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Q1. A customer calls to change the date and time of a service activity. You have limited dates, times, and resources available for the customer request.
You need to update the information from the service calendar. What should you do?
A. Use the reschedule option, and resolve any conflicts.
B. Use the appointment option, and resolve any conflicts.
C. Drag the service activity to the correct date and time on the calendar, and resolve any conflicts.
D. Use the schedule option, and resolve any conflicts.
Answer: D
Explanation:
Ref: http://www.powerobjects.com/blog/2010/09/07/service-scheduling-part-2-in-microsoft- dynamics-crm/
Q2. You create an Advanced Find view that consists of columns from the account entity. Which action is possible when customizing the view?
A. Adding columns from related of records
B. Creating three levels of sort criteria
C. Setting the option to filter columns to ensure it displays by default when opening the view
D. Merging two columns into one
Answer: A
Explanation:
Ref: http://technet.microsoft.com/en- us/library/dn509578.aspx#BKMK_ChooseAndConfigureColumns
Q3. 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?
A. In-progress
B. Actual
C. Closed
D. Target
Answer: A
Explanation:
Ref:
http://www.magnetismsolutions.com/blog/colinmaitland/2012/12/17/goals- management-in-dynamics-crm-2011-goal-metrics-1
Q4. Your customer requests that deliveries be made on Thursdays only.
You need to configure Microsoft Dynamics CRM to meet this requirement. What should you create?
A. A new site with a weekly schedule for Thursdays only
B. A new resource group linked to the service for the customer
C. Service preferences on the customer record
D. A business closure for every day except Thursday
Answer: C
Q5. 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?
A. Add rollup fields.
B. Create goals.
C. Create fiscal years.
D. Create rollup queries.
Answer: A
Explanation:
Ref:
http://www.magnetismsolutions.com/blog/colinmaitland/2012/12/17/goals- management-in-dynamics-crm-2011-goal-metrics-1
Q6. You send a quote to a customer, who accepts the quote. You need to complete the sale and collect payment. What should you do?
A. Convert the quote to an order, and convert the order to an invoice.
B. Close the quote as invoiced.
C. Close the quote as won.
D. Convert the quote to an invoice, and convert the invoice to an order.
Answer: A
Explanation:
Ref: http://rc.crm.dynamics.com/RC/2011/en- us/online/5.1_CTP/quotesroutingdiagram.aspx
Q7. 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?
A. Failed
B. In progress
C. On hold
D. Paused
Answer: D
Explanation:
Ref:
http://www.microsoft.com/en-us/dynamics/crm-customer-center/define-service-level- agreements-slas.aspx
Q8. Employees in your organization create opportunities in Microsoft Dynamics CRM by using various currencies.
You need a report that uses the company's base currency to show the value of all open opportunities.
What should you do?
A. Create a report that displays the organization's base currency value for each opportunity.
B. Add a field to the opportunity entity to convert and store the base currency value for each one, and create a report to show the opportunities with the base value.
C. Create a report that converts the value of each open opportunity to the organization's base currency.
D. Export all open opportunities to Microsoft Excel, and add a formula that converts the value of each opportunity to the organization's base currency.
Answer: A
Q9. 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?
A. Total time the case is on hold
B. Failure time
C. Warning time
D. Total time the case is in processing
Answer: B
Explanation:
Ref:
http://www.microsoft.com/en-us/dynamics/crm-customer-center/define-service-level- agreements-slas.aspx#bkmk_StdVsEnhancedSla
Q10. What is the purpose of the business process flow in the opportunity form?
A. To show other users who are collaborating on the opportunity
B. To provide a sales script for the salesperson to use when speaking to a potential customer
C. To show the current stage in the sales lifecycle
D. To enforce entry of mandatory fields
Answer: C
Explanation:
Ref: http://technet.microsoft.com/en-us/library/dn531164.aspx