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Updated: Jul 13, 2026
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1. In Microsoft Dynamics CRM 2011, you need to create a new quote for a customer.
The new quote is for products that are used in an existing opportunity for a different customer.
What should you do?
A) Create the new quote directly from the existing opportunity.
B) Create the new quote and get the products from the existing opportunity.
C) Create the new quote and relate the existing opportunity.
D) Copy the existing opportunity and create the new quote directly from the new opportunity.
2. A company uses Microsoft Dynamics CRM 2011.
Client computers run Microsoft Dynamics CRM 2011 for Microsoft Office Outlook.
Which of the following statements about conditional formatting in Microsoft Dynamics CRM for Outlook are
true?
(Choose all that apply.)
A) Conditional formatting is available only on client computers that are running Outlook 2010.
B) With the appropriate rights, conditional formatting can be applied to system views.
C) Views that include conditional formatting can be shared.
D) Microsoft Dynamics CRM fields are available to the conditional formatting tool as user-defined fields in the Filter dialog box.
3. In Microsoft Dynamics CRM 2011, which of the folowing types of activities can you distribute? (Choose all that apply.)
A) email campaign activities
B) other campaign activities
C) phone campaign activities
D) planning activities
4. You install and configure Microsoft Dynamics CRM Online 2011 for Microsoft Office Outlook on a client
computer.
Which of the following Outlook features are available when using Microsoft Dynamics CRM Online for
Outlook?
(Choose all that apply.)
A) 15-minute reminders for service activities
B) attaching files before saving an email activity
C) moving records by dragging and dropping
D) email signatures
5. 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 rating of the lead to Cold.
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 status of the lead to No Longer Interested.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B,C,D | Question # 3 Answer: A,C | Question # 4 Answer: A,D | Question # 5 Answer: D |
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