CRM 2016 Sales Certification Exam MB2-713 Flashcards Preview

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Flashcards in CRM 2016 Sales Certification Exam MB2-713 Deck (67)
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1


Which of the following applies to Mailboxes in CRM?

A. Modification of settings for a user’s mailbox is done through their user record
B. Mailbox records are created automatically when users and queues are created
C. Once created and saved mailboxes can begin processing email

B. Mailbox records are created automatically when users and queues are created

2

When using multiple methods of syncing within CRM which of the following applies?

A. A user’s mailbox can use the Outlook client for incoming email, and appts, tasks, contacts, and Server side sync for outgoing

B. A user’s mailbox can use the Server Side Syncing for incoming email, and appts, tasks, contacts, and Outlook for outgoing Mail

C. A user’s mailbox can use the Outlook client for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail

D. A user’s mailbox can use Server Side Sync for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail

D. A user’s mailbox can use Server Side Sync for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail

3

Which of the follow is not required to configure Server to Server Synchronization?

A. Configure individual user’s mailboxes

B. Migrate email router data for processing through server-side sync

C. Configure system level email settings

D. Create and configure email server profiles

B. Migrate email router data for processing through server-side sync

4


Which of the following are ways to create activities for emails?

A. Create a folder under the inbox called ‘Nancy’, associate it with ‘ABC Company’; create rule to automatically move emails from Nancy to the Nancy folder

B. Create a folder under the inbox called ‘Nancy’, associate it to ‘ABC Company; manually move emails from Nancy to the Nancy folder

C. Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; manually move emails from Nancy to the Nancy folder

D. Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; Add a subfolder called ‘Nancy’ under the ABC Company folder; create a rule to automatically move emails from Nancy to the Nancy folder

A. Create a folder under the inbox called ‘Nancy’, associate it with ‘ABC Company’; create rule to automatically move emails from Nancy to the Nancy folder

B. Create a folder under the inbox called ‘Nancy’, associate it to ‘ABC Company; manually move emails from Nancy to the Nancy folder

C. Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; manually move emails from Nancy to the Nancy folder

5


Folder Tracking utilized which of the following platforms when e-mails are managed via computer, tablet or phone?

A. Smartphone email Clients

B. Table email Client

C. Outlook

A. Smartphone email Clients

B. Table email Client

C. Outlook

6

Which of the following are available for both SharePoint Server-side syncing and the Client Side List Component?

A. Alert Me

B. Version History

C. Upload

D. Download a Copy

C. Upload

7


Which of the following does not apply to SharePoint Document Management functionality?

A. Deleting a document from CRM deletes the document in SharePoint

B. When the Account record is deleted in CRM, all of the SharePoint Documents will also be removed

C. Documents added from CRM can be viewed in by non CRM Users

D. By creating a workflow it would be possible to auto create document locations

B. When the Account record is deleted in CRM, all of the SharePoint Documents will also be removed

8


Which of the following does not apply to CRM Online and Server-side SharePoint integration?

A. Server-side is available for CRM Online and SharePoint Online

B. Server-side is available for CRM Online and SharePoint On-premises

C. Client-side can be switched to at anytime

C. Client-side can be switched to at anytime

9

When using the open in excel feature, which of the following statements applies?

A. Changes are done automatically in CRM

B. Changes cannot be saved in CRM

C. Excel security privilege is not applied since it online

D. Changes are not done in CRM unless saved

D. Changes are not done in CRM unless saved

10


Which of the following Excel options is not available from Advanced Find?

A. Static Worksheet

B. Dynamic Pivot Table

C. Open in Excel Online

D. Export to Excel

C. Open in Excel Online

11


When data is changed in Excel and re-imported into CRM which of the following applies?

A. Re-import check box needs to be enabled when exporting to Excel

B. All changes made using the Open in Excel feature can be saved back to CRM

C. Re-importing data will also create new records in CRM if they do not exist

C. Re-importing data will also create new records in CRM if they do not exist

12


Which of the following statements apply to BI?

A. Excel has an add-in that allows for creation of Power BI elements

B. Power BI Sites created can be hosted in CRM Dashboards

C. No additional data sources can be attached to a connected CRM data source

A. Excel has an add-in that allows for creation of Power BI elements

B. Power BI Sites created can be hosted in CRM Dashboards

13

Which of the following are considered part of Power BI ‘experience’?

A. Power BI Designer

B. PowerBI.com

C. Power Query

D. Power BI Services Connector

A. Power BI Designer

B. PowerBI.com

C. Power Query

D. Power BI Services Connector

14


Which of the following statements apply to the configuring of OneNote Integration in CRM?

A. OneNote integration must be enabled for each entity used via entity definition properties

B. Server-side SharePoint integration must be enabled

C. OneNote integration needs to be turned on for each entity used

D. Server-side OneNote integration must be enabled

A. OneNote integration must be enabled for each entity used via entity definition properties

B. Server-side SharePoint integration must be enabled

C. OneNote integration needs to be turned on for each entity used

15

Deleting a CRM record will also delete the Document Location that points to the OneNote files when notes are created in OneNote from CRM.

True

False

False

16

Which of the following statements applies to Yammer integration with CRM?

A. Yammer is only available in English

B. Only CRM Admin access is necessary to enable Yammer Integration

C. A Yammer Professional License is required

D. Reverting back to the CRM Activity Feed is available at any time

A. Yammer is only available in English

17


Activating a Yammer subscription can be done via using an Office 365 organization domain.

True

False

False

18


When using the Office Groups feature which of the following applies?

A. Office Groups integration is enabled by default post 2015 Update 1

B. Office Groups integration is available with Out of the Box custom entities

C. Choosing the Auto Create box will automatically create an Office Group for all new and existing records for that type

D. Office Groups must be enabled through entity properties, in the entity definition screen

B. Office Groups integration is available with Out of the Box custom entities

19


What is an Account?

A. Company and organization.

B. Record created after an opportunity is won.

C. A specific Person.

D. Activity you're held accountable for.

A. Company and organization.

An Account generally represents a company or an organization. Is it a group that could include vendors, partners, distributors, resellers, and so on. Reference: Basic Record Types.

20


Which of the following statements are TRUE about business process flows? Select all that apply.

A. Business process flows are designed to help organize information.

B. Business process flows have multiple stages.

C. Business process flows have only one branch per process.

D. Business process flows can have multiple branches per process

B. Business process flows have multiple stages.

D. Business process flows can have multiple branches per process

Business Process Flows are used to help guide users through the necessary steps to complete an entire business process successfully and can contain multiple stages and/or branches. Reference: Business and Branching Process Flows.

21

Which of the following entities can Sales Literature be associated with? Select all that apply.

A. Competitors

B. Marketing Campaigns

C. Price Lists

D. Products

A. Competitors

B. Marketing Campaigns

D. Products

22


Define what is involved with a SWOT analysis?

A. Strategy, Willingness, Opportunities, Threats

B. Strengths, Willingness, Openings, Trends

C. Strengths, Weaknesses, Opportunities, Threats

D. Strategies, Weaknesses, Openings, Trends

C. Strengths, Weaknesses, Opportunities, Threats

The more information a team has about a competitor's strengths, weaknesses, opportunities, and the threats (also referred to as a SWOT analysis) a competitor presents, the more likely it is to win sales against that competitor or at least know how to compete with them. Reference: Competitors.

23

Social Engagement can generate which of the following options listed below directly from the social web?

A. New Contacts

B. New Leads

C. New Accounts

D. New Opportunities

B. New Leads

Social Engagement has the ability to generate new leads directly from a social media application. Reference: Social Engagement.

24


Which type of records can be converted from a Lead? Select all that apply.

A. Competitor

B. Account

C. Contact

D. Opportunity

B. Account

C. Contact

D. Opportunity

Upon qualification, they lead record will automatically be converted into three separate records: An opportunity, a contact, and an account. Reference: Lead Opportunity Process Form and Ribbon.

25


Which of the following activities can be converted to a lead?

A. Email

B. Task

C. Phone Call

D. Appointment

A. Email

Microsoft Dynamics CRM has the ability to track communications and interactions. Emails contain the information required to be converted into a lead, unlike tasks, appointments, or phone call activities. Reference: Track and Convert Leads.

26


Which of the following are potential statuses of a lead record?

A. Qualified

B. Disqualified

C. Cancelled

D. Deactivated

A. Qualified

B. Disqualified

D. Deactivated

Please refer to the Lead to Opportunity Business Process Flow diagram and demonstration. Reference: Lead Opportunity Process Form and Ribbon.

27


What happens after the viability of a lead is determined?

A. The record is still able to be modified.

B. The original lead record is no longer visible to users.

C. The record becomes Read-Only.

D. The original lead record is deleted from the system.

C. The record becomes Read-Only.

Upon qualifying or disqualifying a lead, that record becomes locked and is no longer editable. Reference: Lead Opportunity Process Form and Ribbon.

28


Which of the following is required to create an opportunity?

A. Competitor

B. Customer

C. Lead

D. Marketing List

B. Customer

However you choose to create an opportunity, it will always need to be attached to a customer record. Reference: Opportunity Management.

29


When an opportunity is either won or lost, a type of activity is generated. This is referred to as what?

A. Closed Activity

B. Completed Activity

C. Finalized Activity

D. Resolution Activity

D. Resolution Activity

When an opportunity is closed, a Resolution Activity is automatically created. Reference: Connect with Records.

30

Which of the following records can be added to an opportunity via Quick Create. Select all that apply.

A. Account

B. Competitor

C. Contact

D. Lead

A. Account

C. Contact

You can quickly create the following records: Contacts, Accounts, Leads, Opportunities, Campaign responses, Cases, Competitors, and Activities. However, you can only add an account and contact specifically to an Opportunity record via Quick Create. Reference: Opportunity and Views.