MB2-713 Exam Questions

For which two entities does Microsoft Dynamics CRM create a default queue when the entity is created?(Choose TWO)

Which action is possible directly from the All Contracts view?

Which of the following statements about marketing lists are true? (Choose all that apply.)

You need to schedule a phone call to a group of Accounts and Contacts, followed three days later by an email message. What should you do?

You are creating a discount list. Which two types of discounts can you create?(Choose TWO)

You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related. What should you do?

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

You have a new policy at your company which states that you must track competitors to whom you lost opportunities. What should you do?

You have an opportunity for a customer named Contoso. You are ready to offer a quote. You know that a competing company submitted a quote to Contoso for the same product. You need...

One of your top-selling products is now available in multiple colors. You need to make the color choices available to sales representatives for use in quotes and orders. What shoul...

You have a Dynamics CRM organization. A manager wants to share data with an external consultant by using a dynamic PivotTable. You need to tell the manager what to do before the ex...

You have a lead for a potential business customer with whom your company has never done business. You need to identify which types of records are created automatically when you qua...

Your sales department is being restructured. As a result, the sales metrics must be adjusted. Currently, you have three tiers of parent-child goals. Under the new model, you will h...

You have an opportunity that was generated from a lead. The opportunity has several associated email, task, and phone call activities. What will occur if you delete the opportunity...

You need to locate the record of a person named Ben Smith. You are uncertain whether Hen Smith is in Dynamics CRM as a contact. What can you use to locate the record?

You have a Dynamics CRM organization that uses Microsoft SharePoint for document management. From CRM, you upload a document to a SharePoint library. You need to provide a user nam...

You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?

You are creating a new opportunity record. The record for the associated contact does not exist yet. How should you create the associated contact?

The sales representatives in your company have individual goals by region. You need to create child goals for each sales representative. You must create one child goal for each reg...

You have a product named Product1 that you add to an opportunity. To win the sale, your manager authorizes you to give a customer special pricing for Product1. You need to ignore t...

You have two price lists described as shown in the following table. You create an opportunity that uses Pricelist1. The opportunity contains line items for Product 1 and Product 3....

While at the airport, you meet the purchasing manager for a local grocery store chain. The purchasing manager complains about a product. You realize that the grocery store chain mi...

You create a personal dashboard that tracks important sales information. Your manager wants all of the users in the company to use the dashboard. You need to recommend a method to...

You have a Dynamics CRM organization that is configured to use Microsoft SharePoint server- based integration for document management. You need to identify which two components tha...

Recently, you lost several opportunities to the same competitor. You want to start tracking lost opportunities. You need to identify what information about the competitor can be re...

You have a quote named Quote1that originates from an opportunity named Opp1. Quote1 is approved by a customer. You need to create an order record, close the quote, and close the op...

You have a quote named Quote1that is sent to a customer. The customer approves the quote. You generate an order from Quote1. You need to identify the status of the order. What shou...

You have a custom currency that has a precision of 4. You need to identify how the current. What should you identify?

You need to identify what occurs when you assign a goal. What should you identify?

You need to ensure that a volume discount for a product named Product1 is applied automatically when a quote contains 10 or more units of Product1. What should you use?

You need to create an interactive map that will provide you with the ability to view open opportunities by region. What are two Microsoft Power BI components that you can use to cr...

You have an order named Order1 that was created from a quote. You create an invoice for a customer by clicking Create Invoice. You need to identify what will occur to the order aft...

You submit a quote to a customer. The customer asks you to revise the quote. You need to identify what occurs when you revise the quote. What should you identify?

Your sales team has a call center manager who is responsible for helping sales representatives convert leads into opportunities. You need to create a goal for the call center manag...

You have a Dynamics CRM organization. You need to ensure that you can analyze sales trends by product category. What should you add?

You run the built-in Sales History report and you discover that the report shows only data from the last 365 days. You need to ensure that the report shows only data from the last...

You need to convert a tweet into a lead. Which button should you use?

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 receive a call from someone you have never spoken to before. He tells you that he is familiar with one of your products from his work at a previous company and wants to purchas...

You receive an email message from a trade show attendee who is interested in learning more about your products. You need to identify the next step in the sales process. What should...

You plan to use discount lists. Which type of record can you associate to a discount list?

You have a Dynamics CRM organization that uses server-side synchronization for email processing. You need to identify at which levels alerts can be generated when there are issues...

You are viewing the results from an Advanced Find search of opportunities. You need to identify which actions you can perform on the records from the view in Advanced Find, which t...

You have a Dynamics CRM organization. Users in the sales department frequently access the organization from a mobile device. The sales department users need to create CRM email act...

Your company uses Dynamics CRM Online and has a Microsoft SharePoint Online deployment. You need to configure server-side integration between CRM Online and SharePoint Online. You...

Your company wants to start tracking when customers make referrals in order to view the customers" influence over time. You have a contact named Contact1. Contact1 refers you to an...

You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team's wins and losses. You create a new goal and you dis...

You need to identify the default sales business process flow. What should you identify?

You have a Dynamics CRM organization. You plan to use folder tracking. You configure server-side synchronization and you enable the Folder-Level Tracking feature. A user named User...