You need to create a quarterly goal to measure completed phone calls regarding open opportunities.Which three components should you use? Each correct answer presents part of the solution.
You are viewing the My Open Opportunities view.You need to update the Rating field for all of the records that have the field set to Warm. Also, you must delete all of the values in the Probability field for all of the records.What are two possible ways to edit the data? Each correct answer presents a complete solution.
You have a Dynamics CRM organization that uses folder tracking.You have a folder named Customer1 that is currently being tracked. Customer1 contains a folder for the main contact named Contact1.A new email message from Contact1 is delivered to your Inbox.You need to identify what will occur when you move the message to the Customer1 folder.What should you identify?
Your company wants to capture Dynamics CRM-related notes in Microsoft OneNote.You need to configure integration between OneNote and CRM.What should you configure before you can configure OneNote integration?
Your company wants to integrate the Microsoft Yammer enterprise subscription and the Dynamics CRM organization.The managers at the company are concerned about potential data from CRM being visible to users who do not have a CRM account. They want to limit which users can see posts in CRM.In Yammer, you create a private group named CRM Posts, and you connect CRM to the CRM Posts group.Users report that they fail to see posts in Yammer that are created in CRM.You need to identify what prevents the users from seeing the posts.What should you identify?
You create a personal view.You need to ensure that both you and a coworker can use the view.What are two possible ways to achieve the goal? Each correct answer presents a complete solution.