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You have a Dynamics CRM organization. Users in the sales department frequently access the organization from a mobile device. The sales department users need to create CRM email activities from email messages, regardless of how the users access the messages. What are two possible technologies that can be used to achieve the goal? Each correct answer presents a complete solution.
the Microsoft Dynamics CRM Web client
Dynamics CRM App for Outlook
Dynamics CRM for Outlook
Dynamics CRM for tablets and Dynamics CRM for phones
Answer: A, D
You open the My Open Opportunities view. You need to export the data in the view, and then import the data so that the existing records are updated. What should you do?
Export the data as a dynamic PivotTable.
Export the data as a dynamic worksheet.
Export the data and select the Make available for re-import option.
Export the data as a static worksheet.
You run the built-in Sales History report and you discover that the report shows only data from the last 365 days. You need to ensure that the report shows only data from the last fiscal year. What should you do?
Edit the report definition.
Edit the filter.
Modify the Fiscal Year Settings.
Edit the time format from your personal options.
Recently, you lost several opportunities to the same competitor. You want to start tracking lost opportunities. You need to identify what information about the competitor can be retrieved from Dynamics CRM. What two pieces of information should you identify? Each correct answer presents a complete solution.
the opportunities at risk to the competitor
the projected revenue of the competitor
the value of each opportunity lost to the competitor
the stakeholders of the competitor
Answer: A, B
One of your top-selling products is now available in multiple colors. You need to make the color choices available to sales representatives for use in quotes and orders. What should you do?
Update the unit group.
Clone the product for each color.
Revise the product and update the description.
Add a property option set item.
Microsoft MB2-713 Exam (Microsoft Dynamics CRM 2016 Sales) Detailed Information
MB2-713 - Microsoft Dynamics CRM 2016 Sales
MB2-713 Test Objectives
Manage Microsoft Dynamics CRM components and the product catalog (24%)
Manage Dynamics CRM sales management components
Understand different record types; create, maintain, and use sales literature; create, maintain, and use competitors;
understand sales territories; manage currency configurations; understand social engagement
Understand the role of the product catalog and price lists; manage unit groups; manage products; manage price lists;
manage discount lists; manage currencies; create product families and properties; manage product bundles; view products
in hierarchical charts
Manage leads, opportunities, and sales (30%)
Understand the role of lead and opportunity records; understand the lead to the opportunity process flow; use the
lead to the opportunity process form and the process ribbon; track leads; convert activity records to leads
Add line items to opportunities; create and add write-in products and opportunities; select alternate price lists
for opportunities; understand the process of the quotes life cycle; manage quotes; work with orders; work with invoices;
convert quotes to orders and convert orders to invoices
Manage metrics and perform sales analysis (23%)
Manage metrics and goals
Configure sales metrics; configure fiscal periods; create and assign goal records; define parent and child records;
create and recalculate parent and child goal records; create rollup queries
Use built-in reports; export sales information to Microsoft Excel; work with charts and dashboards; work with system
charts from an opportunity list; create dashboards; share dashboards and charts; perform advanced find queries;
work with Microsoft Power BI dashboards
Integrate Microsoft Dynamics CRM with other products (22%)
Configure email integration
Configure email server synchronization; configure server settings, server profiles, and mailbox configurations; migrate
to server-side synchronization; configure synchronization options; configure email client integration; use folder
tracking; use the Dynamics CRM app for Outlook
Configure Microsoft SharePoint integration; set up SharePoint documents; use SharePoint documents; use Skype and
Skype for Business with Dynamics CRM; use Microsoft Yammer with Dynamics CRM; use Office Groups with Dynamics CRM
Work with Excel; export to Excel; work with Power BI; analyze data with Power BI; visualize data with Excel and Power
BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM