Validated MB2-713 Testing Bible 2021

NEW QUESTION 1
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 2
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 3
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 4
Your Dynamics CRM organization uses Microsoft Yammer.
You plan in enable integration with Yammer to replace the default CRM activity feeds.
You need to identify which security rights are required to enable the integration.
Which two security rights should you identify? Each correct answer presents part of the solution.

• A. Dynamics CRM administrator
• B. Dynamics CRM System Customizer
• C. Yammer administrator
• D. Microsoft SharePoint administrator
• E. Microsoft Office 365 administrator

Answer: AC

NEW QUESTION 5
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 6
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 7
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 8
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 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

Answer: B

NEW QUESTION 10
Your company purchases a mailing list of purchasing managers at the companies in you area. Your contact the purchasing managers. You gather information about their budget and timelines. You conclude that their companies are a good fit for a product that you sell. You need to advance the sale and provide data for sales pipeline tracking to your sales managers.
What should you do next?

• A. Add a lead to a marketing list.
• B. Generate a quote.
• C. Populate the Develop section of the lead business process flow.
• D. Qualify a lead.

Answer: C

NEW QUESTION 11
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.

Answer: BD

NEW QUESTION 12
You call a potential customer to discuss one of your company's products. During the call, you discover that the potential customer is uninterested in the product. You need to document the conversation and your decision not to pursue the potential customer any further.
What should you do?

• A. Detail the conversation in a note and attach the note to a lead.
• B. Create a lead, track the activity, and then mark the lead as Disqualified
• C. Create an opportunity, track the activity, and then close the opportunity as Lost
• D. Detail the conversation in a note and attach the note to an opportunity

Answer: B

NEW QUESTION 13
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 14
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

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
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 need to ensure that a volume discount for a product named Product1 is applied automatically when a quote contains 10 or more units of Product1.
What should you use?

• A. the product properties.
• B. a discount list.
• C. the percent of margin pricing method.
• D. the percent of list pricing method.
• E. price list items.

Answer: C

NEW QUESTION 18
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 19
You quality a lead for a business account.
After several conversations with the business contact you discover that the business used a different vendor.
Which record should you deactivate?

• A. opportunity
• B. lead
• C. contact
• D. account

Answer: A

NEW QUESTION 20
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 21
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 22
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 23
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 24
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