Exam Code: MB2-717 (Practice Exam Latest Test Questions VCE PDF)
Exam Name: Microsoft Dynamics 365 for Sales
Certification Provider: Microsoft
Free Today! Guaranteed Training- Pass MB2-717 Exam.
Q11. 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
Q12. 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?
A. a person who calls into the company after receiving a mass mailing advertisement from your company
B. a person who has prequalified for a mortgage and wants to utilize a real estate agent to look at property
C. a person who signs a contract to purchase three cases of your product on a quarterly basis for 2 years r
D. a list of people supplied by a marketing research firm that matches your target market
Answer: D
Q13. 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)
B. compressed (.zip)
C. Excel 97-2003 Spreadsheet (.xls)
D. Access Database (.accdb)
Q14. 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 goals. Deactivate the goals while adjusting the fiscal period.
D. Goals will continue to run using the old fiscal periods. A user can manually update the goals if needed.
Answer: A
Q15. 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?
A. Prospect
B. Lead
C. Account
D. Opportunity
Answer: D
Q16. 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 lists. Then create one Quote from each of the Opportunities.
B. Create one Opportunity with one Quote. Then, have the customer review the quote Before creating another.
C. Create one Opportunity with one Quote. Then, revise the Quote and add the other price list to the Quote-
D. Create two Quotes from the same Opportunity. Then, switch the price list on one of the Quotes.
Answer: B
Q17. 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: A,C
Q18. 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?
A. Email Engagement
B. Auto Capture
C. Relationship Assistant
D. Folder Level Tracking
Answer: A
Q19. 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
Q20. 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?
A. Create a Discount List and associate it with the Price List Item directly.
B. Create a Discount List, and associate it with the Quote directly.
C. Create a Discount List and associate it with the Product directly.
D. Create a Discount List and associate it with the Price List directly.
Answer: C