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I got a lot of questions about marketinglists and services.

I also had some difficult questions about importing leads and reopening cases.

find out how you can register contact data for bill-to and ship-to adresses on a sales order

 There is no drag-and-drop functionality in CRM 4.0.  That would be a nice feature to


add to the future CRM 5.0, though!
 Each single Marketing List can only contain one type of record/entity.  So if you’re
planning a Marketing Campaign that will include Accounts, Contacts and Leads, you
will need to add at least three separate Marketing Lists to the Marketing Campaign.
 Relationship Roles in CRM 4.0 are very useful for defining relationships that are not
so cut-and-dried.  You’ll probably see Relationship Roles come up a few times in the
exam.
 Ask yourself what types of CRM records are synchronized with the Outlook Client,
and how to create new records from there.
Also figure out what records are related and available to each entity.  An example:
you wouldn’t go to an Opportunity record to find related Cases.
 Find out how the Service Scheduler shows or does not show conflicts in the Service
Calendar.

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