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.


After goal metrics are defined, which of the following are created to contain more specific information?

[A] Fiscal Period

[B] Goals

[C] Rollup Query

[D] Target Value


Which of the following are true regarding Microsoft Dynamics CRM goals?

[A] A Goal Metric record specifies the record type a goal is defined for and the status values that roll up to in-progress and actual values

[B] A Goal Metric record specifies the record type a goal is for as well as its owner and time period.

[C] In-progress and actual values are calculated fields that must be manually recalculated to reflect changes in the underlying data.


When you print a quote, which of the following options are available?

[A] Include order information

[B] Print the linked invoices

[C] Start from a blank document

[D] Use a pre-defined template


What must be populated before adding a line item to an opportunity?

[A] Account

[B] Budget Amount

[C] Price List

[D] Purchase Process


True or false: Invoices can be, but are not required to be, related to orders?

[A] True

[B] False


What status must a quote have for changes to be made?

[A] Active

[B] Draft

[C] Draft

[D] Draft


Your marketing team is promoting a sale that they will announce by using email. The email message will be sent to existing customers who recently purchased similar products and to potential customers from a purchased mailing list. Any sales made as a result of the sale need to have the pricing applied, the sales must be tracked so that the marketing team can report on the return on investment (ROl) of the initiative. What are two possible ways to achieve the goal? Each correct answerpresents a complete solution.

[A] Convert the email activities to leads.

[B] Convert the campaign response activities to opportunities.

[C] Convert the campaign response activities to leads.

[D] Convert the email activities to opportunities.


You have a Dynamic CRM organization that has more than 700 active goals. At the end of each year, your company re-evaluates each goal. You need to identify which value of the goals must be configured manually. Which value should you identity?

[A] Actual

[B] Target

[C] Rollup Query - Actual

[D] In-Progress

[E] Rollup Query - In Process


You have B Dynamics CRM organization that uses Microsoft Social Engagement You need to analyze the sales pipeline and the Social sentiment to watch for social trends that affect sales. What should you do?

[A] Configure a link to CRM in Microsoft Social Engagement, and then build an interactive dashboard.

[B] Build a dashboard that has a chart for the pipeline and a widget from Microsoft Social Engagement.

[C] Build a multi-stream dashboard that has a global filter.

[D] Configure a link to CRM in Microsoft Social Engagement, and then build a personal view.


The 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 shouldyou identity? Each correct answer presents a complete solution.

[A] The currency of the order record is updated.

[B] The exchange rates are updated in CRM.

[C] The order record is opened.

[D] The record state of the order record changes.


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