MB2-713 Exam Questions and Answers | Exam-Dumps (Page: 2)

QUESTION: 9

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 sale 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 secures.
Which two of configurations should you perform? Each correct answer presents part of the solution.

new child goals that all use the same rollup queries.
Change the parent goal of each child goal.
Create a parent goal that has a custom period of three weeks from today
Change the manager of each child goal
Change the goal manager of each child goat.

Answer(s): C,D

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QUESTION: 10

You 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?

Define a view and add a chart
Export the Fetch XML. and then import a chart.
Run the Report Wizard.
Create a personal report.

Answer(s): C

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QUESTION: 11

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 calculated field
a goal metric that has the Amount metric type
a rollup field
a rollup query
a goal metric that has the Count metric type

Answer(s): C,D,E

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QUESTION: 12

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 the records.
What are two possible ways to edit the data? Each correct answer presents a complete solution.

Export the data as a dynamic worksheet
Export the data to a Microsoft Excel static worksheet
Open the view in Microsoft Excel Online.
Select the records and click Edit.

Answer(s): C,D

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QUESTION: 13

You have a Dynamics CHM organization that uses folder tracking. You have a folder named Customers that is currently being tracked- Customers contains a folder for The main contact named Contact1.
A new email message from Contact1 is delivered to your Inbox. You need to identity what will occur when you move the message to the Customer1 folder.
What should you identify?

An email activity will be created in CRM that has a connection to Customer1 and to Contact1
An email act.v.Ty will be created in CRM that has a connection to Contact1 only.
An email activity will be created m CRM that has a connection To Customer1 only.
An email activity will be created in CRM that has the Set regarding field set to Contact1
An email activity will be created in CRM rhat has the Set regarding field Set to Customer1

Answer(s): D

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QUESTION: 14

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?

Microsoft Yammer integration
server-based Microsoft SharePoint integration
Microsoft Social Engagement
Microsoft Office 365 Groups

Answer(s): B

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QUESTION: 15

Your company wants to integrate the Microsoft Yammer enterprise subscription and the Dynamics CRM organization.
The managers at the company are cornered about potential data from CRM being visible to users who do not have a CRM account.
They want to limit which user can see post in CRM.
In Yammer, you can 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 Identity what prevents the users from seeing the posts What should you identity?

The users are not added to the CRM Posts group in Yammer.
The posts are not being shared with the team of the users.
The security role assigned to the users does not provide access to yammer posts
The users are not following any records.

Answer(s): B

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QUESTION: 16

You have a Dynamics CRM organization that uses Microsoft SharePoint for document management by using server-side synchronization.

You need to identity which SharePoint actions tan be performed directly from CRM.
What should you identify?

Modify the settings of the columns in a SharePoint list.
View the document version history.
Display the documents contained in the SharePoint document library.
Create and manage SharePoint content types-

Answer(s): C

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Microsoft MB2-713 Exam (page: 2) Microsoft Dynamics CRM 2016 Sales Updated on: 12-Feb-2026

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QUESTION: 12

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QUESTION: 16

Microsoft MB2-713 Exam (page: 2)
Microsoft Dynamics CRM 2016 Sales
Updated on: 12-Feb-2026