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Microsoft Dynamics CRM 2011 Applications Sample Questions:

1. In Microsoft Dynamics CRM 2011, you need to create an account, a contact, and an opportunity from a
lead.
What should you do?

A) Qualify the lead and convert it to an account and a contact. Create the opportunity with the values of the lead, and then attach it to the account.
B) Create the account, the contact, and the opportunity with the values of the lead. Then attach the contact and the opportunity to the account.
C) Qualify the lead and convert it to an account, a contact, and an opportunity.
D) Qualify the lead and convert it to an account. Create the contact and the opportunity with the values of the lead, and then attach them to the account.

2. You are creating a personal dashboard in Microsoft Dynamics CRM 2011. Which of the following components can you include on the dashboard?

A) only charts
B) charts and reports
C) charts and lists
D) only reports

3. In Microsoft Dynamics CRM 2011, which fields are required to create a service activity? (Choose all that apply.)

A) Subject
B) Resources
C) Customers
D) Start Time
E) Service

4. A company uses Microsoft Dynamics CRM 2011 and an enterprise resource planning (ERP) system.
Your user account is a member of the System Administrator role. You create a web resource that displays
data from the ERP system.
You need to configure the sales activity dashboard to incorporate the web resource and ensure that the
dashboard can be viewed by all Microsoft Dynamics CRM users.
Which of the following actions would achieve the goal?
(Choose all that apply.)

A) Create a new system dashboard.
B) Customize a copy of the sales activity dashboard.
C) Edit the existing sales activity dashboard.
D) Create and share a new personal dashboard.

5. A customer calls in response to a phone call he received about a current campaign. You need to ensure that the call is captured as a campaign response. What are possible ways to achieve this goal? (Choose all that apply.)

A) Create a new campaign response activity. On the response form, select the referenced campaign and the Phone channel.
B) In the Phone Call activity for the referenced campaign, select Promote to Response.
C) From the Phone Calls Created view of the referenced campaign activity, assign the phone call to a queue.
D) Create a new Phone Call activity, and set the Regarding field to the referenced campaign. Then select Promote to Response.

Solutions: