For a Customer an invoice named Inv1 is created automatically from an order named Ord1. The customer asks you to add a Hat delivery charge as a line item to the invoice. You do not have a delivery charge in the product catalog. You need to add the delivery charge as a line in the invoice. What should you click first?
A. Get ProductsYou have an opportunity in Dynamics CRM
A coworker requests some information regarding the progress or the opportunity. The coworker does not have access to CRM. You need to send spa iii< details aboui the opportunity to the coworker.
What should you do first?
A. Click Email a Link.You have two opportunities named Opp1 and Opp2 that created to a customer. The customer request a single quote that contains the line items from both opportunities. From Opp1, you generate a new quote that contains all of the line items
in Opp1. You need to add the line items in Opp2 to the quote.
What should you did?
A. From Opp2, Click AssignYou quality a lead for a business account.
After several conversations with the business contact you discover that the business used a different vendor.
Which record should you deactivate?
A. opportunityYou have an opportunity that has three open activities.
The opportunity record and the activity records are owned by a user named User1. User 1 assigns the opportunity to a user named
You need to identify what occurs to the ownership of the records.
What should you identify?
A. User1 remains the owner of the opportunity and the activities.You have an opportunity record.
When you attempt to increase the Estimate Revenue field, you discover that the field is locked.
You need to identify a possible cause of the issue.
What should you identify?
A. The products in the opportunity are write-in products.You Have a quote named Quote1 that is sent to a customer. The customer approves the quote. You generate an order from Quote 1 You need to identify the status of the order. What should you identity?
A. InvoicedThe Base currency for your Dynamics CRM organization is US dollars.
You have an order that has a transaction currency in euros.
You need to identify which events will cause the exchange rate for the order to be recalculated. Whit h two events should you identity? Each correct answer presents a complete solution.
A. The currency of the order record is updated.You have lead that has an open phone call activity. You qualify the load.
You need to identify what occurs to the open phone call.
What should you identify?
A. The activity is canceled.Your company uses seminars and trade shows as its two primary methods to generate leads. You want to analyze which method generates the most leads.
You generate a report that displays the number leads generated from trade shows and the number of leads generated from seminars.
Which report should you use?
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