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You need to locate the record of a person named Ben Smith. You are uncertain whether Hen Smith is in Dynamics CRM as a contact What can you use to locate the record?
A. a system view
B. Quick Find
C. a custom grid
D. Advanced Find
E. a personal view
You are viewing the results from an Advanced Find search of opportunities.
u need to identify which actions you can perform on the records from the view in Advanced Find, iich two actions should you identify? Each correct answer presents a complete solution.
A. Export the opportunity records to a Microsoft Word file.
B. Add the opportunities to a marketing list.
C. Perform a mail merge.
D. Export the opportunity records to a Microsoft Excel file.
You have a Dynamic CRM organization that has more than 700 active goals.
At the end of each year, your company reevaluates each goal.
You need to identify which value of the goals must be configured manually.
Which value should you identity?
C. Rollup Query – Actual
E. Rollup Query – In Process
You need to create a goal that will show the previous seven days of activity.
Which two actions should you perform? Each correct answer presents part of the solution.
A. close the goal after seven days.
B. Add a filter
C. Set the Goal period as a Custom Period.
D. Add a rollup field.
E. Add a rollup query.
You work for a company named » Fabrikam, Inc.
Fabrikam is acquired by a company named Contoso, Ltd. Both companies have different fiscal year ends.
The sales team at Fabrikam will be required to use a new fiscal year end at the end of the current quarter.
The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Settings immediately.
You need to ensure that reports on if>.- goals use the Fabrikam year and until the end of the quartet
What should you do?
A. Run the Align with Fiscal Period action immediately.
B. Recalculate the goals.
C. Run the Align w.th Fiscal Period action after the quarter ends.
D. Create new goals for the old fiscal period.
You have Dynamics CRM organization that has 50,000 contacts in regions around the world.
Your job is to review the records of the contacts from three regions. The contacts in the three regions are managed by different account managers. You work with only one of the regions per day, updating the address information of the contacts in that region.
You need to view only the contacts from a specific region.
What should you do?
A. Follow the contact records.
B. Add access teams.
C. Create a dashboard.
D. Create personal views.
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