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Flashcards in Mb2-713 Deck (48):
1

You have two opportunities named Opp1 and Opp2 that created to a customer. The customer request a single quote that contains the line items from both opportunities. From Opp1, you generate a new quote that contains all of the line items in Opp1. You need to add the line items in Opp2 to the quote. What should you did?

A. From Opp2, Click Assign
B. From Opp2, Click New Quote
C. From the quote, Click Get Products
D. From the quote, associate the quote to Opp2

C. From the quote, Click Get Products

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

D. unit groups

You will first need to create Unit Groups, then Products, next create Price Lists and optionally Discount Lists.

3

The Base currency for your Dynamics CRM organization is US dollars.
You have an order that has a transaction currency in euros.
You need to identify which events will cause the exchange rate for the order to be recalculated. What two events should you identity? Each correct answer presents a complete solution.

A. The currency of the order record is updated.
B. The exchange rates are updated in CRM.
C. The order record is opened.
D. The record state of the order record changes.

A. The currency of the order record is updated.
D. The record state of the order record changes.

4

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

A. Twitter
B. Facebook

5

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 for 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 to Account1 in CRM

B. only User1

6

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.

D. Create personal views.

7

You Have a quote named Quote1 that is sent to a customer. The customer approves the quote. You generate an order from Quote 1. You need to identify the status of the order.
What should you identify?

A. Invoiced
B. Ready
C. Draft
D. Canceled
E. Active

E. Active

8

You have a Dynamics CRM organization that uses Microsoft Social Engagement.
You need to analyze the sales pipeline and the Social sentiment to watch for social trends that affect sales.
What should you do?

A. Configure a link to CRM in Microsoft Social Engagement, and then build an interactive dashboard.
B. Build a dashboard that has a chart for the pipeline and a widget from Microsoft Social Engagement.
C. Build a multi-stream dashboard that has a global filter.
D. Configure a link to CRM in Microsoft Social Engagement, and then build a personal view.

B. Build a dashboard that has a chart for the pipeline and a widget from Microsoft Social Engagement.

9

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

C. Lead Source Effectiveness

10

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 Quote1. 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

A. Click Assign and select User2

11

Your marketing team is promoting a sale that they will announce by using email. The email message will be sent to existing customers who recently purchased similar products and to potential customers from a purchased mailing list.
Any sales made as a result of the sale need to have the pricing applied, the sales must be tracked so that the marketing team can report on the return on investment (ROl) of the initiative.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

A. Convert the email activities to leads.
B. Convert the campaign response activities to opportunities.
C. Convert the campaign response activities to leads.
D. Convert the email activities to opportunities.

B. Convert the campaign response activities to opportunities.
D. Convert the email activities to opportunities.

12

You have lead that has an open phone call activity. You qualify the lead.
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.

D. The activity is displayed on the opportunity record.

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.

C. Open the view in Microsoft Excel Online.
B. Export the data to a Microsoft Excel static worksheet

14

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

C. Use Current Pricing

15

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 can 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-

C. Display the documents contained in the SharePoint document library.

16

You have 20 sales representatives who each has a monthly goal that measures the number of phone calls made to their 10 key customers. The managers of the sale representatives want you to add parent goals that track this activity over the next three weeks for an internal competition.
You need to use a parent goal to track the team score, and child goals to track the individual secures.
Which two of configurations should you perform? Each correct answer presents part of the solution.

A. new child goals that all use the same rollup queries.
B. Change the parent goal of each child goal.
C. Create a parent goal that has a custom period of three weeks from today
D. Change the manager of each child goal
E. Change the goal manager of each child goal.

B. Change the parent goal of each child goal.
C. Create a parent goal that has a custom period of three weeks from today

17

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.

B. Configure the Approve Email setting.
C. Configure the Test & Enable Mailboxes setting.

18

You have a Dynamic CRM organization that has more than 700 active goals.
At the end of each year, your company reevaluates each goal.
You need to identify which value of the goals must be configured manually.
Which value should you identity?

A. Actual
B. target
C. Rollup Query - Actual
D. In-Progress
E. Rollup Query - In Process

B. target

19

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

D. User4

If Is Forward Mailbox is "Yes" then, Outgoing mail should always be equal to "None".

20

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

A. Adobe PDF

21

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.

C. Save the Advanced Find as a view.

22

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
B. the combined estimated revenue of all open opportunities
C. the combined estimated revenue of all open orders

B. the combined estimated revenue of all open opportunities

23

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 Yammer. BThe posts are not being shared with the team of the users.
B. The security role assigned to the users does not provide access to yammer posts
C. The users are not following any records.

A. The users are not added to the CRM Posts group in Yammer.

24

You call a potential customer to discuss one of your company's products. During the call, you discover that the potential customer is uninterested in the product. You need to document the conversation and your decision not to pursue the potential customer any
further.
What should you do?

A. Detail the conversation in a note and attach the note to a lead.
B. Create a lead, track the activity, and then mark the lead as Disqualified
C. Create an opportunity, track the activity, and then close the opportunity as Lost
D. Detail the conversation in a note and attach the note to an opportunity

B. Create a lead, track the activity, and then mark the lead as Disqualified

25

You have an existing customer named customer1.
You have a new add-on product for an existing product that you sell.
You want to offer the add-on product to a customer who has purchased the existing product already.
You need to track the sales initiative in Dynamics CRM.
What should you do?

A. Update the original opportunity record.
B. Create a new opportunity record for the new offering.
C. Create a sub-account for the new offering.
D. Reopen the original opportunity record.

B. Create a new opportunity record for the new offering.

26

You quality a lead for a business account.
After several conversations with the business contact you discover that the business used a different vendor.
Which record should you deactivate?

A. opportunity
B. lead
C. contact
D. account

A. opportunity

27

You create a personal view.
You need to ensure that both you and a coworker can use the view.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

A. Email the Fetch xml file.
B. Share the view.
C. Email a link from the Advanced Find ribbon.
D. Assign the view.
question_answerVIEW ANSWER SHOW COMMENTS

B. Share the view.
D. Assign the view.

28

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 the goals use the Fabrikam year and until the end of the quarter
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.

C. Run the Align with Fiscal Period action after the quarter ends.

29

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

C. a rollup field
D. a rollup query
E. a goal metric that has the Count metric type

30

You need to identify which type of object can be associated to sales territories. Which type of object should you identify?

A. Opportunities
B. Users
C. Leads
D. Facilities
E. Teams

B. Users

31

You have a Dynamics CHM organization that uses folder tracking.
You have a folder named Customers that is currently being tracked. Customers contains a folder for The main contact named Contact1.
A new email message from Contact1 is delivered to your Inbox.
You need to identity what will occur when you move the message to the Customer1 folder.
What should you identify?

A. An email activity will be created in CRM that has a connection to Customer1 and to Contact1
B. An email act.v.Ty will be created in CRM that has a connection to Contact1 only.
C. An email activity will be created m CRM that has a connection To Customer1 only.
D. An email activity will be created in CRM that has the Set regarding field set to Contact1
E. An email activity will be created in CRM rhat has the Set regarding field Set to Customer1

D. An email activity will be created in CRM that has the Set regarding field set to Contact1

32

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.

D. The method of revenue is system-generated.

33

You have an opportunity that has three open activities.
The opportunity record and the activity records are owned by a user named User1. User1 assigns the opportunity to a user named User2.
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 opportunity. Users2 becomes the owner of the activities
C. User2 becomes the owner of the opportunity and the activities.
D. User2 becomes the owner of the opportunity. User1 remains the owner of the activities

C. User2 becomes the owner of the opportunity and the activities.

34

Your Dynamics CRM organization uses Microsoft Yammer.
You plan in enable integration with Yammer to replace the default CRM activity feeds.
You need to identify which security rights are required to enable the integration.
Which two security rights should you identify? Each correct answer presents part of the solution.

A. Dynamics CRM administrator
B. Dynamics CRM System Customizer
C. Yammer administrator
D. Microsoft SharePoint administrator
E. Microsoft Office 365 administrator
question_answerVIEW ANSWER SHOW COMMENTS

A. Dynamics CRM administrator
C. Yammer administrator

35

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

C. automated revenue calculation
D. automated quotes, orders, and invoicing

36

You recently visited a trade show and you interacted with many potential customers.
As a vendor al the trade show, you receive a CSV file that contains detailed information about the 643 attendees who showed interest in your products.
You need to efficiently and accurately input this information into Dynamics CRM for future use in the sales process.
Which method should you use?

A. Import the details as new activates.
B. Import the details as new leads.
C. Update opportunities to reflect new prospects.
D. Import the information as part of a solution file.

B. Import the details as new leads.

37

You need to create a goal that will show the previous seven days of activity.
Which two actions should you perform? Each correct answer presents part of the solution.

A. close the goal after seven days.
B. Add a filter
C. Set the Goal period as a Custom Period.
D. Add a rollup field.
E. Add a rollup query.

C. Set the Goal period as a Custom Period.
E. Add a rollup query.

38

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

B. Export the data as a Static worksheet.

39

Your company purchases a mailing list of purchasing managers at the companies in your 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.

D. Qualify a lead.

40

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

D. The system default currency is the record default, unless a customer has a default currency

41

You have a Dynamics CRM organization, You have account records for three companies named Company1. Subsidiary 1, and Subsidiary2. Subsidiary 1 has Company1 as a parent account. Subsidiary2 has Subsidiary1 as a parent account. Subsidiary2 has an open opportunity of $S0O,0OO. There are no other open opportunities for the three companies.
You need to identify what open revenue will be displayed for the companies when you view
the hierarchy.
What should you identify?

A. Company1: S5OO.000 ry1: $0 Subsidiary2: S50O.0OO
B. Company1: $O Subsidiary1: SO Subsidiary2: $500,000
C. Company1: $500,000 Subsidiary1: $500.000 Subsidiary2: $500,000 D Company1: $O Subsidiary1: $500.000 Subsidiary1: $500.000

C. Company1: $500,000 Subsidiary1: $500.000 Subsidiary2: $500,000

42

Your product line is expanding rapidly and you sale representatives often are unfamiliar with the full of list of applicable products for a customer. As such, your sales team often misses chance to up-sell and sell related accessories. You identify what you can add to the
product catalog to support upselling and cross-selling.
What should you identify?

A. a product discount list
B. a product kit
C. a product bundle
D. a product family
E. a unit group

C. a product bundle

43

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 details about 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

B. Apply a Microsoft Word template.

44

Your manager needs to view a collection of data records and a chart of the data records simultaneously. What should you instruct the manager to do?

A. Define a view and add a chart
B. Export the Fetch XML. and then import a chart.
C. Run the Report Wizard.
D. Create a personal report.

C. Run the Report Wizard.

45

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

A. Install the Microsoft Office 365 Groups solution.
E. Configure the Microsoft Office 365 Group Settings

46

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

B. server-based Microsoft SharePoint integration

47

You have a recalled product that should no longer be sold.
You need to remove the product from the available list of products and to prevent any sales from being processed for the product.
Which two actions should you perform? Each correct answer presents part of the solution.

A. Remove the product from the family hierarchy.
B. Modify the open opportunities.
C. Update the price list.
D. Retire the product.
E. Modify the validity date of the product.

B. Modify the open opportunities.
D. Retire the product.

48

Your 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 consultants time.
What should you create first?

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

D. a unit group