An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.
They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?
A. Instruct users to always manually associate the competitor when the Competitor Mentioned card is shown by the Relationship Assistant.You notice that all of your current customers are stored m Microsoft Dynamics 365 as Account records.
You need to create records for other organizations you work with to support your customers. These organizations represent vendors, partners, and distributors.
What record type should you use for these organizations?
A. AccountYou are setting up a Product Catalog in Microsoft Dynamics 365 for a company selling laptops and accessories.
When a laptop is added to an Opportunity, a travel case should be suggested as an accessory, but a laptop should not be suggested as an accessory to the travel case. How should you set this up?
A. On the product record for the travel case, add a bi-directional relationship of the type Accessory to the laptop product record.A customer accepts a quote for 10 products sold by your organization. The customer agrees to pay for half of the total immediately and pay the other half once the products are received. How do you track this transaction in Microsoft Dynamics 365 so the accounting department will understand the transaction?
A. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Fulfilled status reason.You want to use the Export to Excel Templates functional.* of Microsoft Dynamics 365.
What are two benefits of Excel Templates for Microsoft Dynamics 365? Each correct answer presents a complete solution.
A. You can use the charts that you create in the Excel Templates, and import them as Microsoft Dynamics 365 charts.You are a sales manager for a large sales organization that uses Microsoft Dynamics 365.
Many of your products have different
pricing, based on geographical area.
You want your sales people to automatically be assigned the designated price, based on their assigned territory.
How can you accomplish this?
A. Assign a product catalog for each territory.Based on a conversation with a potential customer, you think there may be a Lead record for the customer in Microsoft Dynamics 365. You need to find the disqualified lead so that you can review the activity history on the lead.
Where are two places you can find this information? Each correct answer presents a complete solution.
A. Disqualified Leads viewYou need to be able to differentiate between customers who are up-to-date on their payments and customers who are delinquent Delinquent customers need to be set to read only, while the rest should be available for read and write purposes.
Which two Microsoft Dynamics 365 status settings can you use to accomplish this goal? Each correct answer presents a complete solution.
A. QualifiedYou are working on a sales opportunity for a maintenance company. You learn that the company has a new COO.
You need to quickly add this new person to the opportunity.
Which form should you use to capture this information in relationship to the opportunity?
A. Quick Create Activity formYou are creating Word Templates for a customer using Microsoft Dynamics 365.
The customer needs a Word Template for the account entity and wants to merge data records related to the account
Which related records can be included in the Word Templates?
A. only records related in N:1 and N:N relationshipsNowadays, 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.