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Question 15/48
You create an Advanced Find that displays all of the open opportunities containing a specific line item.
You need to edit some of the records returned from the Advanced Find by using immersive Excel.
What should you do first?
You need to edit some of the records returned from the Advanced Find by using immersive Excel.
What should you do first?
Correct Answer: C
Explanation/Reference:
Explanation
With immersive Excel you bring in Excel capabilities into CRM: Users can do all the major features expected on excel (e.g.: filters, pivot tables, charts, etc.), as they did before on real-time data, but now without leaving CRM web interface and having to export views as excel files.
Always start Immersive Excel from a full CRM view: If Advanced Find is used to get the date to bulk update, save as a view first.
References: https://community.dynamics.com/crm/b/mscrmdaily/archive/2015/04/18/2015-update-1- immersive-excel
Explanation
With immersive Excel you bring in Excel capabilities into CRM: Users can do all the major features expected on excel (e.g.: filters, pivot tables, charts, etc.), as they did before on real-time data, but now without leaving CRM web interface and having to export views as excel files.
Always start Immersive Excel from a full CRM view: If Advanced Find is used to get the date to bulk update, save as a view first.
References: https://community.dynamics.com/crm/b/mscrmdaily/archive/2015/04/18/2015-update-1- immersive-excel
- Question List (48q)
- Question 1: You have an existing customer named Customer1. You have a ne...
- Question 2: You have an opportunity that has three open activities. The ...
- Question 3: You have a quote named Quote1 that was activated and present...
- Question 4: You have an open opportunity record. When you attempt to inc...
- Question 5: You need to create a goal that will show the previous seven ...
- Question 6: You create a new mailbox record for a user. You define the s...
- Question 7: Your company plans to deploy Dynamics CRM. In the previous s...
- Question 8: You plan to export sales data that will be used in the annua...
- Question 9: You have a Dynamics CRM organization that has more than 200 ...
- Question 10: You have a quote named Quote1 that is sent to a customer. Th...
- Question 11: You have a Dynamics CRM organization that uses server-side s...
- Question 12: Your company purchases a mailing list of purchasing managers...
- Question 13: You have a Dynamics CRM organization. You have account recor...
- Question 14: Your company employs consultants who bill customers for thei...
- Question 15: You create an Advanced Find that displays all of the open op...
- Question 16: Your Dynamics CRM organization uses Microsoft Yammer. You pl...
- Question 17: You have an opportunity in Dynamics CRM. A coworker requests...
- Question 18: Your company uses Dynamics CRM Online. You need to provide D...
- Question 19: You work for a company named Fabrikam, Inc. Fabrikam is acqu...
- Question 20: You have a Dynamics CRM organization that has 50 000 contact...
- Question 21: For a customer, an invoice named Inv1 is created automatical...
- Question 22: You have a Dynamics CRM organization that users Microsoft On...
- Question 23: The base currency for your Dynamics CRM organization is US d...
- Question 24: You work for a hotel chain. You integrate Dynamics CRM and M...
- Question 25: You open the My Open Opportunities view. You need to export ...
- Question 26: You have a Dynamics CRM organization that uses Microsoft Sha...
- Question 27: You have a Dynamics CRM organization that uses Microsoft Soc...
- Question 28: You call a potential customer to discuss one of your company...
- Question 29: You have 20 sales representatives who each has a monthly goa...
- Question 30: You create a personal view. You need to ensure that both you...
- Question 31: Your company has a Dynamics CRM organization. The company pl...
- Question 32: You recently visited a trade show and you interacted with ma...
- Question 33: You have two opportunities named Opp1 and Opp2 that were cre...
- Question 34: You need to create a quarterly goal to measure completed pho...
- Question 35: You have a Dynamics CRM organization that has several curren...
- Question 36: Your company wants to capture Dynamics CRM-related notes in ...
- Question 37: Your manager needs to view a collection of data records and ...
- Question 38: You have a lead that has an open phone call activity. You qu...
- Question 39: You qualify a lead for a business account. After several con...
- Question 40: Your company uses seminars and trade shows as its two primar...
- Question 41: Your company wants to integrate the Microsoft Yammer enterpr...
- Question 42: Your product line is expanding rapidly and your sales repres...
- Question 43: You have a recalled product that should no longer be sold. Y...
- Question 44: You are viewing the My Open Opportunities view. You need to ...
- Question 45: Your marketing team is promoting a sale that they will annou...
- Question 46: You need to identify which type of object can be associated ...
- Question 47: You have a Dynamics CRM organization that uses folder tracki...
- Question 48: You are reviewing the sales pipeline of your Dynamics CRM or...
