MS CRM Functional Consultant

MS CRM Functional Consultant Interview Questions and Answers

Updated 7 Jul 2025

Asked in Accenture

4d ago

Q. Why we can go for MS CRM when there are other CRM in the market? Explain Workflow, BCP and Business rules?

Ans.

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

Asked in Accenture

5d ago

Q. How would you gather clients using LinkedIn Sales Accelerator?

Ans.

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

Asked in Accenture

6d ago

Q. What are the types of marketing lists in MS CRM?

Ans.

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.

Asked in Accenture

4d ago

Q. Explain the field service module in CRM.

Ans.

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

Are these interview questions helpful?

Asked in Accenture

2d ago

Q. Explain the Sales module.

Ans.

Sales module in MS CRM is used for managing sales processes, tracking leads, opportunities, and customer interactions.

  • Allows tracking of leads and opportunities

  • Manages customer interactions and sales pipeline

  • Provides tools for forecasting and reporting

  • Integration with marketing and customer service modules

  • Customizable to fit specific sales processes

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