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Microsoft Dynamics CRM 2011 Applications Sample Questions:
1. You need to create an opportunity with a product that does not currently exist in the product catalog.
What should you do?
(Choose all that apply.)
A) Add a new product to the opportunity.
B) Add a product to the product catalog, and add the new product to the opportunity.
C) Add a Write-In Product to the opportunity.
D) Add a Write-In Product to the product catalog, and add the new Write-In Product to the opportunity.
2. In Microsoft Dynamics CRM 2011, you need to display all opportunities and account names of your
accounts and a sum of the revenue of the opportunities.
What should you do?
A) Create an opportunity view that displays the revenue of the opportunities and the account name.
B) Create an account view that displays the account name and the revenue of the opportunities of the accounts.
C) In the Report Wizard, create a report with a primary record type of Accounts and a related record type of Opportunities (Potential Customer). Display the account name and the revenue of the opportunities.
D) In the Report Wizard, create a report with a primary record type of Opportunities and a related record type of Accounts (Potential Customer). Display the revenue of the opportunities and the account name.
3. You need to export a list of only active invoices for a specific customer from Microsoft Dynamics CRM 2011
to Microsoft Office Excel.
What should you do?
A) Open the Account Summary report of the customer, and then export the report to Excel.
B) In the Report Wizard, create a report with a Primary Record Type of Invoices. Then export the report to Excel.
C) Open the Invoice Associated View of the customer and filter the view to display active invoices. Then export the view to Excel.
D) Create an Invoice View and filter the view to display active invoices. Then export the view to Excel.
4. You receive an email message from a potential customer.
You need to track the potential customer as a new lead in Microsoft Dynamics CRM 2011.
What should you do?
A) Create a new lead from the Regarding lookup of the email message.
B) Convert the email message into a lead.
C) Create a new lead, attach the email message to the lead, and then save the lead.
D) Create a new lead and set a connection to the email message.
5. In Microsoft Dynamics CRM 2011, which of the following fields is part of a goal metric?
A) the fiscal period
B) the target value
C) the record type
D) the goal owner
Solutions:
| Question # 1 Answer: B,C | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: C |


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