Microsoft MB2-717 Free Practice Questions

NEW QUESTION 1
You need to create an Opportunity in Microsoft Dynamics 365 to track potential customers requesting information or pricing would lead you to track the activities of a potential sale.
What are three ways to create such an Opportunity? Each correct answer presents a complete solution,

• A. from an email activity
• B. from a Lead
• C. from a Work Order
• D. from a Case
• E. manually

Answer: ADE

NEW QUESTION 2
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

Answer: B

NEW QUESTION 3
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.
• B. Add the documents as sales literature, and associate them with the right competitors.
• C. Add the documents as Email Templates associated with the opportunity entity.
• D. Add the documents as attachments in the notes section for each competitor.

Answer: B

NEW QUESTION 4
You are a sales person using Microsoft Dynamics 365.
You need to use the web client to show the outcomes of an Opportunity to your sales team. Which three types of information should you capture on a Resolution Activity related to a
closed Opportunity? Each correct answer presents part of the solution.

• A. actual revenue amount from the Opportunity
• B. the status of the Opportunity, Won or Lost
• C. appointment activities Q
• D. phone call activities
• E. close date of the Opportunity

Answer: BC

NEW QUESTION 5
You are a sales manager for a large company that is about to implement Microsoft Dynamics 365.
A company called Fabrikam. Inc. has three divisions within the company that purchase services from your firm.
You have created an account record for each of the three divisions and for Fabrikam. Inc. and need to link the records.
How should you set up the records to properly link the record for Fabrikam, Inc. with its three divisions using Microsoft Dynamics 365 account management?

• A. Fabrikam, In
• B. is a Primary Contact
• C. Fabrika
• D. In
• E. is a Parent account.
• F. Fabrika
• G. In
• H. is a Parent Customer.
• I. Fabrikam, In
• J. is a Child account.

Answer: B

NEW QUESTION 6
You are working with a sates division to better manage their sales processes by better utilizing the functionality of Microsoft Dynamics 365.
You recommend using Relationship Insights to better analyze customer-interaction data to improve sales efforts.
What are two features of Relationship Insights that can be used to accomplish this? Each correct answer presents a complete solution.

• A. Auto Capture
• B. Data Loader Service
• C. Relationship Assistant
• D. Sales Insights

Answer: CD

NEW QUESTION 7
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.

Answer: A

NEW QUESTION 8
You 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 relationships
• B. only records related in N:1 and 1:N relationships
• C. records related in 1:
• D. N:1. and N:N relationships
• E. only records in an N:1 relationship

Answer: A

NEW QUESTION 9
You are working with a sales organization so that they can better utilize Microsoft Dynamics 365 to manage their sales process.
What are two advantages of having the organization s sales professionals utilize Auto Capture? Each correct answer presents a complete solution.

• A. They will not need to go into Outlook to track their emails.
• B. They can delay sending an email until an appropriate time.
• C. They can see untracked emails from Exchange in their activity list
• D. They can be notified when an embedded link has been clicked within a sent email-

Answer: AB

NEW QUESTION 10
You 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 form
• B. Quick Create Campaign Response form
• C. Quick Create Lead form
• D. Quick Create Contact form

Answer: B

NEW QUESTION 11
You 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. Qualified
• B. Delinquent
• C. Inactive
• D. Active

Answer: A

NEW QUESTION 12
You are working in the Sales module of Microsoft Dynamics 365.
Your manager has asked you to provide a report of Sales Pipeline as quickly as possible. What is the quickest way to provide your manager with the report?

• A. Use one of the built-in reports in Microsoft Dynamics 365.
• B. Create an Advanced Find query of your opportunities, sorted by client.
• C. Create a Static Worksheet and export to Excel.
• D. Create a Dynamic Worksheet and export to Excel.

Answer: B

NEW QUESTION 13
An organization uses goals in a hierarchy with parent and child goals in Microsoft Dynamics 365.
A sales manager leaves the organization and will not be replaced. The sales manager's goal has 10 child goals under it.
You want to keep the child goals while removing the sales manager's parent goal from the system.
What action should you take?

• A. Deactivate the parent goal
• B. Delete the parent goa
• C. The 10 child goals will not be affected.
• D. Recreate the 10 child goals without the parent goa
• E. Then, delete the old parent and child goals.
• F. In each of the 10 child goals, clear the parent goal field and then delete the parent goal.

Answer: D

NEW QUESTION 14
You are a sales professional for an insurance company.
You have been working with a potential customer who was identified in Microsoft Dynamics 365 as an Opportunity. That customer has just signed a coverage agreement.
How should you now modify the status of the designated Opportunity record?

• A. close the opportunity as Lost
• B. delete the opportunity record, and create a customer record
• C. close the opportunity as Won
• D. delete the opportunity record, and create a contact record

Answer: B

NEW QUESTION 15
You 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. Invoices
• B. Credit Notes / Adjustment Notes
• C. Stakeholders
• D. Products

Answer: CD

Explanation: https://crmbook.powerobjects.com/basics/microsoft-dynamics-365-sales-process/opportunities/

NEW QUESTION 16
An organization uses goals aligned with fiscal periods.
The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated?

• A. Goals will automatically set the date range to match the new fiscal periods.
• B. Goals will become inactive until they are manually aligned with the new fiscal periods.
• C. Fiscal periods cannot be changed when used by active goal
• D. Deactivate the goals while adjusting the fiscal period.
• E. Goals will continue to run using the old fiscal period
• F. A user can manually update the goals if needed.

Answer: A

NEW QUESTION 17
You receive an email from a customer asking to discuss their need for some of the services and products your company offers. You need to track this conversation in Microsoft Dynamics 365 and manage this transaction. Which record should you use to manage this transaction?

• A. Quote
• B. Order
• C. Lead
• D. Opportunity

Answer: A

NEW QUESTION 18
You are using Microsoft Dynamics 365 to sell products in different currencies. The currency exchange rates are updated on a regular basis.
You need to anticipate the impact of the exchange rates on your analytics and KPIs. What are all the circumstances in which the money fields are updated according to the
current exchange rate in Microsoft Dynamics 365?

• A. When the exchange rate is updated, all active records with the changed currency are updated.
• B. It is updated any time the record is updated in any way.
• C. It is updated when the record is created, a money field is updated, or the statuschanges.
• D. When the currency is added to a record, the exchange rate is set until the currency field is changed.

Answer: C