Microsoft Dynamics CRM Application Set 1

You are a sales representative at a trade show. A trade show attendee leaves a business card at your company's booth. You need to enter the attendee's information into Microsoft Dynamics CRM for the sales team to qualify. Which record type should you create?

You are adding products to an opportunity. You want to calculate the estimated revenue based on the products added. What should you do to enable this function?

What is the purpose of the business process flow in the opportunity form?

A staff member at your client organization sends you an email message, inquiring about a product that the client might buy. After you track the email message, what should you do?

You are creating a goal for the number of phone calls made versus the number of phone calls scheduled. You need to establish the number of scheduled calls for your organization. Which value provides this information?

Each member of your sales team must earn an individual sales revenue quota for the year in order to receive a bonus. You create the goal metric and identify the Metric Type as Amount and the Amount Data Type as Money. You need to complete the configuration of the goal metric. What should you do?

You create a new entitlement. What is the initial status of the entitlement?

You create a new case that includes a service level agreement (SLA). You place the case on hold because you need to wait for additional information from the customer. What is the status of the SLA key performance indicator (KPI) instance record related to the case?

You create a case and link it to a standard service level agreement (SLA) with the timer configured on the case form. You need to review the case status and report the information to your manager. Which piece of information about the time of the case is available?

You need to specify the number of support hours a customer will receive. What should you create?