Precise MB2-713 Braindumps 2021

NEW QUESTION 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

Answer: C

NEW QUESTION 2
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 3
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 4
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 5
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.

Answer: AC

NEW QUESTION 6
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 7
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.

Answer: AB

NEW QUESTION 8
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 9
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 10
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 11
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 12
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 13
Your company uses Dynamics CRM Online and has a Microsoft SharePoint Online deployment.
You need to configure server-side integration between CRM Online and SharePoint Online. You enable server-based SharePoint integration.
Which additional two actions should you perform? Each correct answer presents part of the solution.

• A. Configure a connection to a SharePoint site.
• B. Configure the Document Management Settings.
• C. Install the Microsoft Office 365 Groups solution.
• D. Install the list component.

Answer: AB

NEW QUESTION 14
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 15
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 16
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 17
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.

Answer: B