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 41:

    You are a sales professional for a medium-sized firm.

    You are entering information into Microsoft Dynamics you organized at a trade show.

    What type of record should you create for each card?

    A. Prospect
    B. Lead
    C. Account
    D. Opportunity

  • Question 42:

    An organization is using the Relationship Assistant in Microsoft Dynamics 365.

    A small minority of their users need to only see the Email Cards from Exchange. The rest of the cards are in their way, prohibiting them from property using the feature to work with their email in Microsoft Dynamics 365.

    How should you help this group of users?

    A. Create a Business Unit for the users, and configure the Relationship Assistant for that group to only display Email Cards from Exchange.
    B. For the small group of users, configure their security roles to have no read privileges on the Action Card entity.
    C. Instruct the users to access their personal settings for the Relationship Assistant and turn off the cards they do not wish to see.
    D. Turn off all card notifications for all users except the Email Cards from Exchange.

  • Question 43:

    You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers.

    The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities.

    How should you offer bulk discounts?

    A. Create a Discount List and associate it with the Price List Item directly.
    B. Create a Discount List, and associate it with the Quote directly.
    C. Create a Discount List and associate it with the Product directly.
    D. Create a Discount List and associate it with the Price List directly.

  • Question 44:

    You are a sales person working in the Microsoft Dynamics 365 web interface

    You want to create a view that you can use to segment your active customers by area, based on their physical address.

    Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.

    A. Use Advanced Find to search both Accounts and Con
    B. Save your query, and give it a name.
    C. Export the query to Excel, and import it every time ydu need to use it
    D. Use Advanced Find to search for alt Account records that are active.
    E. Use Advanced Find to filter the records, based on the*r ZIP/Post code.

  • Question 45:

    You are working with a company to implement Microsoft Dynamics 365 for their sales division.

    The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them.

    Which component of Microsoft Dynamics 365 should you use to manage this ability?

    A. Email Engagement
    B. Auto Capture
    C. Relationship Assistant
    D. Folder Level Tracking

  • Question 46:

    You are a project manager in charge of implementing Microsoft Dynamics 365 for a sales organization. You are creating a product catalog.

    You have created a number of products, yet sales people are complaining that they cannot add these products to any invoices.

    What must be done so that the sales people can add these products to their invoices?

    A. The products must first be added to an opportunity.
    B. The products must first be activated.
    C. The products must be placed into draft status.
    D. The products must first be included in a quote.

  • Question 47:

    You have recently been hired as a sales assistant for a new employer.

    The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them.

    You want to use the CRM Help Center for assistance to perform these tasks.

    Which two help sources are available for you? Each correct answer presents a complete solution.

    A. phone support
    B. training links
    C. online chat
    D. community blogs

  • Question 48:

    An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices.

    The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser.

    Which action should you recommend?

    A. Create the detailed analytics as an Excel Template, and instruct the users to download the template.
    B. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.
    C. Create the detailed analytics as a Report and instruct the users to run the report when needed.
    D. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.

  • Question 49:

    You are using Price Lists specific to campaigns.

    A campaign has recently ended, and you deactivated the associated Price List

    How are Opportunities. Quotes, and Orders with the campaign-specific price list affected by the deactivation?

    A. Those that already have the deactivated Price List can continue to use the Price List as normal.
    B. They will need to be manually updated with new the Price List when applicable.
    C. Only Opportunities can continue to work with a deactivated Price List. Quotes and Orders require an active Price List
    D. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.

  • Question 50:

    You are the sales manager for a company that utilizes Microsoft Dynamics 365.

    Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season,

    Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.

    A. The prices are removed from the default price list field for all of the company s products.
    B. Any pre-existing opportunities associated with those price lists will continue to use them.
    C. Any existing sales transactional records will automatically be deactivated until a new price list is created.
    D. Any existing sales transactional records will automatically associate with the default price list.

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