Microsoft MB2-717 Free Practice Questions

NEW QUESTION 1
An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly.
How should you help your users contact leads on a regular basis by using Relationship Insights?

• A. Create a workflow on leads to remind the owner if there has been no activity for seven days.
• B. Enable the Relationship Assistant on the card options for "No Activity with Lead." and change the "Days before notifying™" to 7.
• C. Enable Email Engagement on the card options for No Activity with Lead," and change the "Days before notifying™" to 7.
• D. Enable Relationship Insights with Relationship Analytics to show cards for leads with no activity.

Answer: D

NEW QUESTION 2
An organization uses goals in Microsoft Dynamics 365 to track sales via opportunities on existing customers.
Customers are grouped into "standard" and "VIP" categories.
You need to create goals that only calculate sales on each account flagged as a "VIP" customer.
Which approach should you take?

• A. Create a rollup query on the account entity, and add a query that only includes accounts flagged as VIP.
• B. Create a rollup query on the opportunity, and add a query that only includes opportunities related to accounts flagged as VIP.
• C. Create a goal metric and specify it to only calculate revenue from accounts flagged as VIP.
• D. Create a rollup field, and set it to only include opportunities related to active accounts flagged as VIP.

Answer: C

NEW QUESTION 3
You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes.
Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct answer presents a complete solution.

• A. Export to Static Worksheet
• B. Export to Excel Online
• C. Export to Dynamic Pivot Table
• D. Export to Dynamic Worksheet

Answer: A

NEW QUESTION 4
You are a support specialist in charge of manag.ng a product catalog within Microsoft Dynamics 365 for your company. You are asked to configure Microsoft Dynamics 365 so that management can analyze sales trends by product category. How should you meet this requirement?

• A. Create multiple product relationships.
• B. Create multiple product families.
• C. Create multiple product bundles.
• D. Create multiple product catalogs.

Answer: A

NEW QUESTION 5
You 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.
• B. Create a Price List add the Product Properties to the Price List and add the Products as price list items.
• C. Create the Products, then create the Product Family, add the Product Properties to the family, and add the products to the family.
• D. Create the Product Family, add the Product Properties, create the Products, and add the Family Hierarchy in the process.

Answer: C

NEW QUESTION 6
You 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.

• A. On the product record for the travel case, add a bi-directional relationship of the type Accessory to the laptop product record.
• B. On the product record for the laptop, add a bi-directional relationship of the Type Accessory to the travel case product record.
• C. On the product record for the travel case, add a uni-directional relationship of the type Accessory to the laptop product record.
• D. On the product record for the laptop, add a uni-directional relationship of the type Accessory to the travel case product record.

Answer: A

NEW QUESTION 7
You 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 client
• B. The user failed to populate at (east one required field.
• C. The user is using Dynamics 365 Business Edition father than Enterprise Edition.
• D. The user cannot input more than 250 characters into a single line of text field.

Answer: A

NEW QUESTION 8
You are working with an organization that has extended its reporting in Microsoft Dynamics 365 with Power BL The organization wants to use the Power BI dashboards and tiles inside Dynamics 365. Which two options are available? Each correct answer presents a complete solution.

• A. Once Power BI is enabled for the organization, a complete Power BI Dashboard can be added as a personal dashboard.
• B. Once Power BI is enabled for the organization, a Power BI tile can be added to a personal dashboard.
• C. A System Administrator can add a Power BI Dashboard in Microsoft Dynamics 365 on a system dashboard.
• D. A System Administrator can add a Power BI tile in Microsoft Dynamics 365 on a system dashboard.

Answer: BD

NEW QUESTION 9
You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a sen Which action will meet your need?

• A. Add additional multiple linear business process flows.
• B. Add stages to the linear business process flow.
• C. Add branches to the business process flow.
• D. Add multiple steps to the business process flow.

Answer: A

NEW QUESTION 10
One 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. Fulfilled
• B. Won
• C. Inactive
• D. Draft

Answer: BC

NEW QUESTION 11
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.

Answer: A

NEW QUESTION 12
An organization uses goals for tracking sales and opportunities in Microsoft Dynamics 365.
The organization wants to extend their sales and goals KPls. and have created a calculated field on Opportunity for Weighted Revenue, based on Est. Revenue and Probability.
Now the organization wants to include weighted revenue in their goals.
Which options meet this customer's needs? Each answer represents a complete solution.

• A. Edit the existing goal metric and change the in-progress value to point to the new weighted revenue held.
• B. Add a new rollup quer
• C. In the query editor, include the weighted revenue fiel
• D. Use the new rollup query in your goals.
• E. Create a new goal metric and name it "Weighted Revenue."' Add rollup fields for actual value, and use the weighted revenueheld for the in-progress value.
• F. Edit the existing goal metric for revenue, add a custom rollup field, and point it to the new weighted revenue fiel
• G. Then, adjustthe goal charts to also include the custom rollup field.

Answer: AB

NEW QUESTION 13
You are a new sales executive for a company that utilizes Microsoft Dynamics 365.
You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers.
How will the activity state of the designated tasks be modified to reflect the fulfillment of these

• A. You must manually change the activity state to Canceled.
• B. The activity state will update automatically when the associated opportunity is won.
• C. The activity state will update automatically when the associated sale order is complete.
• D. You must manually change the activity state to Completed.

Answer: A

NEW QUESTION 14
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 emai
• D. Convert the email to a Lead record.
• E. Create a Lead from the CRM tab in Microsoft Outlook.

Answer: A

NEW QUESTION 15
You are the project manager for a Microsoft Dynamics 365 implementation and are tra.n.ng the company sales staff. All staff members use laptops with the Microsoft Office Suite fully installed.
How can sates staff access and use Dynamics 365 when they are traveling outside of the office? Each correct answer presents a
complete solution.

• A. They can use Microsoft Outlook.
• B. They can use any web browser.
• C. They can gain online access by using the Azure portal.
• D. They can use Skype for Business.

Answer: BC

NEW QUESTION 16
You 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 Capture
• B. Relationship Assistant
• C. Email Engagement
• D. Site Map Designer

Answer: A

NEW QUESTION 17
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 Lis
• D. Quotes and Orders require an active Price List
• E. Orders require an active Price List All other types can continue to work if the Price List was added prior to deactivation.

Answer: D

NEW QUESTION 18
You are using Microsoft Dynamics 365 on your tablet
You need to be able to edit the opportunity records using Editable Grids on the tablet What do you need to do to enable Editable Grids on your tablet for opportunities?

• A. You need to enable Editable Grids under Settings in the tablet client.
• B. You need to enable Editable Grids under Options in the web client
• C. You need to ask your system administrator to enable Editable Grids for tablets.
• D. You need to ask your system administrator to enable Editable Grids for tablets.

Answer: A