MB2-713 practice questions
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 correct answer presents part of the solution.
A. Set Is Forward Mailbox setting to No.
B. Configure the Approve Email setting.
C. Configure the Test & Enable Mailboxes settings.
D. Configure the Apply Default Email Settings setting.
E. Set the Is Forward Mailbox setting to Yes.
Your company uses Dynamics CRM Online. You need to provide Dynamics CRM users with the ability to collaborate on CRM data, meetings, and notes with users who do not have a CRM account. Which two actions should you perform? Each correct answer presents part of the solution.
A. Install the Microsoft Office 365 Groups solution.
B. Create a Microsoft SharePoint document library.
C. Enable integration with Microsoft OneDrive for Business.
D. Configure Microsoft SharePoint server-based integration.
E. Configure the Microsoft Office 365 Group Settings.
You have a Dynamics CRM organization that users Microsoft OneNote integration. A user named User1 enters some information in a OneNote notebook for an account record named Account1. User1 owns the record for Account1. You need to identify who can open the notebook for Account1 directly from OneNote. Who should you identify?
A. all of the users who can view a notebook in CRM
B. only User1
C. all of the users who have Read access to Account1 in CRM
D. all of the users who can add notes to Account1 in CRM
You have a Dynamics CRM organization that uses Microsoft SharePoint for document management by using server-side synchronization. You need to identify which SharePoint actions can 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.
Your company wants to integrate the Microsoft Yammer enterprise subscription and the Dynamics CRM organization. The managers at the company are concerned about potential data from CRM being visible to users who do not have a CRM account. They want to limit which users can see posts in CRM. In Yammer, you create a private group named CRM Posts, and you connect CRM to the CRM Posts group. Users report that they fail to see posts in Yammer that are created in CRM. You need to identify what prevents the users from seeing the posts. What should you identify?
A. The users are not added to the CRM Posts group in Yammer.
B. The posts are not being shared with the team of the users.
C. The security role assigned to the users does not provide access to Yammer posts.
D. The users are not following any records.
Your company wants to capture Dynamics CRM-related notes in Microsoft OneNote. You need to configure integration between OneNote and CRM. What should you configure before you can configure OneNote integration?
A. Microsoft Yammer integration
B. server-based Microsoft SharePoint integration
C. Microsoft Social Engagement
D. Microsoft Office 365 Groups
You have a Dynamics CRM organization that uses folder tracking. You have a folder named Customer1 that is currently being tracked. Customer1 contains a folder for the main contact named Contact1. A new email message from Contact1 is delivered to your Inbox. You need to identify 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 Contact1.
B. An email activity will be created in CRM that has a connection to Contact only.
C. An email activity will be created in CRM that has a connection to Custom1 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 that has the Set Regarding field set to Customer1.
You are viewing the My Open Opportunities view. You need to update the Rating field for all of the records that have the field set to Warm. Also, you must delete all of the values in the Probability field for all of the records. What are two possible ways to edit the data? Each correct answer presents a complete solution.
A. Export the data as dynamic worksheet.
B. Export the data to a Microsoft Excel static worksheet.
C. Open the view in Microsoft Excel Online.
D. Select the records and click Edit
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
Your 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?
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.
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 sales 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 scores. Which two configurations should you perform? Each correct answer presents part of the solution.
A. Create 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 goal.
You are reviewing the sales pipeline of your Dynamics CRM organization. You need to identify which type of data is contained in the sales pipeline. What should you identify?
A. the combined estimated revenue of all active quotes
B. the combined estimated revenue of all open leads
C. the combined estimated revenue of all open opportunities
D. the combined estimated revenue of all open orders
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. Microsoft Word
C. Microsoft PowerPoint
D. Microsoft Visio
You have a Dynamics CRM organization 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 different account managers. You work with only one of the regions per day, updating the address information of the contacts in that region. You need to view only the contacts from a specific region. What should you do?
A. Follow the contact records.
B. Add access teams.
C. Create a dashboard.
D. Create personal views.
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 the goals use the Fabrikam year end until the end of the quarter. What should you do?
A. Run the Align with Fiscal Period action immediately.
B. Recalculate the goals.
C. Run the Align the Fiscal Period action after the quarter ends.
D. Create new goals for the old fiscal period.