Dynamics CRM 2013 Applications Study Guide Flashcards
You review a published Knowledge Base article.
Which two actions can you perform? (Choose TWO)
A. Add a note
B. Change the subject
C. Add a keyword
D. Add a section
E. Add a comment
A. Add a note
E. Add a comment
What role do keywords play in the Knowledge Base?
A. Keywords are only used to manage the Knowledge Base.
B. Keywords relate similar cases to each other
C. Keywords are used to search for articles.
D. Keywords define the subject tree.
C. Keywords are used to search for articles.
You review a Knowledge Base article. On the Article tab of the ribbon, which option is NOT in the Action group? A. Submit B. Unpublish C. Approve D. Reject E. Publish
E. Publish
Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO) A. Sales Attachments B. Case Resolution Activity C. Cases D. Sales Literature E. Knowledge Base articles
D. Sales Literature
E. Knowledge Base articles
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?
A.The Connection record is used to populate the options in the Competitor field on the
Opportunity’s resolution activity for Lost Opportunities.
B. A Connection record is created between the Opportunity and the Account.
C. The Competitor/Win Loss report uses the Connection record to indicate how well the
organization is doing versus a competitor
D. The Connection record is used to populate the options in the Competitor field on the
Opportunity’s resolution activity for Won Opportunities.
B. A Connection record is created between the Opportunity and the Account.
In which two circumstances does the autosave process save changes to Lead records?(Choose TWO)
A. When a user exits a changed record
B. Every 30 seconds
C. When a user creates the record
D. Every 120 seconds
E. Every time a user moves the focus out of an edited field
A. When a user exits a changed record
B. Every 30 seconds
Which field is required to create a new Opportunity record? A. Originating Lead B. Customer C. Topic D. Contact E. Account
C. Topic
When you qualify a lead, which two records will also be created?(Choose TWO) A. Account B. Contract C. Campaign Response D. Opportunity E. Contact
A. Account
D. Opportunity
Which type of activity can you convert to a Lead? A. Task B. Appointment C. Email D. Fax
C. Email
When creating a Lead, which type of information can you enter on the Main Lead form? A. Goals B. Competitors C. Additional addresses D. Products
B. Competitors
A user creates a Lead and converts it to an Opportunity. The user provides several Quotes
to the customer. The Opportunity is won. The user now creates an Order from the Quote by
using the Create Order process.
On the Create Order dialog box, which action is the user able to perform?
A. Fulfill the order.
B. Specify a ship-to address.
C. Close the originating Opportunity.
D. Add additional write-in Products.
C. Close the originating Opportunity.
Microsoft Dynamics CRM Client for Outlook is installed.
You view an email message from an existing customer. The customer requests a proposal for new business.
You need to create a record for the email message that ensures other users can see the email message.
What should you do?
A. Use details from the email message to create an Opportunity by using the Quick Create form.
B. Track the email message from Outlook by using the Track feature. Then convert the tracked email message to a Lead by using the Convert To feature.
C. Track the email from Outlook by using the Track feature. Then convert the tracked email message to an Opportunity by using the Convert To feature.
D. Track the email message from Outlook by using the Track feature. Then convert the tracked email message to a case by using the Convert To feature.
C. Track the email from Outlook by using the Track feature. Then convert the tracked email message to an Opportunity by using the Convert To feature.
In Microsoft Dynamics CRM, which two record types are considered customers?(Choose TWO) A. Opportunities B. Accounts C. Leads D. Contacts
B. Accounts
D. Contacts
To which entity type can you convert an Activity record? A. Case B. Account C. Quote D. Contact
A. Case
How many cases can an Account record have at any given time?
A. One active case for each contact record that is associated with an account
B. An unlimited number of active and closed cases
C. One active case for each account record
D. One active case and an unlimited number of closed cases
B. An unlimited number of active and closed cases
What are three valid ways to create cases? (Choose Three)
A. Convert a Custom Activity record to a case.
B. Import cases by using a .csv file.
C. Use the Quick Create form.
D. Convert an Opportunity record to a case.
E. Convert a lead to a case.
A. Convert a Custom Activity record to a case.
B. Import cases by using a .csv file.
C. Use the Quick Create form.
You have a Microsoft Dynamics CRM instance that has sample data installed.
Which three items are default areas of the subject tree? Each correct answer presents part of the solution.(Choose Three)
A. default subject
B. service
C. case
D. issue
E. query
A. default subject
B. service
E. query
You are modifying a customer service Case record by using the full form. Which activity type can you add to the service Case record from within the form? A. Letter B. Service activity C. Custom activity type D. Phone call
D. Phone call
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?
A. 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.
B. 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.
C. 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.
D. 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.
A. 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.
You are creating a case in Microsoft Dynamics CRM.
Which two entity types are valid for the Customer field?(Choose TWO)
A. Products
B. Leads
C. Contacts
D. Accounts
C. Contacts
D. Accounts
User1 is the owner of the Specialists team. User2 adds a case that she owns to the Specialists team’s queue. Who now owns the case?
A. The Specialists team
B. The owner of the Specialist team’s queue
C. User1
D. User2
D. User2
Which two statements about queues are true?(Choose TWO)
A. Queues allow users to remove themselves from responsibility for an item by using the Remove button.
B. Queues allow users to process items that they do not own.
C. You can delete a queue item without deleting the record for which the queue item was created.
D. Queues allow users to see multiple record types that require action in one list.
B. Queues allow users to process items that they do not own.
C. You can delete a queue item without deleting the record for which the queue item was created.
For which two entities does Microsoft Dynamics CRM create a default queue when the entity is created?(Choose TWO) A. Opportunities B. Activities C. Cases D. Users E. Teams
D. Users
E. Teams
A new Contract template has been assigned an incorrect Allocation Type.
You need to ensure that the correct Allocation Type is assigned to the template.
Which action will achieve the goal?
A. Unpublish the template and then make the required changes.
B. Use the Copy Template menu item to create a new Contract template. Edit the new template to use the correct Allocation Type. Delete the original template.
C. Deactivate the Contract template and then create a new Contract template that uses the correct Allocation Type.
D. Create a new Contract template that uses the correct Allocation Type.
D. Create a new Contract template that uses the correct Allocation Type.