You are a Sales Manager using Microsoft Dynamics 365.
You need to analyze how your sales performance and activities relate to sales of products that happened after the initial order. The sales transactions are stored in an ERP system.
Which tool should you use to combine your sales activities with your ERP sales data?
A. Power BIYou are working with the default Opportunity form In Microsoft Dynamics 365.
Your sales manager has asked all sales staff to maintain best practices when managing sales and to enter as much information as possible. You need to be able to add additional records and activities to the Opportunity without leaving the
form.
What are two types of records you can add from within the Opportunity form? Each correct answer presents a complete solution.
A. InvoicesYou have created a personal dashboard in Microsoft Dynamics 365, consisting of personal charts and personal views. You want your team members to be able to fully take advantage of your dashboard. How should you fully share the needed components with the individuals on your team?
A. Share only the views with the team.You are a sales manager for your company.
You want your sales people to be able to utilize data on their customers beyond the Microsoft Dynamics 365 application.
With which type of database can Relationship Assistant integrate in order for sales people to better manage their business relationships?
A. ExchangeYou are setting up a Product Catalog in Microsoft Dynamics 365 that has a series of products that have similar properties. When added to an Opportunity, the user should be required to make selections on these properties for the products. How should you set this up?
A. For each of the products, add the Product Properties.You want to add documents to records in Microsoft Dynamics 365.
You need the ability to search within the documents and associate documents with custom entities.
How should you approach this requirement?
A. Recommend adding the documents as Word Templates, and associate them with the needed entities.You will be attending a conference, and you want to be able to capture information about the prospects you will meet You need to be able to upload the lead information into Microsoft Dynamics 365 with the Import Data Wizard. Which two formats can you use? Each correct answer presents a complete solution.
A. comma-separated values (.csv)An organization manages their sales process and tracks their competitors on opportunities through Microsoft Dynamics 365. A sales executive requests a report on how they are performing against each of their competitors. Using only out-ofbox capabilities, how should you get this report for the sales executive?
A. On a view of opportunities, run the Pipeline Management Excel Template.You are using Microsoft Dynamics 365 for sales.
Your marketing department has given you a number of illustrated documents that explain how your product is superior to various competitors.
You have been tasked with adding this material to Dynamics 365 so the salespeople can use and email the material to their prospects, all from within Dynamics 365.
How should you complete this task?
A. Add the documents to SharePoint and set up the SharePoint integration with Dynamics 365.You are a sales executive for a sales organization that uses Microsoft Dynamics 365. You want to create your own personal views within Dynamics 365. How can you perform this task?
A. Use the Advanced Find tool to create personal views.Nowadays, 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.