Microsoft Dynamics CRM 4.0 Applications Set 1

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Microsoft Dynamics CRM 4.0 Applications Set 1

Your company has just started trading internationally, and the Head of Sales at your company has asked you to produce a list of Opportunities, showing the estimated revenue in both the transaction currency and the base currency, and also the exchange rate. None of the existing Opportunities views include all the fields you need. How can you produce the data and make it available to the Head of Sales as quickly as possible? Choose the 2 that apply.

Export to Excel and choose 'Static worksheet with records from this page'. Select the columns you need in the report. Export to Excel and choose 'Dynamic worksheet'. Select the columns you need in the report. Export to Excel and choose 'Dynamic PivotTable? Select the columns you need in the report. Use advanced find to generate a view with the correct fields. Save the resulting view andshare it.

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You are a sales manager working for a large corporation that handles investments. Sales personnel are limited to viewing only their own customer records because of the sensitive nature of the business. One of your sales team, William, is taken seriously ill. You need to allocate another salesperson, Patricia, to manage William's accounts and opportunities while he is unwell. You will want William to manage his own accounts and opportunities when he returns to work. What should you do?

Select all the accounts that William owns and assign them to Patricia. ✘ Select all the accounts that William owns and share them with Patricia. ✘ Select all the activities that William owns and assign them to Patricia. ✘ Select all the opportunities that William owns and share them with Patricia. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You are a support engineer for an international manufacturing company. You receive an email from a client entitled alfunction with productID ABC123 but the body of the email does not provide any more information about the problem. You know the client exists in Microsoft Dynamics CRM. What is the most efficient way to record this as a case for this client?

Select the Email. Click Track in CRM and then click Set regarding. In the Look for drop-down select Case and then select New. Record the details of the case. ✘ Open the Email. Click Track in CRM and then click View in CRM. In the CRM form for the email,create a case from the actions menu. ✘ Select the Email. Click Track in CRM and then click Set regarding. In the Look for recordswindow, select New and record the details of the case. ✘ Open the Email. Click Track in CRM and then click Regarding. In the Look for drop-downselect Case and then select New. Record the details of the case. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Your company Microsoft Dynamics CRM installation uses British Pounds (GBP) as its default currency and you have set Euros (EUR) as your default currency. You enter an opportunity detail for a customer that transacts business in United States Dollars (USD). After you save the opportunity you notice that you forgot to change the currency to USD and it has recorded the revenue in EUR. What should you do in order to correct this error?

Edit the Opportunity and change the currency to USD. ✘ Edit your Personal Options and under the General Tab set the default currency to USD. Reopen the Opportunity to see the changed currency. ✘ Re-create the Opportunity but this time select the currency as USD. Then delete the incorrectopportunity. ✘ Ask your Systems Administrator to update the currency for this opportunity. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You have an opportunity with a customer to sell a range of products. The customer has an account record in the Microsoft Dynamics CRM database and has informed you they have hired a consultant to help them decide whether to buy the products from your company. You want to add this consultant to the Microsoft Dynamics CRM system, and record that he is advising your customer on this purchase. What should you do?

Create a new account for the consultant. Make the new account a sub-account of each customer account. ✘ Add the consultant as a new contact under each customer account. ✘ Create a new contact for the consultant. Create a relationship role called Consultant thatenables a contact to be linked to an opportunity. In each opportunity, add a new relationship to
the consultant contact using the Consultant relationship role. ✘ Create a new contact for the Consultant. Create a relationship role called Consultant thatenables a contact to be linked to an account. In the account record for each customer add a new relationship to the consultant contact using the Consultant relationship role. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

One of your customers is a hospital recorded in Microsoft Dynamics CRM 4.0 as an account record, and you have a contact record for a doctor who works at this hospital. You discover that this doctor also works one day a week at another hospital which is also a customer. You want to record this information in Microsoft Dynamics CRM 4.0. What should you do?

Create a relationship role called part time employee between contact and account, and link the doctor contact record to the second hospital using the relationship role. ✘ Open the second hospital record, navigate to contacts, and choose add existing contact Selectthe doctor contact record. ✘ Make the second hospital a sub-account of the first hospital. ✘ Make the first hospital a sub-account of the second hospital. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Which of the following records are synchronized between Microsoft Outlook and Microsoft Dynamics CRM? Choose the 2 that apply.

Contacts Accounts Notes Tasks

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You use the Microsoft Dynamics CRM Client for Office Outlook. In the CRM Workplace, your activity list shows five phone calls and six appointments. You go to Outlook to view these activities. How do these appear in Outlook?

In your calendar you see the appointments and phone calls synchronized from CRM. ✘ In your calendar you see the appointments synchronized from CRM. Your phone calls do notappear in Outlook. ✘ In your calendar you see none of these items but the phone calls and appointments appear astasks in Outlook. ✘ In your calendar you see the appointments from CRM and in your task list you see the phonecalls listed as tasks from CRM. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You are using the Microsoft Dynamics CRM Client for Office Outlook which has just been installed by your administrator. You want to record the details of a new business contact in Outlook and also in CRM. How can you achieve this? Choose the 2 that apply.

Select New Contact from the Microsoft Dynamics CRM toolbar and enter the details of the new Contact. Select New Contact from the Microsoft Dynamics CRM toolbar and enter the details of the newContact and click Track in CRM. Select File, New, Contact from the Outlook Menu and enter the details of the new Contact, andclick Track in CRM. Select File, New, Contact from the Outlook Menu and enter the details of the new Contact.

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

10.

You are an Accountant working for a manufacturing company. You want to record the name of your contact at the energy supplier to your company in Microsoft Dynamics CRM 4.0. What is the best way to record this in Microsoft Dynamics CRM 4.0?

Create a contact record detailing your supplier contact and in the details tab under the description enter any details about the supplier. ✘ Create an account record with a relationship type of supplier and record your supplier contactlinked to the account. ✘ Ask your administrator to create a new entity to record suppliers to separate them from yourcustomers. ✘ Create a sub-account record for the supplier so that these accounts are not mixed with thosefor customers. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

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Microsoft Dynamics CRM 4.0 Applications Set 1

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