80727AE: Sales Management in Microsoft Dynamics CRM 2016 Knowledge test

Learningquestions Microsoft Dynamics CRM 2016 MB2-712 & MB2-713

80727AE: Sales Management in Microsoft Dynamics CRM 2016 Knowledge tests (copy)

Knowledge Test #1

  • Business process flows are designed to help organize information
  • Business process flows have multiple stages
  • Business process flows have only one branch per process
  • Business process flows can have multiple branches per process
Which of the following statements are TRUE about business process flows? Select all that apply

Knowledge Test #2

  • Competitors
  • Marketing Campaigns
  • Price lists
  • Products
Which of the following entities can Sales Literature be associated with? Select all that apply.

Knowledge Test #3

  • Strategy, Willingness, Opportunities, Threats
  • Strenghts, Willingness, Openings, Trends
  • Strenghts, Weaknesses, Opportunities, Threats
  • Strategies, Weaknesses, Openings, Trends
Define what is involved with a SWOT analysis?

Knowledge Test #4

  • New contacts
  • New Leads
  • New Accounts
  • New Opportunities
Social Engagement can generate which of the following options listed below directly from the social web?

Knowledge Test #5

  • Competitor
  • Account
  • Contact
  • Opportunity
Which type of records can be converted FROM a Lead? Select all that apply.

Knowledge Test #6

  • Email
  • Task
  • Phone Call
  • Appointment
Which of the following activities can be converted to a lead?

Knowledge Test #7

  • Qualified
  • Disqualified
  • Cancelled
  • Deactivated
Which of the following are potential statuses of a lead record? Select all that apply.

Knowledge Test #8

  • The record is still able to be modified
  • The original lead record is no longer visible to users
  • The records becomes Read-Only
  • The original lead record is deleted from the system
What happens after the viability of a lead is determined?

Knowledge Test #9

  • Competitor
  • Customer
  • Lead
  • Marketing list
Which of the following is required to create an opportunity?

Knowledge Test #10

  • Closed activity
  • Completed activity
  • Finalized Activity
  • Resolution Activity
When a opportunity is either won or lost, a type of activity is generated. This is referred to as what?

Knowledge Test #11

  • Account
  • Competitor
  • Contact
  • Lead
Which of the following records can be added to an opportunity via Quick Create. Select all that apply.

Knowledge Test #12

  • Verifies the opportunity record no longer active
  • To make the opportunity record Read-Only
  • Verifies the opportunity record is still active
  • To make sure the opportunity record can still be modified
Which of the following actions can you perform on ACTIVE quotes? Select all that apply.

Knowledge Test #13

  • Relationships
  • Personal Attachments
  • Connections
  • Connectors
Which option listed below allows users to create relationships links between two different records?

Knowledge Test #14

  • Setting up price lists
  • Setting up products
  • Setting up unit groups
  • Setting up templates
Which one of the following tasks are required when creating a product catalog? Select all that apply.

Knowledge Test #15

  • You can use system-calculated pricing and automatically generate quotes from opportunities
  • You must use user-provided pricing with price lists
  • You can associate price lists with campaigns and automatically pre-fill campaign opportunities with the same price list
  • You can apply different price lists to opportunities and quotes and see their impact on opportunity or quote totals
Which one of the following is a benefit of using the product catalog?

Knowledge Test #17

  • Price lists can be thought of a 'level of pricing'.
  • There can be multiple price lists in a single environment
  • Each product must have the same level of pricing
  • Each product might have different levels of pricing.
Which one of the following statements is TRUE abbout price lists? Select all that apply.

Knowledge Test #18

  • Base Unit
  • Item Group
  • Unit Group
  • Primary Unit
What defines the various measurements in which a product is available or packaged?

Knowledge Test #19

  • Tailored lists are used for special offers. Discount lists are used according to the volume of products purchased.
  • Discount lists are used for special offers. Tailored lists are used according to the volume of products purchased.
What is the difference between tailored lists and discount lists?

Knowledge Test #20

  • Closed the order
  • Activate the order
  • Ship the order
  • Fulfill the order
In Microsoft Dynamics CRM once an order is placed, what is the next step in the sales order process?

Knowledge Test #21

  • There needs to separate price lists for each currency
  • There does not need to be separate price lists for each currency.
  • Having multiple currencies affects quotes, products and invoices.
  • Having multiple currencies affects quotes, orders and invoices.
Microsoft Dynamics CRM allows multiple currencies within an environment. Which of the following statements are TRUE about currencies in Microsoft Dynamics CRM?

Knowledge Test #22

  • Active
  • Draft
  • Initial
  • Update
What status must a quotes have for changes to be made?

Knowledge Test #23

  • Edit the quote
  • Print quote for customer
  • Create an order
  • Add a discount
Which of the following actions can you perform on ACTIVE quotes? Select all that apply.

Knowledge Test #24

  • Quote, Opportunity, Order, Invoice
  • Quote, Invoice, Opportunity, Order
  • Opportunity, Quote, Order, Invoice
  • Opportunity, Invoice, Quote, Order
Which of the following ìs the correct linear order for the sales process?

Knowledge Test #25

  • Every goal record is based on an underlying goal metric record with a metric type of either "amount" or "count"
  • A Goal Metric record specifies the record type a goal is defined for and the status values that roll up to in-progress and actual values
  • A Goal Metric record specifies the record type a goal is for, as well as its owner and time period.
  • In-progress and Actual values are calculated fields that must be manually recalculated to reflect changes in the underlying data
Which of the following statements are TRUE regarding Microsoft Dynamics CRM goals and goal metrics? Select all that apply.

Knowledge Test #26

  • Fiscal Period
  • Goals
  • Rollup Query
  • Target Value
After goal metrics are defined, which of the following is created to contain more specific information?

Knowledge Test #27

  • Goal Date
  • Date Range
  • Fiscal Period
  • Goal Period
What is the term used to describe the time period required to create goals?

Knowledge Test #28

  • Rollup queries allows us to find a more distinct subset of data.
  • Rollup queries only allow us to roll up from parent goals
  • Rollup queries do not allow us to roll up record sets.
  • Rollup queries allow us to roll up record sets
Which of the following statements are TRUE about rollup queries? Select all that apply.

Knowledge Test #29

  • A goal can have multiple child goals
  • Parent goals are a combination of child goals
  • If you delete a parent goal, the child goals is deleted
  • All goals must be based within the same time period
Which of the following statements are TRUE about the Parent/Child goals? Select all that apply.

Knowledge Test #30

  • Web Resources
  • Advanced Find Views
  • Others Dashboards
  • Charts
Which of the following components are not available to add to a dashboard directly through the Microsoft Dynamics CRM interface?

Knowledge Test #31

  • Uses queries for the user to filter data and provide results
  • Allows a user to edit the columns to be displayed
  • Allows a user to return multiple entity types within one search
  • Allows a user to export an Advanced Find search
Which of the following actions are available through Advanced Find? Select all that apply.

Knowledge Test #32

  • Dynamic Worksheet
  • Dynamics Pivot Table
  • Static Export
  • Excel Online
When it comes to exporting data to Excel, which format creates a simple spreadsheet containing a connection to the Microsoft Dynamics CRM database and automatically refreshes the data?

Knowledge Test #33

  • Users do not have the ability to drill down into charts and filter results
  • There are two types of charts: personal and system
  • There are three types of charts: personal, system and custom
  • System charts are visible to all users within the organization
Which of the following statements are TRUE about charts? Select all that apply.

Knowledge Test #34

  • Provides the ability to use these dashboards directly from Microsoft Dynamics CRM
  • Provides the ability to connect with Microsoft OneNote
  • Provides the ability to create reports directly from the PowerBI dashboard
  • Provides the ability to import data from Microsoft Word documents.
What do PowerBI dasboards have the ability to do?