Microsoft Dynamics CRM (Sales) - Multiple Choice Question


Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft.

The product focuses mainly on Sales, Marketing, and Service sectors, but .net framework can be used to customize it.


Which of the following records represents a potential sale in Microsoft Dynamics CRM?

[A] Competitor

[B] Lead

[C] Opportunity

[D] Sales Literature


Which of the following can be converted to a Contact?

[A] Account

[B] Competitor

[C] Lead

[D] Opportunity


True or false: You can attach a sales literature document to an email?

[A] True

[B] False


Are Lead records required for the sales process?

[A] Yes

[B] No


True or false: Opportunity records with status values of either Won or Lost are read only?

[A] True

[B] False


The organization associated with a closed opportunity has changed its mind and has expressed interest in doing business with your company. How should this potential sale be recorded in Microsoft Dynamics CRM?

[A] Assign the closed opportunity to a sales representative.

[B] Create a new opportunity

[C] Delete the opportunity

[D] Reopen the closed opportunity


What is an opportunity?

[A] An opportunity is the same as a lead.

[B] A record that is created after a quote is prepared.

[C] A potential sale.

[D] Promise of a purchase by a customer.


Which of the following is required to create an opportunity?

[A] Competitor

[B] Customer

[C] Lead

[D] Marketing list


Which of the following is a set of prices that are charged for the product under certain circumstances?

[A] Discount List

[B] Price List

[C] Products

[D] Quote

[E] Units of Measure


Which of the following records in Microsoft Dynamics CRM is used to inform potential customers about products and prices?

[A] Lead

[B] Order

[C] Products

[D] Sales Literature

[E] Quote


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