Microsoft MB2-713 Braindumps 2021

NEW QUESTION 1
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

Answer: D

NEW QUESTION 2
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

Answer: C

NEW QUESTION 3
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 4
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 5
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

Answer: B

NEW QUESTION 6
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

Answer: B

NEW QUESTION 7
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 8
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

Answer: B

NEW QUESTION 9
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 10
You have an opportunity for a customer named Contoso.
You are ready to offer a quote. You know that a competing company submitted a quote to Contoso for the same product.
You need to track information about the competing company.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

• A. Add the competitor to the quote.
• B. Add the competitor to the account.
• C. Add the competitor to the products.
• D. Add the competitor to the opportunity.

Answer: AD

NEW QUESTION 11
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.

Answer: B

NEW QUESTION 12
Recently, you lost several opportunities to the same competitor. You want to start tracking lost opportunities.
You need to identify what information about the competitor can be retrieved from Dynamics CRM.
What two pieces of information should you identify? Each correct answer presents a complete solution.

• A. the opportunities at risk to the competitor
• B. the projected revenue of the competitor
• C. the value of each opportunity lost to the competitor
• D. the stakeholders of the competitor

Answer: AB

NEW QUESTION 13
You have a quote named Quote1that originates from an opportunity named Opp1. Quote1 is approved by a customer.
You need to create an order record, close the quote, and close the opportunity records. What should you do?

• A. From the quote, click Close Quote.
• B. From the quote, click Create Order.
• C. From the opportunity, change the status.
• D. From the opportunity, click Close as Won.

Answer: B

NEW QUESTION 14
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 15
You have an opportunity that was generated from a lead. The opportunity has several associated email, task, and phone call activities.
What will occur if you delete the opportunity record?

• A. The associated lead record, and email, task, and phone call activities will be deleted.
• B. The lead will remain qualifie
• C. The associated email, task, and phone call activities will be deleted.
• D. The lead will revert to being unqualifie
• E. The associated email, task, and phone call activities will be deleted.
• F. The lead will revert to being unqualifie
• G. The associated email, task, and phone ca
• H. activit.es will be associated to the lead

Answer: C

NEW QUESTION 16
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 17
While at the airport, you meet the purchasing manager for a local grocery store chain. The purchasing manager complains about a product.
You realize that the grocery store chain might benefit from a product that you sell. Before departing, you exchange business cards.
You need to track the information from the business card and the conversation by using Dynamics CRM.
Which type of record should you create?

• A. task
• B. quote
• C. lead
• D. opportunity

Answer: B