Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 1

1.

When a contact person leaves one of your customers:

Delete the contact person from the system Create a note in the memo field on the contact person Replace the former contact person with the new contact person Mark the contact person as inactive

2.

All mailings sent to a specific business relation can be viewed from:

The Business relations form by clicking the Mailings button The Mailings form by clicking the Business relation button The Mailings form selecting the business relation in the filter option The outbox in Outlook

3.

Where can you get an overview of all activities on a single business relation?

Select Status all in the Workbook form, Open activities tab View the specific customer in the Management statistics form, Activities category Open the Business relations form, select a business relation, and click the Activities button Open the Activities form, right-click on the Business account field of the desired business relation, andchoose Filter

4.

Which of the following fields require an entry in order to create a business relation?

Name of the business relation Business Account Vendor group Organization number

5.

To view all quotations for a specific prospect, you:

Open the Quotations form, select a quotation for the prospect, and click the Business relations button Open the Business relations form, select the prospect, and click the Quotations button Open the Workbook tab Quotations and filter for the specific prospect Enter the Management statistics form, select category Business relation and view the quotation

6.

How do you invite a colleague to help you in an activity of type Task?

Create several individual tasks with different responsible persons Select the task in your Workbook and create a new task and enter the attendees on the Attendee listtab Use the Attendees field in the Activities form, General tab Create the activity in your colleague's calendar using the Synchronization function

7.

After having created a customer in the Customer form, who will be assigned as a main contact in the Business relations table?

You need to assign the main contact manually It depends on who you have selected as a default in the CRM parameters form It depends on who is selected in the Employee field of the filer in the Business relations form The current user is assigned

8.

Where do you enter business sectors for a business relation?

In the CRM parameters tab In the customer group tab In the Business relation form In the Customer form

9.

You are planning your schedule for next week. How do you view all of your appointments for next week at one time?

Step through the days in the Workbook form, Day plan tab In the Activities form, filter on the date interval in the From/to date fields View the Activity List tab in the Activities form and select the date of the first day of next week View the appointments in the Workbook form, Week plan tab

10.

You are a consultant implementing the Sales and Marketing system on an existing Axapta installation. How would you make the existing customers available in the CRM module?

It will be done automatically when entering the Business relation table By using the Data Export/Import feature on the Administration tab of the Main Menu By executing the Synchronize CustTable function in the Business relations form By using the Import function under Periodic, Import

Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 1

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Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 1

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