[MB2-717 Free Questions] MB2-717 Microsoft Dynamics 365 for Sales

1. 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?

2. 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?

3. You have recently been hired as a sales assistant for a new employer.

The company sales staff uses Microsoft Dynamics 365, and you must occasionally input data for them.

You want to use the CRM Help Center for assistance to perform these tasks.

Which two help sources are available for you? Each correct answer presents a complete solution.

4. 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?

5. You are a sales support specialist for a company that utilizes Microsoft Dynamics 365.

You are going through the many records of their current database and inputting this data into Microsoft Dynamics 365.

Which instance below would be created as an Opportunity record in Microsoft Dynamics 365?

6. 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?

7. 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

8. You are a sales professional for a medium-sized firm.

You are entering information into Microsoft Dynamics you organized at a trade show.

What type of record should you create for each card?

9. You are working with an organization that uses Microsoft Dynamics 365 and Microsoft Office 365. The organization communicates with their customers primarily via email.

The organization is struggling with getting emails tracked in Dynamics 365 on the right records, and emails are often not tracked at all.

Which feature should you recommend implementing to get visibility of untracked emails inside Dynamics 365 for relevant

10. 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.

11. You are a sales person working in the Microsoft Dynamics 365 web interface

You want to create a view that you can use to segment your active customers by area, based on their physical address.

Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.

12. You are working with a company to implement Microsoft Dynamics 365 for their sales division.

The sales manager wants all sales people to have the ability to be alerted when a recipient opens an email that was sent to them.

Which component of Microsoft Dynamics 365 should you use to manage this ability?

13. 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?

14. An organization uses Microsoft Dynamics 365 to track Opportunities and Competitors.

They want to make sure that a competitor is always tracked when it is mentioned in an email from a potential customer regarding an opportunity-How can this be achieved using the fewest steps?

15. 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?

16. 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?

17. 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?

18. You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers.

The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities.

How should you offer bulk discounts?

19. You are the sales manager for a company that utilizes Microsoft Dynamics 365.

Your sales department offers seasonal pricing on many of its products by using price lists which are then deactivated at the close of each season,

Which two outcomes occur as a result of deactivating these price lists? Each selection represents a complete answer.

20. You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity.

The customer now confirms the Quote, and you close it as Won and choose to automatically close the Opportunity at the same time.

Which statements about the Opportunity are true? Each answer represents part of the solution.