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Microsoft MB2-632 Exam - Cheat-Test.com

Free MB2-632 Sample Questions:

1. You are a marketing manager and discover that not all of your telemarketers call leads to verify contact details such as the postal address. You want to remind your telemarketers do this before the lead is included in any campaign activity. What is the most efficient way to do this?
A.Ask your administrator to only allow a small group of telemarketers who are trusted to generate follow up calls for all the leads they enter.
B.Set up an automated workflow that generates a follow up call for each new lead, and assign the call to a queue. Instruct the telemarketers to make the calls in the queue.
C.Set up an automated workflow to generate an email informing you when a new lead is created so you can generate a follow up activity.
D.Create a view using advanced find to identify any new leads generated which do not have any activities associated with them. Generate follow up calls for these leads. WArialTahomaZX
Answer: B

2. Which of the following are features of a quick campaign?
Choose the 2 that apply.
A.A particular quick campaign can target both accounts and contacts.
B.Campaign costs can be tracked.
C.Campaign responses can be tracked.
D.A quick campaign can have one campaign activity. WArialTahomaZX
Answer: C, D

3. You are a Sales Representative working in Microsoft Dynamics CRM Outlook with offline access. You want to recording the details of an opportunity and have opened an account to view the information and need to know if the account is active. What is the most efficient way to locate this information?
A.Click on the Administration tab and check the status field.
B.Use the Status Bar at the bottom of the form to view the status of the record.
C.Use the Form Assistant at the right side of the entity to view the status.
D.Use the Inactive Accounts view to see if the account is present. WArialTahomaZX
Answer: B

4. You are a sales manager and use mail merge to send letters to contacts. You have created a personal email template for these contacts. The marketing manager sees your email template and would like to use it for sending letters to accounts. What is the best way to achieve this?
A.Share the template with the marketing manager.
B.Edit the template and select Make available to organization.
C.Change the template type from Contact to Global.
D.Show the marketing manager how to create an email template. WArialTahomaZX
Answer: D

5. You are using the Microsoft Dynamics CRM Client for Office Outlook which has just been installed by your administrator. You want to record the details of a new business contact in Outlook and also in CRM. How can you achieve this?
Choose the 2 that apply.
A.Select New Contact from the Microsoft Dynamics CRM toolbar and enter the details of the new Contact.
B.Select New Contact from the Microsoft Dynamics CRM toolbar and enter the details of the new Contact and click Track in CRM.
C.Select File, New, Contact from the Outlook Menu and enter the details of the new Contact, and click Track in CRM.
D.Select File, New, Contact from the Outlook Menu and enter the details of the new Contact. WArialTahomaZX
Answer: A, C

6. You use the Microsoft Dynamics CRM Client for Office Outlook. In the CRM Workplace, your activity list shows five phone calls and six appointments. You go to Outlook to view these activities. How do these appear in Outlook?
A.In your calendar you see the appointments and phone calls synchronized from CRM.
B.In your calendar you see the appointments synchronized from CRM. Your phone calls do not appear in Outlook.
C.In your calendar you see none of these items but the phone calls and appointments appear as tasks in Outlook.
D.In your calendar you see the appointments from CRM and in your task list you see the phone calls listed as tasks from CRM. WArialTahomaZX
Answer: D

7. You are a support engineer for an international manufacturing company. You receive an email from a client entitled Malfunction with productID ABC123, but the body of the email does not provide any more information about the problem. You know the client exists in Microsoft Dynamics CRM. What is the most efficient way to record this as a case for this client?
A.Select the Email. Click Track in CRM and then click Set regarding. In the Look for drop-down select Case and then select New. Record the details of the case.
B.Open the Email. Click Track in CRM and then click View in CRM. In the CRM form for the e-mail, create a case from the actions menu.
C.Select the Email. Click Track in CRM and then click Set regarding. In the Look for records window, select New and record the details of the case.
D.Open the Email. Click Track in CRM and then click Regarding. In the Look for drop-down select Case and then select New. Record the details of the case. WArialTahomaZX
Answer: B

8. Your company has just started trading internationally, and the Head of Sales at your company has asked you to produce a list of Opportunities, showing the estimated revenue in both the transaction currency and the base currency, and also the exchange rate. None of the existing Opportunities views include all the fields you need. How can you produce the data and make it available to the Head of Sales as quickly as possible?
Choose the 2 that apply.
A.Export to Excel and choose 'Static worksheet with records from this page'. Select the columns you need in the report.
B.Export to Excel and choose 'Dynamic worksheet'. Select the columns you need in the report.
C.Export to Excel and choose 'Dynamic PivotTable. Select the columns you need in the report.
D.Use advanced find to generate a view with the correct fields. Save the resulting view and share it. WArialTahomaZX
Answer: B, D

9. The Sales Director has asked you to use Microsoft Dynamics CRM to produce a list of accounts with outstanding opportunities. He would like to see the Account name, Account Sales territory, Opportunity topic and Opportunity estimated revenue. How can you achieve this?
Choose the 2 that apply.
A.Create an Advanced Find on Accounts. Select the columns you need. Save the Advanced Find.
B.Create an Advanced Find on Opportunities. Select the columns you need. Save the Advanced Find.
C.Create a report. Use Account as the primary entity.
D.Create a report. Use Opportunity as the primary entity. WArialTahomaZX
Answer: B, C

10. You have an opportunity with a customer to sell a range of products. The customer has an account record in the Microsoft Dynamics CRM database and has informed you they have hired a consultant to help them decide whether to buy the products from your company. You want to add this consultant to the Microsoft Dynamics CRM system, and record that he is advising your customer on this purchase. What should you do?
A.Create a new account for the consultant. Make the new account a sub-account of each customers account.
B.Add the consultant as a new contact under each customers account.
C.Create a new contact for the consultant. Create a relationship role called Consultant that enables a contact to be linked to an opportunity. In each opportunity, add a new relationship to the consultant contact using the Consultant relationship role.
D.Create a new contact for the Consultant. Create a relationship role called Consultant that enables a contact to be linked to an account. In the account record for each customer add a new relationship to the consultant contact using the Consultant relationship role. WArialTahomaZX
Answer: C

11. Which of the following records are synchronized between Microsoft Outlook and Microsoft Dynamics CRM?
Choose the 2 that apply.
A.Contacts
B.Accounts
C.Notes
D.Tasks WArialTahomaZX
Answer: A, D

12. Your companys Microsoft Dynamics CRM installation uses British Pounds (GBP) as its default currency and you have set Euros (EUR) as your default currency. You enter an opportunity detail for a customer that transacts business in United States Dollars (USD). After you save the opportunity you notice that you forgot to change the currency to USD and it has recorded the revenue in EUR. What should you do in order to correct this error?
A.Edit the Opportunity and change the currency to USD.
B.Edit your Personal Options and under the General Tab set the default currency to USD. Re-open the Opportunity to see the changed currency.
C.Re-create the Opportunity but this time select the currency as USD. Then delete the incorrect opportunity.
D.Ask your Systems Administrator to update the currency for this opportunity. WArialTahomaZX
Answer: C

13. You are the second sales person for your company to work in Japan. You need to ensure that the default currency for any account records you create is set to Japanese Yen. What should you do?
A.Navigate to Set Personal Options and select a default currency.
B.Navigate to Set Personal Options and select a current format.
C.Navigate to Business Management and create a new currency.
D.Navigate to your User record and select a default currency. WArialTahomaZX
Answer: A

14. You are a Sales Representative working for a small software supplier. You are working with an existing Lead. The Lead has a company name of Contoso which already exists as an Account in Microsoft Dynamics CRM 4.0. The Contoso Account has open Opportunities, but these relate to the Head office in Manchester and your Lead is with a subsidiary company in Birmingham. The person in the Lead does not exist as a contact in Microsoft Dynamics CRM 4.0. You need to record an Opportunity based on the Lead. What should you do?
A.Convert the Lead to an Account, Contact and Opportunity in Microsoft Dynamics CRM 4.0. Merge the two Contoso Accounts.
B.Convert the Lead to an Opportunity and Contact and relate this Opportunity to the existing Contoso Account.
C.Deactivate the Lead. Navigate to the Account and enter a new address, enter a new Opportunity and a new Contact.
D.Convert the Lead to an Account, Contact and Opportunity in Microsoft Dynamics CRM 4.0. In the Birmingham Contoso Account, set the parent customer to be the Manchester Contoso Account. WArialTahomaZX
Answer: D

15. You are an Accountant working for a manufacturing company. You want to record the name of your contact at the energy supplier to your company in Microsoft Dynamics CRM 4.0. What is the best way to record this in Microsoft Dynamics CRM 4.0?
A.Create a contact record detailing your supplier contact and in the details tab under the description enter any details about the supplier.
B.Create an account record with a relationship type of supplier and record your supplier contact linked to the account.
C.Ask your administrator to create a new entity to record suppliers to separate them from your customers.
D.Create a sub-account record for the supplier so that these accounts are not mixed with those for customers. WArialTahomaZX
Answer: B

16. One of your customers is a hospital recorded in Microsoft Dynamics CRM 4.0 as an account record, and you have a contact record for a doctor who works at this hospital. You discover that this doctor also works one day a week at another hospital which is also a customer. You want to record this information in Microsoft Dynamics CRM 4.0. What should you do?
A.Create a relationship role called Part time employee between contact and account, and link the doctors contact record to the second hospital using the relationship role.
B.Open the second hospital record, navigate to contacts, and choose add existing contact. Select the doctors contact record.
C.Make the second hospital a sub-account of the first hospital.
D.Make the first hospital a sub-account of the second hospital. WArialTahomaZX
Answer: A

17. You are a sales manager working for a large corporation that handles investments. Sales personnel are limited to viewing only their own customer records because of the sensitive nature of the business. One of your sales team, William, is taken seriously ill. You need to allocate another salesperson, Patricia, to manage Williams accounts and opportunities while he is unwell. You will want William to manage his own accounts and opportunities when he returns to work. What should you do?
A.Select all the accounts that William owns and assign them to Patricia.
B.Select all the accounts that William owns and share them with Patricia.
C.Select all the activities that William owns and assign them to Patricia.
D.Select all the opportunities that William owns and share them with Patricia. WArialTahomaZX
Answer: B

18. You work for a training company. Your customers send sales people to you to learn presentation skills. You often ask sales people of your courses to produce a PowerPoint presentation. You need to store the PowerPoint presentations, produced by the sales people in Microsoft Dynamics CRM 4.0. How should you store these PowerPoint presentations in CRM so that your manager can review each students work?
Choose the 2 that apply.
A.Locate the Contact. Create a task. Save the task and then attach the PowerPoint presentation.
B.Locate the Account. Create a task. Save the task and then attach the PowerPoint presentation.
C.Locate the Contact. Create a task and then attach the PowerPoint presentation. Save and close the task.
D.Locate the Contact. Attach the PowerPoint presentation to it. WArialTahomaZX
Answer: A, D

19. You are a sales rep working for a small manufacturing company. The Sales Director wants to be able to record information about lost sales for analysis purposes. You have just lost a sale to a competitor. What is the best way of recording this information?
A.Close the Opportunity with a status of lost and a status reason of out-sold. Record the details of the competitor in the description.
B.Open the Opportunity select Competitors and add the business you lost the sale to. Then close the Opportunity as lost and out-sold.
C.Close the Opportunity with a status of lost and a status reason of out-sold. Use the look up competitor field to select the business you lost to.
D.Close the Opportunity as with a status of lost and a status reason of canceled. Use the look up competitor field to select the business you lost to. WArialTahomaZX
Answer: C

20. You are a sales representative of a company with a thousand different product lines. A valued customer passes on the name of a company, and a person at that company, who your customer thinks may be interested in some of your products. You need to record the details in Microsoft Dynamics CRM 4.0. How should you do this?
A.Create a new contact and create a follow up call to establish the product interest.
B.Create a new contact and create a relationship with your valued customer.
C.Create a new account and a new contact record and an opportunity record so that you can record the details of the products they are interested in.
D.Create a new lead with a follow up call to establish the product interest. WArialTahomaZX
Answer: D


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