Microsoft Dynamics CRM 4.0 Applications

You are a sales rep working for a small manufacturing company. The Sales Director wants to be able to record information about lost sales for analysis purposes. You have just lost a sale to a competitor. What is the best way of recording this information?

You are a sales manager for your company. A newer version of one of your products is available, and the CEO has asked you to ensure that the old version is not included in any more sales. The CEO wants you to do this as soon as possible, so that he can compare the sales of the new version with sales of the old one at the end of the month. What is the most effective way of achieving this in Microsoft Dynamics CRM 4.0?

You are in charge of processing orders for your company. Orders are delivered to warehouses, and invoices are sent to an accounts department, which is not normally in the same location as the warehouse. You already use the phone and fax fields on the order. You want your delivery drivers to be able to call the mobile phones of the individuals responsible for delivery and billing enquiries. How can you use Microsoft Dynamics CRM 4.0 to record this information?

You are working for Company.com and want to create a list of accounts with outstanding opportunities where you can see the Account name, Sales territory, Opportunity topic and estimated revenue. How should you do? Choose 2

Which of the following are features of a quick campaign? Choose the 2 that apply.

You are creating a campaign template. The head of the legal department has instructed that all emails sent using marketing campaigns contain some standard terms and conditions. He has provided you with the standard text that should be included. Where should you put the text so that it appears in the emails that are sent via campaigns created from this campaign template?

Which of the following are characteristics of campaign templates? Choose the 2 that apply.

You are planning to send an email about a special offer to all contacts in three different cities. The VP of Marketing says that he also wants fifty other contacts to be included as well, in order to compare the response from the selected cities with the client base. What is the best way to achieve this?

You are the marketing manager of an electronics company. You want to inform leads, accounts and contacts about the price reductions you are offering for the next seven days. You decide to email all potential buyers first, and follow this email with a telephone call two days later, for those who have not responded to the email. How can you achieve this with the minimum of effort?

Your organization uses contracts and contract lines for service management. All cases must be associated with a contract line, as this information is necessary for reporting and analysis purposes. In the past a subject hierarchy was created, which is only used for cases. You are now reviewing your subject hierarchy, and note that some subjects that have been used in the past are no longer needed. These subjects are not associated with any open cases. What action should you take?