Microsoft-Microsoft Dynamics 365 for Sales Set 3

While at the airport, you meet the purchasing manager for a local grocery store chain. The purchasing manager complains about a product. You realize that the grocery store chain might benefit from a product that you sell. Before departing, you exchange business cards. You need to track the information from the business card and the conversation by using Dynamics CRM. Which type of record should you create?

You are viewing the results from an Advanced Find search of opportunities. You need to identify which actions you can perform on the records from the view in Advanced Find. Which two actions should you identify? Each correct answer presents a complete solution.

You have a Dynamics CRM organization. You plan to use folder tracking. You configure server-side synchronization and you enable the Folder-Level Tracking feature. A user named User1 in the sales department reports that email activities are not being generated automatically when email messages are moved to the folders. You need to ensure that the email activities are generated. What should you do?

You receive a call from someone you have never spoken to before. He tells you that he is familiar with one of your products from his work at a previous company and wants to purchase the product for his current company. You need to identify the next step in the sales process. What should you identify?

On an Opportunity, you need to show Stakeholders, Products, Competitors, and Sales Teams related to the Opportunity. What is automatically set when selecting a related record from within the Opportunity form?

An organization uses goals in a hierarchy with parent and child goals in Microsoft Dynamics 365. A sales manager leaves the organization and will not be replaced. The sales manager's goal has 10 child goals under it. You want to keep the child goals while removing the sales manager's parent goal from the system. What action should you take?

An organization is using the Relationship Assistant in Microsoft Dynamics 365. A small minority of their users need to only see the Email Cards from Exchange. The rest of the cards are in their way, prohibiting them from properly using the feature to work with their email in Microsoft Dynamics 365. How should you help this group of users?

You are a salesperson using Microsoft Dynamics 365. You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record. What should you add to the quote?

You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?

You are working with a sales division to better manage their sales processes by better utilizing the functionality of Microsoft Dynamics 365. You recommend using Relationship Insights to better analyze customer-interaction data to improve sales efforts. What are two features of Relationship Insights that can be used to accomplish this? Each correct answer presents a complete solution.