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Exam MB-200 topic 6 question 23 discussion

Actual exam question from Microsoft's MB-200

Question #: 23
Topic #: 6

The sales team plans to create printed materials to be handed out each month during on-site visits with clients.
The materials must include client-specific information and statistics from Dynamics 365.
You need to ensure that sales team members can create the materials.
Which technology should you implement?

A. Word template
B. marketing list
C. sales literature
D. Excel template

Show Suggested Answer

Suggested Answer: B 🗳️
References:
https://crmbook.powerobjects.com/basics/marketing/marketing-lists/

by KeithCachia at Aug. 29, 2019, 7:26 p.m.

Comments

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Sha

Highly Voted 5 years, 9 months ago

The answer is between word templates or Excel templates. Im more inclined towards word template because printing it the key requirement here.

upvoted 17 times

mgharably

5 years, 9 months ago

I guess word template is the correct answer here

upvoted 17 times

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TobyN

Highly Voted 5 years, 8 months ago

Word template guys Because Excel Template is based on Views, so you wouldn't send to customer A, info from customer B. Word Template can be generated from the entity form itself.

upvoted 10 times

ceejaybee

5 years, 7 months ago

yes, correct; had to read the question again but when I did, the choice between Word or Excel template is obvious. It has to be Word, to give the customer the printed sheet of info that relates only to them

upvoted 3 times

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fp75bo

Most Recent 4 years, 6 months ago

The materials must include "client-specific" information and statistics from Dynamics 365 --> client specific is the key to marketing list

upvoted 1 times

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Mobellezza

4 years, 7 months ago

Excel Template for me

upvoted 1 times

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Somil1702

4 years, 9 months ago

Word template should be the answer. However, unsure what is MS considering for this exam!

upvoted 1 times

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jyotyada

4 years, 10 months ago

word template as it is specific for a record whereas excel template is specific for a view. In word template aslso there is option to insert chart for showing statistics

upvoted 2 times

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jyotyada

4 years, 10 months ago

word template

upvoted 1 times

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jyotyada

4 years, 10 months ago

Excel template because you can include client specific information (client record specific) as well as statistics from D365 (eg pivottable/charts based on the opportunities or any related entity associated with client) in an excel template.The statistics cannot be done using word template

upvoted 1 times

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sarsora

4 years, 10 months ago

word template

upvoted 1 times

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AneeG

5 years ago

In my exam, I choose the Word template

upvoted 1 times

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arishka

5 years ago

marketing list - but i’m not sure in exam

upvoted 1 times

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amnajalal

5 years ago

what's the problem with Sales Literature ? in the question they are talking about sales team and printed material to be handed out which exactly matches the sales literature that stores sales-related information such as brochures or detailed specifications of products

upvoted 3 times

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ClintonB

5 years ago

Don't see the link here between marketing lists and printed material. Templates either work or excel make more sense...

upvoted 1 times

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Saketk

5 years, 1 month ago

I think it could be Sales Lierature https://crmbook.powerobjects.com/basics/microsoft-dynamics-365-sales-process/working-with-microsoft-dynamics-crm-sales-literature/ opinions

upvoted 1 times

Nyanne

4 years, 9 months ago

sales literature can only be created against competitor and product. https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-sales-literature

upvoted 1 times

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Neo11

5 years, 2 months ago

I think its "Sales Literature" https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-sales-literature

upvoted 2 times

shrutzin

5 years, 2 months ago

sales lit is for association with a competitor or a product. it wont have customer specific information only generic data.

upvoted 2 times

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Harish1509

5 years, 2 months ago

Correct answer is Marketing List

upvoted 2 times

Nyanne

4 years, 9 months ago

Marketing list just groups the 'recipients'. The question doesnt specify a specific group of recipients. You need to be able to create this print out for any client.

upvoted 1 times

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Harish1509

5 years, 3 months ago

Question is asked regarding technology to be implemented here which is Marketing List. Marketing lists in Microsoft Dynamics 365 provide a way for you to group your accounts, contacts and leads so that you can market to specific segments more effectively. Marketing lists contain “members”—lead, contact, or account records—that meet a specific criteria or are managed manually by users.

upvoted 1 times

khanbaba

5 years, 2 months ago

Question is starting with "sales team plans to create printed materials to be handed out each month during on-site visits with clients." to be handed out The materials must include client-specific information and statistics from Dynamics 365. (we can design material with word template, so can be handed to client)

upvoted 1 times

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