Microsoft MB2-717 Online Practice Questions and Exam Preparation

Microsoft MB2-717 Online Questions & Answers

• Question 61:

  An opportunity to partner with one of your competitors on a large project has come up, but you are unable to select the competitor as a customer on the opportunity. Which two record types can you assign to the competitor to enable you to se4ect them as a customer? Each correct answer presents a complete solution.

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

• Question 62:

  You are the sales manager for your company.

  You want to trade key performance indicators as well as record activities for all of your clients in order to improve the ratio of, and turn leads into, sales.

  Which feature of Microsoft Dynamics 365 will allow you to do this?

  A. Relationship Analytics
  B. Email Engagement
  C. Auto Capture
  D. Relationship Assistant
  C. Auto Capture

• Question 63:

  As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly.

  You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries.

  Which approach should you take?

  A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.
  B. Create quarterly and annual goals for each sales person, with both a quarterly and annual parent goals for you.
  C. Create quarterly goals for each sales person measured, with an annual parent goal for your measurement
  D. Create quarterly goals for each sales person, and an annual goal for your opportunities.
  A. Create quarterly and annual goals for each sales person, with an annual parent goal for you.

• Question 64:

  As your company grows, you need a way to capture the relationship between the people that you know and the organizations they currently work for. How are these details tracked in a default configuration of Microsoft Dynamics 365?

  A. Many accounts can be associated with many contacts.
  B. Multiple company records can be selected on the company field inside contact records.
  C. One account can be associated with many contacts.
  D. One account can be associated with only one contact.
  A. Many accounts can be associated with many contacts.

• Question 65:

  You are using Microsoft Dynamics 365.

  You can find your disqualified leads but are unable to delete the ones you have chosen for deletion.

  What do you need to do to delete the leads?

  A. Ask your system administrator to give you the security permissions to delete leads.
  B. Ask your system administrator to give you share permission to delete leads.
  C. Reactivate the leads, then delete them.
  D. Qualify the leads, and then delete them.
  A. Ask your system administrator to give you the security permissions to delete leads.

• Question 66:

  You are a mortgage broker for a bank.

  You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system.

  What should you do?

  A. Create a Connection between the Opportunity and the accountant.
  B. Add the accountant as a competitor.
  C. Tie a Document containing the accountant s business card to the Opportunity,
  D. Add a note to the Opportunity with the accountants' information.
  B. Add the accountant as a competitor.

• Question 67:

  You are building a sales dashboard for your organization using Microsoft Dynamics 365.

  You want to make sure that your users get insights into the sales pipeline.

  Using only the built-in chart editor, which of the following combinations should you choose?

  A. a combination of column charts and bar charts, along with a bubble chart to indicate the value of each opportunity and where it is in the pipeline
  B. a combination of column charts and bar charts, along with a funnel chart to indicate how much estimated revenue is in each phase of the pipeline
  C. a combination of column charts, bar charts, and pie charts, with a tag chart to visualize the different sales stages
  D. a combination of column charts and bar charts, along with an area chart to indicate the value of each opportunity and where it is in the pipeline
  C. a combination of column charts, bar charts, and pie charts, with a tag chart to visualize the different sales stages

• Question 68:

  You are a sales person for a large automobile dealership.

  You created a lead within Microsoft Dynamics 365 for a potential customer who was interested in a current sales event at your dealership. The potential customer selected a new car but was unable to finance it due to bad credit The potential customer has given up for the time being.

  How should you modify the record to update it for this sales opportunity?

  A. dose as Lost
  B. dose as Won
  C. dose as Disqualified
  D. dose as Cancelled
  B. dose as Won

• Question 69:

  After several weeks of negotiation with a customer, the customer decides to purchase ten tor them.

  You need to send a new quote to the customer while keeping records of the requested change. What should you do?

  A. Revise the quote, activate, and send the new quote to the customer.
  B. Close the quote as Lost. Create a new quote and send it to the customer.
  C. Create a new Opportunity, and send a new quote to the customer.
  D. Close the Opportunity as Lost create a new quote, and send it to the customer.
  A. Revise the quote, activate, and send the new quote to the customer.

• Question 70:

  You receive an email from a prospect and would like to create a Lead in Microsoft Dynamics 365. You want the email from the prospect connected to the Lead. How can you accomplish this goal?

  A. Navigate to your instance in Microsoft Outlook and create a Lead.
  B. Track the email- Manually create a Lead in Microsoft Dynamics 365.
  C. Track the email. Convert the email to a Lead record.
  D. Create a Lead from the CRM tab in Microsoft Outlook.
  A. Navigate to your instance in Microsoft Outlook and create a Lead.