MB6-285 - Microsoft Business Solutions - Axapta 3.0 Sales and Marketing
Go back to Microsoft
You wish to get a graphical overview of the financial performance of a group of employees in a sales unit. What do you do?
Select order vs. target in the Category sales and quotations and select the sales unit in the Management statistics form
Quotation documents can be transferred to a project if you:
Select the Transfer documents to project check box in the Convert to project form
In order to track income and expenses on a telemarketing sales promotion:
You create a campaign with an attached project and crate a call list based on your targets
What is the main purpose of the Campaign module?
To gather information on activities, business relations and financial data in one framework
A sales manager wants to analyze the activities spent on different segments of the customer base based on the ABC classification in the Business relations form:
This is done through the Activity analysis report
Which of the following fields require an entry in order to create a business relation?
A sales order created in the Sales order form should have been attached to a campaign. How do you correct this?
You select the campaign on the General tab in the Sales order form
You wish to view your own and a colleague's activities in the Workbook simultaneously:
You can use the standard filter function or the CRM filter
I have imported a series of leads and identified a series of these as possible customers (prospects). How do I differentiate these from the remaining leads?
I change the type from Lead to Prospect
I am interested in broadcasting my campaign through several different media. How do I describe the different workflows for each media?
Enter the different media on the Media tab in the Campaigns form
How can you generate a mailing to all your contact persons?
Use the function Generate mailings
How do you enter the reason why you either won or lost a given quotation?
Enter the information in the field Reason won/lost on the Details tab of the Quotations form
What happens when you synchronize with MS Outlook?
All appointments and tasks will be synchronized between Axapta and MS Outlook
To send a document from Axapta's document handling to an Axapta e-mail group you:
Click the E-mail group button in Axapta
Quotations can be created for:
Customers and prospects
As the main contact responsible for a given business relationship, how can you assure that you are assigned the appropriate telemarketing call?
You enter the form Call distribution and distribute by main contact on business relations
You perform an outgoing telephone call using the TAPI interface to a business relation. In order to register this call you:
Take no further action; the phone call is registered automatically when you click the Phone icon in the contact information of the Contact person or Business relation
A quotation changes status to a sales order when:
The quotation is converted to a sales order
All mailings sent to a specific business relation can be viewed from:
The Business relations form by clicking the Mailings button
What must be done every time you enter a quotation line on the Enterprise Portal
Click Add item
Where can you get an overview of all activities on a single business relation?
Open the Business relations form, select a business relation, and click the Activities button
Open the Activities form, right-click on the Business account field of the desired business relation, and choose Filter
I create a series of quotations for a single customer and I know that only one quotation will be accepted. How do I make sure that only one of the quotations is used in my statistical tools?
I enter the remaining quotations on the Competition tab in the Quotation form
You wish to send a quotation to all customers who have not purchased anything for a given period. How do you find these customers?
Enter the Campaign form and create a campaign using Select campaign targets
During a Telemarketing survey one of your colleagues fails to finish their assigned calls. What can you do?
Enter your colleague's view in the Telemarketing form and change the responsible employee on the remaining calls
How do you synchronize modified information on a contact person from MS Outlook to Axapta?
Open the menu item Periodic, MS Outlook synchronization, Synchronize contact persons from Outlook
When a contact person leaves one of your customers:
Mark the contact person as inactive
How can you view total invoiced amount on a customer for a specific time interval?
Open Management statistics, Business relation category, select the Specific Customer radio button, and select the respective customer
To save a copy of e-mails sent from Axapta you:
Activate Save copy of sent e-mails on the Employee option form
How can you preview a Word document in the Documents form?
Click the Preview button
How do you synchronize a contact person created in MS Outlook into Axapta CRM?
Enter the company, business account and contact person ID in the MS Outlook memo field and select the function Synchronize contact persons in Axapta
After having created a customer in the Customer form, who will be assigned as a main contact in the Business relations table?
The current user is assigned
Using the TAPI interface you receive a telephone call. How do you register this in the CRM module?
The phone call is registered automatically
You are planning your schedule for next week. How do you view all of your appointments for next week at one time?
View the appointments in the Workbook form, Week plan tab
If you wish to create a sales order through the CRM module, you:
Use the function Convert to sales order on an existing quotation
A mailing is:
A contact to a group of contact persons using any form of communication
You want to create a customer in the Business relations form
You have to create a prospect and convert it into a customer
You have accepted an ongoing trade agreement with a prospect. Where do you setup the agreement?
You convert the prospect to a customer and attach the trade agreement on the customer
How do you create a group Internet hyperlinks (URLs) to an internal document in the Encyclopedia?
You attach the URLs to the document with the document as a parent
To include quotations in Master planning the following information must be entered:
To enter attendees to an appointment you:
Use the field Attendees in the Activities form, General tab
Create the appointment in Microsoft Outlook, list the attendees on the appointment, and then execute the All Activities option under CRM, Periodic, MS Outlook synchronization
The Drop icon is used to:
Drop files from outside Axapta
Your customer wants a quotation and asks you to reserve the items. What must be done?
Convert to a sales order in order to reserve the items
What do you do when you delegate responsibilities for contact persons connected to a campaign?
You make different employees responsible for receiving response from the campaign targets
How would you describe the Encyclopedia?
A company wide information repository
How can an estimated delivery date on a quotation be specified?
By executing the net requirements calculation
How do you invite a colleague to help you in an activity of type Task?
Create several individual tasks with different responsible persons
How do you attach a new quotation to a project?
Enter Project, click CRM quotation, and create a new quotation
Create a quotation in the Quotation form and select Functions, Convert to project
You have received a text file containing a range of possible leads which you wish to import into the Business relations form, it also contains several contact persons for each lead:
You create a number of record groups and enter each contact person with a different record group in the File format definition
How can you make sure that your employees in your call center follow a consistent questioning technique?
Create a Questionnaire and attach it to the call list
What is the first action required to include quotations in master planning?
On the Master plan parameter the Include CRM quotations check box must be marked