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QUESTION 61
You have a Dynamics CRM organization.
A manager wants to share data with an external consultant by using a dynamic PivotTable.
You need to tell the manager what to do before the external consultant can access the data in the PivotTable.
What should you instruct the manager to do first?

A.    Add Share access to a security role.
B.    Assign a license.
C.    Add Append To access to a security role.
D.    Assign a view.

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QUESTION 41
You plan to export sales data that will be used in the annual report of your company.
You need to provide a copy of some of the sales data to the company stakeholders.
Which format can you use to export the data?

A.    Adobe PDF
B.    Microsoft Word
C.    Microsoft PowerPoint
D.    Microsoft Visio

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QUESTION 21
Your company plans to deploy Dynamics CRM.
In the previous sales database, you did not track products
Members of the management team are evaluating whether to use the product catalog in the CRM organization.
You need to identify which enhancements to the sales flow can be achieved by using the product catalog.
What are two possible enhancements that you can identity? Each correct answer presents a complete solution.

A.    inventory management integration
B.    automated sales pipeline velocity tracking
C.    automated revenue calculation
D.    automated quotes, orders, and invoicing

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QUESTION 1
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 Assign
B.    From Opp2, Click New Quote
C.    From the quote, Click Get Products
D.    From the quote, associate the quote to Opp2

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QUESTION 76
You have a quote named Quote1that originates from an opportunity named Opp1.
Quote1 is approved by a customer.
You need to create an order record, close the quote, and close the opportunity records.
What should you do?

A.    From the quote, click Close Quote.
B.    From the quote, click Create Order.
C.    From the opportunity, change the status.
D.    From the opportunity, click Close as Won.

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QUESTION 61
You have a Dynamics CRM organization.
A manager wants to share data with an external consultant by using a dynamic PivotTable.
You need to tell the manager what to do before the external consultant can access the data in the PivotTable.
What should you instruct the manager to do first?

A.    Add Share access to a security role.
B.    Assign a license.
C.    Add Append To access to a security role.
D.    Assign a view.

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QUESTION 46
You company employs consultants who bill customers for their time.
You sales team is responsible for selling the consultants time, in addition to selling product licenses.
You need to provide the sales team with the ability to create opportunities, quotes, and invoices for the consultant’s time.
What should you create first?

A.    a product family
B.    a price list
C.    a product bundle
D.    a unit group

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QUESTION 31
You 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.
B.    User1 remains the owner of the opportunity.
Users2 becomes the owner of the activities
C.    User2 becomes the owner of the opportunity and the activities.
D.     User2 becomes the owner of the opportunity.
User1 remains the owner of the activities

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QUESTION 16
You 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.    opportunity
B.    lead
C.    contact
D.    account

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QUESTION 1
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 Assign
B.    From Opp2, Click New Quote
C.    From the quote, Click Get Products
D.    From the quote, associate the quote to Opp2