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You create a personal dashboard that tracks important sales information. Your manager wants all of the users in the company to use the dashboard.
You need to recommend a method to make the dashboard available to all of the users. The solution must minimize effort. What should you recommend?
A. Export the definitions of the dashboard components, and then import the components.
B. Ask an administrator to recreate the dashboard as a system dashboard.
C. Ask an administrator to share the dashboard with all of the users.
D. Edit the properties of the dashboard, and then assign the dashboard.
You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team’s wins and losses. You create a new goal and you discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis. What should you do?
A. Create the goals by using quarters. Create a report by using a system view.
B. Create the goals by using quarters. Create a personal view that uses a filter.
C. Change the System Settings for the goal.
D. Change the Fiscal Year Settings.
You have a Dynamic CRM organization that has more than 700 active goals.
At the end of each year, your company reevaluates each goal.
You need to identify which value of the goals must be configured manually.
Which value should you identity?
C. Rollup Query – Actual
E. Rollup Query – In Process
You need to create a goal that will show the previous seven days of activity.
Which two actions should you perform? Each correct answer presents part of the solution.
A. close the goal after seven days.
B. Add a filter
C. Set the Goal period as a Custom Period.
D. Add a rollup field.
E. Add a rollup query.
You work for a company named » Fabrikam, Inc.
Fabrikam is acquired by a company named Contoso, Ltd. Both companies have different fiscal year ends.
The sales team at Fabrikam will be required to use a new fiscal year end at the end of the current quarter.
The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Settings immediately.
You need to ensure that reports on if>.- goals use the Fabrikam year and until the end of the quartet
What should you do?
A. Run the Align with Fiscal Period action immediately.
B. Recalculate the goals.
C. Run the Align w.th Fiscal Period action after the quarter ends.
D. Create new goals for the old fiscal period.
You have Dynamics CRM organization that has 50,000 contacts in regions around the world.
Your job is to review the records of the contacts from three regions. The contacts in the three regions are managed by different account managers. You work with only one of the regions per day, updating the address information of the contacts in that region.
You need to view only the contacts from a specific region.
What should you do?
A. Follow the contact records.
B. Add access teams.
C. Create a dashboard.
D. Create personal views.
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