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Microsoft Dynamics CRM 2011 Applications Sample Questions:

1. In Microsoft Dynamics CRM 2011, you need to create a new quote for a customer.
The new quote is for products that are used in an existing opportunity for a different customer.
What should you do?

A) Create the new quote and get the products from the existing opportunity.
B) Create the new quote directly from the existing opportunity.
C) Copy the existing opportunity and create the new quote directly from the new opportunity.
D) Create the new quote and relate the existing opportunity.

2. In Microsoft Dynamics CRM 2011, you create a quick campaign from a marketing list. You select Phone Call as the campaign activity. To which of the following can you assign ownership of the phone call activities? (Choose all that apply.)

A) a business unit
B) a user
C) a team
D) a resource group
E) yourself

3. A company uses Microsoft Dynamics CRM 2011. You need to ensure that a specific customer is
always offered afternoon service appointments with the customer's preferred service technician.
Each service technician is a Microsoft Dynamics CRM 2011 user.
What should you do?

A) On the customer's account, set the service preferences for preferred time and preferred user.
B) Create a service with a selection rule listing the preferred user. Add a service restriction on the user for the morning hours.
C) On the preferred user's record, set the service preference for the account and the preferred work hours.
D) Create a service with a selection rule listing the preferred user. Change the preferred user's work hours to the afternoon.

4. In Microsoft Dynamics CRM 2011, you need to create an account, a contact, and an opportunity from a lead. What should you do?

A) Create the account, the contact, and the opportunity with the values of the lead. Then attach the contact and the opportunity to the account.
B) Qualify the lead and convert it to an account. Create the contact and the opportunity with the values of the lead, and then attach them to the account.
C) Qualify the lead and convert it to an account and a contact. Create the opportunity with the values of the lead, and then attach it to the account.
D) Qualify the lead and convert it to an account, a contact, and an opportunity.

5. A company uses Microsoft Dynamics CRM 2011 and an enterprise resource planning (ERP) system.
Your user account is a member of the System Administrator role. You create a web resource that displays
data from the ERP system.
You need to configure the sales activity dashboard to incorporate the web resource and ensure that the
dashboard can be viewed by all Microsoft Dynamics CRM users.
Which of the following actions would achieve the goal?
(Choose all that apply.)

A) Create a new system dashboard.
B) Customize a copy of the sales activity dashboard.
C) Create and share a new personal dashboard.
D) Edit the existing sales activity dashboard.

Solutions: