You are a customer service representative. You receive an inbound request for support for a product support request.
You need to create a new case to document the request.
What should you do?
A. Use the quick view form to create the case.You need to configure Microsoft Dynamics CRM to use a special service level agreement (SLA) for selected customers. Which action should you perform?
A. Select the SLA in the cases for the selected customers.You create an opportunity view and want to export the fields in the view for further analysis. You need to ensure the data can be refreshed automatically without requiring the data to be re- exported. What should you do?
A. Open a view of the records, and export it to a dynamic worksheet.A customer calls to request a quote for a product.
You need to log the call and create an opportunity for the potential sale.
What should you do?
A. Create a lead, and qualify it to create an opportunity.You are implementing Microsoft Dynamics CRM. Your company requires employees to perform warranty repairs at the customer site. Where should the warranty repairs be configured in Dynamics CRM?
A. ServicesYou implement Microsoft Social Listening and connect it to your Microsoft Dynamics CRM organization. In which two locations within Dynamics CRM can you access social insights information? Each correct answer presents a complete solution. Choose two.
A. DashboardsYou need to configure Microsoft Dynamics CRM so that only the authorized contacts associated with an account can call and use the entitlement. What should you do?
A. Add each contact to the case associated to the entitlement.Your customer service team often receives support calls for the same issue from multiple customers. You decide to use the parent-child hierarchy feature so that cases can be related, but the cases must continue to be resolved
independently.
You need to configure the parent and child case settings for your organization.
What should you do?
A. Ensure that the cascade closure preference is not set.You need to reactivate a case you cancelled two days ago in order to update the description. In which two Microsoft Dynamics CRM system views will you find the case? Each correct answer presents a complete solution. Choose two.
A. Recent CasesYour organization uses business process flows to help users complete their cases.
You want the stage of a business process flow to automatically change when a field value is set to research complete.
What should you add?
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