MB2-713Preview

You create a personal view.
You need to ensure that both you and a coworker can use the view.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.

You work for a company named Fabrikam, Inc.
Fabrikam is acquired by a company named Contoso, Ltd. Both companies have different fiscal year ends.
The sales team at Fabrikam will be required to use a new fiscal year end at the end of the current quarter.
The Dynamics CRM administrator at Fabrikam updates the Fiscal Year Settings immediately.
You need to ensure that reports on the goals use the Fabrikam year end until the end of the quarter.
What should you do?

You have a Dynamics CRM organization that has 50 000 contacts in regions around the world.
Your job is to review the records of the contacts from three regions. The contacts in the three regions are managed by different account managers. You work with only one of the regions per day, updating the address information of the contacts in that region.
You need to view only the contacts from a specific region.
What should you do?

You plan to export sales data that will be used in the annual report of your company.
You need to provide a copy of some of the sales data to the company stakeholders.
Which format can you use to export the data?

You are reviewing the sales pipeline of your Dynamics CRM organization.
You need to identify which type of data is contained in the sales pipeline.
What should you identify?

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

Your 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?

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.

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