Microsoft MB2-713 Exam Dumps 2021

NEW QUESTION 1
You have a quote named Quote1that originates from an opportunity named Opp1. Quote1 is approved by a customer.
You need to create an order record, close the quote, and close the opportunity records. What should you do?

• A. From the quote, click Close Quote.
• B. From the quote, click Create Order.
• C. From the opportunity, change the status.
• D. From the opportunity, click Close as Won.

Answer: B

NEW QUESTION 2
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 3
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 4
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. Microsoft Word
• B. Microsoft PowerPoint
• C. Adobe PDF
• D. Microsoft Visio

Answer: C

NEW QUESTION 5
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 6
You have a Dynamics CRM organization that uses Microsoft SharePoint for document management by using server-side synchronization.
You need to identity which SharePoint actions tan be performed directly from CRM. What should you identify?

• A. Modify the settings of the columns in a SharePoint list.
• B. View the document version history.
• C. Display the documents contained in the SharePoint document library.
• D. Create and manage SharePoint content types-

Answer: C

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 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 9
You need to create an interactive map that will provide you with the ability to view open opportunities by region.
What are two Microsoft Power BI components that you can use to create the map? Each correct answer presents a complete solution.

• A. Power View
• B. Power BI Design Studio
• C. PowerPivot
• D. Power Query
• E. www.powerbi.com

Answer: AC

NEW QUESTION 10
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 11
You have lead that has an open phone call activity. You qualify the load. You need to identify what occurs to the open phone call.
What should you identify?

• A. The activity is canceled.
• B. The Regarding field of the activity is changed to the opportunity.
• C. The activity is completed
• D. The activity is displayed on the opportunity record.

Answer: D

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 create a new mailbox record for a user.
You define the synchronization methods for incoming and outgoing email, contacts, tasks, and appointments.
You need to ensure that the mailbox can send and receive email.
Which two actions should you perform? Each answer presents part of the solution.

• A. Set the Is forward Mailbox setting to No.
• B. Configure the Approve Email setting.
• C. Configure the Test & Enable Mailboxes setting.
• D. Configure the Apply Default Email Settings setting.
• E. Set the Is Forward Mailbox setting to Yes.

Answer: BC

NEW QUESTION 15
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 16
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 17
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

Answer: B