NEW QUESTION 1
You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related. What should you do?

• A. Include the same note in all four opportunities.
• B. Apply a custom connection role.
• C. Include all four opportunities in one goal.
• D. Send one email message to which each customer is copied.

Answer: B

NEW QUESTION 2
You have an opportunity that was generated from a lead. The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?

• A. The associated lead record, and email, task, and phone call activities will be deleted.
• B. The lead will remain qualifie
• C. The associated email, task, and phone call activities will be deleted.
• D. The lead will revert to being unqualifie
• E. The associated email, task, and phone call activities will be deleted.
• F. The lead will revert to being unqualifie
• G. The associated email, task, and phone ca
• H. activit.es will be associated to the lead

Answer: C

NEW QUESTION 3
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

Answer: A

NEW QUESTION 4
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?

• A. Sales Pipeline
• B. Neglected Leads
• C. Lead Source Effectiveness
• D. Sales History

Answer: C

NEW QUESTION 5
You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team's wins and losses. You create a new goal and you discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis. What should you do?

• A. Create the goals by using quarter
• B. Create a report by using a system view.
• C. Create the goals by using quarter
• D. Create a personal view that uses a filter.
• E. Change the System Settings for the goal.
• F. Change the Fiscal Year Settings.

Answer: D

NEW QUESTION 6
You have a lead for a potential business customer with whom your company has never done business.
You need to identify which types of records are created automatically when you qualify a lead for the new business customer
Which three record types should you identify? Each correct answer presents part of the solution.

• A. opportunity
• B. quote
• C. contact
• D. appointment
• E. account

Answer: ABC

NEW QUESTION 7
You recently visited a trade show and you interacted with many potential customers.
As a vendor al the trade show, you receive a CSV file that contains detailed information about the 643 attendees who showed interest in your products.
You need to efficiently and accurately input this information into Dynamics CRM for future use in the sales process.
Which method should you use?

• A. Import the details as new activates.
• B. Import the details as new leads.
• C. Update opportunities to reflect new prospects.
• D. Import the information as part of a solution file.

Answer: B

NEW QUESTION 8
Your company has a Dynamics CRM organization. The company plans to use the product catalog.
You need to identify which component must be configured before you can implement the product catalog.

• A. product families
• B. product
• C. price lists
• D. unit groups

Answer: C

NEW QUESTION 9
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.

Answer: AB

NEW QUESTION 10
You need to create an interactive map that will provide you with the ability to view open opportunities by region.
What are two Microsoft Power BI components that you can use to create the map? Each correct answer presents a complete solution.

• A. Power View
• B. Power BI Design Studio
• C. PowerPivot
• D. Power Query
• E. www.powerbi.com

Answer: AC

NEW QUESTION 11
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 answer presents 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.

Answer: BD

NEW QUESTION 12
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

Answer: D

NEW QUESTION 13
You need to identify which type of object can be associated to sales territories. Which type
of object should you identify?

• A. Opportunities
• B. Users
• C. Leads
• D. Facilities
• E. Teams

Answer: B

NEW QUESTION 14
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 identify?

• A. Invoiced
• B. Ready
• C. Draft
• D. Canceled
• E. Active

Answer: E

NEW QUESTION 15
You have a Dynamics CHM organization that uses folder tracking.
You have a folder named Customers that is currently being tracked- Customers contains a folder for The main contact named Contact1.
A new email message from Contact1 is delivered to your Inbox.
You need to identity what will occur when you move the message to the Customer1 folder. What should you identify?

• A. An email activity will be created in CRM that has a connection to Customer1 and to Contact1
• B. An email act.v.Ty will be created in CRM that has a connection to Contact1 only.
• C. An email activity will be created m CRM that has a connection To Customer1 only.
• D. An email activity will be created in CRM that has the Set regarding field set to Contact1
• E. An email activity will be created in CRM rhat has the Set regarding field Set to Customer1

Answer: D

NEW QUESTION 16
You create a new mailbox record for a user.
You define the synchronization methods for incoming and outgoing email, contacts, tasks, and appointments.
You need to ensure that the mailbox can send and receive email.
Which two actions should you perform? Each answer presents part of the solution.

• A. Set the Is forward Mailbox setting to No.
• B. Configure the Approve Email setting.
• C. Configure the Test & Enable Mailboxes setting.
• D. Configure the Apply Default Email Settings setting.
• E. Set the Is Forward Mailbox setting to Yes.

Answer: BC

NEW QUESTION 17
You open the My Open Opportunities view.
You need to export the data in the view, and then import the data so that the existing records are updated. What should you do?

• A. Export the data as a dynamic PivotTable.
• B. Export the data as a dynamic worksheet.
• C. Export the data and select the Make available for re-import option.
• D. Export the data as a static worksheet.

Answer: C