You realize that the grocery store chain might benefit from a product that you sell.
Before departing, you exchange business cards.
You need to track the information from the business card and the conversation by using Dynamics CRM.
Which type of record should you create?
A. Quote
B. Opportunity
C. Task
D. Lead
Answer: D