Microsoft MB2-717 Free Practice Questions

NEW QUESTION 1
You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365.
A customer requests quotes tor the same set of products, but from two different price lists for comparison.
What should you do in order to respond to this customer's request?

• A. Create two Opportunities with different price list
• B. Then create one Quote from each of the Opportunities.
• C. Create one Opportunity with one Quot
• D. Then, have the customer review the quote Before creating another.
• E. Create one Opportunity with one Quot
• F. Then, revise the Quote and add the other price list to the Quote-
• G. Create two Quotes from the same Opportunit
• H. Then, switch the price list on one of the Quotes.

Answer: B

NEW QUESTION 2
You receive an email from a person who was referred to your organization by a third party.
You track the email and create a Lead for the prospect After a few emails exchanged between you and the prospect you realize that the service they are want is not a service your company offers.
How do you capture this information in Microsoft Dynamics 365?

• A. Disqualify the Lead.
• B. Close the Lead as Lost.
• C. Untrack the emails exchanged with the prospect
• D. Qualify the Lea
• E. Close the Opportunity as Lost.

Answer: C

NEW QUESTION 3
You are a sales executive for a sates organization. You are inputting data to create your Microsoft Dynamics 365 environment.
One of your customers is the purchasing manager at Contoso Ltd- and has been ordering from you for over two years after being referred by the VP of Operations of one of your current customers, Fabrikam.
You need to input the required records for this data.
Which three examples represent accurate record configurations? Each correct answer presents a complete solution.

• A. Create a lead record for Fabrikam.
• B. Create an account record for the purchasing manager at Contoso Ltd.
• C. Create a connection record for VP of Operations at Fabrikam.
• D. Create an account record for Contoso Ltd.
• E. Create a contact record for the purchasing manager at Contoso Ltd.

Answer: ABD

NEW QUESTION 4
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.
• B. Create a new invoice that includes all of the items sold to the customer, and set the invoice to the Partial Paid status reason.
• C. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Fulfilled status reason.
• D. Create a new invoice that includes half of the items sold to the customer, and set the invoice to the Complete Paid status reason.

Answer: D

NEW QUESTION 5
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.
• B. Assign a default price list for each territory.
• C. Assign a discount list for each territory.
• D. Assign a base currency for each territory.

Answer: B

NEW QUESTION 6
You have been working with a potential customer for some company. You need to disqualify the lead in Microsoft Dynamics 365.
time and learn that they are purchasing the product from another When disqualifying the lead, which option should you select?

• A. Disqualify > Lost to competitor
• B. Disqualify > Lost
• C. Disqualify
• D. Disqualify > Reject Lead

Answer: C

NEW QUESTION 7
You are working with an organization that uses Microsoft Dynamics 365 for sales.
You want to show the sales personnel action carets with reminders for opportunity close dates, activities, reminders for emails that have not been responded to. and statistics on how often sent emails have been opened by recipients.
Which features should you implement in Dynamics 365?

• A. Relationship Insights with Auto Capture and Email Engagement
• B. Relationship Insights with Relationship Assistant and Email Engagement
• C. Relationship Insights with Relationship Analytics and Email Engagement
• D. Relationship Insights with Relationship Analytics and Relationship Assistant

Answer: B

NEW QUESTION 8
You are a salesperson using Microsoft Dynamics 365.
You need to create a quote for services to be offered to one of your customers. You have selected a potential customer and saved the quote record.
What should you add to the quote?

• A. Add Service Activities.
• B. Add Price Lists.
• C. Add Quote Products as tine items.
• D. Add a connection between the Opportunity and the Quote.

Answer: B

NEW QUESTION 9
You 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.
• B. Share the views with each team member individually.
• C. Share the dashboard, views, and charts with the team.
• D. Share the dashboard and charts with each team member individually.

Answer: D

NEW QUESTION 10
You have exchanged a few emails with a lead and it is now evident that your organization will be able to fulfill the customer's need.
You need to proceed to the next step on the sales process and remove the lead from the Open Leads view, but keep it in the system for later review.
What should you do?

• A. Delete the Lead.
• B. Activate the Lead
• C. Close the Lead as Won.
• D. Qualify the Lead.

Answer: A

NEW QUESTION 11
You are a technical support specialist for your company.
The Company's sales staff are issued a company laptop to use when interfacing with Microsoft Dynamics 365. They need to integrate their smart phones with Microsoft Dynamics 365 as well. Many of their phones, however, do not have a supported web browser.
What should you suggest to meet this sales staffs need?

• A. Advise them to run the Microsoft Dynamics 365 web app on their phones.
• B. Advise them to use the web client to access Microsoft Dynamics 365 from their phones.
• C. Advise them to download the Microsoft Dynamics 365 App from the Office 365 Admin portal.
• D. Advise them to download the Microsoft Dynamics 365 App from their phone's store.

Answer: D

NEW QUESTION 12
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. Account
• B. Prospect
• C. Organization
• D. Company

Answer: A

NEW QUESTION 13
You need visibility to all of your Opportunities to better analyze the information to decide how best to progress with each. What is unique to a Personal View of Opportunities?

• A. You can share them.
• B. You can export them.
• C. You can view them.
• D. You can use Charts with them.

Answer: C

NEW QUESTION 14
An organization has many mobile users accessing Microsoft Dynamics 365 via phone or tablet. Microsoft Excel is not installed on the mobile devices.
The organization wants lo enable their users to view detailed analytics with interactive slicers for ad hoc analysis for their customers and opportunities using only the web browser.
Which action should you recommend?

• A. Create the detailed analytics as an Excel Template, and instruct the users to download the template.
• B. Create the detailed analytics as a Dynamics Worksheet, and distribute it to the users.
• C. Create the detailed analytics as a Report and instruct the users to run the report when needed.
• D. Create the detailed analytics as an Excel Template, and instruct users to open the template with Excel Online.

Answer: A

NEW QUESTION 15
You have been communicating with a lead for two weeks, and now you have determined that you are in a good position to move forward on your sales process. You have decided to qualify the lead.
When qualifying the lead, what happens next in your standard sales process?

• A. An order is created.
• B. An opportunity is created.
• C. An invoice is created.
• D. A quote is created.

Answer: D

NEW QUESTION 16
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-of-box capabilities, how should you get this report for the sales executive?

• A. On a view of opportunities, run the Pipeline Management Excel Template.
• B. Add the Power BI content pack for Sales Managers, and share it with the executive.
• C. Run the built-in Competitor Win/Loss report and send it to the sales executive.
• D. Create a dashboard with the chart editor and include the competitors' details, and share it with the sates executive.

Answer: C

NEW QUESTION 17
You have received an email from a person you met at a conference you recently attended.
The email mentions that their organization might be interested in the services provided by your organization.
You need to create a record for this person in Microsoft Dynamics 365 to be later set to the qualified status by your organization.
Which record type can be used to accomplish this goal?

• A. Account
• B. Opportunity
• C. Lead
• D. Contact

Answer: B

NEW QUESTION 18
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.
• B. You can use Microsoft Dynamics 365 Excel Templates without any specific security role setting.
• C. You can import your Excel templates into Dynamics 365, are share them with other people in your organization.
• D. You can create charts, tables, and sheers to analyze your opportunities.

Answer: AD