Microsoft MB2-713 Free Practice Questions

NEW QUESTION 1
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 solution.

• A. a calculated field
• B. a goal metric that has the Amount metric type
• C. a rollup field
• D. a rollup query
• E. a goal metric that has the Count metric type

Answer: CDE

NEW QUESTION 2
You need to identify what occurs when you assign a goal. What should you identify?

• A. The user responsible for meeting the goal changes.
• B. The goal is added as a child to a parent goal.
• C. The goal becomes the parent goal of another goal.
• D. The user responsible for managing the goal changes.

Answer: D

NEW QUESTION 3
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?

• A. Export the data as a dynamic PivotTable.
• B. Export the data as a dynamic worksheet.
• C. Export the data and select the Make available for re-import option.
• D. Export the data as a static worksheet.

Answer: C

NEW QUESTION 4
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 5
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?

• A. a system view
• B. Quick Find
• C. a custom grid
• D. Advanced Find
• E. a personal view

Answer: E

NEW QUESTION 6
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 using immersive Excel.
What should you do first?

• A. Click Export to Excel
• B. Click Download Fetch XML
• C. Save the Advanced Find as a view.
• D. Create a Microsoft Excel template.

Answer: C

NEW QUESTION 7
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 Quo: You need to transfer ownership of Quote1 to User2.
What should you do?

• A. Click Assign and select User2
• B. Click Close and instruct User2 to create a new quote.
• C. Click Share and select User2
• D. Click Email a Link and select User2

Answer: A

NEW QUESTION 8
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?

• A. The original quote record is deleted and a new quote record is generated.
• B. The original quote is modified and the quote status is set to Draft.
• C. The original quote record is canceled and a new quote record is generated.
• D. The original quote is modified and the quote status is set to Active.

Answer: B

NEW QUESTION 9
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 10
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 after the invoice is created What should you identify?

• A. The order will remain open.
• B. The order will be closed and will have a Status of Partial.
• C. The order will be closed and will have a status of Complete.
• D. The order will be closed and will have a status of Canceled.

Answer: A

NEW QUESTION 11
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?

• A. Export the data as a dynamic Pivot Fable.
• B. Export the data as a Static worksheet.
• C. Export the data and select the Make available for re-import option.
• D. Export the data as a dynamic worksheet

Answer: B

NEW QUESTION 12
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 create the map? Each correct answer presents a complete solution.

• A. Power View
• B. Power BI Design Studio
• C. PowerPivot
• D. Power Query
• E. www.powerbi.com

Answer: AC

NEW QUESTION 13
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 14
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
three regions are managed by different account managers. You work with only one of the regions per day, updating the address information of the contacts in that region.
You need to view only the contacts from a specific region. What should you do?

• A. Follow the contact records.
• B. Add access teams.
• C. Create a dashboard.
• D. Create personal views.

Answer: D

NEW QUESTION 15
You have a new policy at your company which states that you must track competitors to whom you lost opportunities. What should you do?

• A. From the opportunity, click Close As Lost, and then click O
• B. Open the opportunity record, and then specify the competitor.B . From the opportunity, click Close As Lost, specify the competitor, and then click OK.
• C. From the opportunity, click Close As Lost, and then click O
• D. Locate the opportunity close activity, and then modify the activity.
• E. From the opportunity, specify a competitor, click Close As Lost, and then click OK.

Answer: B

NEW QUESTION 16
You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?

• A. a CRM dashboard
• B. Microsoft Power BI
• C. a CRM chart
• D. immersive Excel

Answer: C

NEW QUESTION 17
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 qualify a lead for the new business customer
Which three record types should you identify? Each correct answer presents part of the solution.

• A. opportunity
• B. quote
• C. contact
• D. appointment
• E. account

Answer: ABC