MB2-713 Exam Questions

You have two opportunities named Opp1 and Opp2 that created to a customer. The customer request a single quote that contains the line items from both opportunities. From Opp1, you...

You have an opportunity in Dynamics CRM. A coworker requests some information regarding the progress of the opportunity. The coworker does not have access to CRM. You need to send...

Yon have a Dynamics CRM organization. You have account records for three companies named Company1. Subsidiary 1, and Subsidiary2. Subsidiary 1 has Company1 as a parent account. Sub...

You have lead that has an open phone call activity. You qualify the load. You need to identify what occurs to the open phone call. What should you identify?

You have a Dynamic CRM organization that has more than 700 active goals. At the end of each year, your company reevaluates each goal. You need to identify which value of the goals...

You manager needs to view a collection of data records and a chart of the data records simultaneously. What should you instruct the manager to do?

Your company purchases a mailing list of purchasing managers at the companies in you area. Your contact the purchasing managers. You gather information about their budget and timel...

Your company wants to capture Dynamics CRM-related notes in Microsoft OneNote. You need to configure integration between OneNote and CRM. What should you configure before you can c...

You have a Dynamics CRM organization that has several currencies enabled. What occurs when a user creates a record that has a currency field?

You are viewing the My Open Opportunities view. You need to update the Rating field for all of the records that have the field set to warm. Also, you must delete all of the values...

You create a personal view. You need to ensure that both you and a coworker can use the view. What are two possible ways to achieve the goal? Each correct answer presents a complet...

Your company has a Dynamics CRM organization. The company plans to use the product catalog. You need to identify which component must be configured before you can implement the pro...

Your company uses Dynamics CRM Online. You need to provide Dynamics CRM users with the ability to collaborate on CRM data, meetings, and notes with users who do not have a CRM acco...

Your marketing team is promoting a sale that they will announce by using email. The email message will be sent to existing customers who recently purchased similar products and to...

You have a Dynamics CRM organization that uses Microsoft OneNote integration. A user named User1 enters some information in a OneNote notebook for an account record named Account....

You quality a lead for a business account. After several conversations with the business contact you discover that the business used a different vendor. Which record should you dea...

You need to identify which type of object can be associated to sales territories. Which type of object should you identify?

You create an Advanced Find that displays all of the open opportunities containing a specific line item. You need to edit some of the records returned from the Advanced Find by usi...

Your company uses seminars and trade shows as its two primary methods to generate leads. You want to analyze which method generates the most leads. You generate a report that displ...

You create a new mailbox record for a user. You define the synchronization methods for incoming and outgoing email, contacts, tasks, and appointments. You need to ensure that the m...

Your company plans to deploy Dynamics CRM. In the previous sales database, you did not track products Members of the management team are evaluating whether to use the product catal...

You have an opportunity record. When you attempt to increase the Estimate Revenue field, you discover that the field is locked. You need to identify a possible cause of the issue....

You are reviewing the sales pipeline of your Dynamics CRM organization. You need to identify which type of data is contained in the sales pipeline. What should you identify?

You have a Dynamics CHM organization that uses folder tracking. You have a folder named Customers that is currently being tracked-Customers contains a folder for The main contact n...

You need to create a goal that will show the previous seven days of activity. Which two actions should you perform? Each correct answer presents part of the solution.

You Open the My Open Opportunities view, You need to export the data in the view, and then to reimport the data so that the existing records are updated. What should you do?

Your product line is expanding rapidly and you sale representatives often are unfamiliar with the full of list of applicable products for a customer. As such, your sales team often...

You have an existing customer named customer1. You have a new add-on product for an existing product that you sell. You want to offer the add-on product to a customer who has purch...

Your Dynamics CRM organization uses Microsoft Yammer. You plan in enable integration with Yammer to replace the default CRM activity feeds. You need to identify which security righ...

You need to create a quarterly goal to measure completed phone calls regarding open opportunities. Which three components should you use? Each correct answer presents part of the s...

You have an opportunity that has three open activities. The opportunity record and the activity records are owned by a user named User1. User 1 assigns the opportunity to a user na...

You have 20 sales representatives who each has a monthly goal that measures the number of phone calls made to their 10 key customers. The managers of the sale representatives want...

You have B Dynamics CRM organization that uses Microsoft Social Engagement You need to analyze the sales pipeline and the Social sentiment to watch for social trends that affect sa...

You have Dynamics CRM organization that has 50,000 contacts in regions around the world. Your job is to review the records of the contacts from three regions. The contacts in the t...

For a Customer an invoice named Inv1 is created automatically from an order named Ord1. The customer asks you to add a Hat delivery charge as a line item to the invoice. You do not...

You work for a hotel chain. You integrate Dynamics CRM and Microsoft Social Engagement. You need to identify which sources are available for Microsoft Social Engagement. What are t...

You Have a quote named Quote1 that is sent to a customer. The customer approves the quote. You generate an order from Quote 1. You need to identify the status of the order. What sh...

You work for a company named Fabrikam, Inc. Fabrikam is acquired by a company named Contoso, Ltd. Both companies have different fiscal year ends. The sales team at Fabrikam will be...

Your company wants to integrate the Microsoft Yammer enterprise subscription and the Dynamics CRM organization. The managers at the company are cornered about potential data from C...

The Base currency for your Dynamics CRM organization is US dollars. You have an order that has a transaction currency in euros. You need to identify which events will cause the exc...

You plan to export sales data that will be used in the annual report of your company. You need to provide a copy of some of the sales data to the company stakeholders. Which format...

You call a potential customer to discuss one of your company's products. During the call, you discover that the potential customer is uninterested in the product. You need to docum...

You have a Dynamics CRM organization that uses server-side synchronization to process email. A manager requests that you create the mailbox records defined as shown in the followin...

You have a Dynamics CRM organization that uses Microsoft SharePoint for document management by using server-side synchronization. You need to identity which SharePoint actions tan...

You have a quote named Quote1 that was activated and presented to a customer. You plan to take a long leave of absence. In your absence, a user named User2 will take ownership of Q...

You company employs consultants who bill customers for their time. You sales team is responsible for selling the consultants time, in addition to selling product licenses. You need...

You recently visited a trade show and you interacted with many potential customers. As a vendor al the trade show, you receive a CSV file that contains detailed information about t...

You have a recalled product that should no longer be sold. You need to remove the. Product from the available list of products and to prevent any sales from being processed for the...

User1 is the owner of the Specialists team. User2 adds a case that she owns to the Specialists team's queue. Who now owns the case?

Which two statements about queues are true?(Choose TWO)