Microsoft MB2-713 - Microsoft Dynamics CRM 2016 Sales Exam
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Total 93 questions
Question #1 (Topic: Topic 1)
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?
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
Question #2 (Topic: Topic 1)
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?
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
Answer: B
Question #3 (Topic: Topic 1)
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.
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: C,D
Question #4 (Topic: Topic 1)
You manager needs to view a collection of data records and a chart of the data records
simultaneously. What should you instruct the manager to do?
simultaneously. What should you instruct the manager to do?
A. Define a view and add a chart
B. Export the Fetch XML. and then import a chart.
C. Run the Report Wizard.
D. Create a personal report.
Answer: C
Question #5 (Topic: Topic 1)
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?
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
