Manage Sales Data and Interactions in Outlook MB-280 Practice Questions (Page 3)

Questions 11–15

1. 11expert · medium

   A support agent receives an email from a customer that is not in Dynamics 365. The agent wants to track the email and also send a response with a knowledge article. However, the agent is unsure whether to create a contact or an account first. What should the agent do?

   • ACreate a contact from the email, then track the email and reply with the knowledge article.
   • BCreate an account from the email, then track the email and reply with the knowledge article.
   • CReply with the knowledge article first, then create a contact from the sent email.
   • DTrack the email without creating a record, then reply with the knowledge article.
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2. 12expert · medium

   A sales rep wants to include a sales literature document in an email, but the document is stored in SharePoint and is not in the Dynamics 365 sales literature library. The rep wants to ensure the email is tracked and the document is available to the customer. What should the rep do?

   • AUpload the document to the sales literature library in Dynamics 365, then attach it from there.
   • BAttach the document directly from SharePoint using the Dynamics 365 App for Outlook.
   • CCopy the document content into the email body and attach a local copy.
   • DSend the email with a link to the SharePoint document and track the email.
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4. 13expert · hard

   A salesperson is composing an email to a customer and wants to include sales literature and use an email template. The email must be tracked to the opportunity. The salesperson notices that when they apply the template, the sales literature attachment is removed. What should the salesperson do to ensure both the template and the sales literature are included and the email is tracked?

   • AApply the template first, then insert the sales literature, and then track the email.
   • BTrack the email first, then apply the template and insert the sales literature.
   • CInsert the sales literature first, then apply the template, and then track the email.
   • DSend the email without tracking, then manually attach the sales literature to the opportunity.
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5. 14application · medium

   A salesperson wants to create a new opportunity from an email and automatically link the email to the opportunity. The salesperson also wants to customize the Dynamics 365 App for Outlook to make this process faster. What should the salesperson do?

   • AUse a quick create to create the opportunity, then copy the email link into the opportunity notes.
   • BUse the 'Create' button to create an opportunity, then track the email to it.
   • CCreate the opportunity in Dynamics 365 web, then forward the email to the opportunity's timeline.
   • DAsk an administrator to add a custom button that creates an opportunity and tracks the email in one click.
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6. 15foundation · easy

   A salesperson receives an email from a new prospect and wants to create a lead record directly from that email in Outlook. Which button in the Dynamics 365 App for Outlook should they use?

   • AQuick Create
   • BTrack
   • CSet Regarding
   • DNew Activity
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