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.


You have a recalled product that should no longer be sold. You need to remove the. Product from the available list of products and to prevent any sales from being processed for the product. Which two actions should you perform? Each correct answer presents part of the solution.

[A] Remove the product from the family hierarchy.

[B] Modify the open opportunities.

[C] Update the price list.

[D] Retire the product.

[E] Modify the validity date of the product.


When creating a Lead, which type of information can you enter on the Main Lead form?

[A] Goals

[B] Competitors

[C] Additional addresses

[D] Products


Which type of activity can you convert to a Lead?

[A] Task

[B] Appointment

[C] Email

[D] Fax


When you qualify a lead, which two records will also be created?(Choose TWO)

[A] Account

[B] Contract

[C] Campaign Response

[D] Opportunity

[E] Contact


Which field is required to create a new Opportunity record?

[A] Originating Lead

[B] Customer

[C] Topic

[D] Contact

[E] Account


In which two circumstances does the auto save process save changes to Lead records?(Choose TWO)

[A] When a user exits a changed record

[B] Every 30 seconds

[C] When a user creates the record.

[D] Every 120 seconds

[E] Every time a user moves the focus out of an edited field


A company tracks competitors by using Connection records instead of using the native Competitors Related Opportunity and Competitor between the Opportunity and the Account, which represents the competitor. Accounts have a flag which designates the record as a competitor. Which statement is true?

[A] The Connection record is used to populate the options in the Competitor field on the Opportunity’s resolution activity for Lost Opportunities.

[B] A Connection record is created between the Opportunity and the Account.

[C] The Competitor/Win Loss report uses the Connection record to indicate how well the organization is doing versus a competitor.

[D] The Connection record is used to populate the options in the Competitor field on the Opportunity’s resolution activity for Won Opportunities.


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