Microsoft Dynamics CRM 2016 Sales - MB2-713 Exam Questions [2026]

QUESTION NO: 1
You need to identify what occurs when you assign a goal. What should you identify?

A. The user responsible for managing the goal changes. B. The goal becomes the parent goal of another goal. C. The user responsible for meeting the goal changes. D. The goal is added as a child to a parent goal.

Correct Answer: A

QUESTION NO: 2
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. Update the price list. B. Retire the product. C. Modify the open opportunities. D. Modify the validity date of the product. E. Remove the product from the family hierarchy.

Correct Answer: C,E

QUESTION NO: 3
You create an Advanced Find that displays all of the open opportunities containing a specific line item.
You need to edit some of the records returned from the Advanced Find by using immersive
Excel.
What should you do first?

A. Click Export to Excel B. Click Download Fetch XML C. Create a Microsoft Excel template. D. Save the Advanced Find as a view.

Correct Answer: D

QUESTION NO: 4
You need to convert a tweet into a lead.
Which button should you use?

A. Link to CRM B. Set Regarding C. Import Data D. Add Profile

Correct Answer: A

QUESTION NO: 5
You have an order named Order1 that was created from a quote.
You create an invoice for a customer by clicking Create Invoice.
You need to identify what will occur to the order after the invoice is created
What should you identify?

A. The order will remain open. B. The order will be closed and will have a status of Canceled. C. The order will be closed and will have a Status of Partial. D. The order will be closed and will have a status of Complete.

Correct Answer: A

QUESTION NO: 6
You have a Dynamics CRM organization that uses server side synchronization to process email.
A manager requests that you create the mailbox records defined as shown in the following table.

You need to identify which record will fail to be created. Which record should you identify?

A. User1 B. User2 C. User4 D. User3

Correct Answer: D

QUESTION NO: 7
Your company wants to start tracking when customers make referrals in order to view the customers" influence over time. You have a contact named Contact1. Contact1 refers you to an opportunity for a contact named Contact2 You need to track the referral properly.
What should you do?

A. Add Contact1 as the stakeholder of the opportunity. B. Add an opportunity for Contact1. C. Add a connection to Contact1. D. Add Contact1 to the opportunity.

Correct Answer: B

QUESTION NO: 8
You have a Dynamics CRM organization that is configured to use Microsoft SharePoint server-based integration for document management.
You need to identify which two components that can be integrated with CRM require
SharePoint server-based integration.
Which two components should you identify? Each correct answer presents a complete solution.

A. Microsoft Dynamics Marketing B. Microsoft Social Engagement C. Microsoft OneDrive for Business D. Microsoft Yammer E. Microsoft Office Graph

Correct Answer: B,C

QUESTION NO: 9
For a Customer an invoice named Inv1 is created automatically from an order named Ord1.
The customer asks you to add a Hat delivery charge as a line item to the invoice. You do not have a delivery charge in the product catalog. You need to add the delivery charge as a line in the invoice. What should you click first?

A. Use Current Pricing B. Recalculate C. Get Products D. Write-in Product

Correct Answer: A

QUESTION NO: 10
You have a quote named Quote1 that was activated and presented to a customer
You plan to take a long leave of absence. In your absence, a user named User2 will take ownership of Quo: You need to transfer ownership of Quote1 to User2.
What should you do?

A. Click Email a Link and select User2 B. Click Assign and select User2 C. Click Close and instruct User2 to create a new quote. D. Click Share and select User2

Correct Answer: B