Microsoft MB2-713 Preparation Exams 2021

NEW QUESTION 1
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. What should you identify?

• A. The products in the opportunity are write-in products.
• B. The estimated revenue exceeds the budget amount.
• C. The opportunity contains conflicting currencies.
• D. The method of revenue is system-generated.

Answer: D

NEW QUESTION 2
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 product catalog.

• A. product families
• B. product
• C. price lists
• D. unit groups

Answer: C

NEW QUESTION 3
You have a Dynamics CRM organization.
You need to ensure that you can analyze sales trends by product category. What should you add?

• A. product families
• B. unit groups
• C. subjects
• D. product properties
• E. property option set items

Answer: E

NEW QUESTION 4
You need to convert a tweet into a lead. Which button should you use?

• A. Set Regarding
• B. Link to CRM
• C. Add Profile
• D. Import Data

Answer: B

NEW QUESTION 5
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 CRM being visible to users who do not have a CRM account.
They want to limit which user can see post in CRM.
In Yammer, you can create a private group named CRM Posts, and you connect CRM to the CRM Posts group.
Users report that they fail to see posts in Yammer that are created in CRM. You need to Identity what prevents the users from seeing the posts
What should you identity?

• A. The users are not added to the CRM Posts group in Yamme
• B. The posts are not being shared with the team of the users.
• C. The security role assigned to the users does not provide access to yammer posts
• D. The users are not following any records.

Answer: B

NEW QUESTION 6
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 make the dashboard available to all of the users. The solution must minimize effort. What should you recommend?

• A. Export the definitions of the dashboard components, and then import the components.
• B. Ask an administrator to recreate the dashboard as a system dashboard.
• C. Ask an administrator to share the dashboard with all of the users.
• D. Edit the properties of the dashboard, and then assign the dashboard.

Answer: C

NEW QUESTION 7
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?

• A. The activity is canceled.
• B. The Regarding field of the activity is changed to the opportunity.
• C. The activity is completed
• D. The activity is displayed on the opportunity record.

Answer: D

NEW QUESTION 8
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 displays the number leads generated from trade shows and the number of leads generated from seminars.
Which report should you use?

• A. Sales Pipeline
• B. Neglected Leads
• C. Lead Source Effectiveness
• D. Sales History

Answer: C

NEW QUESTION 9
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 catalog in the CRM organization. You need to identify which enhancements to the sales flow can be achieved by using the product catalog. What are two possible enhancements that you can identity? Each correct answer presents a complete solution.

• A. inventory management integration
• B. automated sales pipeline velocity tracking
• C. automated revenue calculation
• D. automated quotes, orders, and invoicing

Answer: CD

NEW QUESTION 10
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 have a delivery charge in the product catalog. You need to add the delivery charge as a line in the invoice. What should you click first?

• A. Get Products
• B. Write-in Product
• C. Use Current Pricing
• D. Recalculate

Answer: C

NEW QUESTION 11
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 record?

• A. The associated lead record, and email, task, and phone call activities will be deleted.
• B. The lead will remain qualifie
• C. The associated email, task, and phone call activities will be deleted.
• D. The lead will revert to being unqualifie
• E. The associated email, task, and phone call activities will be deleted.
• F. The lead will revert to being unqualifie
• G. The associated email, task, and phone ca
• H. activit.es will be associated to the lead

Answer: C

NEW QUESTION 12
You have a Dynamics CRM organization that has several currencies enabled. What occurs when a user creates a record that has a currency field?

• A. The currency is based on the sales territory of the user.
• B. The currency is based on the location of the user record.
• C. The currency is converted into the base currency and is always displayed in the base currency
• D. The system default currency is the record default, unless a customer has a default currency

Answer: D

NEW QUESTION 13
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 in the Probability field for all the records.
What are two possible ways to edit the data? Each correct answer presents a complete solution.

• A. Export the data as a dynamic worksheet
• B. Export the data to a Microsoft Excel static worksheet
• C. Open the view in Microsoft Excel Online.
• D. Select the records and click Edit.

Answer: CD

NEW QUESTION 14
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?

• A. Include the same note in all four opportunities.
• B. Apply a custom connection role.
• C. Include all four opportunities in one goal.
• D. Send one email message to which each customer is copied.

Answer: B

NEW QUESTION 15
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 have only two tiers of goals. There are more than 500 child goals.
You delete the middle tier of goals.
You need to identify how the deletion will affect the child goals. What should you identify?

• A. The child goals will be deleted.
• B. The Parent Goal field of the child goals will be cleared.
• C. The Parent Goal field of the child goals will be set to the top tier parent goal.
• D. The child goals will be canceled

Answer: B

NEW QUESTION 16
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 account.
Which two actions should you perform? Each correct answer presents part of the solution,

• A. Install the Microsoft Office 365 Groups solution.
• B. Create a Microsoft SharePoint document library.
• C. Enable integration with Microsoft OneDrive for Business.
• D. Configure Microsoft SharePoint server-based integration.
• E. Configure the Microsoft Office 365 Group Settings

Answer: AE

NEW QUESTION 17
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 that can be integrated with CRM require SharePoint server-based integration.
Which two components should you identify? Each correct answer presents a complete solution.

• A. Microsoft YammerB . Microsoft OneDrive for Business
• B. Microsoft Office Graph
• C. Microsoft Social Engagement
• D. Microsoft Dynamics Marketing

Answer: BD

NEW QUESTION 18
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 configure OneNote integration?

• A. Microsoft Yammer integration
• B. server-based Microsoft SharePoint integration
• C. Microsoft Social Engagement
• D. Microsoft Office 365 Groups

Answer: B

NEW QUESTION 19
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 discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis. What should you do?

• A. Create the goals by using quarter
• B. Create a report by using a system view.
• C. Create the goals by using quarter
• D. Create a personal view that uses a filter.
• E. Change the System Settings for the goal.
• F. Change the Fiscal Year Settings.

Answer: D

NEW QUESTION 20
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 should you do?

• A. Update the unit group.
• B. Clone the product for each color.
• C. Revise the product and update the description.
• D. Add a property option set item.

Answer: C

NEW QUESTION 21
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. User1 owns the record for Account 1.
You need to identify who can open the notebook tor Account1 directly from OneNote. Who should you identify?

• A. all of the users who can view a notebook in CRM
• B. only User1
• C. all of the users who have Read access to Account1 in CRM
• D. all of the users who can add notes ro Account1 in CRM

Answer: B

NEW QUESTION 22
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 two possible sources? Each correct answer presents a complete solution.

• A. Twitter
• B. Facebook
• C. Trip Advisor
• D. Instagram

Answer: AB

NEW QUESTION 23
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 following table.

You need to identify which record will fail to be created. Which record should you identify?

• A. User2
• B. User3
• C. User1
• D. User4

Answer: A

NEW QUESTION 24
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 required to use a new fiscal year end at the end of the current quarter.
The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Settings immediately.
You need to ensure that reports on if>.- goals use the Fabrikam year and until the end of the quartet
What should you do?

• A. Run the Align with Fiscal Period action immediately.
• B. Recalculate the goals.
• C. Run the Align w.th Fiscal Period action after the quarter ends.
• D. Create new goals for the old fiscal period.

Answer: A

NEW QUESTION 25
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