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QUESTION 61
You have a Dynamics CRM organization.
A manager wants to share data with an external consultant by using a dynamic PivotTable.
You need to tell the manager what to do before the external consultant can access the data in the PivotTable.
What should you instruct the manager to do first?

A.    Add Share access to a security role.
B.    Assign a license.
C.    Add Append To access to a security role.

D.    Assign a view.

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QUESTION 51
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

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QUESTION 41
You plan to export sales data that will be used in the annual report of your company.
You need to provide a copy of some of the sales data to the company stakeholders.
Which format can you use to export the data?

A.    Adobe PDF
B.    Microsoft Word
C.    Microsoft PowerPoint
D.    Microsoft Visio

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QUESTION 31
You have an opportunity that has three open activities.
The opportunity record and the activity records are owned by a user named User1.
User 1 assigns the opportunity to a user named
You need to identify what occurs to the ownership of the records.
What should you identify?

A.    User1 remains the owner of the opportunity and the activities.
B.    User1 remains the owner of the opportunity.
Users2 becomes the owner of the activities
C.    User2 becomes the owner of the opportunity and the activities.
D.     User2 becomes the owner of the opportunity.
User1 remains the owner of the activities

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QUESTION 21
Your company plans to deploy Dynamics CRM.
In the previous sales database, you did not track products
Members of the management team are evaluating whether to use the product catalog in the CRM organization.
You need to identify which enhancements to the sales flow can be achieved by using the product catalog.
What are two possible enhancements that you can identity? Each correct answer presents a complete solution.

A.    inventory management integration
B.    automated sales pipeline velocity tracking
C.    automated revenue calculation
D.    automated quotes, orders, and invoicing

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QUESTION 11
You create a personal view.
You need to ensure that both you and a coworker can use the view.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

A.    Email the Fetch xml file.
B.    Share the view.
C.    Email a link from the Advanced Find ribbon.
D.    Assign the view.

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QUESTION 1
You have two opportunities named Opp1 and Opp2 that created to a customer.
The customer request a single quote that contains the line items from both opportunities.
From Opp1, you generate a new quote that contains all of the line items in Opp1.
You need to add the line items in Opp2 to the quote.
What should you did?

A.    From Opp2, Click Assign
B.    From Opp2, Click New Quote
C.    From the quote, Click Get Products
D.    From the quote, associate the quote to Opp2

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QUESTION 91
You have a Dynamics CRM organization.
You have a system view for contacts that is used only by a user named User1.
Currently, the system view is listed as the first view for a* of the users.
You need to ensure that the view is available to User1 only.
Which two actions should you perform? Each correct answer presents part of the solution.

A.    Export the view as system, and then reimport the view as personal.
B.    Instruct User1 to use Advanced Find.
C.    Deactivate the system view.
D.    Configure the filter criteria on the system view to include only the records of User1.

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QUESTION 81
You have a Dynamics CRM organization.
You create a new entity named Question.
You create a Quick Create form for the entity.
You discover that when you create new records, the Quick Create form is not being used.
You need to ensure that the Quick Create form is used when you create new records.
What should you do?

A.    Change the form order to list the Quick Create form first.
B.    Instruct users to access the form by using the CRM app for mobile devices.
C.    Enable Allow Quick Create for the entity properties.
D.    Change the security roles of the Quick Create form.

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QUESTION 71
You have a Dynamics CRM organization.
The account entity must appear as Company to all users.
Which two fields should you change? Each correct answer presents

A.    Plural Name
B.    Display Name
C.    Name
D.    Description

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QUESTION 61
You are customizing Microsoft Dynamics CRM.
What should you do before you delete a custom entity?

A.    Delete the shares for records of this entity.
B.    Check whether the entity has any component dependencies.
C.    Remove the entity ownership.
D.    Remove the entity from any security role.

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QUESTION 51
You use Microsoft Dynamics CRM Goal Management to define sales goals over a period of time.
You need to track actual and in-progress values for sales.
Which goal metric should you configure?

A.    Amount Data Type
B.    Rollup Fields
C.    Metric Type
D.    Fiscal Periods

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