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You need to update the status of a service activity to show that it is ready for billing.
Which status value should you use?
B. On Hold
You need to schedule a resource for a service during a business closure.
Which statement is true?
A. You cannot schedule resources for a service during a business closure.
B. You can schedule the resource if the start date is before the business closure period, or the schedule end date and time is after the business closure period.
C. You can schedule the resource if the resource is a user who is also the owner of the service.
D. You can schedule the resource if the Do not observe option for the resource is selected.
You create views by using the Advanced Find feature.
A group of users often asks for access to these views.
You need to ensure that other users can see current data from the views that you create.
Which two actions will achieve the goal? Each answer presents a complete solution.(Choose TWO)
A. Export dynamic worksheets of the views and then send the worksheets to the other users by using email.
B. Provide a warning so that when users share the views, they share the underlying records also.
C. Create a team and then share the views with the team.
D. Export static worksheets of the views and then send the worksheets to the other users by using email.
E. Advise an IT administrator to make the views available to other users.
Which two security roles have permissions to create a new system dashboard?(Choose TWO)
B. System Administrator
C. System Customizer
D. Sales Manager
E. Marketing Professional
You view a Case Summary Table report in the Microsoft Dynamics CRM report viewer tool. Which action is available in the report viewer tool?
A. Export the report to Microsoft Outlook.
B. Assign Microsoft Dynamics CRM records to other users.
C. Close open cases.
D. Save the report to Microsoft Excel.
Which records are included in the Sales Pipeline report by default?
A. Leads with a status of Open
B. Leads with a status of Closed
C. Opportunities with a status of Closed
D. Opportunities with a status of Open
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
You have a sales goal for a salesperson that includes all of the salesperson’s opportunities for the current fiscal year.
You need to modify the sales goal to include opportunities only in a particular city for the upcoming six-month period.
How should you modify the goal?
A. Create a rollup query that filters the customer list based on the customer’s city and the new timeframe. Associate this rollup query with the Goal record.
B. Create a rollup query that filters the customer list based on the customer’s city. Associate this rollup query with the Goal record. Change the time period for the Goal record.
C. Update the Rollup field on the Goal record.
D. Deactivate the existing Goal record and then create a new Goal record. Create a new goal metric with the filter for the customer’s city and the new timeframe. Then, change the Goal Metric field on the Goal record to the new goal metric.
E. Create a new goal metric with the filter for the customer’s city and the new timeframe. Then, change the Goal Metric field on the Goal record to the new goal metric
Which entity includes access to system charts by default?
When you place an order, what value is the status of the Quote set to?
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