Microsoft-Microsoft Dynamics 365 for Sales Set 1

You are a sales professional for an insurance company. You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity and the customer has now signed a coverage agreement with you. How should you now modify the status of the designated Opportunity record?

You are a new sales executive for a company that utilizes Microsoft Dynamics 365. You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers. How will the activity state of the designated tasks be modified to reflect the fulfillment of these activities?

You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics 365 from business cards that were collected for a giveaway that you organized at a trade show. What type of record should you create for each card?

You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email. The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all. Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant messages.

You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

You are a sales person working in the Microsoft Dynamics 365 web interface. You want to create a view that you can use to segment your active customers by area, based on their physical address. Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.

You are working with a company to implement Microsoft Dynamics 365 for their sales division. The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them. Which component of Microsoft Dynamics 365 should you use to manage this ability?

An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors. They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity. How can this be achieved using the fewest steps?

You are a sales manager for your company. In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused. Which feature of Microsoft Dynamics 365 performs these functions?

An organization uses Microsoft Dynamics 365 for lead management. The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on a regular basis by using Relationship Insights?