MB2 713 Flashcards
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 F etch xml file.
B. Share the view.
C. Email a link from the Advanced Find ribbon.
D. Assign the view.
BC
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.
AC
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.
B, C
The Base currency for your Dynamics CRM organization is US dollars.
You have an order that has a transaction currency in euros.
You need to identify which events will cause the exchange rate for the order to be recalculated. Whit h two events shouldyou identity? Each correct answer presents a complete solution. A. The currency of the order record is updated.
B. The exchange rates are updated in CRM.
C. The order record is opened.
D. The record state of the order record changes.
B
You have A Dynamics CRM organization that uses Microsoft Social Engagement
You need to analyze the sales pipeline and the Social sentiment to watch for social trends that affect sales.
What should you do?
A. Configure a link to CRM in Microsoft Social Engagement, and then build an interactive dashboard.
B. Build a dashboard that has a chart for the pipeline and a widget from Microsoft Social Engagement.
C. Build a multi-stream dashboard that has a global filter.
D. Configure a link to CRM in Microsoft Social Engagement, and then build a personal view.
B
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
A
Your company uses seminars and trade shows as its two primary methods to generate leads.
You want to analyze which method generates the most leads.
You generate a report that displays the number leads generated from trade shows and the number of leads generated from seminars.
Which report should you use?
A. Sales Pipeline
B. Neglected Leads
C. Lead Source Effectiveness
D. Sales History
C
For a Customer an invoice named Inv1is 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 addthe 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
B
You have an existing customernamed customer1.
You have a new add-on product for an existing product that you sell.
You want to offer the add-on product to a customer who has purchased the existing product already.
You need to track the sales initiative in Dynamics CRM.
What should you do?
A. Update the original opportunity record.
B. Create a new opportunity record for the new offering.
C. Create a sub-account for the new offering.
D. Reopen the original opportunity record.
B
