MB2-713 Exam Prep
What is an Account?
Company & Organization
Record created after an opportunity is won
A specific person
Activity you're held accountable for
Which of the following Statements are true about Business Process Flows? Select all that apply.
A. Business process flows are designed to help organize information.
B. Business process flows have multiple stages.
C. Business process flows have only one branch per process.
D. Business process flows can have multiple branches per process.
Which of the following entities can Sales Literature be associated with? Select all that apply.
Competitors
Marketing Campaigns
Price Lists
Products
Define what is involved in a SWOT analysis?
Strategy, Willingness, Opportunities, Threats
Strengths, Willingness, Openings, Trends
Strengths, Weaknesses, Opportunities, Threats
Strategies, Weaknesses, Openings, Trends
Social Engagement can generate which of the following options listed below directly from the social web?
New Contacts
New Leads
New Accounts
New Opportunities
Which type of records can be converted from a Lead? Select all that apply.
Competitor
Account
Contact
Opportunity
Which of the following activities can be converted to a lead?
Email
Task
Phone Call
Appointment
Which of the following is required to create an Opportunity?
Competitor
Customer
Lead
Marketing List
When an opportunity is either won or lost, a type of activity is generated. This is referred to as what?
Closed Activity
Completed Activity
Finalized Activity
Resolution Activity
Which of the following are potential statuses of a Lead Record?
Qualified
Disqualified
Cancelled
Deactivated
What happens after the viability of a Lead is determined?
The record is still able to be modified.
The original lead record is no longer visible to users.
The record becomes Read-Only
The original lead record is deleted from the System
Which of the following records can be added to an opportunity via Quick Create? Select all that apply.
Account
Competitor
Contact
Lead
An opportunity needs to be marked as closed after it has been determined as won or lost. Why? Select all that apply.
Verifies the opportunity record is no longer active.
Verifies the opportunity record is still active.
To make the opportunity record Read-Only.
To make sure the opportunity record can still be modified.
Which option listed below allows users to create relationship links between two different records?
Relationships
Personal Attachments
Connections
Connectors
Which of the following is a benefit of using the product catalog?
You can use system-calculated pricing and automatically generate quotes from opportunities.
You must use user-provided pricing with price lists.
You can associate price lists with campaigns and automatically pre-fill campaign opportunities with the same price list.
You can apply different price lists to opportunities and quotes and see their impact on opportunity or quote totals.
Which of the following statements are true about price lists? Select all that apply.
Price lists can be though of as a "level of pricing"
There can be miltiple price lists in a single environment
Each product must have the same level of pricing
Each product might have different levels of pricing
What defines the various measurement sin which a product is available or packaged?
Base Unit
Item Group
Unit Group
Primary Unit
Which of the following tasks are required when creating a product catalog?
You can use system-calculated pricing and automatically generate quotes from opportunities.
You must use user-provided pricing with price lists.
You can associate price lists with campaigns and automatically pre-fill campaign opportunities with the same price list.
You can apply different price lists to opportunities and quotes and see their impact on opportunity or quote totals.
What is the difference between Tailored Lists & Discount Lists?
Tailored Lists are used for Special Offers. Discount Lists are used according to the volume of products purchased.
Discount Lists are used for Special Offers. Tailored Lists are used according to the volume of products purchased.
In Microsoft Dynamics CRM, once an order is placed, what is the next step in the Sales Order Process?
Close the Order
Activate the Order
Ship the Order
Fulfill the Order
Microsoft Dynamics CRM allows multiple currencies within an environment. Which of the following statements are true about currencies in Microsoft Dynamics CRM? Select all that apply.
There needs to separate price lists for each currency.
There does not need to be separate price lists for each currency.
Having multiple currencies affects quotes, products, and invoices.
Having multiple currencies affects quotes, orders, and invoices.
What status must a quote have for changes to be made?
Active
Draft
Initial
Udpate
Which of the following actions can you perform on active quotes? Select all that apply.
Edit the Quote
Print the Quote for the Customer
Create an Order
Add a Discount
Which of the following is the correct linear order for the sales process?
Quote, Opportunity, Order, Invoice
Quote, Invoice, Opportunity, Order
Opportunity, Quote, Order, Invoice
Opportunity, Invoice, Quote, Order
Which of the following statements are true regarding Microsoft Dynamics CRM goals and goal metrics? Select all that apply.
Every goal record is based on an underlying goal metric record with a metric type of either ‘amount’ or ‘count’.
A Goal Metric record specifies the record type a goal is defined for and the status values that roll up to in-progress and actual values.
A Goal Metric record specifies the record type a goal is for, as well as its owner and time period.
In-progress and Actual values are calculated fields that must be manually recalculated to reflect changes in the underlying data.
After goal metrics are defined, which of the following is created to contain more specific information?
Fiscal Period
Goals
Roll-up Query
Target Value
What is the term used to describe the time period required to create goals?
Goal Date
Date Range
Fiscal Period
Goal Period
Which of the following statements are true about roll-up queries? Select all that are true.
Roll-up queries allow us to find a more distinct subset of data.
Roll-up queries only allow us to roll up from parent goals.
Roll-up queries do not allow us to roll up record sets.
Roll-up queries allow us to roll up record sets.
Which of the following statements is true about the Parent/Child goals? Select all that apply.
A goal can have multiple child goals.
Parent goals are a combination of child goals.
If you delete a parent goal, the child goal is deleted.
All goals must be based within the same time period.
Which of the following components are not available to add to a dashboard directly through the Microsoft Dynamics CRM interface?
Web Resources
Advanced Find Views
Other Dashboards
Which of the following actions are available through Advanced Find? Select all that apply.
Uses queries for the user to filter data to provide results
Allows a user to return multiple entity types within one search
Allows a user to export an Advanced Find Search
Allows a user to edit the columns displayed
When it comes to exporting data to Excel, which format creates a simple spreadsheet containing a connection to the Microsoft Dynamics CRM database and automatically refreshes the data?
Dynamic Worksheet
Dynamic Pivot Table
Static Export
Excel Online
Which of the following statements are true about charts? Select all that apply.
Users do not have the ability to drill down into charts and filter results.
There are two types of charts: Personal and System.
There are three types of charts: Personal, System, and Custom.
System charts are visible to all users within the organization.
What do PowerBI dashboards have the ability to do?
Provides the ability to use these dashboards directly from Microsoft Dynamics CRM
Provides the ability to connect with Microsoft OneNote
Provides the ability to create reports directly from the PowerBI dashboard
Provides the ability to import data from Microsoft Word documents
Dynamics CRM has integration capabilities with several different Microsoft programs. Many of which can be used to replace or provide enhanced functionality over CRM default functionality. Which of the following features have a Microsoft Product integration option available? (Select all that apply).
File Attachments
Activities & Posts
Notes
Server to Server connections provide a foundation for not only synchronization of data like emails, contacts, & tasks, but also serve as the foundation for other integrations. Which feature is not tied to either Exchange or SharePoint Syncing?
One Note Integration
Folder Tracking
Document Management
Office Groups
Which of the following applies to Mailboxes in CRM?
Modification of settings for a user's mailbox is done through their user record
Mailbox records are created automatically when users and queues are created
Once created and saved, mailboxes can begin processing email
When using multiple methods of syncing with CRM, which of the following applies?
A user’s mailbox can use the Outlook client for incoming email, and appts, tasks, contacts, and Server side sync for outgoing.
A user’s mailbox can use the Server Side Syncing for incoming email, and appts, tasks, contacts, and Outlook for outgoing Mail.
A user’s mailbox can use the Outlook client for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail.
A user’s mailbox can use Server Side Sync for incoming email, and appts, tasks, contacts, and Email Router sync for outgoing mail.
Which of the following is not required to configure Server to Server Synchronization?
Configure individual user's mailboxes
Migrate email router data for processing through server-side sync
Configure system level email settings
Create and configure email server profiles
Which of the following are ways to create activities from emails? Select all that apply.
Create a folder under the inbox called ‘Nancy’, associate it with ‘ABC Company’; create rule to automatically move emails from Nancy to the Nancy folder.
Create a folder under the inbox called ‘Nancy’, associate it to ‘ABC Company; manually move emails from Nancy to the Nancy folder.
Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; manually move emails from Nancy to the Nancy folder.
Create a folder under the inbox called ‘ABC Company’, associate it with ABC Company; Add a subfolder called ‘Nancy’ under the ABC Company folder; create a rule to automatically move emails from Nancy to the Nancy folder.
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