Microsoft-Microsoft Dynamics CRM 2013 Applications

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Microsoft-Microsoft Dynamics CRM 2013 Applications

You have a Contract that has a status value of Invoiced. One of the contract lines references an incorrect product. You need to correct the contract line. What should you do?

Open the contract line and replace the value in the Product field with the correct product. ✘ On the invoiced contract, add a new contract line that has the correct product. Cancel the contract line thathas the incorrect product. ✘ Copy the invoiced contract. In the newly created draft contract, update the Product field for the affectedcontract line. Activate the new contract and then cancel the invoiced contract. ✘ Delete the contract line. Add a new contract line that has the correct product. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You need to send a Knowledge Base article by email to a Contact record. Which condition must be met?

The article is shared. ✘ The article has a unique subject. ✘ The article has been approved. ✘ The article has been submitted. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

A user plans to run a report. The user does NOT have the appropriate permissions to access all of the data the report requires. What will the user see when she runs the report?

Summary and detailed information for only the data to which the user has permissions ✘ Summary information for all the data included in the report and detailed information for only the data towhich the user has permissions ✘ Summary information only for all the data included in the report ✘ Summary and detailed information for all the data included in the report ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Which entity is best described as an estimate or proposal that is presented to a customer?

Quote ✘ Opportunity ✘ Invoice ✘ Order ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You have a sales goal for a salesperson that includes all of the salesperson is opportunities for the current fiscal year. You need to modify the sales goal to include opportunities only in a particular city for the upcoming six-month period. How should you modify the goal?

Create a rollup query that filters the customer list based on the customer is city and the new timeframe. Associate this rollup query with the Goal record. ✘ Create a rollup query that filters the customer list based on the customer is city.Associate this rollup query with the Goal record. Change the time period for the Goal record. ✘ Update the Rollup field on the Goal record. ✘ Deactivate the existing Goal record and then create a new Goal record.Create a new goal metric with the filter for the customer's city and the new timeframe. Then, change the Goal Metric field on the Goal record to the new goal metric. ✔ Create a new goal metric with the filter for the customer's city and the new timeframe.Then, change the Goal Metric field on the Goal record to the new goal metric ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Which characteristic of a contract template governs how many cases a customer is allowed to have against a contract?

allotment type ✘ contract allotment ✘ billing frequency ✘ calendar ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You review an Opportunity with a customer. You use price lists to show the customer two options for a sale. You need to present the two different price options to the customer in writing and maintain an association with the original Opportunity. What should you do?

Create two separate Quote records for the Opportunity, one for each price list and activate both Quote records. ✘ Create a Quote from the Opportunity by using the price list from the Opportunity. Create a separate Quoteoutside of the Opportunity that references the second price list. ✘ Create a report by using the Report Wizard to bring in quote information for this Opportunity. ✘ Create a new Opportunity, add all the same products, add the other price list and then create the secondQuote. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You are creating a case from an email message by using the Microsoft Dynamics CRM Outlook client.You need to complete the task by using the least number of steps. What should you do?

Create a new case from the Outlook email message by using the Track and Convert To Case features. Set the Customer field of the case to the account of the person who sent the email message. ✘ Track the email message from Outlook in Microsoft Dynamics CRM.Create a case in Microsoft Dynamics CRM and set the Customer field of the case to the account of the person who sent the email message. Change the Set Regarding field on the email message to the case. ✘ Track the email message from Outlook in Microsoft Dynamics CRM by using the Track feature.Use the View in CRM feature to open the Microsoft Dynamics CRM email record. Convert the Microsoft Dynamics CRM email message to a case after the Microsoft Dynamics CRM email record opens. ✘ Create a new case from the Outlook email message by using the Set Regarding feature.Set the Customer field of the case to the account of the person who sent the email message. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

A company tracks competitors by using Connection records instead of using the native Competitors feature in Microsoft Dynamics CRM. The company assigns a Connection with the Connection Roles of Related Opportunity and Competitor between the Opportunity and the Account, which represents the competitor. Accounts have a flag which designates the record as a competitor. Which statement is true?

The Connection record is used to populate the options in the Competitor field on the Opportunity's resolution activity for Lost Opportunities. ✘ A Connection record is created between the Opportunity and the Account. ✘ The Competitor/Win Loss report uses the Connection record to indicate how well the organization is doingversus a competitor ✘ The Connection record is used to populate the options in the Competitor field on the Opportunity's resolutionactivity for Won Opportunities. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

10.

Which entity can you associate with sales literature?

Quotes ✘ Competitors ✘ Goals ✘ Accounts ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

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