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You are a sales professional for a medium-sized firm. You are entering information into Microsoft Dynamics you organized at a trade show.What type of record should you create for each card?
A. Prospect
B. Lead
C. Account
D. Opportunity
Answer: D
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365. A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm. You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?
A. Fabrikam, Inc. is a Primary Contact
B. Fabrikam. Inc. is a Parent account.
C. Fabrikam. Inc. is a Parent Customer.
D. Fabrikam, Inc. is a Child account.
Answer: B
You are a sales manager for your company.
In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and create actionable items to keep them focused.
Which feature of Microsoft Dynamics 365 performs these functions?
A.Auto Capture
B.Relationship Assistant
C.Email Engagement
D.Site Map Designer
Answer: A
An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.
They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?
A.Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.
B.Configure the Relationship Assistant, and check the Card Option for the Competitor Mentioned card to perform the associated action automatically instead of displaying the card.
C.In the configuration for Auto Capture, enable the option to track competitors automatically when mentioned in emails regarding an opportunity.
D.Create a workflow to scan emails for competitor names, and associate the mentioned competitor to the opportunity.
Answer: A
You are a technical support specialist for your company.
The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser.
What should you suggest to meet this sales staffs need?
A.Advise them to run the Microsoft Dynamics 365 web app on their phones.
B.Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
C.Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
D.Advise them to download the Microsoft Dynamics 365 App from their phone's store.
Answer: D
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