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Microsoft Dynamics CRM 2011 Applications Sample Questions:

1. A lead stored in Microsoft Dynamics CRM 2011 does not want to purchase any products.
You need to disqualify the lead and remove it from the list of open leads.
What should you do?

A) Change the status of the lead to No Longer Interested.
B) Convert the lead to an opportunity with a rating of Cold.
C) Convert the lead to a contact and then deactivate the contact record.
D) Change the rating of the lead to Cold.

2. In Microsoft Dynamics CRM 2011, which of the following actions can be taken on a resolved case?

A) adding activities
B) creating notes
C) assigning a different contract to the case
D) assigning a new owner

3. You receive an email message from a prospective customer who references a promotion code from a letter
that you sent to an existing customer.
You need to capture a campaign response in Microsoft Dynamics CRM 2011.
What should you do?

A) Create a manual campaign response and indicate that it was received from the prospective customer. Then convert the campaign response to a new lead.
B) Create a manual campaign response and indicate that it was received from the existing customer. Then convert the campaign response to an opportunity.
C) Create a new lead, and then convert the lead to an account, a contact, and an opportunity.
D) Promote the email message to a campaign response, and then convert the campaign response to a new lead.

4. 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) In the Report Wizard, create a report with a Primary Record Type of Invoices. Then export the report to Excel.
B) Create an Invoice View and filter the view to display active invoices. Then export the view 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) Open the Account Summary report of the customer, and then export the report to Excel.

5. In Microsoft Dynamics CRM 2011, you need to create a dynamic marketing list.
Which of the following entities can you select as the member type?
(Choose all that apply.)

A) Account
B) Organization
C) Contact
D) Lead
E) Parent

Solutions: