MB2-717 Exam Details

  • Exam Code
    :MB2-717
  • Exam Name
    :Microsoft Dynamics 365 for Sales exam
  • Certification
    :Microsoft Certifications
  • Vendor
    :Microsoft
  • Total Questions
    :93 Q&As
  • Last Updated
    :Nov 15, 2021

Microsoft MB2-717 Online Questions & Answers

  • Question 1:

    You are using Microsoft Dynamics 365 to track your competitors.

    You want to take full advantage of the "Win/Loss" report that is available for competitors.

    What two steps should your users take to track competitors to get reliable results from this report? Each answer represents a part of

    the solution.

    A. Track competitors on sales literature.
    B. Track competitors on open opportunities.
    C. Track competitors on opportunities closed as Lost
    D. Track competitors on the products used.

  • Question 2:

    You need visibility to all of your Opportunities to better analyze the information to decide how best to progress with each. What is unique to a Personal View of Opportunities?

    A. You can share them.
    B. You can export them.
    C. You can view them.
    D. You can use Charts with them.

  • Question 3:

    You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a sen Which action will meet your need?

    A. Add additional multiple linear business process flows.
    B. Add stages to the linear business process flow.
    C. Add branches to the business process flow.
    D. Add multiple steps to the business process flow.

  • Question 4:

    You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.

    A customer requests quotes tor the same set of products, but from two different price lists for comparison.

    What should you do in order to respond to this customer's request?

    A. Create two Opportunities with different price lists. Then create one Quote from each of the Opportunities.
    B. Create one Opportunity with one Quote. Then, have the customer review the quote Before creating another.
    C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote-
    D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.

  • Question 5:

    An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers.

    Customers are grouped into "standard" and "VIP" categories. You need to create goals that only calculate sales on each account flagged as a "VIP" customer.

    Which approach should you take?

    A. Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP.
    B. Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP.
    C. Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
    D. Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.

  • Question 6:

    The bank you work for had a booth at a trade show where they collected leads for people interested in getting a loan with the bank. You are sent a .csv file with 100 leads with whom the bank expects you to follow up.

    You need to load these leads in the fastest way possible.

    What are two options for doing this in Microsoft Dynamics 365? Each correct answer presents a complete solution.

    A. Use the Import Data feature to upload your data file to Microsoft Dynamics 365.
    B. Convert emails to leads in Outlook by using Microsoft Dynamics 365 for Outlook,
    C. Use the Quick Create New Lead record in Microsoft Dynamics 365.
    D. Convert emails to leads in Outlook by using the Microsoft Dynamics 365 App for Outlook.

  • Question 7:

    You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

    A. Export to Static Worksheet
    B. Export to Excel Online
    C. Export to Dynamic Pivot Table
    D. Export to Dynamic Worksheet

  • Question 8:

    You are a salesperson using Microsoft Dynamics 365.

    You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record.

    What should you add to the quote?

    A. Add Service Activities.
    B. Add Price Lists.
    C. Add Quote Products as tine items.
    D. Add a connection between the Opportunity and the Quote.

  • Question 9:

    You are a technical support specialist for your company.

    The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a

    supported web browser.

    What should you suggest to meet this sales staffs need?

    A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
    B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
    C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
    D. Advise them to download the Microsoft Dynamics 365 App from their phone's store.

  • Question 10:

    You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.

    A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.

    You have created an account record for each of the three divisions and for Fabrikam. Inc.

    and need to link the records.

    How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

    A. Fabrikam, Inc. is a Primary Contact
    B. Fabrikam. Inc. is a Parent account.
    C. Fabrikam. Inc. is a Parent Customer.
    D. Fabrikam, Inc. is a Child account.

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