MB2-700 - Microsoft Dynamics CRM 2013 Applications
Go back to Microsoft
You have a Contract that has a status value of Invoiced. One of the contract lines references an incorrect product. You need to correct the contract line. What should you do?
Copy the invoiced contract. In the newly created draft contract, update the Product field for the affected contract line. Activate the new contract and then cancel the invoiced contract.
Which characteristic of a contract template governs how many cases a customer is allowed to have against a contract?
You are creating a case from an email message by using the Microsoft Dynamics CRM Outlook client.You need to complete the task by using the least number of steps. What should you do?
Create a new case from the Outlook email message by using the Track and Convert To Case features. Set the Customer field of the case to the account of the person who sent the email message.
Which service schedule component should you use to measure skill levels?
You need to ensure that the value for the Est. Revenue field is automatically calculated. Which three actions should you take? Each answer presents part of the solution.(Choose Three)
Provide a price list.
Add at least one existing or write-in product for the opportunity product
Set the value of the Revenue field to System Calculated.
Which entity can you associate with sales literature?
When you qualify a lead, which two records will also be created?(Choose TWO)
You are creating a discount list. Which two types of discounts can you create?(Choose TWO)
A user plans to run a report. The user does NOT have the appropriate permissions to access all of the data the report requires. What will the user see when she runs the report?
Summary and detailed information for only the data to which the user has permissions
You review an Opportunity with a customer. You use price lists to show the customer two options for a sale. You need to present the two different price options to the customer in writing and maintain an association with the original Opportunity. What should you do?
Create two separate Quote records for the Opportunity, one for each price list and activate both Quote records.
You are adding resources to a resource group. Which three resource types can you add? (Choose Three)
When creating a Lead, which type of information can you enter on the Main Lead form?
You review a Knowledge Base article. On the Article tab of the ribbon, which option is NOT in the Action group?
Which field is required to create a new Opportunity record?
A user reports that he cannot delete a Knowledge Base article template. You need to ensure that the user can delete the template. What should you do?
Delete all articles associated with the article template.
Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO)
Knowledge Base articles
Which entity is best described as an estimate or proposal that is presented to a customer?
You review an Opportunity record. Opportunities are configured to use system-calculated pricing. What happens when you click the Recalculate Opportunity button?
Current product line item totals are recalculated, and the Est. Revenue field is updated.
You review the Similar Cases section for a case by using the Default Case form. Which cases does Microsoft Dynamics CRM show?
cases with the same subject
What are two ways to find content in Knowledge Base articles?(Choose TWO)
search by using keywords
search by using templates
Which action is possible directly from the All Contracts view?
Set an on-hold contract to Active by using the Activate button.
You have a Contract that has a status value of Active. One of the contract lines references an incorrect product. You need to correct the contract line. What should you do?
On the active contract, add a new contract line that has the correct product. Cancel the contract line that has the incorrect product referenced.
User1 is the owner of the Specialists team. User2 adds a case that she owns to the Specialists team's queue. Who now owns the case?
You plan to add an existing product as an additional line item to an active order. Which statement is true?
The updated total amount is automatically re-calculated and displayed.
You delete a Lead record. By default, what happens to records that are related to the Lead record?
All related activities, posts, and notes are deleted.
What role do keywords play in the Knowledge Base?
Keywords are used to search for articles.
Where can a user locate a list of recently updated records?
the What's New view
You create a sales order by using the latest currency exchange rate. Which three changes to a sales order will force a recalculation of the sales order money?(Choose Three)
The record is created.
The state of the record is changed.
The shipping address is changed.
You review a published Knowledge Base article. Which two actions can you perform? (Choose TWO)
Add a note
Add a comment
You need to search and display data from multiple related entities that may be more than one relationship removed from the primary entity. Which tool should you use to display the data?
A company tracks competitors by using Connection records instead of using the native Competitors feature in Microsoft Dynamics CRM. The company assigns a Connection with the Connection Roles of Related Opportunity and Competitor between the Opportunity and the Account, which represents the competitor. Accounts have a flag which designates the record as a competitor. Which statement is true?
A Connection record is created between the Opportunity and the Account.
A manager is setting work hours and service restrictions for the resources in a company. What is the smallest unit of time that he can use to define work hours and breaks?
Which records are included in the Sales Pipeline report by default?
Opportunities with a status of Open
Which list shows a correct contract life cycle?
1. Draft 2.Active 3.Invoiced 4.On Hold 5.Expired
You need to send a Knowledge Base article by email to a Contact record. Which condition must be met?
The article has been approved.
Which Service entity has Quick Create forms?
You have a sales goal for a salesperson that includes all of the salesperson is opportunities for the current fiscal year. You need to modify the sales goal to include opportunities only in a particular city for the upcoming six-month period. How should you modify the goal?
Create a rollup query that filters the customer list based on the customer is city. Associate this rollup query with the Goal record. Change the time period for the Goal record.
You are adding Units to a Unit Group. Which statement is true?
A Unit must have a quantity.
Which condition must be true before you can close a case?
All activities that are related to the case must be in a closed state.
Which benefit does service scheduling NOT provide?
A designated service manager