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Microsoft Dynamics CRM (Archived)

Dynamic CRM Dashboard

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Posted on by Microsoft Employee

Hi,

Can anyone help me on this ? Dummy Questions.

You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related.

What should you do?

A. Include the same note in all four opportunities.

B. Apply a custom connection role.

C. Include all four opportunities in one goal.

D. Send one email message to which each customer is copied.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic CRM Dashboard

    Hi Yashavant

    Check out Tenfold if you want improved data analytics on calls and sales performance. Tenfold is a CTI solution that automatically logs calls to CRMs, so you get accurate data in real time. Our dashboard can also be customized to show a leaderboard, average response time, and other important metrics. They support MS Dynamics integration. Our upcoming product, Tenfold NEXT, will improve on this function and sales call queues. Request for a free demo or a free trial here: www.tenfold.com/.../dynamics

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at
    RE: Dynamic CRM Dashboard

    B

    With a Same Street connection role (because we need to relate within)

  • Suggested answer
    Nick Plourde Profile Picture
    Nick Plourde on at
    RE: Dynamic CRM Dashboard

    A. You can't create a note and link it to all four opportunities.

    B. Connections roles are nice. They connect to anything! Products, Opportunities, Contacts, Puppies, Grandma...

    C. Goal are not made for that. They exist to monitor sales are setup goals for vendors.

    D. You can but you should have everyone shown in the from.

    I'd go with B or D. B makes more sense. But of course those questions are badly formulated. As Prashant showed, it's D.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Dynamic CRM Dashboard

    cdn-media1.teachertube.com/.../31863.pdf

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