You send a quote to a customer, who accepts the quote. You need to complete the sale and collect payment. What should you do?
A. Convert the quote to an order, and convert the order to an invoice.You are a sales representative at a trade show.
A trade show attendee leaves a business card at your company's booth.
You need to enter the attendee's information into Microsoft Dynamics CRM for the sales team to qualify.
Which record type should you create?
A. ContactA customer with an open opportunity selects one of your company's competitors.
You need to change the status of this opportunity so that the opportunity no longer shows in Open Opportunities.
What should you do?
A. Mark all activities on the opportunity as complete.A customer calls and wants to make a purchase.
You need to record the phone call and the purchase in Microsoft Dynamics CRM.
What should you do?
A. Create a phone call activity, convert it to an opportunity, and close the opportunity as won.Your organization uses territories in Microsoft Dynamics CRM to manage sales.
You need to ensure that all sales managers and sales people are associated with the correct territories.
What should you do?
A. Add a sales manager and the relevant sales people as members to each territory.You create an opportunity and need to add products.
What should you do before adding the opportunity products?
A. Set a price list.The service desk frequently receives email requests directly from contacts that are not currently in Microsoft Dynamics CRM.
You need to configure an automatic case creation rule to ensure that these requests are not overlooked.
Which option should you select in the case creation rule?
A. Cases for email from unknown sendersYou work at the support desk for a software company.
When the newest version of a popular app is released, you receive an influx of support requests regarding an issue. The research and development team identify the issue as a bug and prepare to fix it. You need to identify existing cases in
which this bug was reported and relate them to one another so that they can be closed simultaneously when the bug fix has been released.
What should you do?
A. From the parent case, select create child case for each of the cases that reported the bug.An existing goal tracks the number of cases resolved per month. You need to enable it to show the number of cases that are still open. What should you do?
A. Create a new goal, and add it as a child to the existing goal.You need to create a dashboard that will include an external website. Which component should you add?
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