Tag: MB2-713

Create a Gantt Chart in MS CRM

Nice blog by crm chart guy – made it look easy and simple.

crm chart guy

Until recently I thought that Gantt charts couldn’t be done in MS Dynamics CRM without turning to some serious development, which I found unfortunate because this is a popular type of chart and users find them easy to read. Turns out you can, and it’s not that difficult to create a simple Gantt Chart in MS CRM.

EDIT regarding CRM2011: This post relies on changing the aggregate of a date field to “min”, which seems to be exclusive for CRM2013. CRM2011 will give you an import error when you make that change to the xml. However, a reader has been kind enough to send me the details of how make it work for CRM2011. In the fetchxml you will need to remove the aggregate=”min” from each of the attributes, and also remove the groupby=”true” along with its corresponding alias in the categorycollection. Thank you Nils for sharing.

In this…

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Sample Questions & Tips for Exam MB2-713: Microsoft Dynamics CRM 2016 Sales

It is the most difficult and interesting crm certification i have come across.

i am going to give you some tips and sample questions that you can expect.

  1. understand the CRM sales process : https://crmbook.powerobjects.com/basics/microsoft-dynamics-365-sales-process/
  2. guidance from a champion : https://neilparkhurst.com/2016/03/28/mb2-713-certification-microsoft-dynamics-crm-2016-sales/
  3. finally some sample questions:

1.Your Dynamics CRM organization uses Microsoft Yammer.
You plan in enable integration with Yammer to replace the default CRM activity feeds.
You need to identify which security rights are required to enable the integration.
Which two security rights should you identify? Each correct answer presents part of the solution.
A. Dynamics CRM administrator
B. Dynamics CRM System Customizer
C. Yammer administrator
D. Microsoft SharePoint administrator
E. Microsoft Office 365 administrator

Answer :AC

2. You Open the My Open Opportunities view,
You need to export the data in the view, and then to reimport the data so that the existing records are
updated.
What should you do?
A. Export the data as a dynamic Pivot Fable.
B. Export the data as a Static worksheet.
C. Export the data and select the Make available for re-import option.
D. Export the data as a dynamic worksheet

Answer : B

3.You have a recalled product that should no longer be sold.
You need to remove the. Product from the available list of products and to prevent any sales from being
processed for the product.
Which two actions should you perform? Each correct answer presents part of the solution.
A. Remove the product from the family hierarchy.
B. Modify the open opportunities.
C. Update the price list.
D. Retire the product.
E. Modify the validity date of the product.

Answer:BD

4.You have an existing customer named customer1.
You have a new add-on product for an existing product that you sell.
You want to offer the add-on product to a customer who has purchased the existing product already.
You need to track the sales initiative in Dynamics CRM.
What should you do?
A. Update the original opportunity record.
B. Create a new opportunity record for the new offering.
C. Create a sub-account for the new offering.
D. Reopen the original opportunity record.

Answer : B

5.Your marketing team is promoting a sale that they will announce by using email. The email message will
be sent to existing customers who recently purchased similar products and to potential customers from
a purchased mailing list.
Any sales made as a result of the sale need to have the pricing applied, the sales must be tracked so that
the marketing team can report on the return on investment (ROl) of the initiative.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A. Convert the email activities to leads.
B. Convert the campaign response activities to opportunities.
C. Convert the campaign response activities to leads.
D. Convert the email activities to opportunities.

Answer : BD

6.You have a Dynamics CRM organization that has several currencies enabled. What occurs when a user
creates a record that has a currency field?
A. The currency is based on the sales territory of the user.
B. The currency is based on the location of the user record.
C. The currency is converted into the base currency and is always displayed in the base currency
D. The system default currency is the record default, unless a customer has a default currency

Answer : D

7.You company employs consultants who bill customers for their time.
You sales team is responsible for selling the consultants time, in addition to selling product licenses.
You need to provide the sales team with the ability to create opportunities, quotes, and invoices for the
consultant’s time.
What should you create first?
A. a product family
B. a price list
C. a product bundle
D. a unit group

Answer 😀

8.Your company plans to deploy Dynamics CRM.
In the previous sales database, you did not track products
Members of the management team are evaluating whether to use the product catalog in the CRM
organization. You need to identify which enhancements to the sales flow can be achieved by using the
product catalog. What are two possible enhancements that you can identity? Each correct answer
presents a complete solution.
A. inventory management integration
B. automated sales pipeline velocity tracking
C. automated revenue calculation
D. automated quotes, orders, and invoicing

Answer :CD

9.Your company has a Dynamics CRM organization.
The company plans to use the product catalog.
You need to identify which component must be configured before you can implement the product
catalog.
A. product families

B. product
C. price lists
D. unit groups

 

Answer : D

10.You need to identify which type of object can be associated to sales territories. Which type of object
should you identify?
A. Opportunities
B. Users
C. Leads
D. Facilities
E. Teams

Answer : B

 

Hope this helps

you can write to me @ rawish_kumar93@hotmail.com if you need any support.

Cheers!