Microsoft MB2-713 Dumps 2021

NEW QUESTION 1
You run the built-in Sales History report and you discover that the report shows only data from the last 365 days. You need to ensure that the report shows only data from the last fiscal year. What should you do?

• A. Edit the report definition.
• B. Edit the filter.
• C. Modify the Fiscal Year Settings.
• D. Edit the time format from your personal options.

Answer: A

NEW QUESTION 2
Your sales department is being restructured. As a result, the sales metrics must be adjusted.
Currently, you have three tiers of parent-child goals. Under the new model, you will have only two tiers of goals. There are more than 500 child goals.
You delete the middle tier of goals.
You need to identify how the deletion will affect the child goals. What should you identify?

• A. The child goals will be deleted.
• B. The Parent Goal field of the child goals will be cleared.
• C. The Parent Goal field of the child goals will be set to the top tier parent goal.
• D. The child goals will be canceled

Answer: B

NEW QUESTION 3
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 4
You have a Dynamics CRM organization.
You need to ensure that you can analyze sales trends by product category. What should you add?

• A. product families
• B. unit groups
• C. subjects
• D. product properties
• E. property option set items

Answer: E

NEW QUESTION 5
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. User1
• B. User2
• C. User3
• D. User4

Answer: C

NEW QUESTION 6
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 goat.

Answer: CD

NEW QUESTION 7
You are creating a new opportunity record.
The record for the associated contact does not exist yet. How should you create the associated contact?

• A. Close the opportunity for
• B. Create a new contact, and then click Connect.
• C. Close the opportunity for
• D. Create a new contact, and then click Assign.
• E. From the opportunity, click Quick Create from the navigation bar.
• F. From the opportunity, click Contact, select New, and then use the Quick Create form.

Answer: C

NEW QUESTION 8
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 9
You have a Dynamics CRM organization.
Users in the sales department frequently access the organization from a mobile device.
The sales department users need to create CRM email activities from email messages, regardless of how the users access the messages.
What are two possible technologies that can be used to achieve the goal? Each correct answer presents a complete solution.

• A. the Microsoft Dynamics CRM Web client
• B. Dynamics CRM App for Outlook
• C. tracked folders
• D. Dynamics CRM for Outlook
• E. Dynamics CRM for tablets and Dynamics CRM for phones

Answer: AD

NEW QUESTION 10
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 upsell 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

Answer: C

NEW QUESTION 11
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 12
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

Answer: AB

NEW QUESTION 13
You need to convert a tweet into a lead. Which button should you use?

• A. Set Regarding
• B. Link to CRM
• C. Add Profile
• D. Import Data

Answer: B

NEW QUESTION 14
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 Yamme
• B. The posts are not being shared with the team of the users.
• C. The security role assigned to the users does not provide access to yammer posts
• D. The users are not following any records.

Answer: B

NEW QUESTION 15
You have four opportunities to sell a product to customers who are located on the same street. You need to ensure that the opportunities are related. What should you do?

• A. Include the same note in all four opportunities.
• B. Apply a custom connection role.
• C. Include all four opportunities in one goal.
• D. Send one email message to which each customer is copied.

Answer: B

NEW QUESTION 16
Your company wants to start tracking when customers make referrals in order to view the customers" influence over time. You have a contact named Contact1. Contact1 refers you to an opportunity for a contact named Contact2 You need to track the referral properly. What should you do?

• A. Add Contact1 as the stakeholder of the opportunity.
• B. Add an opportunity for Contact1.
• C. Add Contact1 to the opportunity.
• D. Add a connection to Contact1.

Answer: B

NEW QUESTION 17
You have a quote named Quote1that is sent to a customer. The customer approves the quote.
You generate an order from Quote1.
You need to identify the status of the order. What should you identify?

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

Answer: A