Questions And Answers PDF
Microsoft MB2-704 Microsoft Dynamics CRM Application
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Question: 1 You are a sales representatie at a trade show. A trade show atendee leaies a business card at your company's booth. You need to enter the atendee's informaton into Microsof Dynamics CRM for the sales team to qualify. Which record type should you create? A. Contact B. Account C. Opportunity D. Lead
Answer: D Explanatonn Refn htpn::msdn.microsof.com:en-gb:library:gg328442.aspx
Question: 2 You own an opportunity but need to allow other users to iiew and edit it. What should you do? A. Create a connecton for a team, add the sales team role, and add the connecton to the opportunity. B. Add users to the access team on the opportunity. C. Add users to the access team template. D. Create a connecton for each user, add the sales team role, and add the connecton to the opportunity.
Answer: B Explanatonn Refn htpn::www.magnetsmsolutons.com.au:blog:paulnieuwelaar:2r13:r3:12:concgure-access-teamsin-dynamics-crm-2r13
Question: 3 You are adding products to an opportunity. You want to calculate the estmated reienue based on the products added. What should you do to enable this functon? A. Set the estmated budget. B. Concgure the exchange rate. C. Use write-in products. D. Add a price list
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Answer: C Question: 4 What is the purpose of the business process fow in the opportunity form? A. To show other users who are collaboratng on the opportunity B. To proiide a sales script for the salesperson to use when speaking to a potental customer C. To show the current stage in the sales lifecycle D. To enforce entry of mandatory celds
Answer: C Explanatonn Refn htpn::technet.microsof.com:en-us:library:dn531164.aspx
Question: 5 You need to ensure that lead qualiccaton is automated and occurs when a celd on the Lead Form is set to a certain ialue. What should you do? A. Switch the business process fow to set the status of the lead to qualiced when the conditon is met. B. Create a business process fow that automatcally sets the status of the lead to qualiced when the conditon is met. C. Create a dialog that automatcally sets the status of the lead to qualiced when the conditon is met. D. Create a workfow that automatcally sets the status of the lead to qualiced when the conditon is met.
Answer: D Question: 6 A staf member at your client organizaton sends you an email message, inquiring about a product that the client might buy. Afer you track the email message, what should you do? A. Coniert the email message to the opportunity. B. Coniert 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.
Answer: A Question: 7
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You are creatng a goal for the number of phone calls made iersus the number of phone calls scheduled. You need to establish the number of scheduled calls for your organizaton. Which ialue proiides this informaton? A. In-progress B. Actual C. Closed D. Target
Answer: A Explanatonn Refn htpn::www.magnetsmsolutons.com:blog:colinmaitland:2r12:12:12:goals-management-indynamics-crm-2r11-goal-metrics-1
Question: 8 You want to share a personal chart that you created. Who can you share your chart with? Each correct answer presents a complete soluton. Choose two. A. Resource group B. Access team C. Team D. User
Answer: C, D Question: 9 Each member of your sales team must earn an indiiidual sales reienue quota for the year in order to receiie a bonus. You create the goal metric and identfy the Metric Type as Amount and the Amount Data Type as Money. You need to complete the concguraton of the goal metric. What should you do? A. Add rollup celds. B. Create goals. C. Create cscal years. D. Create rollup queries.
Answer: A Explanatonn Refn htpn::www.magnetsmsolutons.com:blog:colinmaitland:2r12:12:12:goals-management-indynamics-crm-2r11-goal-metrics-1
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Question: 10 You create an Adianced Find iiew that consists of columns from the account entty. Which acton is possible when customizing the iiew? A. Adding columns from related of records B. Creatng three leiels of sort criteria C. Setng the opton to clter columns to ensure it displays by default when opening the iiew D. Merging two columns into one
Answer: A Explanatonn Refn htpn::technet.microsof.com:en-us:library:dn5r3528.aspx#BKMK_ChooseAndConcgureColumns
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