MS CRM Functional Consultant Interview Questions and Answers

MS CRM offers unique features like seamless integration with Microsoft products, customizable workflows, and advanced business rules.

• MS CRM offers seamless integration with other Microsoft products like Outlook, Excel, and SharePoint, making it easier for users to access and share data.

• MS CRM allows for highly customizable workflows, enabling businesses to automate processes and streamline operations.

• MS CRM provides advanced business rules functionality, allowing organization...read more

To gather clients using LinkedIn Sales accelerator, I will utilize advanced search filters, connect with potential leads, engage with their content, and personalize outreach messages.

• Utilize advanced search filters to identify potential leads based on specific criteria such as industry, job title, location, etc.

• Connect with potential leads by sending personalized connection requests and engaging with their content through likes, comments, and shares.

• Utilize LinkedIn Sales Nav...read more

Types of marketing lists in MS CRM include static, dynamic, and quick campaign.

• Static marketing lists contain a defined set of members that do not change unless manually updated.

• Dynamic marketing lists automatically update based on specified criteria.

• Quick campaign marketing lists are temporary lists created for a specific marketing campaign.

• Marketing lists can be used to target specific groups for marketing activities.

Field Service module in CRM helps manage service appointments, resources, and work orders for on-site customer service.

• Allows scheduling and tracking of service appointments

• Manages resources such as technicians and equipment

• Creates and manages work orders for on-site service

• Provides real-time updates and notifications to customers and technicians