Microsoft Dynamics 365 Sales Quiz Questions and Answers

Which data source is used within the context of CRM?

Answer :
  • Sql Server

What can you perform as part of the solution?

Answer :
  • All of the above

A company needs visibility into the frequency, number, and types of calls they receive at their customer support center. You need to recommend a solution for the company. What should you recommend?

Answer :
  • Customer Service Insights

You are a sales manager who has a large sales team. You want to track when you lose sales to your competitors. Which activity allows you to track your competitors about a lost opportunity?

Answer :
  • Resolution activities

With which type of database can Relationship Assistant integrate for salespeople to better manage their business relationships?

Answer :
  • Exchange

You need to identify the default sales business process flow. What should you identify?

Answer :
  • Qualify, develop, propose, close

You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?

Answer :
  • Microsoft Power BI

One of your top-selling products is now available in multiple colors. What should you do to make the color choices available to sales representatives for use in quotes and orders?

Answer :
  • Add a property option set item

You have just created a goal for a salesperson that will track the total revenue generated by their opportunities for the year. Which field would likely be used for tracking the data considered in progress?

Answer :
  • Est. Revenue

You are a sales professional for an insurance company. You have been working with a potential customer identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement. How should you now modify the status of the designated Opportunity record?

Answer :
  • Close the opportunity as Won