Microsoft MB2-713 Online Practice Questions and Exam Preparation

Microsoft MB2-713 Online Questions & Answers

• Question 1:

  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.

• Question 2:

  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.

• Question 3:

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

• Question 4:

  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
  D. a unit group

• Question 5:

  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. MicrosoftPowerPoint
  D. Microsoft Visio
  A. Adobe PDF

• Question 6:

  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
  B. Apply a Microsoft Word template.

• Question 7:

  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.

• Question 8:

  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.
  A. close the goal after seven days.
  C. Set the Goal period as a Custom Period.

• Question 9:

  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

• Question 10:

  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
  B. only User1