An organization uses goals in a hierarchy with parent and child goals in Microsoft Dynamics 365.
A sales manager leaves the organization and will not be replaced. The sales manager's goal has 10 child goals under it.
You want to keep the child goals while removing the sales manager's parent goal from the system.
What action should you take?
A. Deactivate the parent goalYou are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement.
How should you now modify the status of the designated Opportunity record?
A. close the opportunity as LostYou are using Microsoft Dynamics 365 to track competitors.
A user has closed an opportunity as lost but the user forgot to add the correct competitor in the process.
How should you instruct the user to ensure the correct competitor is tracked?
A. Ask the user to open the opportunity, close record associated with the opportunity, and add the competitor.You want to review the status of the sales opportunities you have been working on for the past three months.
Which three system views allow you to review Won and Lost opportunities in Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. Closed OpportunitiesOne of your prospects is reviewing a quote you have provided and will be making a decision to either accept or revise your offer.
You need to reflect the prospect's response by setting the quote status.
Which two options can you use to achieve this goal? Each correct answer presents a complete solution.
A. FulfilledYou are a sales manager for your company.
In order to improve sales, you want Microsoft Dynamics 365 to analyze the daily actions and communications of your sales staff. In addition, you would like the analysis data to be used to remind your sales people of upcoming activities and
create actionable items to keep them focused.
Which feature of Microsoft Dynamics 365 performs these functions?
A. Auto CaptureYou are working with an organization that uses Microsoft Dynamics 365 for sales.
You want to show the sales personnel action carets with reminders for opportunity close dates, activities, reminders for emails that have not been responded to. and statistics on how often sent emails have been opened by recipients. Which features should you implement in Dynamics 365?
A. Relationship Insights with Auto Capture and Email EngagementYou are The technical support specialist for a company that utilizes Microsoft Dynamics 365.
A new user calls the help desk complaining that every time they try to create a record, they are being denied the ability to The user states that some type of error is displayed as well.
What would cause this error?
A. The user cannot create records using the Outlook clientYou have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review.
What should you do?
A. Delete the Lead.You are working with the Microsoft Dynamics 365 for Phones app.
You have created a new Opportunity to track information that could lead to a sale while visiting a customer and have a Business Process Flow at the Qualify stage.
You need to be able to update the record with information for qualifying the Opportunity.
What are three items you can capture on the Opportunity to help you manage this opportunity through to a sale? Each correct answer presents a complete solution.
A. tracking product returnsNowadays, the certification exams become more and more important and required by more and more enterprises when applying for a job. But how to prepare for the exam effectively? How to prepare for the exam in a short time with less efforts? How to get a ideal result and how to find the most reliable resources? Here on Vcedump.com, you will find all the answers. Vcedump.com provide not only Microsoft exam questions, answers and explanations but also complete assistance on your exam preparation and certification application. If you are confused on your MB2-717 exam preparations and Microsoft certification application, do not hesitate to visit our Vcedump.com to find your solutions here.