Microsoft Dynamics CRM MB2-713 Exam Questions

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6. Version: 9.1 Question 1 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 soluton. A. Email the F B. Share the view. C. Email a link from the Advanced Find ribbon. D. Assign the view. etch xml fle. Aoswern BD Question 2 You have B Dynamics CRM organizaton that uses Microsof Social Engagement You need to analyze the sales pipeline and the Social sentment to watch for social trends that afect sales. What should you do? A. Confgure a link to CRM in Microsof Social Engagement, and then build an interactve dashboard. B. Build a dashboard that has a chart for the pipeline and a widget from Microsof Social Engagement. C. Build a mult-stream dashboard that has a global flter. D. Confgure a link to CRM in Microsof Social Engagement, and then build a personal view. Aoswern A Question 3 You have a Dynamic CRM organizaton that has more than 700 actve goals. At the end of each year, your company reevaluates each goal. You need to identfy which value of the goals must be confgured manually. Which value should you identty? A. Actual B. target C. Rollup Query - Actual D. In-Progress E. Rollup Query - In Process Aoswern B Question 4 Sample output to test PDF Combine only

7. You need to create a goal that will show the previous seven days of actvity. Which two actons should you perform? Each correct answer presents part of the soluton. A. close the goal afer seven days. B. Add a flter C. Set the Goal period as a Custom Period. D. Add a rollup feld. E. Add a rollup query. Aoswern AC Question 5 You work for a company named » Fabrikam, Inc. Fabrikam is acquired by a company named Contoso, Ltd. Both companies have diferent fscal year ends. The sales team at Fabrikam will be required to use a new fscal year end at the end of the current quarter. The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Setngs immediately. You need to ensure that reports on if>.- goals use the Fabrikam year and untl the end of the quartet What should you do? A. Run the Align with Fiscal Period acton immediately. B. Recalculate the goals. C. Run the Align w.th Fiscal Period acton afer the quarter ends. D. Create new goals for the old fscal period. Aoswern A Question 6 You have Dynamics CRM organizaton that has 50,000 contacts in regions around the world. Your job is to review the records of the contacts from three regions. The contacts in the three regions are managed by diferent account managers. You work with only one of the regions per day, updatng the address informaton of the contacts in that region. You need to view only the contacts from a specifc region. What should you do? A. Follow the contact records. B. Add access teams. C. Create a dashboard. D. Create personal views. Aoswern D Question 7 Sample output to test PDF Combine only

8. 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. Microsof Word C. Microsof PowerPoint D. Microsof Visio Aoswern A Question 8 You are reviewing the sales pipeline of your Dynamics CRM organizaton. You need to identfy which type of data is contained in the sales pipeline. What should you identfy? A. the combined estmated revenue of all actve quotes B . the combined estmated revenue of all open leads C. the combined estmated revenue of all open opportunites D. the combined estmated revenue of all open orders Aoswern C Question 9 You have 20 sales representatves who each has a monthly goal that measures the number of phone calls made to their 10 key customers. The managers of the sale representatves want you to add parent goals that track this actvity over the next three weeks for an internal competton. You need to use a parent goal to track the team score, and child goals to track the individual secures. Which two of confguratons should you perform? Each correct answer presents part of the soluton. 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. Aoswern CD Sample output to test PDF Combine only