Microsoft MB2-713 Free Practice Questions

NEW QUESTION 1
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 to provide the sales team with the ability to create opportunities, quotes, and invoices for the consultant’s time.
What should you create first?

• A. a product family
• B. a price list
• C. a product bundle
• D. a unit group

Answer: D

NEW QUESTION 2
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 the product's list price and to en What should you use?

• A. the Clone option from the product
• B. the Pricing Method option from the list
• C. the Override Price option from the opportunity
• D. the Product Properties from t

Answer: A

NEW QUESTION 3
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?

• A. the product properties.
• B. a discount list.
• C. the percent of margin pricing method.
• D. the percent of list pricing method.
• E. price list items.

Answer: C

NEW QUESTION 4
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 purchase the product for his current company.
You need to identify the next step in the sales process. What should you identify?

• A. Create a lead, log the phone call, and then qualify the lead.
• B. Create a contact and a phone call.
• C. Update the quote from the previous company and send the quote to the prospect by email.
• D. Create a quote.

Answer: A

NEW QUESTION 5
You have an opportunity in Dynamics CRM
A coworker requests some information regarding the progress or the opportunity. The coworker does not have access to CRM. You need to send spa iii< details aboui the opportunity to the coworker.
What should you do first?

• A. Click Email a Link.
• B. Apply a Microsoft Word template.
• C. Add the coworker to the access team.
• D. Apply a Microsoft Excel template

Answer: B

NEW QUESTION 6
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?

• A. the combined estimated revenue of all active quotes
• B. the combined estimated revenue of all open leads
• C. the combined estimated revenue of all open opportunities
• D. the combined estimated revenue of all open orders

Answer: C

NEW QUESTION 7
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 processing email. Which three levels should you identify? Each correct answer presents part of the solution.

• A. organization
• B. business unit
• C. email
• D. email server profile
• E. mailbox

Answer: C

NEW QUESTION 8
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 mailbox can send and receive email.
Which two actions should you perform? Each answer presents part of the solution.

• A. Set the Is forward Mailbox setting to No.
• B. Configure the Approve Email setting.
• C. Configure the Test & Enable Mailboxes setting.
• D. Configure the Apply Default Email Settings setting.
• E. Set the Is Forward Mailbox setting to Yes.

Answer: BC

NEW QUESTION 9
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 10
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 timelines. You conclude that their companies are a good fit for a product that you sell. You need to advance the sale and provide data for sales pipeline tracking to your sales managers.
What should you do next?

• A. Add a lead to a marketing list.
• B. Generate a quote.
• C. Populate the Develop section of the lead business process flow.
• D. Qualify a lead.

Answer: C

NEW QUESTION 11
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 named
You need to identify what occurs to the ownership of the records. What should you identify?

• A. User1 remains the owner of the opportunity and the activities.
• B. User1 remains the owner of the opportunit
• C. Users2 becomes the owner of the activities
• D. User2 becomes the owner of the opportunity and the activities.
• E. User2 becomes the owner of the opportunit
• F. User1 remains the owner of the activities

Answer: C

NEW QUESTION 12
You have a custom currency that has a precision of 4. You need to identify how the current.
What should you identify?

• A. 3.333
• B. 8.5648
• C. 36.77
• D. 9999

Answer: C

NEW QUESTION 13
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 be performed directly from CRM. What should you identify?

• A. Modify the settings of the columns in a SharePoint list.
• B. View the document version history.
• C. Display the documents contained in the SharePoint document library.
• D. Create and manage SharePoint content types-

Answer: C

NEW QUESTION 14
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 can you use to export the data?

• A. Adobe PDF
• B. Microsoft Word
• C. Microsoft PowerPoint
• D. Microsoft Visio

Answer: A

NEW QUESTION 15
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 named User1 with access to the document. What should you do?

• A. Request that a CRM administrator add a role to User1.
• B. Request that a CRM administrator assign a license to User1.
• C. Request that a SharePoint administrator modify the permissions of the document library.
• D. Request that a SharePoint administrator modify the connection between SharePoint and CRM.

Answer: B

NEW QUESTION 16
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 17
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 manager that has a total of all the opportunities created from the leads during a fiscal period.
What should you configure on the goal record?

• A. the target field
• B. the Roll Up Only from Child Goals option
• C. the rollup query
• D. the Record Set for Rollup option

Answer: D