Microsoft MB2-713 Exam Dumps 2021

NEW QUESTION 1
You have an order named Order1 that was created from a quote. You create an invoice for a customer by clicking Create Invoice.
You need to identify what will occur to the order after the invoice is created What should you identify?

• A. The order will remain open.
• B. The order will be closed and will have a Status of Partial.
• C. The order will be closed and will have a status of Complete.
• D. The order will be closed and will have a status of Canceled.

Answer: A

NEW QUESTION 2
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 3
You need to provide a report that displays information from Dynamics CRM and another cloud application. What should you use?

• A. a CRM dashboard
• B. Microsoft Power BI
• C. a CRM chart
• D. immersive Excel

Answer: C

NEW QUESTION 4
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 5
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 6
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 7
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 tor 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 ro Account1 in CRM

Answer: B

NEW QUESTION 8
You have a Dynamics CRM organization that is configured to use Microsoft SharePoint server-based integration for document management.
You need to identify which two components that can be integrated with CRM require SharePoint server-based integration.
Which two components should you identify? Each correct answer presents a complete solution.

• A. Microsoft YammerB . Microsoft OneDrive for Business
• B. Microsoft Office Graph
• C. Microsoft Social Engagement
• D. Microsoft Dynamics Marketing

Answer: BD

NEW QUESTION 9
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 10
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 11
You have an opportunity that has three open activities.
The opportunity record and the activity records are owned by a user named User1. User 1 assigns the opportunity to a user named
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 opportunit
• C. Users2 becomes the owner of the activities
• D. User2 becomes the owner of the opportunity and the activities.
• E. User2 becomes the owner of the opportunit
• F. User1 remains the owner of the activities

Answer: C

NEW QUESTION 12
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 13
You are responsible for managing and tracking goals for your company. You attempt to build a sales goal to track the sales team's wins and losses. You create a new goal and you discover that the fiscal Period option is set to quarters. You need to measure the metrics of the goal on a monthly basis. What should you do?

• A. Create the goals by using quarter
• B. Create a report by using a system view.
• C. Create the goals by using quarter
• D. Create a personal view that uses a filter.
• E. Change the System Settings for the goal.
• F. Change the Fiscal Year Settings.

Answer: D

NEW QUESTION 14
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 15
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 16
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 17
You have a Dynamics CRM organization. You plan to use folder tracking.
You configure server-side synchronization and you enable the Folder-Level Tracking feature.
A user named User1 in the sales department reports that email activities are not being generated automatically when email messages are moved to the folders.
You need to ensure that the email activities are generated. What should you do?

• A. Instruct User1 to create folder tracking rules.
• B. Set the mailbox of User1 as a forward mailbox.
• C. Install the Microsoft Office 365 Groups solution.
• D. Instruct User1 to install Dynamics CRM for Outlook.

Answer: C

NEW QUESTION 18
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