Microsoft Dynamics CRM 2016 Sales

You have a Dynamics CRM organization that has 50 000 contacts in regions around the world. Your job is to review the records of the contacts from three regions. The contacts in the three regions are managed by different account managers. You work with only one of the regions per day, updating the address information of the contacts in that region. You need to view only the contacts from a specific region. What should you do?

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?

Your manager needs to view a collection of data records and a chart of the data records simultaneously. What should you instruct the manager to do?

You need to create a quarterly goal to measure completed phone calls regarding open opportunities. Which three components should you use? Each correct answer presents part of the solution.

Your company wants to integrate the Microsoft Yammer enterprise subscription and the Dynamics CRM organization. The managers at the company are concerned about potential data from CRM being visible to users who do not have a CRM account. They want to limit which users can see posts in CRM. In Yammer, you create a private group named CRM Posts, and you connect CRM to the CRM Posts group. Users report that they fail to see posts in Yammer that are created in CRM. You need to identify what prevents the users from seeing the posts. What should you identify?

You have a Dynamics CRM organization that users Microsoft OneNote integration. A user named User1 enters some information in a OneNote notebook for an account record named Account1. User1 owns the record for Account1. You need to identify who can open the notebook for Account1 directly from OneNote. Who should you identify?

Your company uses Dynamics CRM Online. You need to provide Dynamics CRM users with the ability to collaborate on CRM data, meetings, and notes with users who do not have a CRM account. Which two actions should you perform? Each correct answer presents part of the solution.

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 correct answer presents part of the solution.

Your Dynamics CRM organization uses Microsoft Yammer. You plan to enable integration with Yammer to replace the default CRM activity feeds. You need to identify which security rights are required to enable the integration. Which two security rights should you identify? Each correct answer presents part of the solution.

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